Describe one sale first
Take a real order and write down the path from request to result. Where did the client’s data appear, who responded, what documents were created, what changed after payment? Then go through the problem order: lost contact, refusal, return or rescheduling. The system must support both routes.
The list “funnel, tasks, analytics” does not help you choose a platform: many solutions have these functions. More useful is a specific requirement: “the client has two objects, each has its own estimate, the manager sees both, the foreman is only the appointed one.” This description can be checked on the demo.
Three solutions
| Option | When it suits | What to consider |
|---|---|---|
| Ready CRM | Standard sales, tasks, communications | Tariffs, roles, module restrictions and uploads |
| Ready-made CRM with integration | The main funnel is suitable, but a special entrance or accounting is needed | API, liability for failures, cost of support |
| Own CRM | Key processes and data model do not fit into the platform | Development, hosting, updates and permanent product owner |
How to compare prices
Compare the same period and the same composition. For a ready-made CRM, these are licenses, implementation, training, paid extensions and support. For your own: first version, infrastructure, backups, updates and improvements. Purchasing source codes does not make further service free.
Consider migration separately. Clients can be imported, but the history of messages, attachments and connections cannot always be transferred in full. The pilot, using a small anonymized sample, will show what is being saved and which fields need to be corrected before the general transfer.
When is your own CRM justified?
- You have already tested the finished system on specific scenarios and found a critical limitation.
- The work has its own calculations, entities or rules that give the business an advantage.
- A close connection is needed with production, the client’s account or several internal systems.
- There is a responsible employee who will make decisions on the product.
- The budget includes launch and maintenance, not just the first development.
What to ask the performer
Ask to see your complex scenario, exporting data, restoring a backup, and restricting access for different roles. Check who maintains integrations after API changes. The name of the technology does not replace the answers to these questions.
In globall.dev CRM development starts Quote on request. For the first discussion, it is enough to describe the process and show an impersonal example of an order. If a standard system solves a problem, this will be visible before ordering your own development. There are pages for industry comparisons CRM for repairs and CRM for furniture.
Let's discuss your task
Describe the process and result you need. We will show the prototype and agree on the development content, cost and deadline.
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