Your CRM. Your rules.
We build complete CRMs, inspired by the best tools on the market like Oracle or Salesforce, but designed around your processes. You only pay for what you need, and the tool is yours.
Available modules
- Contacts & companies
- A complete record for every client: history, conversations, documents, tasks.
- Sales pipeline
- See your deals on a kanban board and track every stage of the sale.
- Quotes & invoices
- Generate quotes and invoices in one click, with payment tracking.
- Automations
- Follow-ups, emails, lead assignment, notifications: the CRM works for you.
- Dashboards
- Revenue, conversion and team performance in real time.
- Tasks & calendar
- Schedule meetings, assign tasks and never miss a follow-up.
- Roles & permissions
- Each team member sees only what's relevant to them.
- Integrations
- Website, email, telephony, accounting and existing tools via API.
- Documents
- Contracts, mandates, attachments: everything centralised and searchable.
- Support & tickets
- Handle client requests with clear priority tracking.
- Mobile access
- Works on phones and tablets, wherever you work.
- Data import
- We migrate your spreadsheets or old CRM without losing anything.
Why a custom CRM?
- No per-seat licences
- No subscription that climbs every time you hire someone.
- Built for your trade
- Your stages, your fields, your vocabulary. Not the other way around.
- Easy to adopt
- Only useful features, so your team actually uses it.
- Scalable
- We add modules as your business grows.
Let's talk aboutyour website.
Or email us directly at contact@swcagency.fr