CRM Systems Development for Process-Driven Teams
Modern CRM systems help businesses structure customer interactions, automate processes, and increase profitability. We offer turnkey CRM solutions tailored to your company’s unique needs.
We design powerful, user-friendly, and integrated CRM systems that optimize customer management, sales, and internal processes. Make your business more organized and profitable with us!
How Does CRM Benefit Your Business?
How Do We Create CRM Systems?
Our Work Speaks for Itself
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Why Do Businesses Choose Seganiko for CRM Development?
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Design & Develop a CRM Around Your Playbook
We design and build custom CRM systems tailored to your workflows. From discovery and architecture to integrations, migrations, automation, dashboards and secure access control — our focus is measurable business outcomes: faster cycles, fewer manual steps, clearer reporting.
When to Build a Custom CRM
Off-the-shelf tools are great until they force your team to work around them. If you recognize any of the scenarios below, a custom CRM (or a focused extension around WordPress/WooCommerce) will pay back quickly:
- Process mismatch: sales/ops steps don’t map to the rigid pipeline of a generic tool; too many fields in the wrong places.
- Data fragmentation: orders in WooCommerce, quotes in spreadsheets, service tickets in email — no single source of truth.
- Manual handoffs: lead routing, approvals, reminders and follow-ups require Slack/Email ping-pong.
- Integration limits: ERP, accounting, inventory, logistics or marketing data can’t sync reliably or in near-real-time.
- Security & roles: you need nuanced, role-based access, audit trails, data residency and compliance controls.
| Criteria | Off-the-shelf CRM | Custom CRM |
|---|---|---|
| Fit to workflow | 80% fit, 20% workarounds | 100% mapped to your process |
| Ownership | Vendor lock-in, per-seat pricing | You own features, data, and roadmap |
| Integrations | Limited connectors, polling | API-first, event-driven, idempotent jobs |
| Security & roles | Predefined role sets | Granular roles, field-level rules, audit |
| Reporting | Generic dashboards | KPIs tailored to ops & finance |
Local note (France & Luxembourg): we support EU data residency, GDPR-aligned analytics and on-site discovery workshops in FR/LU on request.
Discovery & Architecture
Before writing a line of code, we map your business processes and data flows to design a system that is lean, extensible and secure.
Process Mapping
- Lead → Quote → Order → Fulfillment → Service
- Manufacturing: BOM, production slots, QC, dispatch
- Retail: catalog, stock, promotions, returns
Data Modeling
- Entities: Accounts, Contacts, Deals, Assets
- Custom objects: Machines, Lots, Batches, Tickets
- Relations, lifecycle states, audit requirements
Technical Blueprint
- Architecture: monolith + services where needed
- APIs: REST/GraphQL, webhooks, message queues
- Performance & scalability budgets
Integrations (ERP/WP/Email)
We build robust, idempotent integrations around your stack. WordPress/WooCommerce can act as the storefront, while the CRM orchestrates sales, fulfillment and service.
| System | Direction | Events / Entities | Notes |
|---|---|---|---|
| WooCommerce / WordPress | Bi-directional | Customers, Orders, Products, Coupons | Sync pricing/stock, order status, RFM scoring; logged web events. |
| ERP / Inventory | Bi-directional | Items, Batches, Stock, Work Orders | Reserve stock, push delivery dates, production slots, QC results. |
| Email & Calendar | Ingest & push | Threads, Tasks, Meetings | Auto-attach emails to deals, SLA timers, follow-up tasks. |
| Accounting | Bi-directional | Invoices, Payments, Credit Notes | Revenue attribution, aging, margin views per deal/segment. |
| Marketing | Bi-directional | Segments, Campaigns, Events | Lead scoring, lifecycle automation, consent records. |
Related services: WordPress Development · WooCommerce Development
Automation & Workflows
Replace manual handoffs with deterministic workflows. Below — examples we regularly implement.
Lead Routing
- Assign by territory, product line or SLA load
- Auto-enrich company data and duplicate checks
- Escalation when no activity within N hours
Quote to Order
- Template quotes by segment & discount rules
- Approval chains (manager → finance → legal)
- Order creation + stock reservation in ERP
After-Sales / Service
- Warranty registration tied to serial/lot
- Preventive maintenance reminders
- RMA workflow with courier labels
Marketing & Retention
- Segment by RFM, churn risk, product usage
- Automated “win-back” and replenishment flows
- Event-based emails/SMS with consent logging
Security & Roles
Security is designed in from day one: least privilege, auditable changes, encrypted transport and backups, and clear boundaries between data domains.
| Capability | Description | Typical Use |
|---|---|---|
| Role-based Access | Permission sets on objects, fields, actions | Sales can view margin %, edit price only with approval |
| Audit Trails | Who changed what and when (diffs, IP, client) | Compliance, incident response, rollback context |
| Data Protection | TLS, encrypted backups, rotation, limited retention | GDPR-aligned storage & deletion policies |
| SSO & MFA | Identity provider integration, step-up authentication | Reduce credential sprawl, secure high-risk actions |
Dashboards & Reporting
Dashboards make sense only when they reflect how operations actually run. We tailor them for manufacturing, retail, and service teams.
Sales & Pipeline
- Leads by source & win rate by segment
- Cycle time by product line
- Forecast vs. actual with confidence bands
Operations
- WIP, stockouts, on-time delivery
- Backlog age, SLA breaches
- Return rates & reasons
Finance
- AOV, gross margin by SKU/region
- AR aging, discounts, refunds
- LTV cohorts, churn risk
Case Studies (anonymized snapshots)
Below are anonymized, representative results from past engagements. We’ll share full write-ups under NDA or in the public portfolio as available.
Manufacturing
- Quote-to-order time ↓ 35–50% after approvals & ERP sync
- On-time delivery ↑ 8–12 pp via slotting + alerts
- Return handling time ↓ 30–40% with RMA flows
Retail / DTC
- Repeat purchase rate ↑ 10–18% (RFM + replenishment)
- Stockout incidents ↓ 20–25% with ERP feedback loops
- AOV ↑ 5–9% via targeted bundles in CRM-driven promos
Service Operations
- First response time ↓ 40–60% using SLA timers
- Upsell from tickets ↑ 6–11% with playbooks
- Audit time ↓ 50%+ due to centralized records
How We Deliver
- Discovery (1–2 weeks): stakeholder interviews, process maps, data model, risk & ROI hypotheses.
- Blueprint (1 week): system architecture, integration contracts, role model, acceptance criteria.
- Incremental build (2-week sprints): backlog, demos, release notes, UAT, performance gates.
- Hardening & launch: security checks, backup/rollback plan, documentation and training.
- Support & growth: monitoring, SLA, roadmap of automation and reporting enhancements.
FAQs
- Why custom CRM vs off-the-shelf?
- Custom wins when your workflows are the competitive edge. You avoid tool-driven compromises, own the roadmap, and integrate deeply with ERP, accounting and storefronts. Total cost is often lower beyond 12–18 months due to saved licenses and fewer manual steps.
- How long does it take?
- Discovery + blueprint: 2–3 weeks. Initial MVP: 6–10 weeks depending on integrations and scope. We release incrementally every 2 weeks, so you see value early and often.
- Can you integrate with WooCommerce?
- Yes. Bi-directional sync for customers, orders, inventory, pricing and promotions; CRM can trigger post-purchase flows and service tickets. See our WooCommerce Development.
- What about data security?
- Role-based access, field-level permissions, audit trails, SSO/MFA, encrypted transport and backups, GDPR-aligned retention and data subject requests. We design least-privilege from day one.

