Build a new business system
Map the information held in spreadsheets and paper records, along with processes that depend on individual knowledge. Build the screens and functions your work needs.
ExamplesProject, booking, and request management
Development & Automation
Business systems, integrations, and automation
Copying data from spreadsheets. Information scattered across applications. Features missing from standard products. We map how your work gets done, then design and build the systems and integrations it needs.
From a single integration to a new business system. Each project is scoped and quoted individually.
What We Build
These are examples of development and integration work. We confirm feasibility and scope against your requirements and current environment.
Map the information held in spreadsheets and paper records, along with processes that depend on individual knowledge. Build the screens and functions your work needs.
ExamplesProject, booking, and request management
Replace repeated data entry and manual exports and imports with integrations between the applications you already use.
ExamplesCustomer, booking, and operational data flows
Automate recurring steps such as routing incoming requests, notifying the right person, compiling reports, and updating status.
ExamplesRequest processing, reminders, and reporting
Identify work that standard product features cannot cover. Develop supporting screens and functions, with clear responsibilities for each system.
ExamplesInput forms, approvals, and external-facing screens
Review current processing and usage before defining changes. Plan data migration, dependencies, and the transition to the updated system.
ExamplesFeature changes, migration, and phased replacement
Build integrations and automation alongside a customer management or sales system implementation, under one plan through launch.
ExamplesConfiguration, integrations, custom features, and operating procedures
Design Before Development
Identify owners, inputs, decision rules, and exceptions. Agree what the system should handle and what remains an operational process.
Compare product configuration, integrations, custom features, and a new build against cost, operating effort, and technical constraints.
Define access, data handling, error recovery, and operational ownership. Agree the maintenance and improvement scope before launch.
Case Studies
For an online English school with dozens of students, we connected a LINE Official Account with Google Calendar to automate manual checks and bookings.
This school was the starting point for the Revenue CRM School edition.
See Revenue CRM School →For a healthtech company, we integrated customer data from multiple systems into HubSpot and supported data entry rules and operational adoption.
Read the data integration case study →Process & Pricing
We first review your work, systems, and pain points. We then define the requirements and approach, with a proposal covering scope, deliverables, timing, and cost.
Third-party subscriptions, maintenance, operating support, and future changes are identified separately. Development is quoted individually, outside our standard retainer pricing.
Tell us about your workflow →Review workflows, data, systems, and what you want to achieve.
Define features, integrations, access, acceptance criteria, schedule, and fees.
Implement the agreed scope and test it against actual business scenarios.
Confirm procedures and operational ownership. Provide maintenance and improvements within the agreed scope.
Project Management
For development projects, we define requirements, stakeholder coordination, and project management as part of the proposed scope. If your internal team or an existing vendor handles development, you can commission PM support on its own.
See the PM support scope →FAQ
Yes. We start with the work: what gets copied, where approvals stall, and which tasks take time. We then propose what existing products can cover and what needs development.
No. We also work on new business systems, changes to existing systems, data integrations, and workflow automation. We confirm the business requirements, technical environment, project size, and scope before proposing a solution.
No. Development, integration, and automation can be commissioned on their own. We start from your current systems and propose Revenue CRM as an option when it fits.
Feasibility depends on the available APIs, permissions, subscription plan, and data formats. Where there are limitations, we explain alternatives and operational options. Required subscriptions or paid integration features are identified in the proposal.
We quote based on the work, number of screens and functions, connected systems, migration needs, access controls, security requirements, and operating support. Development fees, third-party subscriptions, and maintenance costs are presented separately.
Yes. If your existing vendor or internal team handles implementation, we can take on requirements clarification, vendor coordination, project management, and acceptance support. Responsibilities and fees are agreed separately for development and PM-only work.
Related Services
Review business processes, data structures, and system integrations together.
See implementation support →Explore the product, its features, and the available plans.
See Revenue CRM →Establish the working habits and operating rules that help your team use the system.
See adoption support →Let's Talk
You do not need a finished specification. Tell us how your team works and where the manual effort adds up.