Configure your Custom CRM
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1. Standard features (included)
These ship with every Custom CRM build and are covered by the base price.
- ✓Contact and company management with custom fields
- ✓Lead capture and qualification pipeline
- ✓Visual deal pipeline with drag-and-drop stages
- ✓Activity timeline (calls, emails, meetings, notes)
- ✓Task and follow-up reminders
- ✓Email logging and templates
- ✓Sales reporting and conversion dashboards
- ✓Role-based access control (admin, manager, rep)
- ✓Import/export of contacts (CSV)
- ✓Global search and filtering
- ✓Audit log of record changes
- ✓Duplicate detection and merging
2. Custom features
Describe anything beyond the standard scope. Ideas: Industry-specific pipeline stages and required fields · Quotation generation directly from a deal · WhatsApp/SMS conversation logging
Final complexity is confirmed in your Build Agreement — never after payment.
3. Your office details
The office name is fixed into your system (headers, documents, certificates). The rest is dynamic: your system ships with an Office Profile screen where you can update the address, contact, org chart, and officers any time — officials change, your software keeps up.
Officers (optional)
Position and current officer — used on documents and signatory blocks; editable in your system whenever officials change.
System languages
Every system ships bilingual — English + Filipino — at no extra cost. Add any other Philippine languages your constituents speak; they're included free and built right in with a language switcher.
✓ English + Filipino — always included
4. Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.