Custom CRM

Laravel CRM development shaped around how your team sells

We build CRM software that follows your stages, your permissions and your reports, with your existing contacts and history imported cleanly before the first user logs in.

  • Your pipeline, your stages
  • Imports with duplicate checks
  • Free consultation first
Get a free quote See our work
What is included
  • Pipelines and stages
  • Activity timeline
  • Email sync
  • Permissions
  • Automation rules
  • Reporting and imports
Get a free quote Reply within one business day. NDA on request.
The problem

Where packaged CRMs stop fitting

Most teams that ask us for a custom CRM have already tried a packaged one. It worked until the process needed something specific: a quote that requires two approvals, territories that follow postal code ranges, a renewal cycle tied to equipment serial numbers, a regulator who wants to know which employee viewed which record. Then came per-seat fees for people who only log in once a month, and a tangle of workarounds.

A CRM built on Laravel makes sense when your process is the advantage and the software should follow it. It does not make sense for a five-person team with a standard funnel, and we will tell you if a packaged product is the better buy. When custom is right, we design around three things users touch every day: the pipeline, the record timeline and the inbox.

  • The process was bent to fit the tool

    Stages, fields and approval steps were chosen because the product allowed them, not because the business works that way. Reps keep the real status in a spreadsheet beside it.

  • Customer history lives in private inboxes

    Emails, calls and notes sit with whoever handled them. When an account changes hands or someone is off sick, the next person starts from nothing.

  • Everyone can see everything, or nothing

    Regional managers need their own team's deals, finance needs values without notes, and partners need a narrow slice. The tool offers all or none and cannot express any of it.

  • Reports need a spreadsheet and an afternoon

    Forecasts, conversion by source and time in stage are assembled by export every week, with numbers that differ depending on who built the sheet.

What we do

Parts of a CRM we build

We build the CRM as a set of modules around one clean contact and company model, so you can start with the core and add the rest in phases.

Pipelines and stages

Multiple pipelines with their own stages, required fields per stage, win and loss reasons, and a board view with drag and drop backed by stage-change history.

Activity timeline

One chronological feed per contact, company and deal that gathers emails, calls, notes, tasks, file uploads and field changes, written through a single polymorphic activity model.

Email sync

Mailboxes connected through the Gmail and Microsoft 365 APIs with OAuth, messages matched to contacts and threaded on the record, and sending from the CRM with templates.

Permissions

Roles, teams and record ownership combined in policies and query scopes, so list screens, search, exports and the API all respect the same visibility rules.

Automation rules

User-defined rules with a trigger, conditions and actions, such as assign, notify, create a task or call a webhook, executed by queued jobs with a run log.

Reporting and imports

Pipeline, forecast and activity reports with saved filters, plus CSV and spreadsheet imports with column mapping, validation, duplicate detection and an undo.

Typical projects

CRM builds by type of team

01

B2B sales CRM

Leads, companies, contacts and deals with quoting, approval steps for discounts, territory assignment and a forecast view that sales managers trust on Monday morning.

02

Service and account management

Customer records tied to contracts, assets and renewal dates, with tasks generated ahead of each renewal and a full history for whoever picks up the account.

03

Admissions or inquiry management

Inquiries from web forms and email captured automatically, routed by program or region, followed up on a schedule and reported by source and counselor.

04

Partner or agent portal

External agents log in to register leads and see only their own pipeline and commissions, while internal staff work the same records with full detail.

In depth

What makes a custom CRM pleasant to use

Start from the data model, and keep it boring

Contacts, companies, deals and activities are the core, and the relationships between them matter more than any screen. A person can work for two companies. A deal can involve several contacts with different roles. We model those as proper many-to-many relationships early, because retrofitting them after import is painful. Custom fields are stored in typed definition tables or JSON columns with validation, depending on how much filtering and reporting they have to support.

The timeline is one table, written from everywhere

Users judge a CRM by the record page. We build a single activity model with a polymorphic link to the contact, company or deal it concerns. Emails, calls, notes, stage changes and automation runs all write to it through events, so the feed is complete without each feature knowing about the others. Field-level change history is captured by a model observer. The result answers the question every account handover raises: what happened here, and who did it?

