Every request in one place.
A system built around how you actually work — your stages, your stock, your reports — and connected to the site, the calculator and the assistant where you need it.
Teams whose deals live in a spreadsheet and a messenger thread. Businesses whose process no longer fits a boxed CRM. Companies where stock, quotes and requests sit in separate systems that do not talk.
Not a fit if a standard CRM already covers your process — then configuring it is the better answer, and we will say so.
Which components a project needs is agreed in the proposal; none is included by default.
Leads & deals
Pipeline, stages, tasks, client history, roles and access rights.
Inventory & catalogue
Products, stock levels, movement and prices, when deals and stock have to move together.
Reports & export
Dashboards, export to common formats, and sharing reports by link.
Integrations
Mail, site forms, the calculator, AI assistants, webhooks and your existing tools — as agreed. Shared integrations are estimated once.
A CRM is planned during the build of a new site, or added later to a site IndexDock built — without buying the site again. It can run in its own technical environment, but it is part of the same solution, not a separate service. It is not included in the site's starting price and not listed on the pricing page: the format of the system and its integrations are defined by the task and agreed per project.
What does the cost of a custom CRM depend on?
On its parts and connections: the pipeline and its stages at the core, then — only if the process needs them — stock and catalogue, reports and export, and integrations with the site, mail and other tools. The format of the system is defined by the task. A CRM is not listed on the pricing page; scope and cost are agreed per project.
Should I build my own CRM?
Consider it when your process — its stages, approvals, who sees what, and what should happen automatically — does not fit a standard system without constant workarounds, or when the CRM has to work together with your site, a calculator or your stock. If a standard CRM covers your process, configuring it is usually the better answer, and we will say so.
Can a CRM handle inventory?
Some can, many cannot: a lot of CRMs are built around sales conversations rather than stock, and inventory comes from a separate system or an add-on. What matters is whether deals and stock have to move together — a quote reserving material, a sale writing it off. If they do, check that before choosing a system, or plan the connection between the two.
How do website forms get into a CRM?
Through an integration: the form, calculator or assistant sends the request with its fields to the CRM, where it becomes a lead with its source attached. Forwarding emails or copying by hand loses context and depends on someone remembering. Which fields travel and what happens next is decided per process.
Can I create my own CRM with Excel?
You can track deals in a spreadsheet, and current spreadsheet tools support shared editing and version history. A CRM becomes useful when the process needs more than a table: stages with rules, access rights by role, tasks and reminders, and requests from the site or a calculator arriving automatically. Until then a spreadsheet can be the right tool.