Custom CRM development: Clients, jobs, quotes and invoices in one system.

A CRM is only worth having if the people doing the work keep it up to date, so its screens have to fit where the work happens. At a desk that means quoting and invoicing in one place; in a workshop it means a job raised on a phone next to the car.

We build CRMs end to end: the data model, the interface, the mobile client if there is one, and the migration that brings the whole history of existing clients, jobs and invoices across without losing a line. The migration is written as code and verified by reconciliation, with row counts and money totals compared between old and new, and the import failing loudly if they disagree.

In one published study we rebuilt a motorsport workshop's hand-rolled PHP tool as a Next.js system with a native Android client: a job raised at the car, an invoice produced from it, a payment recorded against it, and invoice drafts that survive the phone being put down mid-job.

01Who it is for

A business that quotes, does the job and invoices – a workshop, a practice, a trade, a sales or service team – and whose clients, jobs and payments currently live in several places that disagree with each other.

If this is the wrong service for you, we will say so and point you to the right one.

02What you get

1. Clients, jobs, quotes, invoices and payments in one place
2. Screens for where the work happens: the desk, the counter and a phone at the job
3. A mobile client whose drafts survive the phone being put down
4. The whole history of existing records moved across, with counts and totals checked against the old system
5. Hosting, backups and approved releases after launch

03What we need from you

An export of the current tool, or access to it; a handful of real quotes and invoices, so the new ones come out the way your clients expect; and time with the person who does the job before any screen is designed.