CRM Setup & Integrations

Your custom crm. Built to scale.

Establish a single source of truth for your sales pipelines, contact records, and client communications.

View Examples

Choose your starting point

01

Build from scratch

Turn your requirements into a production-ready system tailored to your workflows.

02

Upgrade & optimize

Modernize existing interfaces, increase speed, and eliminate operational bottlenecks.

03

Custom integration

Connect your databases, APIs, CRM, and tools into one unified automated pipeline.

A closer look at what we can build

Forma Flow Automation

Forma Flow · Workflow Syncing Pipeline · Design Concept

Relay CRM Lead Pipeline

Relay · Lead Qualification to CRM · Design Concept

The essentials, thoughtfully connected

Pipeline Architecture

Visual boards showing deal stage, expected revenue, and next steps.

Form & Lead Syncing

Instantly route website and ad leads into the correct pipeline stage.

Automated Follow-Up Sequences

Nurture unconverted leads with multi-step email and SMS workflows.

Sales Performance Dashboards

Track conversion velocities, staff closing rates, and lead sources.

Your final scope is agreed before development begins.

Add more when you need it

Optional extras to take your solution further.

Conversational AI Agent
WhatsApp Notifications
Workflow Automation
Analytics & Heatmaps

A few things you may be wondering

Most projects take between 2 to 4 weeks depending on the agreed scope, feature depth, and feedback turnaround.

CRM Setup & Integrations

Let's build your crm.

Turn your functional requirements into a scalable digital solution.

Talk to Us