CRM systems built around how you actually sell
A CRM should be the single place where every lead, customer and conversation lives. When it isn't, because it doesn't fit your process or nobody keeps it updated, deals slip. VERTARC builds custom CRMs and sets up existing platforms, then connects them to your website, ads, phone and operations.
Custom CRM or off-the-shelf CRM?
An off-the-shelf CRM is faster to start and suits standard sales processes. A custom CRM fits processes that standard tools handle poorly, avoids paying for features you don't use, and can combine sales with operations data. The right choice depends on how distinctive your process is, how many people use it and what it must connect to.
Either way, a CRM succeeds or fails on adoption. If entering data is a chore, people stop doing it and the CRM stops reflecting reality. We design for the minimum of manual entry and automate as much of the record-keeping as possible.
Who CRM development is for
- Sales teams tracking leads in spreadsheets or inboxes
- Businesses whose CRM doesn't match their sales process
- Companies paying for a CRM nobody keeps up to date
- Operations where sales and delivery data need to live together
What VERTARC delivers
Lead management
Leads captured from every channel, de-duplicated and assigned to the right person.
Sales pipelines
Stages that match how you actually sell, with clear next steps for each deal.
Follow-up automation
Tasks, reminders and messages triggered by stage changes or inactivity.
Communication history
Calls, emails and messages logged against each contact.
Reporting
Pipeline value, conversion by source and team activity.
Integrations
Website forms, ad platforms, AI voice agents, ERP and accounting connected to the CRM.
How a CRM project works
- 01
Map the sales process
How leads arrive, how deals progress and what information each step needs.
- 02
Build or configure
Decide between a custom build and setting up an existing platform, based on fit and cost.
- 03
Migrate and connect
Clean and import existing data, then connect the systems that feed the CRM.
- 04
Roll out and refine
Introduce it to the team and adjust based on how it's actually used.
Common CRM projects
One pipeline for every channel
Leads from the website, ads and phone landing in one place with their source.
Sales and delivery combined
A custom CRM that tracks deals through to project delivery.
Spreadsheet migration
Customer data moved from spreadsheets into a structured CRM.
Voice agent logging
Qualified calls from an AI voice agent recorded with a summary and next step.
What to expect
Adoption is the hard part
A CRM only works if people use it. We keep manual entry to a minimum and automate the rest.
Data needs cleaning
Migrating existing data usually means de-duplicating and fixing records first.
Custom means maintenance
A custom CRM needs ongoing support, which is part of the build-or-buy decision.
Integrations depend on APIs
What connects to the CRM depends on what each other system allows.
CRM development FAQ
Should we build a custom CRM or use an existing one?
Use an existing CRM if your process is standard and it fits. Build custom when your process is distinctive, when you need sales and operations data together, or when off-the-shelf tools force workarounds. We'll give you our recommendation after mapping your process.
Can you migrate our data from spreadsheets or another CRM?
Yes. We clean, de-duplicate and map the data before importing it, so the new CRM starts accurate.
Can the CRM connect to our website and ad platforms?
Yes. Website forms can create records automatically, and outcomes can be sent back to ad platforms as conversions where they support it.
Can you customize the CRM we already have?
Often, depending on what the platform allows through its configuration options and API.
How long does a CRM project take?
It depends on scope. Setting up an existing platform is usually faster than a custom build. We estimate after mapping your process and data.
Get a CRM your team will use
Book a free strategy call. Walk us through how you sell today, and we'll tell you whether to build, configure or fix what you have.