A CRM built around the client’s own workflows, owned outright, live in 5 weeks.
Fully branded CRM tailored to the client’s workflows: enterprise capability without the enterprise licence bill, owned and hosted by the client.
Sector
Enterprise SaaS
Timeline
5 Weeks
Work area
Back-office automationProject
White-Labeled CRM Platform
The problem
The client needed a CRM that matched how their team actually communicates with customers, under their own brand, with the data on their own infrastructure. Off-the-shelf options meant per-seat licence fees and bending their process to fit someone else’s product.
A fully branded relationship management system adapted to the client’s communication workflows. Built on an open-source CRM foundation and extended for brand alignment, data ownership, and client-hosted infrastructure, without per-seat SaaS licensing.
What we built
- 01Open-source foundationA proven open-source CRM base, extended rather than rebuilt, to keep delivery fast and maintenance predictable.
- 02Custom workflowsPipelines, stages, and activities shaped around the client’s own communication process.
- 03Brand systemThe client’s name, colours, and theme throughout, so their team and customers see their product.
- 04Client-owned hostingDeployed with Docker on the client’s Google Cloud account, with isolated tenancy and the data under their control.
Technology
- TypeScript
- PostgreSQL
- Next.js
- Docker
- GCP
Methods
- Product Customization
- Brand Systems
- Isolated Tenancy
How it works
A salesperson logs a new contact, and the deal moves through the client’s own pipeline stages. Activity, tasks, and calendar entries sit in one place under the client’s brand, and every record lives in a database the client owns.
Manual work removed
- Bending the team’s process to fit a generic CRM
- Per-seat enterprise licence fees
- Exporting data out of a third-party platform to keep control of it
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