Custom CRM development connecting your agency’s pipeline, project handoffs and retainers in one clear client workflow.
Discuss your projectThe pitch becomes a proposal. The proposal becomes a project. The relationship continues. Keep the client’s context with the work.
Record the service, decision-maker, opportunity owner and next conversation. Give each new scope its own deal.
Keep the approved proposal, exclusions and decision history together. A requested addition stays open until it is agreed.
Give the project lead the agreed brief, required access and outstanding decisions. Make readiness a deliberate check.
Connect the next review, renewal date and expansion opportunity to the same client, with a clear account owner.
SYNQ develops custom CRM software and focused extensions. We start by examining your current process, then decide what should be configured, connected or built.
Different services need different records. An ongoing SEO engagement and a brand launch should not be forced through identical fields.
Connect a recurring engagement to its service scope, account owner, review cadence and renewal decision. Keep campaign access and client approvals visible before work begins.
Carry the approved brief from the pitch into production. Connect client stakeholders, review responsibilities and scope changes without turning every creative task into a sales record.
For a digital agency combining both models, one client can have a project and a retainer. Keep their scopes separate while sharing the relationship history.
A won deal answers the sales question. A prepared brief answers the delivery question: can we start, with the right scope and the right access?
Try this fictional website project. Toggle a requirement to see how the kickoff decision changes. The extra landing page remains outside the approved scope.
Website access is still missing. The account owner follows up before delivery starts.
Extra landing page requested. Awaiting a new agreement; excluded from the approved five-page scope.
Keep useful tools. Define where each record belongs, what triggers a transfer and who handles an exception.
Contacts, opportunities, approved scope and renewal decisions.
Tasks, resources, milestones and delivery status.
Billing details, payment state and accounting records.
Email, calendars, project tools and accounting may already hold the information your team needs. We assess available APIs, permissions and plan limits before promising a connection.
Agree which system can change each field. Define what happens to duplicate contacts, failed transfers and later scope changes. Our CRM integration approach explains these boundaries.
Bring one anonymized client journey. We use it to define a first scope your team can review and test.
Walk through the lead, proposal, handoff and renewal. Identify the people, records and decisions needed at each point.
Output: agreed workflow and system boundaries
Choose a first workflow and specify what is included. Assess data migration, integrations and operational responsibilities before estimating the work.
Output: scope, assumptions and acceptance criteria
Review the draft with sales and delivery. Test an incomplete handoff, an extra request and a colleague taking over, alongside the normal case.
Output: pilot feedback and a go-live decisionMeasure a relevant baseline, such as time spent preparing a handoff or records missing a next action. Set the measurement period and owner. A CRM requirements specification helps make these expectations testable.
The best fit depends on how you win, deliver and renew work. Test your real proposal and handoff in a standard product first. Consider an extension or custom development when important relationships, approvals or integrations remain unresolved.
Not necessarily. A standard CRM can cover contact management, a simple pipeline and reminders. Custom work is worth assessing when a specific process creates enough recurring effort to justify implementation and maintenance. Team size alone is not the deciding factor.
Yes, keeping it is one of the options we assess. The next step may be configuration, a focused extension or an integration. Access rights, documented APIs and the current product plan determine what is feasible.
Internal agency operations and a client-facing portal are separate scopes. Specify exactly what a client may view or approve, then test permissions and account separation. Portal requirements are assessed individually; external access is not assumed in the initial scope.
The scope, data quality, integrations and operating model determine the estimate. Include initial implementation and migration, recurring services, maintenance and later changes. SYNQ defines these assumptions with you before proposing a project budget or delivery schedule.
Potential uses include drafting a conversation summary or suggesting fields from a brief. The source remains available and a person reviews the suggestion. Pricing, scope commitments and client messages should follow the approval rules you define. AI is an optional part of the assessed scope.
Tell us where client context gets lost: the pitch, the project handoff or the next renewal.
Discuss your project sales@synq.systems