A CRM that fits your business: ready-made or custom
Some companies need only a ready-made system. Others need a custom system on their own server, built around their processes. We will help you choose honestly and implement what you need.
Ready-made CRM systemsCustom on-premises CRMWebsite and 1C integrations
Two options
We work with both options and do not push one by default.
Ready-made CRM
A platform we configure for your business. For example, amoCRM, Bitrix24 or MoySklad.
A good fit when
You need to get started quickly;
Your sales processes are standard;
The platform's capabilities are sufficient.
What you get
Configured sales pipeline and customer records, routine automation, connection to your website, telephony, messaging apps, and email, and team training.
Important to consider
You work within the platform's capabilities and pay for it according to the service pricing plan.
Custom on-premise CRM
A system we develop for your processes and host on your server or within your network.
A good fit when
Your processes are non-standard;
Your data must remain with you;
You need tight integration with 1C, warehouse, or production;
The limitations of ready-made platforms are already holding you back.
What you get
A system tailored to your stages and roles, an interface with only the fields you need, role-based access, and integrations with your systems.
Important to consider
Development takes more time and budget than configuring a ready-made platform, and the system requires ongoing support.
How to choose
If you are unsure, start with this table. We will give you a definitive answer after the audit.
Criterion
Ready-made CRM
Custom on-premise CRM
Launch
Faster: we configure an existing platform
Longer: development comes first, and the timeline depends on the scope
Processes
Standard processes that fit within the platform’s capabilities
Custom processes with your own stages and rules
Data storage
Usually in the provider’s cloud
On your server or network
Customizations
Within the limits of the platform and its extensions
Any customization for your needs
Cost
Provider subscription and setup
Development and support, priced after the audit
Growth
Scales with your subscription plan
Grows with your business
There is a third option. You can start with a ready-made CRM and migrate your database to a custom system when you outgrow it. We will create a transition plan in advance.
Find your fit in a minute
Answer six short questions. We will suggest an option and explain why it fits. You can send us the result as a request.
Your processes and timeline are well suited to a ready-made platform such as amoCRM, Bitrix24 or MoySklad. We will configure your sales pipeline and integrations and train your team.
You likely need a custom on-premises CRM
Your processes, data requirements and connections to other systems are easier to address with a system we develop for you and host on your server.
Starting with a ready-made CRM is a good fit for you
You can start with a ready-made platform and migrate your database to a custom system when you outgrow it. We will create a transition plan in advance.
This is a preliminary recommendation based on your answers. We will give you a definite answer after the audit.
Your answers
Send us the result and we will contact you to discuss it
Thank you! Your result and answers have been sent. We will contact you soon.
What a CRM does for your business
01
A single database of clients and deals instead of spreadsheets and messaging apps.
02
All inquiries in one place: website, calls, messaging apps and email.
03
A clear sales pipeline and oversight of your sales team from anywhere.
04
Transfer clients between team members without losing their conversation history.
05
Data for analytics: how many inquiries come in, where they are lost and what generates revenue.
What we connect to your CRM
Website and request forms
Phone system and call recordings
WhatsApp and messaging apps
Email and email campaigns
1C and MoySklad
Advertising and analytics, Power BI dashboards
How implementation works
01
Audit
We define your goal: more sales, a new market, returning clients or organized processes.
02
Sales pipeline
We document your pipeline stages and how your sales process works today.
03
Choosing an option
We compare ready-made and custom CRM options using your data and explain why we recommend one of them.
04
Setup or development
We configure the platform or develop a system for your processes.
05
Integrations
We connect your website, phone system, email and other channels through which clients reach you.
06
Training and launch
We prepare a simple guide, train your team and provide support during the first few weeks.
We provide the timeline and cost after the audit, once the scope of work is clear.
What comes next
A CRM works better when your customer acquisition and analytics are set up alongside it.
Which should you choose: a ready-made or custom CRM?
If your processes are standard and you need to get started quickly, a ready-made CRM is usually a good fit. If your processes are customized or your data must stay on your server, we consider a custom system. We will give you a definite answer after the audit.
What does an on-premises CRM mean?
The system runs on your server or within your network, rather than in the provider’s cloud. You retain control of your data and access.
Can we start with an off-the-shelf CRM and switch to a custom one later?
Yes. We migrate your customer database and history, and plan the transition in advance so your sales team can keep working.
How much does it cost and how long does it take?
It depends on the option, number of users, processes, and integrations. We provide a price and timeline after an audit, once we understand exactly what needs to be done.
Do employees need training?
Yes, training is included. We prepare a simple guide and train your team.
Can we connect our website, phone system, and 1C?
Yes. We connect your website, phone system, messaging apps, email, MoySklad, and 1C. We determine which integrations you need during the audit.
How is our data protected?
With an off-the-shelf CRM, the service provider stores your data, and we configure roles and access permissions. With your own on-premises CRM, you control the server, and we set up roles and access within the system.
Request
Only your name and phone number are required. Selecting an industry and goal is optional.
Tell us how your sales department works today
Describe your situation in two sentences. We’ll recommend an off-the-shelf or custom CRM and explain the best place to start.