Brief
You describe the users, the job to be done, current tools and any hard date or constraint. A page is enough.
Services
CRM software your sales and service teams will actually keep updated
A CRM fails when it is a filing cabinet with extra fields. Hirvex Technologies builds CRM systems around pipeline stages, ownership, activities and the handoff to delivery or support. If a well-configured mainstream CRM already fits, we will tell you. We build custom when your motion, products or compliance needs are the product.
Who this is for. Teams whose sales cycle, products or service process do not match a generic CRM setup.
Problems we typically meet
These are the patterns that show up before a useful first release—not abstract “digital transformation” language.
- The CRM is a graveyard of imported contacts and empty activities.
- Pipeline stages do not match how deals really move.
- Delivery only learns about a customer after a chaotic handover.
- Reporting cannot answer “what is slipping this week?” without a spreadsheet.
How we approach the work
We sit with sales and service, not only with the sponsor. Objects, stages and required fields are designed to be fillable in the real day. Automations are added only where they remove a step people currently hate. Integrations with email, invoicing or support tools are scoped, not assumed.
What a serious first release can include
Scope is confirmed in discovery. This is the shape of work we are equipped to deliver—not a menu you must buy in full.
- Accounts, contacts, leads and custom objects
- Pipelines, stages, forecasts and activity logging
- Task, meeting and follow-up workflows
- Handoff into delivery or support systems
- Role-based visibility and audit history
- Email or calendar integrations where APIs allow
- Management reporting without a second spreadsheet
What we need from you
A useful brief is better than a long one. If you can answer most of the following, we can propose a first slice instead of a theatre estimate.
- Who will use this, and what must they finish in a session?
- Which systems must stay (accounting, payments, identity, a shop)?
- What is already live that we should not break?
- Any hosting region, language or compliance rule that is non-negotiable?
- The date that actually matters—and why.
How an engagement runs
Four steps. No mystery bench.
Scope
We reply with clarifying questions and a first-release outline: modules, roles, integrations and what “done” means.
Build
Named engineers work in visible increments, with staging you can click and a weekly written status.
Run
Launch, handover and a support path. The system is yours to operate—not a black box we disappear from.
Questions we are asked
Why not Salesforce or HubSpot?
Often those are the right answer. Custom CRM is for when licences, objects or process constraints make the mainstream tools a poor fit. We are not anti-SaaS; we are anti-theatre.
Can you migrate from another CRM?
Yes, with a field map, duplicate rules and a period where both systems are reconciled. We do not “CSV dump and hope”.
Will sales people be forced into twenty required fields?
No. We minimise required data to what reporting and handover actually need. Extra fields stay optional until they earn their place.
Start a conversation
If this is the work in front of you
Send the users, the job to be done and any hard constraint. We will answer as engineers—not with a canned brochure.