Pipelines
Stages named the way your team already talks about deals, with an owner and a next step on every record.
IT Services · CRM Systems
Your pipeline lives in inboxes, spreadsheets and people’s heads.
We build custom CRM systems with pipelines, roles and permissions, invoicing and reporting, shaped around how your team sells and serves clients.
Illustrative interface, sample data.
IS THIS FOR YOU
Is this for you?
If a few of these sound familiar, it is worth a conversation.
A lead goes quiet, and nobody can say who was meant to follow up.
A client’s history is spread across someone’s inbox, a chat group and two spreadsheets.
You paid for a CRM, and the team quietly went back to the spreadsheet.
Invoices are typed up separately from the deal they belong to, and the two don’t always match.
Every pipeline review starts with someone assembling a report by hand.
WHAT WE BUILD
What we build.
What CRM Systems work can include. The exact scope is agreed in writing.
Client records
One record per client, holding contacts, history, notes and files, instead of a trail across inboxes and chat.
Roles and permissions
Access set by role, so each person sees and edits what their job needs and nothing more.
Invoicing
Quotes and invoices generated from the deal record itself, with their status shown alongside it.
Reporting
Views of pipeline, activity and billing that managers filter and export themselves, instead of waiting for a report.
Data migration and integrations
Your existing records moved in from spreadsheets or an old tool, scoped during discovery, plus connections to the email, messaging or accounting tools you rely on, where those tools allow it.
HOW IT WORKS
How it works.
The steps we follow for CRM Systems.
Step 1: Map the process
We walk through how a lead becomes a client and a client becomes an invoice, and write down what the CRM must handle.
Step 2: Design records and roles
Pipelines, fields, roles and permissions are agreed with you before development starts.
Step 3: Build and migrate
Our in-house team builds the CRM against the agreed design and moves your existing records into it, where that is in scope.
Step 4: Test with your team
The people who will use it every day try it on real scenarios, and we adjust before launch.
Step 5: Launch and support
We deploy and hand over, and can stay on for changes and maintenance through a monthly retainer.
PRICING
How it’s priced.
A defined CRM build is quoted as a fixed scope. Ongoing changes and support run as a monthly retainer.
Option one
Fixed-scope quote
For a defined piece of work with a clear outcome to deliver.
Option two
Monthly retainer
For ongoing work, support or management.
Scoped and estimated in writing after the consultation.
FREQUENTLY ASKED QUESTIONS
Common questions.
About CRM Systems with SanB Solutions.
Off-the-shelf CRMs suit many teams. A custom build makes sense when your process does not fit their structure, or when you pay for features you don’t use while missing the ones you need.
Yes. Roles and permissions are part of the design, so access matches each person’s job.
Yes. Quotes and invoices can be generated from client and deal records, with their status tracked in the same system.
Yes. We move existing records in from spreadsheets or an old tool; what is moved is scoped during discovery. Where your email or accounting tools offer a way to connect, we can usually integrate with them, confirmed during scoping.
Ownership of the work we deliver is discussed and agreed during scoping, before development starts.
RELATED SERVICES
Also under one roof.
Every service can be hired on its own, or alongside this one with the same point of contact.
DIRECT ENGAGEMENT
Book a consultation.
We review every inquiry within 24 hours. Tell us what you need built, and you'll hear back from one point of contact.
Direct Contact Lines
Inquiries go directly to the founder. A mutual NDA is available on request before you share proprietary code, financials, or staffing plans.