Custom CRM

A CRM that works the way you sell.

Every enquiry from your website, WhatsApp, email and phone lands in one place, gets an owner and gets followed up. Built around your pipeline, not a template someone else designed for a different business.

Get a quote for this See it runningA first version: 5–9 weeks
Sound familiar?

Leads don’t get lost on purpose. They fall between tools.

Most small businesses in Malta run sales across a shared inbox, a WhatsApp group, a spreadsheet and somebody’s memory. That works until it doesn’t.

  • Enquiries arrive in five places and nobody is sure who replied.
  • The client list lives in a spreadsheet that three people edit at once.
  • Quotes go out, and nobody chases the ones that went quiet.
  • You pay per seat for an off-the-shelf CRM and still keep a spreadsheet next to it.
  • Nobody can say where your best customers actually came from.
What gets built

The parts, shaped to you.

Pick the ones you need. Each is built around how your team already works, then joined up on one set of data.

One inbox for every enquiry

Website forms, WhatsApp, email and social messages arrive in the CRM and are filed against the right person automatically. Phone and walk-in leads take one tap to log.

Your pipeline, your stages

A board with the stages your business really uses, with flags when a deal sits in one too long or a step was skipped.

Client records that stay clean

One record per client with every message, quote, invoice, file and note, and duplicate detection so the list doesn’t rot.

Quotes from the record

Build a quote from a catalogue or rate card, send it as a branded PDF, and see when it was opened and accepted.

Follow-ups that happen

Reminders and email templates for the quiet quotes and the renewals, so following up stops depending on who remembers.

Reports you’ll actually read

Where enquiries come from, what converts, what is overdue and what is coming up, live, without exporting to Excel.

Roles and permissions

Sales sees the pipeline, the office sees invoices, and only you see the numbers you want kept private.

On every device

Works in the browser on desktop and phone. A native iPhone and Android app on the same backend is an option when the team works in the field.

Connects to
  • Gmail or Outlook
  • WhatsApp
  • Your website forms
  • Google Calendar
  • Stripe
  • Accounting software
  • Wix or WordPress
  • Instagram & Messenger
How integrations work
A good fit if
  • Your sales process has steps an off-the-shelf CRM makes you work around.
  • Enquiries come from WhatsApp and your website as much as from email.
  • You want quotes, invoices and client records in the same system.
  • Per-seat pricing is getting expensive as the team grows.
Not the right call if
  • You have two people, a simple pipeline and no integrations to speak of. A good off-the-shelf CRM will do the job, and I’ll tell you so.
  • You need it live next week. A first version takes weeks, not days.
By sector, compared, explained

Custom CRM, in more depth.

SystemPatient management system

Patient history, consent forms, documents and invoices in one record, with roles and an audit trail.

SystemReal estate CRM

Portal and WhatsApp leads, buyer matching, viewings, offers, promise of sale and commission splits.

SystemStudent management system

Applications, levels, groups, attendance, fees and agents for language schools and academies.

SystemCRM for contractors

Enquiries from WhatsApp, calls and your site, referral sources, quote follow-ups and repeat clients.

ComparisonCustom CRM vs HubSpot

A fair comparison: seat pricing, fit, WhatsApp, data ownership and when HubSpot is the better pick.

ComparisonCustom CRM vs Salesforce

Salesforce’s ecosystem against a CRM built for one business: where each makes sense.

ComparisonCustom CRM vs Zoho

Zoho’s per-user pricing and app suite against a CRM built around one business.

ComparisonSpreadsheets vs a system

When Excel or Google Sheets is enough, and the signs it’s time for a system.

IntegrationWhatsApp

Messages filed against the client, reminders and updates sent from your CRM or booking system.

IntegrationXero

Invoices, payments and contacts synced between your system and Xero, with no retyping.

IntegrationGoogle Workspace

Gmail, Calendar, Drive, Sheets and Google sign-in connected to your CRM or booking system.

IntegrationMicrosoft 365

Outlook mail and calendar, OneDrive and SharePoint files and Microsoft sign-in tied to your CRM.

IntegrationShopify

Shopify orders, stock and customers synced with a custom back office or ERP.

IntegrationWix

Wix forms, invoices and site data connected to a custom CRM, with sync that works both ways.

IntegrationWordPress & WooCommerce

WordPress forms and WooCommerce orders and stock connected to your CRM or back office.

GuideWhat a custom CRM costs

A custom CRM explained in build hours and weeks, with three worked examples.

GuideSpreadsheets to a CRM

A step-by-step plan for leaving the spreadsheet behind without losing a single client.

GuideData migration checklist

A checklist for moving data to a new system: mapping, cleaning, duplicates, test imports and cut-over.

How it runs

From first call to daily use.

The same five steps on every project, sized to yours.

  1. 01A short call or the quote builder

    Tell me how the business runs today: the tools, the workarounds, the bit that drives you mad. The quote builder takes about five minutes and gives me a scoped brief.

  2. 02A fixed quote, in phases

    I reply with a fixed price and a phase plan. The must-haves go first, so you are using the system while the rest is still being built.

  3. 03Previews as it’s built

    You see the real system on a private link while it is being built, with your own data in it as early as possible. Changes are cheap at this stage, so this is where we make them.

  4. 04Your data moved across

    Spreadsheets, an old system, email threads: the data comes with you, checked against the source so nothing is lost on the way.

  5. 05Launch, then care

    Your team gets a walkthrough, and I stay on for fixes and new features, either on a monthly support plan or pay as you go.

FAQ

Questions, answered.

Why build a custom CRM instead of using HubSpot or Zoho?

Off-the-shelf CRMs are a good fit when your process matches theirs. A custom CRM makes sense when it doesn’t: when enquiries come through WhatsApp, when quotes depend on your own rate card, or when the CRM also needs to run invoicing, bookings or the warehouse. You also stop paying per seat as the team grows. The full comparisons: custom CRM vs HubSpot, vs Salesforce and vs Zoho.

Can my WhatsApp messages go into the CRM?

Yes. WhatsApp Business messages can be filed against the right client alongside email and website enquiries. Storex runs Gmail, WhatsApp, Messenger and Instagram in one inbox this way.

Can you move our data out of spreadsheets or an old CRM?

Yes. Clients, contacts, history and files are imported and checked against the source before you switch over, so you start with everything you had. The data migration checklist shows how it works.

How long does a custom CRM take?

A focused first version is usually a matter of weeks. The quote builder shows a rough build time as you pick modules, and the fixed quote sets out the phases. More detail: what drives the effort of a custom CRM.

Can it start small and grow?

That is the usual route. Storex started as a client and invoice tracker connected to its Wix site and grew into the platform the whole business runs on.

Do you build CRMs for businesses outside Malta?

Yes. I’m based in Malta and work remotely with clients abroad, including a contractor now operating in Melbourne.

Go deeper

Read next, then decide.

PagePricing

How a custom system is priced: what moves the number and typical build times.

GuideHow long custom software takes

Custom software timelines in build weeks, phase by phase, and what slows a project down.

Often built together

Related systems.

Custom ERP

Quotes, stock, staff, jobs and invoicing on one shared set of data.

Quoting & invoicing

Quotes from your rate card, invoices with VAT, deposits and automatic chasing.

Integrations

Wix, Shopify, Gmail, WhatsApp, Stripe, calendars and accounts, synced both ways.

AI automation & agents

Agents that sort email, draft replies, read documents and update records, with approval.

How pricing works · Digitalise Your SME grants · All case studies

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