Byteet
Book a call

CRM Systems

CRM Systems

Customer data, pipelines and follow-up in one system that fits your process
  • Custom CRM built around your sales and service process
  • Configuration and extension of an existing CRM
  • Integrations with email, invoicing and your website
  • Migration from spreadsheets and old tools
Book a call

Challenge

Customer Data Spread Across Spreadsheets and Inboxes

Leads arrive by email, web form and phone, quotes are tracked in a spreadsheet, and invoices live in another system. Follow-ups get missed and nobody has the full picture of a customer.

  • Leads and deals tracked in spreadsheets or personal inboxes
  • A CRM license the team does not use because it does not fit the process
  • Double data entry between CRM, invoicing and website
  • No reliable overview of the pipeline and open follow-ups

Approach

A CRM Shaped Around Your Process

We map how customers move through your business, then either build a CRM for that process or configure and extend the one you have, and connect it to the tools your team already uses.

  • Pipelines, fields and stages that match your sales process
  • Web forms and email flowing straight into the CRM
  • Customer and invoice data kept in sync
  • Existing data cleaned and imported, not retyped

CRM Systems

Core Capabilities

What this service covers.

  • Custom CRM Development

    A CRM built for your process when off-the-shelf tools fit poorly, with the screens, fields and permissions your team needs and nothing it does not.

    • Custom data model for customers, deals and projects
    • Role-based access and retention settings with the GDPR in mind
    • Dashboards and pipeline reports
    • Works in the browser and on mobile

  • CRM Configuration & Extension

    Configuration and extension of HubSpot, Salesforce, Microsoft Dynamics 365 or Odoo: pipelines, custom fields, automations and extensions where the standard setup falls short.

    • Pipeline and stage design
    • Custom fields, objects and views
    • Workflow automations and reminders
    • Custom extensions via the platform API

  • Integrations

    Connections between the CRM and the rest of your tools, so data is entered once and shows up where it is needed.

    • Email and calendar integration
    • Invoicing and accounting links
    • Lead capture from your website and web forms
    • Two-way sync with other business systems

  • Migration From Spreadsheets

    Your existing customer data moved into the CRM: cleaned, deduplicated, mapped to the new structure and checked before go-live.

    • Inventory of spreadsheets and tools
    • Cleaning and deduplication
    • Field mapping and trial imports
    • Verification with your team before go-live

Tools we work with

CRM Platforms & Tools

Platforms we configure and extend, and the tools we use for custom builds and integrations.

HubSpot
CRM Platform
Salesforce
CRM Platform
Microsoft Dynamics 365
CRM & Business Apps
Odoo
Open-Source CRM & ERP
PostgreSQL
Custom CRM Database
n8n
Integration Workflows

Project timeline

CRM Implementation Process

A step-by-step route from scattered customer data to a CRM your team uses.

  1. Process Mapping

    1-2 weeks

    Map how leads, deals and customers move through your business today, and decide whether to build or configure.

    Deliverables

    • Sales and service process map
    • Inventory of current data and tools
    • Build or configure recommendation
    • Scope and plan

  2. Build & Configure

    3-8 weeks

    Set up or build the CRM, then connect it to email, invoicing and your website.

    Deliverables

    • Pipelines, fields and roles
    • Custom screens or extensions
    • Integrations
    • Automations and reminders

  3. Migration & Training

    1-3 weeks

    Import cleaned data, check it with your team and train each role on daily use.

    Deliverables

    • Cleaned and deduplicated data import
    • Trial migration and sign-off
    • Training per role
    • Go-live support

  4. Support & Improvement

    Ongoing

    Adjust pipelines, reports and integrations as your process changes.

    Deliverables

    • User support
    • Changes to fields and workflows
    • Integration monitoring
    • New reports and automations

Business Impact

Business Impact

What a CRM that fits your process gives your team.

  • One View of Each Customer

    Contacts, deals, emails and invoices for a customer are in one place.

  • Fewer Missed Follow-Ups

    Reminders and pipeline stages make open actions visible.

  • Less Double Entry

    Integrations move data between systems instead of people retyping it.

  • Built for Daily Use

    Screens and fields follow your process, which makes the CRM easier to keep up to date.