Skip to content

CRM for small business

Custom CRM development: every client and sale in one place

For SMEs that have outgrown spreadsheets and scattered chats: a CRM that follows your own sales process.

Entry package · Starter
3,500–6,000 USD
Delivery
2–4 weeks

A person from our team replies on WhatsApp, in English, Spanish or Arabic. Prices are indicative, excl. taxes.

Larger packages: indicative prices in USD, excl. taxes, and delivery
PackageUSD, indicative, excl. taxesDelivery
Professional12,000–21,0006–8 weeks
Advanced21,000–35,0008–12 weeks

Enterprise: quoted after a paid discovery. Scope and price are agreed in a written proposal.

Custom CRM: example with a fictional business and sample data
Fig. 03Northfield Distribution · fictional business, sample dataNorthfield · sample data

In plain words

What is it, and what does it do for my business?

No technical words: what it is, the problem it solves and how your day changes.

Custom CRM

What it is
CRM is a client list that works for you: every client, every quote and the next step, in one place for the whole team.
Your problem today
Clients live in notebooks, spreadsheets and chats. Follow-ups are forgotten and sales are lost.
Before
"Did anyone call that client back?" Nobody knows.
After
You see every open sale, who handles it and what comes next, with reminders.
Example
A distributor with a sales team: each salesperson sees their clients and the manager sees the whole pipeline.

02See it in action

From new lead to won deal. 19 seconds from our live demo.

A fictional business with sample data. Watch the film, then open the demo and click around yourself.

Fictional business · sample data
Custom CRM

Every client and sale in one place.

In this film

Open the demos. Click everything.

Every business in the demos is fictional, with sample data.

See all 18 demos

03What changes

Nobody has to remember who to call today.

Moments every business like yours knows well: how they go today, and how they go once the system is in place.

  1. Today

    Leads are spread across spreadsheets, notebooks and personal phones.

    With Proadvance

    Every contact, deal and conversation in one shared place.

  2. Today

    Follow-ups depend on someone remembering.

    With Proadvance

    Tasks and reminders tell each person who to contact and when.

  3. Today

    You only find out how the month went once it's over.

    With Proadvance

    Reports show your pipeline by stage, source and salesperson at any time.

Who it's for

Estate agencies, distributors with a sales team, clinics and academies: any business that sells through WhatsApp.

If yours works differently, tell us how: we size the project to your business, not the other way round.

White modern house with warm lit windows against a dusk sky
Estate agencies
Cardboard boxes stacked against a brown wall
Distributors

04What we build

Every deal, one board, with your own sales stages.

The modules a project like yours usually needs. The scope you sign sets exactly what goes into your package.

  • Sales pipeline

    A drag-and-drop board with your stages, deal values and expected close dates.

  • Tasks and reminders

    Calls, visits and follow-ups assigned to each person, with alerts so nothing is forgotten.

  • Contacts and companies

    Each client's details, history, notes and files, with fields that fit your sector.

  • WhatsApp and email

    Conversations linked to each client, through the official WhatsApp Business API and your email account.

  • Reports and dashboards

    Sales by stage, source and salesperson, so you can see what is working.

  • Roles and permissions

    Each user sees and edits what they need; managers see the whole team.

05Packages and prices

A CRM sized to your team, with a published price for each step.

Indicative ranges for typical projects, in USD and excluding taxes. The final price is set out in your written proposal.

All prices and add-ons

· Enterprise

Quoted after a paid discoveryLarge or complex projects, scoped and priced after a discovery phase.

Talk about a larger project : Enterprise (opens WhatsApp)

What each package includes

What each package includes: Custom CRM
ItemStarter3,500–6,000 USDProfessional12,000–21,000 USDAdvanced21,000–35,000 USD
Contacts and companies with their historyIncludedIncludedIncluded
Sales pipeline with your own stagesIncludedIncludedIncluded
Tasks and follow-up remindersIncludedIncludedIncluded
Dashboards by stage, source and salespersonBasic reportsIncludedIncluded
Training for your teamIncludedIncludedIncluded
WhatsApp and email conversations on each clientMeta's WhatsApp fees are paid separately, to your own account.Not includedIncludedIncluded
Website forms that create leads automaticallyNot includedIncludedIncluded
Automations: assignments, follow-ups and alertsNot includedIncludedIncluded
Custom modules for your process, such as quotes or contractsNot includedNot includedIncluded
Connections to your accounting or other tools when they offer an APINot includedNot includedIncluded
90-day bug-fix guarantee after launchIncludedIncludedIncluded
Code, data and accounts in your nameIncludedIncludedIncluded

How you pay

You pay in three milestones: 40% when you sign, 40% when you approve the beta and 20% before launch. Then 90 days of bug fixes, included.

How a project runs, step by step

After launch, maintenance is optional: 99 or 249 USD/month.

06Custom CRM: frequently asked questions

Before your team moves to a new CRM.

Prices, delivery, ownership and support. If yours isn't here, ask us on WhatsApp: a person from our team replies.

Ask on WhatsApp (opens WhatsApp)

07 · Start here

Want a CRM that follows the way you sell?

Example of a first message
Hi Proadvance, I'd like a CRM. We're a distributor with a sales team of six.You · WhatsApp
A person from the team reads it
Thanks for writing. For this, the entry package is 3,500–6,000 USD, delivered in 2–4 weeks. Can I ask three quick questions?Team · Proadvance

A person from our team answers you, in English, Spanish or Arabic. When you want, we book a 20-minute call with a specialist.

  • Entry package · 3,500–6,000USD, indicative, excl. taxes
  • 2–4 weeksDelivery of the entry package
  • EN · ES · عThe team speaks your language
Get a free proposal (opens WhatsApp)Get a free proposal (opens WhatsApp)