Treevoxa offers CRM development services for businesses that have outgrown spreadsheets, or are paying for a large CRM and still running the important parts of their sales process outside it. We build CRMs around how you actually find, win and keep customers: your stages, your quotes, your follow-up rules and your reports.
Custom CRM development services we offer
- Custom CRM systems: leads, contacts, companies, pipelines, tasks, quotes and customer history.
- CRM modules inside a larger system, so sales, stock, billing and accounts share one record. See ERP software development.
- Customer portals where clients see their orders, documents, payment plans and tickets.
- Integrations with accounting software, email and calendars, website forms, payment providers and phone systems. See API development services.
- Migrations from an existing CRM or from spreadsheets.
CRM features we have already built
CRM is part of most systems we sell, so the hard parts are already solved in code we run every day:
- RE-ERP manages contacts, broker referrals and lead pipelines alongside bookings, installment schedules and receipts, so the sales record and the buyer's account never disagree.
- FitZone Pro turns inquiries into member records, with plans, payments and visits on the same profile.
- Callboard answers inbound calls with an AI phone agent, qualifies the lead and records it, so no enquiry is lost to voicemail.
- MatrixHR includes recruitment: candidates move through stages to an offer and onboarding, with approvals on the way.
What a good custom CRM development company gets right
- Stages that match reality. Your pipeline, not a template's, with the fields each stage really needs.
- One record per customer. Every call, email, quote, order and payment on the same timeline.
- Follow-ups that happen. Tasks and reminders created by the system when a deal stalls or a payment is due.
- Permissions. Sales staff see their own accounts; managers see the team; finance sees the money.
- Reports people trust: conversion by stage, source and salesperson, built on the same data the team uses.
Tech stack for CRM projects
| Part | What we use |
|---|---|
| Front end | React, Next.js, TypeScript |
| Back end | Node.js (NestJS, Express), Python (FastAPI) |
| Data | PostgreSQL, Prisma |
| Integrations | Email delivery, Stripe, accounting exports, webhooks, AI phone and text services |
| Mobile | React Native for sales staff on the road |
How to choose a CRM development agency
Ask for a CRM development service quote that lists the record types, automations and integrations it covers, and ask to see a CRM the agency built that is live today. Ours are inside our products, above.
How a CRM project runs
- Map the pipeline. Every stage from first contact to repeat customer, and who does what at each one.
- Written scope. Records, screens, automations, integrations, milestones and the price.
- Build in short cycles. A working CRM on a staging site to test with your own deals.
- Migrate and train. Import and check your data, then train the team on real accounts.
- Support. New reports, fields and automations as your process changes.
Engagement models for CRM work
- Fixed scope for a first version with a defined set of features.
- Dedicated developer for a CRM that keeps evolving, billed monthly. See dedicated software development team.
- Hourly for changes to a CRM we have built.
What a custom CRM costs
A custom CRM's cost depends on the number of record types and stages, the automations, the integrations and the data you bring with you. Compare it with what you pay per user per month for an off-the-shelf CRM over three to five years, plus the spreadsheets you still maintain around it. Our custom software development cost guide explains the drivers. We quote in US dollars, in writing.
What to send us for a CRM quote
Your pipeline stages as they really are, the fields your team fills in today, the reports your manager asks for every week, and every tool the CRM must connect to. If you use an off-the-shelf CRM now, tell us what you work around outside it; that is usually where a custom CRM earns its cost.
Working across time zones on CRM projects
We work with a daily overlap window in your working hours, agreed before the project starts: usually your morning for US teams and the afternoon for UK and European teams.