Every request in one place. None of them lost.
Not a GoHighLevel setup. A system built around how you actually work — your stages, your stock, your reports — that connects to the site and the calculator instead of sitting beside them.
Teams whose deals live in a spreadsheet and a messenger thread. Businesses that outgrew a boxed CRM and keep paying for fields they never use. Companies where stock, quotes and requests are three separate systems that do not talk.
Not a fit if a standard CRM covers you — configuring one is cheaper than building one, and we will say so.
Leads & Deals
Pipeline, stages, tasks, full client history, roles and access rights.
Inventory & Catalog
Products, stock levels, movement and prices — in the same place as the deals.
Reports & Export
Dashboard, Excel and PDF export, and report sharing by tokenised link.
Integrations
Mail, site forms, webhooks and your existing tools connected.
How much does it cost to build a custom CRM?
A pipeline with stages, tasks and history starts at €2,500. Stock and catalogue add €1,800, reports and export €1,200, integrations €800 — around €6,300 for a full system. Boxed CRMs run $15–150 per user per month: cheaper over two years, more expensive over five once the workarounds start.
Should I build my own CRM?
Only when three things are true at once: your process differs from the standard one in a way that matters commercially, more than a handful of people depend on it, and your data currently lives in more than one place. Two out of three usually means configuring something existing instead — that is the cheaper answer, so it is worth checking honestly before anyone builds anything.
Which CRM is best for inventory management?
Most CRMs are not built for it — they were designed around sales conversations, not stock. Zoho and Odoo handle both because they are suites rather than CRMs. Salesforce and HubSpot need a separate inventory system connected by integration. If deals and stock have to move together — a quote reserves material, a sale writes it off — a suite or a custom system fits better than a CRM with an add-on bolted onto it.
Can Salesforce do inventory management?
Not natively. Salesforce tracks products and price books, but stock levels, movements and write-offs need either an AppExchange package or an external system connected to it. For a small operation that means paying for two systems and maintaining the link between them — which is one of the most common reasons businesses end up building their own.
Can I create my own CRM with Excel?
For one person, yes — and many do. It breaks at three points: when two people edit at once, when you need history rather than only current state, and when the site or the calculator has to write into it automatically. Until then a spreadsheet is genuinely the right tool, and moving off it too early wastes money.