Most businesses that ask us for a CRM are really describing a follow-up problem: enquiries that nobody answered, quotes that went quiet, and customer history that walks out of the door when someone leaves. A CRM fixes that only if it matches how your team works. Otherwise it becomes one more place people forget to update.
What your custom CRM will do
- Capture every enquiry from your website, e-mail, phone, WhatsApp, marketplaces and referrals, with the source recorded.
- Give every deal an owner and a dated next step, with a clear view of what is overdue.
- Follow up automatically by e-mail, WhatsApp or SMS when a lead goes quiet.
- Build quotes from your own price rules and track them to a decision.
- Hand won deals to operations and accounts, creating the job, order or invoice without retyping.
- Report enquiries, conversion at each stage and revenue by source, so you know which marketing pays.
- Work on a phone, so logging a call takes seconds, not a trip back to the office.
An enquiry, handled end to end
- Enquiry arrivesForm, call, e-mail, WhatsApp or referral
- CRM record and acknowledgementWithin minutes, with the source recorded
- Qualified and assignedThe right questions, then a named owner
- Quote or meetingFrom your price rules or real diary availability
- Follow-up until a decisionAutomated reminders and tasks
- Won deal becomes workJob, order or invoice created automatically
Custom CRM or packaged CRM?
We will tell you if a packaged CRM is the better choice. Here is how the two usually compare:
| Packaged CRM | Custom CRM (DataVolve) | |
|---|---|---|
| Time to start | Days, plus configuration | First version in 2–4 weeks |
| Cost model | Per-user monthly subscription | One-off build plus hosting |
| Sales process | You adapt to the product | Built around your stages and rules |
| Integrations | Strong with popular tools | Connected to your own systems too |
| Ownership | Vendor’s platform | Your code, your cloud account, your data |
| Best for | Standard sales process, smaller teams | Unusual processes, growing teams, CRM inside operations |
The full reasoning, including a five-year cost comparison, is in our guide to custom CRM vs off-the-shelf CRM. If you are weighing a CRM against an ERP, see ERP vs CRM.
Typical pricing
| Scope | Typical cost | Time to live |
|---|---|---|
| Pipeline module: leads, stages, owners, next actions, reporting | £4,000–£12,000 | 2–4 weeks |
| Full custom CRM: automation, quoting, integrations, reporting | £8,000–£24,000 | 3–12 weeks, phased |
| Hosting (UK region) | £15–£250 / month | Ongoing |
Indicative ranges, excluding VAT where applicable. Your price is fixed in writing after a scoping call.
Common additions
- AI calling agent that calls new leads within minutes, qualifies them and books meetings straight into the CRM. See AI automation and calling agents.
- WhatsApp inbox so conversations sit against the customer record, not on one person’s phone.
- Customer portal for quotes, documents and order status.
Built for your industry
Every CRM we build follows the client’s own process, whether that is a trading company tracking shipments against deals or a service business tracking site visits and variations. For law firms, we build a dedicated legal CRM with client intake by practice area.
Want to see CRM development in the context of your wider systems? Start with custom software development for UK SMEs.