Generic CRM
Packaged products ask the business to fit a standard object model. That works when the sale is simple. It becomes expensive when staff create workarounds, unused modules pile up, or reporting still lives in a spreadsheet.
CRM development
CRM Software Built Around Your Workflow
Lead management, pipelines, follow-ups and reporting designed around the way your organisation actually sells and serves customers.
What it is
We build CRM platforms that follow your pipeline, ownership rules and reporting — rather than asking the business to reshape itself around a generic product.
Problems it solves
- Leads sitting in inboxes, WhatsApp threads or shared sheets.
- No reliable view of follow-ups, ownership or conversion.
- Generic CRM fields that do not match the sale you actually make.
Typical capabilities
- Lead management
- Customer records
- Sales pipelines
- Follow-ups
- Tasks
- User permissions
- Team management
- Dashboards
- Reports
- Documents
- Notifications
- Integrations
- Customer portals
Who it is suitable for
- Sales and account teams that need a shared customer record.
- Call centers and multi-agent operations.
- Industry-specific businesses that cannot use a generic CRM as-is.
Custom CRM
A custom CRM starts from your stages, roles and documents. Shift Intelligence can develop industry-specific platforms — including travel, call center and operations-led models — so the software follows the work rather than the other way around.