Develop custom CRM software that brings contacts, conversations and tasks together. SYNQ connects your customer processes and adds AI where you need it, so your team spends less time searching for information and entering it again.
More clarity. Less administration.
Sales has won an order. Delivery now depends on bringing the agreed work, open questions and next responsibility together. This is where your CRM shows whether it does more than manage contacts.
Illustrative handover file: a concept with sample data, not a customer project or product screenshot.
Consulting and project-based businesses need to track proposal versions, commitments and repeat work. Our CRM selection guide for service businesses explains these requirements.
A sales stage helps when your team knows what it means. “In progress” can mean many things. A shared rule for when an enquiry is qualified, when a proposal can be prepared and when delivery takes over is more precise.
What service is needed? Clarify the enquiry together with the customer.
Requirements and contact person
Move to the proposal once the requirements are clear.
Illustrative example: enquiry selected. No real customer data.
You can therefore assess four areas as the requirements framework for your custom CRM: customers and contacts, sales opportunities with clear stages, tasks with assigned owners and a traceable customer history. Only then can you determine which automations or reports belong in it.
The interface should answer each role's questions. Sales needs the next contact point; the project lead needs the commitments made during the sale. Management needs an overview for a different purpose again. These differences belong in the design.
Where the customer relationship moves into order processing, work tracking and billing, suitable ERP software completes the workflow.
A custom CRM does not mean every feature has to be built from scratch. Your required workflows and the capabilities of the technical foundation determine the right approach.
If your current CRM reliably manages contacts and proposals but lacks a handover, an extension may be worth considering. If the data structure and core processes fundamentally do not fit, compare a more comprehensive approach. We clarify which option SYNQ can offer for your project based on your systems and requirements.
The scope needs to be clear: what will be adapted? Which application stays? Where do new dependencies arise? What work will future changes require?
We plan the starting point around one complete customer process your team can use. For example, from an incoming enquiry to the handover to the project lead. Together, we define the fields, views and integrations it needs.
The goal is a short path to usable software. We check which existing features can be reused and what genuinely needs to be built. Further requests go on a separate expansion list. This keeps the needs of the first release distinct from what can wait.
Data migration, access rights and acceptance belong in the plan from the start. Your team tests the process with typical cases: a duplicate contact, missing information or cover during an absence. Our guide to CRM implementation helps you prepare.
We plan the delivery date around the agreed scope, available integrations and the quality of your data. A smaller starting point only makes sense if the selected workflow also works in daily use.
Not every extra field or special feature makes a CRM more valuable. We base the scope on your daily work: which data entry disappears? Which information no longer needs searching for? Which handover becomes reliable? These decisions guide our implementation.
Extending an existing technical foundation can be an economical alternative to building anew. We work with you to assess which solution covers your requirements and how much customisation, integration and data migration it needs.
Our proposal separates one-off implementation from ongoing costs. Depending on the solution, these include hosting, licences, maintenance and connected AI services. Training and later changes should also be visible in the comparison. This lets you assess total costs against the same scope of work.
“The scope works for us. Please agree the start date with the project lead.”
Draft: your team reviews and completes it.
Interactive UI concept with a fixed example. No AI runs here and nothing is stored.
Customer conversations often create follow-up work: reading the history, recording agreements and creating tasks. This is where a suitable AI integration can help. SYNQ integrates AI into your CRM where data access and available interfaces support the agreed feature.
A summary can prepare the approved customer history for the next meeting. Conversation notes can become task drafts with outstanding questions. Your team reads the suggestion, checks it against the source and fills in what is missing. It does not have to organise the information from scratch every time.
In the example, a note becomes a prepared follow-up task. The unknown start date explicitly remains open. We define which information AI may use and who may adopt its results for your process. Automatically sending messages would be an additional, separately agreed feature.
We start with one clearly bounded task and review the results with your team. Learn about the data sources, access rights and review steps in our service for AI integration.
Possible integrations depend on the specific systems, available interfaces and access rights. Bring the names of your applications. We can then assess more precisely which data should be read, imported or written back.
Data migration needs its own step in the plan. Important considerations include matching companies and contacts, duplicate records and transferring relevant activities. A complete migration can only be promised after the existing data has been assessed.
No. If a standard solution already supports your customer process well and makes financial sense, it is a useful option to compare. Customisation becomes interesting when important workflows, roles or handovers would otherwise keep creating extra work.
Operations, support, changes and responsibilities must be covered by the proposal. The same applies to data export, usage rights and, where relevant, source code. These terms should be clear before you decide.
Back to the SYNQ system overview
An enquiry, a proposal or a won order is enough to start. Describe what your team needs to know and where that information is missing today.
Discuss your project
