01What decides the price
Users and roles
- Keeps it lower
- One team with similar access
- Pushes it higher
- Many roles, regions and approval levels
Pipeline
- Keeps it lower
- One simple sales pipeline
- Pushes it higher
- Several pipelines with different stages and fields
Automation
- Keeps it lower
- A few reminders and emails
- Pushes it higher
- Rules that assign, escalate and update records
Integrations
- Keeps it lower
- Email only
- Pushes it higher
- WhatsApp, telephony, accounting, website forms and ERP
Reports
- Keeps it lower
- A few standard views
- Pushes it higher
- Custom dashboards and targets by team and person
Old data
- Keeps it lower
- A clean import from one sheet
- Pushes it higher
- Cleaning and merging data from several systems
Mobile use
- Keeps it lower
- Works well in the phone browser
- Pushes it higher
- A dedicated mobile app with offline use
After launch
- Keeps it lower
- A handover and done
- Pushes it higher
- Monthly support, fixes and improvements
02Build or buy
Ready-made CRMs are quicker to start and cheaper at first. A custom CRM makes sense when your sales process does not fit their model, when you need it tied closely into your own product or operations, or when per-user fees would grow too large.
- Buy when your process is standard and a few settings are enough
- Buy and connect when one or two gaps can be closed with an integration
- Build when the CRM is part of how you deliver your service, or the workflow is unique
- Build in stages: a small first release you can use, then additions as you learn
03Costs people forget
- Hosting, backups and monitoring
- Licences or fees for WhatsApp, telephony and email sending
- Time to clean and move your existing data
- Training and written guides for your team
- Updates and security fixes after launch
- Changes you will want once people start using it
Ask every vendor to list what is included and what is billed separately, so quotes can be compared fairly.
?Frequently asked questions
Where should we start?
With a short description of how a lead moves from first contact to a paying customer today, and where it gets stuck. That is enough for us to suggest build, buy or buy and connect.
Can we start with a small version?
Yes. Many teams launch a first release with the core pipeline and add automation, reports and integrations over time.
Can you connect to WhatsApp and our website forms?
Usually. We check what the services allow, then connect enquiries so they appear in the CRM automatically.
Who owns the CRM and the data?
You do. The code, the hosting accounts and the data are in your name.
How do I get a quote?
Book a free 30-minute call. We follow with a written plan and quote.