A CRM that fits your sales process.
A custom CRM (customer relationship management system) keeps your leads, customers, conversations and follow-ups in one place, structured the way your business actually sells. HRTG B2B builds custom CRMs and customer portals for SMEs whose process does not fit standard tools.
Suitable for businesses like yours.
- SMEs tracking customers in spreadsheets or chat apps
- Businesses with a sales process standard CRMs don't model well
- Companies wanting a customer-facing portal linked to their records
- Teams paying for many seats on a CRM they barely use
What this helps with.
Leads fall through the cracks
Follow-ups depend on memory and personal inboxes.
No single customer view
History is spread across email, chat and spreadsheets.
Generic CRM, specific business
Fields, stages and reports don't match how you work.
What we can build.
Lead and pipeline tracking
Stages that match your sales process, with reminders.
Customer records
Contacts, history, documents and notes in one profile.
Customer portals
Let customers log in to view orders, documents or bookings.
Website integration
Enquiries and calculator results flow straight into the CRM.
Reports and dashboards
The numbers you actually check each week.
Automation
Automatic follow-up tasks, emails and status updates.
How businesses might use it.
Illustrative: franchise recruitment CRM
Track franchise candidates from first enquiry to signed agreement.
Illustrative: service business CRM
Link quotes, jobs and invoices to each customer.
Illustrative: B2B distributor portal
Customers log in to reorder and download documents.
Examples marked "Illustrative" are concepts, not completed client work.
Projects we've built.
Limitations and considerations.
- Should your SME build a custom CRM or use an existing one? If a standard CRM fits your process with little change, it is usually faster and cheaper. Custom makes sense when your process is distinctive or tightly linked to other systems.
- Migrating existing data needs planning and clean-up.
- Customer data must be handled in line with Singapore's PDPA.
Questions businesses ask us.
Have a project in mind?
Tell us what you need. We'll reply with questions and honest suggestions — no obligation.