Octacreations
Custom ERP & Dashboards
CRM and sales

A CRM Shaped AroundHow You Actually Sell

Track leads, deals and customer history in a pipeline that matches your sales process, with automation that removes the admin.

Discuss on WhatsAppSee related work
Typical delivery time
8–20 weeks
Building software
5+ yrs
Post-launch support included
30 days
Code ownership on handoff
100%
A clear business dashboard with operational data on a large monitor
Overview

A pipeline your team actually keeps up to date

Generic CRMs often fail because they do not match how a business sells, so people stop entering data. We build CRMs around your real stages, fields and approvals, so recording a deal takes seconds and the information is trustworthy.

Contacts, conversations, quotes and tasks live in one place, with reminders and automation for follow-ups. We integrate email, calendars, your website forms and accounting tools, and add reporting on pipeline value, conversion and team activity.

Best for

  • Sales teams outgrowing spreadsheets
  • Businesses with a complex or long sales cycle
  • Companies that need CRM linked to operations or billing
  • Teams unhappy with a bloated off-the-shelf CRM

Often paired with Accounting and invoicing and Reporting and analytics.

Deliverables

What’s included in our CRM service

A typical CRM engagement covers the pieces below. Each one is scoped and priced before any work begins.

  • 01

    Custom pipeline stages

    Stages, fields and rules that mirror your real sales process.

  • 02

    Contact & company records

    A complete history of conversations, files and deals for every contact.

  • 03

    Quotes & proposals

    Generate quotes from your price list and track their status through to approval.

  • 04

    Tasks & automation

    Follow-up reminders, assignment rules and automatic updates that remove manual admin.

  • 05

    Email & form integration

    Website enquiries and email conversations captured automatically.

  • 06

    Sales reporting

    Pipeline value, win rates and team activity in dashboards managers can trust.

Trusted by innovative teams worldwide

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  • GNG Distribution logo
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How we work

A clear process, from first conversation to lasting support.

Five steps, one accountable team. You always know where your project stands and what happens next.

Book a call

A 15-minute chat about your goals, users and constraints. You leave with honest next steps, whether or not we end up working together.

  • Goals & scope
  • Rough estimate
  • Next steps
Outcome

A clear picture of scope, a rough timeline and whether we are the right fit.

Discovery call

15 min · Video call

October

MTWTFSS

Thu, Oct 15

Ready when you are. It all starts with one conversation.

Approximately 15 minutes
Testimonials

What our clients say.

Honest words from the founders and teams we’ve built with.

  • Habitline made my mornings feel manageable again.
    Maya ZongStudent
  • I used to ignore reminders from other apps, but these feel calm and well-timed. It’s like the app knows when I’m actually able to do something.
    Ethan MillerGym Trainer
  • It’s the first habit app that doesn’t overwhelm me.
    Hannah LeeContent Writer
  • The weekly insights are what sold me. They show exactly where I fall off and help me adjust without feeling guilty or overwhelmed.
    Daniel PerezSoftware Engineer
  • Focus blocks changed the way I work. I get more done in two hours now than what used to take half a day.
    Laura KimProduct Designer
  • I actually stick to my routines now. Small steps finally add up.
    Priya ShahMarketing Specialist
  • This is the first habit app that doesn’t overwhelm me. Everything feels simple and in the right place.
    Omar HaddadFreelance Developer
  • The simple visuals and gentle nudges keep me coming back without ever feeling pushed.
    Chloe BennettTeacher
  • Feels tailored to my day and keeps me motivated.
    Sofia MartinezOperations Lead
FAQ

CRM and sales FAQs

Can’t find your answer? Book a call or email sales@octacreations.com.

  • When an off-the-shelf CRM does not match how you sell, people stop using it. A custom CRM mirrors your real stages and approvals, so the data stays accurate.

  • Yes. Form submissions and emails can flow straight into the CRM and be assigned to the right person.

  • Yes. Won deals can create quotes and invoices automatically in your billing or accounting system.

Let’s build together

Your next product could be live in 6 weeks.

Tell us what you’re building. We’ll come back with a clear plan, timeline and fixed quote within 3 working days.

Chat on WhatsApp