Build Stronger Customer Relationships
A CRM built to your requirements: customer data, sales follow-up and customer service in one system your team actually uses.
Sales Pipeline
+24% this monthSample data for illustration
What We Can Build Into Your CRM
Every team sells differently, so the CRM is built around your process. These are common building blocks.
Contact Management
Centralize all customer information in one place with complete interaction history and profiles.
Sales Pipeline
Visual sales pipeline to track deals at every stage, from lead to closed won.
Lead Scoring
Lead scoring, so your team follows up the most promising prospects first.
Email Integration
Keep customer emails with the contact record and send follow-ups from one place.
Task Automation
Automate repetitive tasks, follow-ups, and notifications to save time.
Reports & Analytics
Detailed reports and dashboards to track sales performance and KPIs.
Customer Portal
Give customers a login to raise queries, request documents and check their payments and statements themselves.
Complaint & Query Tracking
Log every complaint or query with a tracking ID, assign it to a person and follow it through to resolution.
Integrations
Connect the CRM to the other systems your business runs on. We build the integrations your project needs.
Sky Nine: One Platform for Leads, Sales and Customers
Sky Nine is a real estate developer running ten sub-brand developments. We started with a CRM and sales engine that brought their leads, site visits, bookings and instalments into one pipeline. Lead management, sales records, a customer portal and a complaint system now run on the same platform.
Your CRM will not look like theirs. Every CRM we build starts from your own requirements.
Who We Build CRMs For
Real estate, services, retail, automobiles and more. If your team manages leads, customers or repeat sales, a CRM can fit, and we shape it to the way your business works.
How Long It Typically Takes
Every quote includes a milestone-by-milestone timeline before you commit.
CRM or ERP?
A CRM covers customers and selling: contact history, the deal pipeline and follow-ups. An ERP runs the rest of the company: accounts, stock, payroll, purchasing and production. If only sales is struggling, start with a CRM; if sales, stores and accounts never agree, you probably need an ERP.
Not sure you need a CRM yet? Read our guide: CRM vs Spreadsheets: When Excel Stops Being Enough
CRM Questions Buyers Ask
Do you sell a ready-made CRM?
No. We build each CRM around your requirements. Your sales process, the fields and reports you need, who can see what, and the systems it connects to are decided with you.
How long does a CRM project take?
It depends on the scope. Projects built by customising one of our existing modules typically take 2 to 4 weeks, custom builds typically take 6 to 12 weeks, and enterprise deployments that combine several modules take 3 to 6 months. Every quote includes a milestone-by-milestone timeline before you commit.
Which businesses do you build CRMs for?
Real estate, service businesses, retail and automobile businesses, among others. Almost any business that manages leads, customers or repeat sales can benefit from a CRM, and we shape it to the way that business works.
Can the CRM connect to the tools we already use?
Yes. We build whatever integrations your project needs, so the CRM can work alongside the systems your team already uses.
Can customers log in and see their own information?
Yes, a customer portal can be part of the build. For example, at Sky Nine, a real estate developer, buyers use a portal for queries, document requests, payments and statements.
How much does a CRM cost?
Custom work is quoted as a fixed price per milestone against a written specification you approve, so the price follows the scope. Tell us what you need on the contact page and we will send a quote.
Who owns the source code?
You do. For custom builds, the complete source code and intellectual property transfer to you on payment of the final milestone, and we hand over the full source code. Open-source libraries inside it keep their own licences.
What support do we get after launch?
Custom-build clients get 30 to 90 days of free post-launch support for bug fixes, depending on project size. After that, maintenance is an optional monthly contract.
More answers on pricing, hosting and security are in the full IO Snack FAQ.
Tell Us What Your CRM Should Do
Describe your business and what you need. Every quote includes a milestone-by-milestone timeline.
Request a Quote