Verified client
“From discovery to launch, they felt like an extension of our team.”
Marcus Webb
Founder · Helix Care
CRM Development
Off-the-shelf CRMs make your team work the tool's way. We build systems around your actual workflow, with the pipelines, automation and AI insights your people will use every day.
100%
Built to your workflow
Zero
Per-seat licence fees
Weekly
Demos with your sales team
99.9%
Uptime target
- Reply within one business day
- NDA on request
- Senior partner on every call
- 100% IP ownership
- No-obligation estimate
What we build
Every CRM module your business needs
Contacts
Contact and lead management
Every customer interaction, contact, company and deal in one searchable workspace with a full activity timeline.
- 360° contact profiles
- Lead scoring
- Duplicate detection
- Activity timeline
Sales
Sales pipeline and deals
Your funnel as drag-and-drop Kanban boards with deal tracking, forecasting and win/loss analytics in real time.
- Kanban pipeline view
- Deal probability
- Revenue forecasting
- Win/loss analysis
Marketing
Email and campaign automation
Follow-ups, nurture sequences and campaigns driven by triggers and templates, with open and click tracking.
- Drip sequences
- Email templates
- Open and click tracking
- A/B testing
Comms
Call and communication logs
Calls, meetings and notes logged automatically, with VoIP integration so no follow-up falls through.
- VoIP integration
- Call recording
- Meeting scheduler
- SMS integration
Automation
Workflow and process automation
Assign leads, trigger tasks, send Slack alerts and move deals automatically with a visual flow builder.
- Visual flow builder
- Condition-based triggers
- Webhook actions
- Slack and Teams alerts
Commerce
Order and inventory tracking
Orders, inventory levels and product catalogue linked to the customer record, so every conversation has full context.
- Order history on contact
- Inventory alerts
- Product catalogue
- Returns tracking
Integrations
Custom integrations and APIs
Two-way sync with Stripe, QuickBooks, HubSpot, Shopify or the internal systems you already run on.
- REST and webhook APIs
- Bi-directional sync
- OAuth connectors
- Data mapping
AI
AI-powered insights
AI lead scoring, churn prediction and next-best-action suggestions that surface the right account at the right time.
- AI lead scoring
- Churn prediction
- Next-best-action
- Sentiment analysis
Our process
How we build your CRM
01
Workflow mapping
Document your sales process, team structure and integration requirements with the people who use them.
02
Data architecture
Design entity relationships, the permissions model and API contracts.
03
Build and configure
Iterative sprints: core modules first, automations and integrations next, demoed weekly.
04
Training and launch
Team onboarding, data migration from legacy systems and ongoing support.
Tech stack
Tools we run in production
Proven, well-supported technology chosen for your requirements, never for novelty.
Next.js
TypeScript
Supabase
PostgreSQL
Prisma
Redisn8n
OpenAIStripe
Client outcomes
What it is like to work with us
Feedback from founders, CTOs and product leads who shipped with ExprtAI.
Verified client
“Beautiful UX, rock-solid backend, and clear communication.”
Elena Ruiz
VP Product · Orbit
Verified client
“ExprtAI delivered a production AI system in weeks, not quarters.”
Sarah Chen
CTO · Nova
As featured in
Related work
Case studies from similar engagements
FAQ
Questions about crm development
Straight answers to what clients ask before an engagement starts. Anything else, we are happy to walk through on a call.
Ask us directlyLet's build your custom CRM
Tell us your sales workflow and we will design a system your team actually wants to use.