Custom CRM Development

A custom CRM makes sense when your sales process or data structure does not fit cleanly into existing tools, or when license costs at scale outweigh the cost of a tailored system that does exactly what you need without extra features you do not use.

Yes, that is the main advantage of a custom build - the CRM is structured around your actual pipeline, stages, and data fields, rather than forcing your process to fit a generic template.

Yes, we build integrations with your website forms, email marketing tools, payment systems, and other software your business already relies on, so data flows automatically instead of requiring manual entry.

We build role-based access control, so different team members see only the data and features relevant to their role, with admins able to manage permissions as your team grows.

Timeline depends on complexity - a focused CRM covering core sales tracking might take 6 to 8 weeks, while a system with extensive automation and integrations can take several months.

Yes, a custom CRM is built to be extended over time. New modules, fields, automations, or integrations can be added as your processes evolve, without being limited by a vendor roadmap.

Yes, we offer ongoing support packages covering bug fixes, security updates, and new feature development, so the system keeps working reliably as your team and processes grow.

Yes. Every client gets access to our project portal: stages, approvals, documents and requests in one place.

A custom CRM at Peretz Agency starts from $30,000. The final price is set after a strategic session, whose $500 is credited toward the project, and usually after a discovery phase from $4,000 that fixes the scope. It grows with the number of roles, integrations and the data to migrate. Support after launch starts from $1,000 a month; if the job turns out to be an ERP, that starts from $50,000.

It depends on the size of the team and on fit. As of October 2026, 20 users on Salesforce Sales Cloud Core ($195 per user a month, billed annually) cost $234,000 over five years, and 20 users on HubSpot Sales Hub Professional ($90 per seat a month billed annually, plus $1,500 onboarding) cost $109,500, before implementation and add-ons. A custom CRM from $30,000 with support from $1,000 a month comes to at least $90,000 over the same period. For ten users a ready CRM is usually cheaper, so the case for building rests on how well the CRM fits your process.

Yes, and it is often the cheaper fix. We keep the CRM your sales team works in and add what it lacks: an integration layer with the website, the store, the ERP or the warehouse, extra screens or automations. For an e-commerce client running Salesforce for sales and a separate warehouse system, a custom layer synced orders in both directions, and neither system had to be replaced.

We export everything the old system allows, remove duplicates and dead records and map the old fields to the new data model. Test imports run on a closed copy, then the old and new systems work side by side until the numbers match. Data quality and undocumented customisations usually take more time than the transfer itself, so discovery measures them before the estimate.

A CRM manages clients and sales: leads, deals, contacts and the next step. An ERP manages what happens after the sale: stock, purchasing, production, costs and accounting. Start with the problem that costs you most: lost leads point to a CRM, unreliable stock or costs point to an ERP. If your CRM already tracks purchasing and production, you are building an ERP inside it, and an ERP project starts from $50,000.

At handover you get the source code, the deployment commands, the server requirements, the rollback procedure and an AGENTS.md file that describes the structure, the rules and the commands, so another team or an AI coding agent can continue the work. The data model is built around your business, so exporting your data is a database query, not a request to a vendor.