CRM systems
Clients, deals, tasks and operational workflows in one working system. We help choose an existing MaxICo product, adapt Twenty or build a custom CRM, based on your process and budget.
The task
We organise customer data, ownership and next actions so the team can follow a shared workflow. An existing product fits when it already covers the task; Twenty offers an agreed platform configuration; custom development gives you a system built around specific rules. We confirm the scope before starting.
Custom CRM development
“Custom CRM development” means the fields, statuses, roles, and automations are designed around your workflow, not the other way round. On this page, that can take one of three shapes: an existing MaxICo product configured for your case, an implementation on the Twenty platform, or a fully custom CRM built from scratch. The comparison table below helps decide which one fits before you commit to a scope.
“CRM system to order” and “CRM development” usually point to the same underlying need: the software you find off the shelf does not match how your team actually sells, delivers, or tracks work, and adapting it would cost more than building the missing piece. That gap shows up as workarounds in spreadsheets, statuses that do not match reality, or a role the CRM was never built to support. Custom development starts from that gap, not from a feature list — we document the process first, then decide how much of it needs its own database and screens versus a configuration of an existing product.
Choosing an approach
Both approaches can work. We compare the required workflows and full costs, including what happens after launch.
| Criterion | Off-the-shelf CRM | Custom development |
|---|---|---|
| When it fits | Standard sales and workflows covered by an existing product. | Specific roles, rules and operations that need their own logic. |
| Upfront work | Configuration, data migration, training and required connections. | Design, development of the agreed base, testing and launch. |
| Recurring costs | Vendor plan, users, paid modules and third-party services. | Infrastructure, support, external services and agreed changes. |
| Integrations and data | We check available APIs, plan limits, export formats and existing integrations. | We design data exchange around the task and check external system capabilities separately. |
| How we decide | We compare required features, a current vendor quote and planned team growth. | We estimate development scope and total ownership cost over the same period. |
Vendor costs come from your current quotes. Custom development does not automatically mean a lower total cost.
Workflows
These are possible configurations. We agree on the relevant workflow first, then separate the base from additional modules.
Leads arrive through different channels, while agreements stay in individual managers’ chats.
Lead → owner → deal stage → next action → outcome.
The custom base includes contacts, deals, one pipeline, tasks and access roles. Messaging channels, AI qualification and special reports are scoped separately.
You need to see who delivers each job, its current stage and the customer’s service history, beyond the sale itself.
Request → estimate → assignee → delivery → service history.
Possible extensions include service requests, assignments, statuses and history. Inventory, documents and integrations depend on the agreed workflow.
Orders move through several stages, and a delay at one stage affects the deadlines of others.
Order → stages → tasks and dependencies → deadline tracking.
Possible scope includes projects, owners, dependencies and critical-stage tracking. Manufacturing accounting and inventory are separate scope, outside the standard CRM base.
Schedules, memberships and attendance live in different spreadsheets that an administrator has to reconcile.
Booking → group or class → attendance → membership → reminder.
Possible scope includes groups, substitutions, memberships and reminders. We first check an existing product’s fit; special calculations and channels are estimated separately.
Your starting point
We map fields, statuses and working rules, then agree on the first version and the data to migrate.
We check exports and APIs, test migration on a data copy, and agree on acceptance checks and a cutover plan.
We define the source of truth, what needs to sync, and who is responsible for keeping data up to date.
By industry
The process
We show intermediate results early, so the logic can be checked before the final launch.
We map the process, data and constraints. You leave with a document and a roadmap.
Technical architecture, stack, integrations, plan of record.
We deliver the agreed MVP in short cycles with demos. Scope and calendar are confirmed after discovery and architecture.
We agree on the environment, monitoring, backups and release plan before launch.
Documentation, team training, optionally a care retainer.
Pricing landmark
Configuration and launch of an existing product. About 20 working days.
Deployment and agreed adaptation. About 20 working days.
Contacts, deals, one pipeline, tasks and roles. From 30 working days.
Choose one base. Migration, messaging channels, additional modules, infrastructure and support are scoped separately. The calendar is confirmed after scope and access are agreed.
Configure your estimateBefore we start
If your question is not here, Valera can clarify it or pass it to the team.
Choose an existing MaxICo product from $800, Twenty implementation from $1,000, or custom CRM from $1,500. Custom base: contacts, deals, one pipeline, tasks and roles. About 20 / 20 / at least 30 working days. Integrations and migration separately. Sales stages, roles and sample contacts and deals. For migration, provide a sample export; for integrations, list the systems and required access. Available product: approximately 20 working days; Twenty: 20; custom CRM: from 30 depending on scope.
Інший / нестандартний функціонал: Custom quote. Додаткові можливості поза погодженою комплектацією. Вартість і строк визначаються після опису завдання. Existing MaxICo product: from $800. Від $800. Налаштування та запуск одного фактично наявного власного продукту MaxICo. Орієнтир — 20 робочих днів; остаточний календар за погодженим обсягом і доступами. Месенджери підбираються й оцінюються окремо. CRM based on Twenty: from $1 000. Від $1000 за CRM на основі Twenty — розгортання та погоджена адаптація. Орієнтир — 20 робочих днів; розширення й очікування матеріалів змінюють календар. Обсяг модифікацій фіксується в завданні. Месенджери окремо, за обраними каналами. Сторонні ліцензії та інфраструктура окремо. Альтернатива готовому продукту та індивідуальній CRM, не сума трьох пакетів. Custom CRM: from $1 500. Індивідуальна CRM від $1500. База: контакти, угоди, одна воронка, задачі, ролі доступу. Строк — орієнтир від 30 робочих днів; може бути довше залежно від функціоналу, обсягу та інтеграцій, не гарантія запуску на 30-й день. Месенджери НЕ входять: обрані підключення оцінюються окремо. ERP/склад, спеціальні процеси, міграції та інший функціонал — окремий погоджений обсяг. Немає доплати за самі базові задачі/ролі, які вже включені. Messenger integration: Custom quote. Месенджери не входять у базу індивідуальної CRM. Вказуються лише потрібні й доступні для реалізації канали, напрям обміну та функції. Оцінюється обраний перелік, а не всі месенджери одразу.
The ready-made option applies to an existing MaxICo product. Messengers, inventory/ERP, migrations and complex integrations are not automatically included.
We cannot promise zero data loss or zero downtime before auditing the source system. We check exports and APIs, clean a copy of the data, run a test migration, define acceptance checks, backups, a rollback plan and an agreed cutover window.
We define ownership of the agreed custom code and database in the contract. Hosting can be on your infrastructure or an agreed provider. Third-party components and services keep their own licenses, limits and fees.
After discovery, we provide a preliminary scope, calendar and cost range. Infrastructure depends on load, security, backups, storage and integrations; hosting and support are shown as separate items unless the brief specifies otherwise.
Before handover, we agree on documentation, access and a support model. Updates and new modules can be separate tasks or a retainer; infrastructure and third-party services may remain recurring costs.
Not necessarily. We compare the current CRM, projected team size, integrations, migration, development, infrastructure, support and change costs over an agreed horizon. The result is a scenario estimate, not a guaranteed payback period or savings figure.
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Next step
Describe the functionality, audience, and result you want. We will help shape the structure, development stages, and a realistic launch format.