Email sync is the hardest module

Connecting mailboxes means OAuth consent, token refresh, incremental sync through provider APIs and matching messages to people by address. It is queued work with rate limits, and it fails in ordinary ways: a revoked token, a mailbox over quota, a message with ten recipients across four accounts. We sync only what matches a known contact unless you ask otherwise, let users mark a thread private, and show sync status on the user's settings page so problems are visible. If full sync is more than you need, a BCC address that files messages against the right record covers many teams for a fraction of the work.

Permissions enforced in the query

Hiding a button is not access control. Visibility rules are written once as Eloquent scopes and policies, and every list, search result, export, report and API response passes through them. We test with a matrix of roles against records, so a regional manager's export cannot include another region.

Automation with guard rails

Rules that users define themselves need limits. Each rule run is logged with what triggered it and what it changed. Loops are detected, so a rule that updates a field cannot trigger itself forever. Actions run on the queue with retries, and an administrator can pause a rule in one click. If you want the CRM to feed a wider operations system, our Laravel ERP development page covers orders, stock and invoicing.

Process

Steps to a working CRM

  1. 1

    Process mapping

    We sit with sales, service and management to chart stages, handovers, permissions and the reports each role needs.

  2. 2

    Core records and pipeline

    Contacts, companies, deals, the board view and the timeline are delivered first and tested with a sample of your real data.

  3. 3

    Import rehearsal

    Your existing contacts and history are mapped, cleaned and imported into staging, with duplicates reviewed before the final run.

  4. 4

    Email, automation and reports

    Mailbox sync, rules and dashboards are added in phases, each one piloted with a small group of users.

  5. 5

    Rollout and training

    Team-by-team go-live with short training sessions, a feedback channel and quick fixes during the first weeks.

Deliverables

What your team ends up with

  • A pipeline that mirrors your real sales stages
  • Complete history on every contact and deal
  • Visibility rules enforced in lists and exports
  • Clean imported data with duplicates resolved
  • Reports your managers no longer build by hand
FAQ

Custom CRM questions answered plainly

Why build a CRM instead of buying one?
Buy when your process is standard, because a packaged CRM will be cheaper and ready sooner. Build when the process is unusual, when the CRM must be tied closely to your own operations data, or when per-user fees for a large base of occasional users outweigh the cost of owning the software.
Can you import our data from the CRM we use now?
Yes. We export contacts, companies, deals, notes and where possible email history, map them to the new model and run the import on staging first. Duplicates and broken records are listed for you to review before the final cutover.
Will emails sent from Gmail or Outlook appear on the customer record?
Yes, when mailbox sync is in scope. Users connect their account with OAuth, and messages to and from known contacts are filed on the timeline. A simpler BCC or forwarding address is available as a lower-cost first step.
Can different teams see different records?
Yes. Access can follow ownership, team, territory, role or any combination. The rules are applied at query level, so they hold in lists, search, exports and the API alike, and they are covered by automated tests.
Can non-developers change stages, fields and automation rules?
Yes. Administrators manage pipelines, stages, custom fields, templates and rules from a settings area. Structural changes such as a new module or a new integration still need a developer, and you can hire a Laravel developer from us for ongoing changes.
Does it integrate with our accounting, telephony or marketing tools?
It can. Common connections are accounting systems for invoices, telephony for click-to-call and call logging, and email marketing tools for list sync. Each integration runs through queued jobs and webhooks so an outage elsewhere does not block your users.
How is a custom CRM different from a WordPress CRM plugin?
A plugin is quicker to start with and fine when the CRM mainly serves a website: form leads, a few users, simple follow-up. A Laravel build suits larger teams, strict permissions and heavy reporting. We cover the plugin route on our WordPress CRM page.
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Describe the CRM your team actually needs

Walk us through your pipeline and where your current tool gets in the way. We will respond within one business day with questions and a free quote.

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  • NDA on request
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