BESPOKE CRM ENGINEERING

The Custom AI CRM Built Exclusively for Your Industry

Stop forcing your business into rigid, off-the-shelf software. We engineer bespoke CRM systems that integrate your unique workflows, automate high-volume sales tasks, and unify every customer touchpoint.

See the AI Copilot

Integration options

WhatsApp Business Meta Lead Ads Instagram Google Workspace Microsoft 365 Twilio Voice

GDPR-READY · EU / UK / US DATA RESIDENCY · ISO 27001-ALIGNED

REVENUE PIPELINE — LIVE
AUTO
14 AUTOMATIONS RAN TODAY
WhatsApp Business
online · synced to CRM
AI ON

AI-POWERED FEATURES

Engineered around how your team actually sells.

Six systems, one database, zero swivel-chair. Every capability below ships standard in your custom build — wired to your pipelines, your channels, your rules.

01

Conversational AI & WhatsApp Business Sync

Automate multi-user chat histories, capture Meta and Instagram ad leads the second they click, and log voice notes as structured CRM records.

META & IG CAPTUREVOICE-TO-TEXTSHARED INBOX
Dana Khalil · Northwind "Do you cover the Madrid area?" · 10:42 AI LOGGED
Leo Martins · @leo.homes "Is the deposit negotiable?" · 10:47 INTENT 87
Priya Kapoor · Kapoor & A Voice note · 0:42 → transcribed TASK ADDED

ONE SHARED INBOX · EVERY CHANNEL LOGGED

02

Predictive AI Lead Scoring & Intent

Every prospect is re-ranked in real time by engagement velocity and buying intent, so reps work the deals most likely to close.

LIVE INTENT RANKING — TODAY

K. Osei 92
M. Chen 74
J. Park 58
03

Smart Workflow Automation

Rules-based assignments, follow-ups, and stage updates fire automatically the moment a deal changes state — no rep memory required.

NEW LEAD → ASSIGNED IN <1S
FOLLOW-UP QUEUED ON WHATSAPP
PIPELINE STAGE AUTO-UPDATED
04

WhatsApp-Native Nurture Flows

High-open-rate WhatsApp sequences with instant AI chatbot qualification run 24/7 — nurturing every lead while your team sleeps.

98%
WHATSAPP OPEN RATE
22%
EMAIL, FOR SCALE

DAY 3 OF 4 AUTOMATED TOUCHES

05

Smart Call & Meeting Summarizers

Speech-to-text on every call and voice note, condensed into executive summaries with owners and deadlines attached to the deal.

CALL · 14:32 · 1H 12M 3 ACTIONS

"Pricing objection raised — send ROI model, book Friday review with finance."

ROI MODEL SENT MEETING BOOKED
06

AI Copilot Data Retrieval

One natural-language bar over your entire database — records, notes, calls, and pipeline state, queried conversationally.

AI COPILOT — LIVE PREVIEW

Ask your CRM anything. In plain English.

No filters, no query builders. Copilot retrieves records, calls, and pipeline state conversationally — then acts on the answer.

SANDBOX DATASET · 12,400 RECORDS · DEMO RUNS LOCALLY IN YOUR BROWSER

THE BUILD PROCESS

From ethnography to go-live, in four moves.

STEP 01

Workflow ethnography

We embed with your team and map how deals actually move — channels, handoffs, and the dead time nobody reports.

STEP 02

Solution architecture

Your data model, pipeline stages, and automation logic are drafted, then stress-tested with your sales leads.

STEP 03

Build & integrate

We engineer the CRM, wire WhatsApp, Meta and voice, and migrate legacy data with zero downtime.

STEP 04

Launch & compound

Go-live with hands-on training, then iterate monthly as the system learns from your pipeline.

TARGET INDUSTRIES

One CRM never fits two industries. We don't ask it to.

Every deployment starts with workflow ethnography — we map how your team actually sells, then engineer the data model, pipeline, and automations around it.

  • Shadowing live sales conversations
  • Mapping every handoff & channel
  • Auditing your current tool stack
01

Financial Services & Insurance

Complex compliance tracking, KYC milestones, and long client-conversion funnels — audited end to end.

COMPLIANCE AUDIT TRAILKYC FUNNELSREGULATORY REPORTING
02

Professional & Technical Services

Long B2B sales cycles managed by milestone — from first scoping call to signed SOW, without anything slipping.

MILESTONE TRACKINGMULTI-STAKEHOLDER DEALSSOW AUTOMATION
03

Real Estate & Property Management

Property-matching tools and instant lead distribution — the right enquiry reaches the right agent in seconds.

INSTANT LEAD ROUTINGPROPERTY-MATCH ENGINESITE-VISIT SCHEDULING
04

Retail & E-Commerce

Omnichannel buyer behavior unified into one profile, with automated retention marketing across every storefront.

OMNICHANNEL PROFILESRETENTION FLOWSCART-RECOVERY BOTS

GLOBAL MARKET REACH

Engineered for how your region sells.

Deployments tuned to local channels, languages, and data-residency law — not translated brochures.

US

North America

Native English & Spanish locales with US data residency, plus proven migration paths off legacy enterprise suites for replacement projects.

US DATA RESIDENCYEN / ES LOCALESLEGACY-SUITE MIGRATION
EU

Western Europe & United Kingdom

GDPR-compliant by architecture: EU/UK data residency, consent-gated WhatsApp flows, and full right-to-erasure workflows built in.

GDPR COMPLIANTEU / UK RESIDENCYCONSENT-GATED SYNC
AP

Asia-Pacific

Mobile-first sales integrations built around regionally dominant channels — WhatsApp at the core, multi-currency pipelines throughout.

MOBILE-FIRSTWHATSAPP APACMULTI-CURRENCY

OPERATIONAL IMPACT

The arithmetic of automation.

AGGREGATE ACROSS DEPLOYMENTS · 2024–2025

0+

hours of manual data entry eliminated per rep, every single week.

DATA-ENTRY AUTOMATION

0%

boost in lead response velocity through WhatsApp-native follow-up.

WHATSAPP INTEGRATION

0%

shorter average sales cycle once workflow automation goes live.

WORKFLOW AUTOMATION

"They rebuilt our pipeline around how we actually sell — WhatsApp-first, compliance-wired. Response times went from hours to minutes inside the first month."
AR A. Rivera HEAD OF REVENUE OPS · MERIDIAN GROUP