CRM Development

Custom CRM development – customer records and sales pipeline

What is included in our "CRM Development" service?

Customers, contacts and every interaction in one place, with full history.

Customers, contacts and every interaction in one place, with full history.

Your own sales process: opportunity, quote, contract, delivery and invoice.

Your own sales process: opportunity, quote, contract, delivery and invoice.

Newsletters, mailing lists and shared inboxes – every email can become a case or a task.

Newsletters, mailing lists and shared inboxes – every email can become a case or a task.

Performance tracking with targets and dashboards: see exactly what drives revenue.

Performance tracking with targets and dashboards: see exactly what drives revenue.

Integration with invoicing, SMS, your website and any external system via API.

Integration with invoicing, SMS, your website and any external system via API.

Your own instance and database, fine-grained permissions, data kept in the EU.

Your own instance and database, fine-grained permissions, data kept in the EU.

What is a CRM system, and when is it worth tailoring one to your business?

A CRM system (customer relationship management) keeps your customer data, every conversation, quote, contract and task in one place. Nobody forgets to call back a lead, and you can always see where each deal stands.

Off-the-shelf CRMs are fine for general needs, but many businesses find that the way they actually work doesn't fit into them. Custom CRM development pays off when:

  • your sales or customer service follows its own steps that a generic tool can't handle,
  • customer data is scattered across spreadsheets, email inboxes, the invoicing software and people's heads,
  • the CRM has to connect with your invoicing software, website, SMS and email tools or other internal systems,
  • you need your data on your own, dedicated instance rather than in a shared cloud platform,
  • you've had enough of per-user subscriptions and want a system that grows with your business.

We don't start from scratch: we have two in-house CRM platforms that are already up and running. We build your processes on top of them, which makes development faster and more predictable than building an entirely new system.

Custom CRM sales pipeline: opportunity, quote, contract, delivery
The two CRM platforms: Operity for service businesses and aaCRM for sales

Two proven foundations: Operity and aaCRM

Operity – for service businesses

Operity is a web-based business management system for service companies of 3–50 people. It brings together CRM (companies, contacts, opportunities, reminders), ticketing and tasks, shared email accounts, time tracking and billing from timesheet approval to invoice, and subcontractor settlement. Every client gets a separately installed instance with its own database.

aaCRM – for sales teams and larger organisations

aaCRM is built around the sales process: partner management (own, available and free partners, merging duplicates), interactions and meetings, followed by quote → contract → delivery → invoicing. It also handles step-by-step project workflows, reminders and tasks, newsletters with mailing lists and filters, organisation management with managers and reports, and monthly performance targets. External staff and external systems (API accounts) can be managed too, with fine-grained permissions.

What we build on top

  • Your own sales and customer management steps, fields, statuses and document templates.
  • Integrations: invoicing tools (Számlázz.hu, Billingo, Számlify), SMS sending via SimpleSMS, website forms, webshops or any external system via API.
  • A customer portal where your clients can see their cases, quotes or tickets.
  • Reports and dashboards built around your own KPIs.
  • AI features: summaries, suggested replies and a customer service assistant.

If a ready-made Operity package already fits your business, we'll tell you: in that case you don't need custom development, and you can try it free for 30 days.

How we work

  1. Discovery and process mapping

    We map how customers find you, how sales and service work today, and where information or time is currently being lost.

  2. Choosing the platform and writing the specification

    We decide whether Operity or aaCRM is the better fit, and document what needs to be customised or built. You get a detailed, itemised quote.

  3. Customisation and custom modules

    We set up your own steps, fields and templates, and build the custom modules and integrations you need.

  4. Data migration

    We bring over your existing customer and partner data from spreadsheets or your old system's export, so the CRM is complete from day one.

  5. Training and go-live

    We create user accounts, set up permissions and train your team, so the CRM genuinely becomes part of everyday work.

  6. Support and ongoing development

    We run the system with daily backups and updates, and keep developing it as your business changes.

Eligible for EU-funded grants in Hungary

Introducing a CRM is a typical digitalisation project, so Hungarian SMEs can often finance it through EU-funded digitalisation programmes (for example, subsidised digitalisation loan schemes). You'll find the current opportunities on our Grants page (in Hungarian), and we'll prepare the quote you need for your application.

Frequently asked questions

How much does a CRM system cost?

If the ready-made Operity fits your business, it's a monthly subscription: a dedicated instance starts at HUF 4,900 per month, with modules charged per user (net prices; see operity.hu for details). For custom development, the price depends on the amount of customisation and integration required; after the discovery phase we give you an itemised quote.

Why is a CRM built on an existing platform better than one built from scratch?

The core features (partner management, permissions, tasks, notifications, backups) already work and are well tested, so development can focus on what's unique to you. That means a shorter project, lower risk and lower cost.

Can we bring over our existing customer data?

Yes. We import your customer and partner data from spreadsheets or from your old system's export during the rollout.

Where is our data stored?

Every client gets a separately installed instance with its own database – not a shared system – with data processed in the EU. On request, it can also run on your own domain.

Can it connect to our invoicing software and website?

Yes. Operity issues invoices from approved timesheets directly in your own invoicing account (Számlázz.hu, Billingo, Számlify), and website forms, webshops, SMS sending or other internal systems can be connected via API.

Can we try it before we decide?

Yes. Operity can be tried free for 30 days, without a credit card, on an instance pre-loaded with sample data. For custom development, we run a demo showing how the system would look with your own processes.

Are customers slipping through the cracks between spreadsheets and emails?

Tell us how you work today, and we'll show you which CRM platform fits you best and what we'd tailor to your business.

Request a quote

Request a quote

Tell us in a few questions what you need, and we will get back to you with a quote.

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