Most Philippine teams start in Excel or a SaaS trial. That works until follow-ups live in chat, reports disagree, and staff invent extra columns to make the tool match reality. A custom CRM is for that moment: the process is specific enough that renting someone else’s workflow costs more than building yours.
What a custom CRM usually includes
- Contacts, companies, and a pipeline that matches your stages.
- Follow-up reminders so deals do not die in a spreadsheet tab.
- Role-based dashboards for sales, ops, and owners.
- Reports from the same records staff already update.
- Optional GCash/Maya, SMS, or accounting connections.
Who this is for
Agencies, distributors, service firms, and growing teams that already have a repeatable sales or service process — and are tired of exporting to Excel to see what is going on. If off-the-shelf CRM forces a process change your staff will not make, custom is usually cheaper than another coordinator.
How we start
A 30-minute consultation is enough to map version one: who logs in, which statuses matter, and which spreadsheet it replaces. We do not need a 40-page spec. Starting price for a focused CRM is ₱50,000; integrations and extra roles move the range.