This is for organisations building a CRM as software: a tailored internal system, an industry-specific CRM or a CRM sold to others. Alive CRM is our own product in this space.
A data model for people, companies, deals and activities that fits your industry.
Calls, emails, notes, tasks and messages logged against the right record.
Teams, ownership rules and permissions, including multi-company setups for products.
Rules that assign leads, create tasks and send follow-ups.
Browser and mobile apps for field and office teams.
APIs and modules so new features and integrations can be added later.
Real estate, education, logistics and similar fields track things generic CRMs do not model well.
If the CRM is the product, you need multi-tenancy, billing and white-label options, which are software product decisions.
Owning the platform can avoid per-seat pricing and lets you host data where you choose.
We define the core objects, users and the first release, referring to how comparable systems work.
Records, pipelines, activity and permissions first, then automation and integrations.
Rollout to a first team or customers, and iterate from feedback.
The final stack is chosen around your requirements, integrations and team.
Tell us your goal, users and timeline. We will help define scope, approach and the engagement model.