Customers and contacts
Records for companies, people, relationship history and the data your workflow needs.
Customer relationships · US & Latin America
Custom CRM development.
Built around how you sell.
Connect customers, opportunities and follow-ups in a system designed for your sales team. We build your CRM from Peru, around the scope and integrations your business needs.
Sales workflow · Connected data · Phased delivery
From workflow to design
A CRM that makes sense
at a glance.
From the dashboard to each opportunity’s next step. These adapted views illustrate a possible design with fictional contacts, activities and figures.
A visible journey
Each opportunity has a stage and a next activity.
Team follow-up
Owners and tasks in the same context.
Designed for your business
Modules, permissions and integrations defined with you.
Example design with fictional data. We can adapt the interface, modules and integrations to your workflow. Final scope is agreed for each project.
From first contact to follow-up
What is a custom CRM?
A custom CRM is software for managing customers, leads and sales opportunities, developed around a business’s workflow. It brings together relationship history, team tasks and the information needed to decide what to do next.
At CREATEAM, we start with how you sell today: what salespeople record, what managers approve and what needs to connect to the rest of the business.
What we can build
A CRM shaped around
your sales process.
We select the first release’s modules around your priorities. This is a scope guide, not a fixed package.
Opportunities and stages
Sales stages, owners, next steps and closing reasons defined with your team.
Tasks and follow-ups
Activities and reminders that make it clear who should continue each conversation.
Quotes and approvals
Documents and review rules that reflect how your business prepares a proposal.
Integrations and data
Connections to your website, ERP or other tools, subject to their APIs and permissions.
Permissions and reporting
Role-based access, traceability and reporting that answers your operational questions.
Decide before you build
Build your own CRM
or adapt an existing one?
A custom tool should address a business need. We help you evaluate which path makes sense.
Configure an existing CRM
An available platform’s configuration covers your sales stages and requirements.
Review features, team adoption, licenses and integrations before deciding.
Connect or extend what you use
Your CRM works, but you need to exchange data or address a specific part of the workflow.
Check APIs, access and platform limits first. An integration may be enough.
Build a custom CRM
Important workflows, data or business rules do not fit available options well.
Define an initial release and an internal owner, and plan for maintenance and future development.
Scope and investment
How much does it cost
to build a CRM?
Your quote is based on your workflow, integrations and a defined initial release. A custom CRM also needs an operating and maintenance budget.
Discuss my CRM scopeWhat we need to understand
- Sales process and number of distinct workflows.
- Roles, permissions, reports and approval rules.
- Quality and volume of data to migrate.
- Integrations, hosting and ongoing operation.
The proposal separates development, external services, hosting and support. Price and timing are agreed after reviewing scope.
Engineering experience
Explore the systems
we have built.
CyberPOS and OnTurn are CREATEAM’s own products. Explore our approach to operational software, integrations and booking systems as evidence of our engineering work.
Explore our products and engineeringBefore building your CRM
Questions worth
answering first.
How can I build a CRM for my business?
Start by describing how leads arrive, who handles them, the stages of a sale and where information gets lost. We use that map to assess whether to configure an existing tool, connect systems or build a custom CRM. The first version is scoped around your priority workflow.
Should I build a custom CRM or use an existing platform?
An existing platform may be enough when its configuration covers your sales process. Custom development is worth evaluating when you need workflows, data relationships or integrations that configuration does not address well. We compare scope, upfront investment, recurring costs, maintenance and usability for your team.
How much does custom CRM development cost?
The quote depends on your sales process, roles and permissions, integrations, data migration and reporting. We define an initial release before estimating it. The proposal separates development, external services, hosting and support; owning a CRM does not remove these costs.
How long does it take to build a CRM?
Timing is defined after reviewing scope, data quality and access to external systems. We agree on stages and acceptance criteria for an initial version, with testing by your sales team before launch.
Can the CRM connect to WhatsApp, my website or an ERP?
We can assess these integrations based on each system’s APIs, permissions and capabilities. The proposal specifies which data is exchanged, in which direction and how often. WhatsApp and other services may require provider accounts, approvals and fees; these are reviewed before committing to scope.
Can you migrate customer data from spreadsheets or another CRM?
We first review an authorized data sample, its fields, duplicates and export options. Migration may include cleanup, mapping, a test import and validation. Its scope and responsibility for data quality are agreed in the proposal.
What does owning a custom CRM include?
Deliverables, code ownership, access, data export and documentation need to be agreed in writing. Hosting, backups, maintenance and support are also defined. Licenses for components and external services are identified separately.
The first step
Let’s discuss
your CRM.
Tell us how you sell today, how many people would use the CRM and which tools need to connect. Include a budget range if you have one.
hello@createam.io
Lima, Peru · Projects for the US and Latin America
Monday–Friday · 09:00–18:00 · UTC−5
What happens next?
We review your enquiry. If it is a fit, we arrange a conversation to clarify scope and prepare a proposal.