NubixlyWhat we build for you
A CRM is only useful if it matches how your team actually works. Here is everything we take care of, from the first workshop to the day-to-day running of the system.
Custom CRM development
We model your business objects the way you describe them — clients, projects, sites, policies, shipments, whatever your world contains — with the exact fields and pipeline stages your team uses.
- Custom objects, fields and relationships
- Pipelines and stages that match your process
- Role-based permissions per team
- Views and filters designed per role
Data migration
Your history is the most valuable thing you own. We map it carefully, deduplicate it, and check it with you before anything goes live.
- Import from spreadsheets or another CRM
- Deduplication and data cleaning
- Relationship mapping between records
- Validation pass before go-live
Workflow automation
The repetitive parts of the day should look after themselves. We automate the handoffs, reminders and updates that eat your team's time.
- Automatic follow-up and reminder tasks
- Stage-based triggers and notifications
- Approval and escalation routing
- Scheduled reports to inboxes
Integrations
Your CRM should sit at the centre of your tools, not beside them. We connect the systems your business already runs on.
- Email and calendar two-way sync
- Website and landing page forms
- WhatsApp and messaging channels
- Accounting, invoicing and custom APIs
Reporting & dashboards
Numbers everyone agrees on. We build reports on your definitions, so the pipeline figure in the CRM is the one you quote in the board meeting.
- Pipeline, forecast and win-rate reporting
- Team and individual performance views
- Custom dashboards per role
- Exports for finance and planning
Hosting, support & training
We run the infrastructure so you never think about it, and we make sure your team actually adopts the system.
- Private instance on your own domain
- SSL, daily backups and updates
- Onboarding sessions for your team
- Ongoing support as you grow
Not sure what you need yet?
Most clients start with a short discovery call. We map your process together and tell you honestly what is worth building.