I will set up a CRM that stops leads falling through the cracks


À propos de ce service
A lead comes in, and somewhere between that message and the payment, some of them vanish. No one followed up, the details lived in three chats, or the person who should have closed it never saw it land. A generic CRM template does not fix that; it just gives the same leak a nicer interface.
From my own build: a custom CRM behind an AI intake agent, with a matching engine so staff see the right option in seconds instead of scrolling, plus a manager dashboard and automation on top. Leads move from first contact to close in one system, not across five tabs.
What you get: a CRM built around your pipeline stages, first contact to paid, with the handoffs and notifications each stage needs. Not a rebranded template: I map where leads currently get stuck before designing anything.
Before I start I need your current pipeline stages (or your current mess, described honestly), who needs to see what, and access to whatever you use today, even a spreadsheet.
Guarantee: if the CRM does not track a lead from inquiry to payment against the pipeline we agree in writing before I start, I keep fixing it at no extra cost, or you get a refund.
Découvrez Paul Burg
AI Systems Builder for Sales, Support and Ops
- DeRussie
- Membre depuisjuin 2020
- Dernière commande3 années
Langues
Russe, Anglais
Mon portfolio
FAQ
Why build a custom CRM instead of using HubSpot or Pipedrive?
Off-the-shelf tools charge $50–300/month per seat and force you to adapt your workflow to their structure. A custom CRM is built around how you actually work — your stages, your roles, your data — and you pay once, not forever.
Can the CRM connect to my existing website or chatbot?
Yes. The REST API allows integration with your website, AI intake bot, or any external tool. If you also need an AI qualification bot, I can build and connect both as a combined system.
Do my team members need technical skills to use it?
No. The interface is designed for non-technical users — your managers work in a clean web dashboard. No code, no training beyond a short walkthrough.
Where is the data stored?
On your own server (VPS). No third-party platforms, no data sharing. You own everything.
Can I add more features later?
Yes. The system is built on ability to add modules (analytics, new roles, integrations). I offer ongoing development as a separate service.

