Lead and customer record structure
Agree the fields and record relationships your sales or service team actually uses.
Web Applications & Software
Custom CRM Development
Keep customer relationships and follow-ups in view.
Keep customer information, enquiries and follow-ups connected with a custom CRM. Discuss your sales process and requirements with Web Build Solutions.
Start with your goal. No technical specification needed.
The scope
What we can help with.
We shape the work around your priorities. Here are the main areas we can discuss.
Ownership, stages and follow-up workflows
Make ownership, customer stages and next actions explicit within the workflow.
Permissions, reporting and data migration
Plan who can see each record, which reports are useful and how existing data will move.
What we agree before starting
Discuss your users, permissions, data, integrations and support needs so we can define the right scope. The final deliverables and responsibilities belong in the agreed project scope.
How it works
A clear path
through the work.
Define the customer lifecycle, build the agreed records and workflows, and validate access, migration and reporting.
- 01
Understand the workflow
Map users, records and exceptions before deciding how the software should work.
- 02
Shape and build
Agree priorities, review the proposed experience and implement the scoped features.
- 03
Validate and hand over
Check agreed journeys and access rules, then plan deployment and continuing ownership.
Scope, review points and responsibilities are agreed together. Pricing is based on the work your project needs.
Before you decide
Your questions,
answered clearly.
Something specific to your setup? Talk it through with us.
Can existing customer records be migrated?
Migration can be included after reviewing source quality, field mappings, duplicate handling and access permissions.
How is the scope and price decided?
We review your requirements, existing setup, dependencies and priorities. Pricing is consultation-based and reflects the agreed deliverables. Third-party fees and ongoing support are considered separately where relevant.
What should I send in my enquiry?
Share your sales or service stages, record fields, reporting needs and any existing CRM constraints. Include any timing constraints and the main change you want to achieve. Public links or anonymised examples are enough to start; access can be arranged separately.
Let’s build together
Tell us what you
want to improve.
Tell us what you want to change and what is getting in the way. We can discuss your requirements by email or phone and work out the next step together. No full specification is needed.