CRM
Custom systems designed to your needs, enabling effective management of your business processes and customer relationships.
We start where spreadsheets run out
Most businesses first set up their processes in Excel or Google Sheets. That's the right way to start. But only up to a point: the number of customers grows, you can't see who dropped off at which step, the sales team calls the same customer twice, and finance and marketing start quoting different numbers.
You look at off-the-shelf CRMs — they're either too big for you or they don't fit how your business works. 3w.codes' CRM service fills exactly this gap: custom software tailored to your workflow, simple but built to grow.
What do we build in a typical CRM project?
- 01
Customer / lead / company management
Conversations, notes, files and dates under a single profile.
- 02
Pipeline
Sales/operations stages as draggable cards; who's responsible at each stage, with automatic reminders.
- 03
Tasks & calendar
Team assignments, follow-up dates, Google Calendar / Outlook integration.
- 04
Automation
A "when this happens, do that" rule engine. Triggers for email, SMS and Slack notifications.
- 05
Reporting
Live dashboards where everyone from marketing to finance sees the same numbers.
- 06
Roles & permissions
Who sees what, who can change what; an audit log when needed.
Which industries have we worked in?
Architecture firms, consulting companies, e-export businesses, educational institutions, B2B suppliers. Every industry has its own "working vocabulary"; our job is to learn that vocabulary and reflect it in the software — not to force the business to fit someone else's software.
How do we get started?
A two-hour discovery meeting is enough. In it, we look for answers to three questions:
- 01
Which steps currently live in someone's memory or in Excel?
- 02
Which of those steps carry a real cost when they get lost?
- 03
In which direction
do you expect the business to grow over the next year?
These three answers determine which module comes first and which comes later. From there, the MVP is live within 6-10 weeks, and within a month your own team is using it for real.
What will you get?
A custom CRM you log into from the browser, that works on mobile too and runs on your own domain. Your data belongs to you and can be exported whenever you want. At some point it becomes cheaper than off-the-shelf CRM subscriptions — and as the years go by, it fits your business more and more closely.
There's no such thing as "a CRM that does everything." What's right is building what's right for your business specifically. Every feature that goes unused in the first three months is a future maintenance cost.
Selected work
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