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Custom CRM software brings every sales step, from first contact to quote, order and payment, onto one customer record. Stage names, mandatory fields, reminder rules and commission formulas come from your own sales process, while account and order data is read from your ERP. Managers see open deals without asking, and customer history stays when a salesperson leaves.
While customer knowledge sits in a salesperson's phone, inbox and head, two things go wrong. Managers only learn where a deal stands by asking person by person, and when someone leaves, the customer history leaves with them. Follow-up calls slip, quotes expire and the month-end forecast is little more than a guess.
That is why we build a CRM shaped around your own sales process rather than adapting a generic package, so your team does not have to work to someone else's assumptions. If your dealers also place orders, the CRM can share the same customer records with a B2B dealer portal.
First contact with a customer often starts on your website or in a shared inbox. From the Smart product family, the SmartOperator AI customer agent answers website visitors from your knowledge base and catalogue and hands the conversation to your sales team when it is unsure, while SmartMail business email keeps sales and quote correspondence in shared mailboxes, so the history stays with the company when a salesperson changes. Both are bought online with no server to set up: buy SmartOperator or buy SmartMail.
Every opportunity sits on a board by stage, with its estimated value, win probability and expected close date. Managers see the month-end forecast without asking for updates.
Quotes built from templates, a full revision history and an approval step for discounts. You can see whether a quote has been opened and where it is waiting.
Meeting notes, calls, emails and visits build up on the customer record. When an account changes hands, the new owner picks up exactly where the last one left off.
As a follow-up call, contract renewal or quote expiry date approaches, a task lands with the right person. Fewer missed call-backs and fewer lapsed renewals.
Field reps log visits with their location in the mobile app and prepare quotes while still with the customer. It works offline and syncs once they are back in coverage.
Sales by rep, territory and product, measured against target. Commission is calculated automatically with your formula, so there is no separate spreadsheet at month end.
On Monday morning the sales manager opens the board: deals expected to close this month, a quote that has been waiting two weeks for a reply and an overdue follow-up call are all on one screen. A task has already gone to the rep for the quote nearing its expiry date; the extra discount the customer asked for lands with the manager for approval, and the approved revision goes out the same day. At month end, commission is not recalculated in a spreadsheet; it comes straight from the system.
To read more before deciding, see our guides: what CRM is and how to build a sales pipeline, criteria for choosing a CRM and how to track sales quotes. All articles are on the software and sales process guides page.
Sector not listed? That is fine: if your sales run on quotes, follow-ups and renewals, the CRM is built on the same principles. Tell us about your sales process →
Together we map your current stages, decision points and the reasons deals are lost, then decide which information is mandatory at each stage.
Stages, custom fields, reminder rules and who-sees-what are defined, and your commission formula is built in.
Your existing customer list is cleaned and imported; email, phone system and ERP connections are set up. Account and order data comes from the ERP, so nothing is entered twice.
We train the sales team using their own data. In the first months we track who is using the system and simplify any step that slows them down.
No CRM is any use if the sales team does not fill it in. That is why we design for the least possible data entry: fields filled automatically from the ERP, one-tap activity logging and only the reminders people actually act on. We also plan from day one where order and stock data will come from, and where needed we build the CRM together with your ERP and a mobile field app.
“The team will drift back to spreadsheets within weeks.” Fields fill automatically from the ERP and activities are logged in one tap; in the first months we track usage and simplify whichever step slows the team down.
“What happens to our existing customer list?” It is cleaned and imported, so the same company does not end up on two records and past history is not lost.
“Wouldn't an off-the-shelf CRM be quicker?” Bending your process to fit a package has a cost too. With a custom build, scope, phases and price are agreed in a written proposal before any work starts.
Walk us through your sales process and, after a needs analysis, we will send a proposal covering scope, phases and price. Call +90 850 346 41 09 on weekdays, 10:00–18:00 (Turkey time), or email info@digitalbridge.com.tr.
CRM software brings every sales step, from first contact to quote, order and payment, onto one customer record. Managers see open deals and the month-end forecast without asking for updates, reminders arrive before follow-ups and quote expiries, and customer history stays with the company when a salesperson leaves.
With a generic CRM, your team has to work to the package's assumptions. In a custom CRM, stage names, mandatory fields, reminder rules and commission formulas come from your own sales process. We design for the least possible data entry, because CRM projects usually fail on adoption rather than on the software itself.
Yes. Account and order data comes from the ERP, so nothing is entered twice, and fields filled automatically from the ERP reduce typing. Your existing customer list is cleaned and imported, and email and phone system connections are set up. Where needed we build the CRM together with your ERP and a mobile field app.
Yes. Field reps log visits with their location in the mobile app and prepare quotes while still with the customer. The app works offline and syncs once they are back in coverage. Managers can follow sales by rep, territory and product against target.
Yes. Quotes are built from templates, every revision is kept and discounts go through an approval step; you can also see whether a sent quote has been opened. Commission is calculated automatically with your own formula, so there is no separate spreadsheet at month end.
An ERP records completed transactions such as stock, orders, invoices and accounting entries. A CRM manages everything before the sale: leads, deals, quotes, meetings and follow-up calls. Neither replaces the other; they work together. In a custom CRM, account and order data is read from the ERP, so the sales team sees a customer's orders and balance without opening the ERP, and nothing is entered twice.
Cost depends on the number of sales stages and custom fields, the ERP, email and phone system integrations, whether a mobile field app is needed and the state of the customer data to be migrated. That is why we do not publish a fixed price list. We first listen to how you sell, then after a needs analysis send a written proposal setting out scope, phases and price before any work starts.
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