Client records
Contacts, documents, source and the full history of the work with a person.
CRM development
The system a company runs on: client records, services and estimates, roles and staff schedules.
- 4–8 Weeks to launch
- 3 Formats
- 1 Month of support
What is included
The set depends on the format. The base is your process: clients, the work and the team.
Enquiries and tasks
Incoming requests, stages and deadlines. An enquiry becomes a lasting record.
Services and estimates
The company's price list, a work plan and a document with prices for the client.
Team and access
Roles and schedules. A person sees their own clients, a lead sees everyone. Changes stay in the log.
Channels
WhatsApp, ad enquiries and the calendar. The conversation stays on the record.
Selected work
MonaSmile — a system for a clinic
The system a clinic runs on: patient records, a service price list and estimates, doctors and schedules, ad enquiries and WhatsApp. What was built: • A patient record: contacts, source and the history of work. An incoming enquiry becomes a lasting record. • A service price list and an estimate: the plan of work and the prices come from the clinic price list and go to the patient as a document. • Doctors, specialties and schedules. A staff member sees their own patients, a manager sees the whole clinic. • WhatsApp: a message lands on the record, the reply goes out from the system, and the delivery status stays with it. • Submissions from Facebook and Instagram forms create a record on their own. A doctor's calendar is linked to Google Calendar. Result: the clinic runs patients, services and the team in one system. Stack: Odoo 19, PostgreSQL, WhatsApp Cloud API, Meta Lead Ads, Google Calendar.
Formats and prices
The figures below are starting points. The amount is fixed after we go through the task.
Start
Client records, one process, tasks and history.
from $1,500
Team
Roles, a service price list, staff schedules and estimates.
from $3,000
Integrations
WhatsApp, ad enquiries, calendar, import and access rights.
from $6,000
The first month of support is included. After that, by agreement — the same as for the other services.
How we work
Every stage ends with a result you can check.
- Task review — A call or a chat: your process, goals and where leads get lost today.
- Structure and estimate — We fix the scope, stages, timeline and price before development starts.
- Development — We show results stage by stage, not only at the end. Changes go in along the way.
- Launch and support — We publish, connect analytics and watch it for a month to make sure everything works.
Questions about CRM
Can we start with one part of the business?
Yes. Start covers the records and one process. The price list, schedules and channels are added once that base is in use.
What if the process changes after launch?
Statuses, fields and roles are set up so they can change without building a new system.
How long does a launch take?
Usually 4–8 weeks: the brief, the build, a check on your data, and the handover.
Let's talk
Tell us about your task — we will reply within a day with questions or a first estimate.