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evol digital marketing

A CRM that ends where
the work begins

The lead, the customer, the quote, the contract and the handover to production sit in one place, so the salesperson and the team are looking at the same thing. The system runs on your server, the data is yours, and the price does not go up when you hire five more people.

One path, from enquiry to handover

A deal does not stop at the signature. So the CRM does not stop there either – the last step hands the work over to the people who will do it.
One continuous path through five deal stages, from enquiry to handover, without a single break

01 · Lead

Every enquiry enters the system with information on where it came from, who took it on and how far it has got. Nothing is left sitting in the personal inbox of one person who might be on holiday tomorrow.

02 · Customer

Company details, contact people and the full history of conversations sit in one place, so everyone on the team can see what was said without asking a colleague.

03 · Quote

The quote is put together line by line and the system keeps every version that was sent. The approved one is locked, so it is always clear what was agreed – no digging through your inbox to find the current version.

04 · Contract

The contract is generated from the accepted quote with the details and amounts already filled in. Nobody copies figures by hand, so nobody can make a copying mistake.

05 · Handover

The moment a deal is accepted, the work opens automatically on the other side – in production, installation or whichever department will carry it out. No “get started” email and no phone call.
A boundary inside which the data is solid and tangible, while outside it the same objects remain only outlines, cut off at the wall itself

When a system of your own
is worth more than an off-the-shelf CRM

If your process is like everyone else’s, ready-made SaaS is cheaper and starts straight away – and we will tell you so. Here is when a system of your own is worth it.

Ready-made solutions

When it is the right choice

  • It is up and running today – you sign up, upload your contacts and are working by lunchtime.
  • You pay monthly, with no large upfront investment. If it does not work out, you stop.
  • Ready-made integrations with popular services that you switch on with one click.
  • If you sell the standard way – enquiry, quote, deal – these systems cover it well.

When it is not

  • You pay for every person on the team. Two salespeople is bearable; fifteen is already a serious cost every month.
  • You work in their screens and preset settings. If your process does not fit, you bend the process, not the system.
  • The data sits in someone else’s cloud and leaves it on their terms.
  • Once you get to things beyond sales – production, installation, documents – you usually hit a wall. If your process is standard and your team is small, a ready-made system will probably do the job for less.

Custom CRM development by Evol.bg

When it is the right choice

  • The system follows your process, not the other way round – including the steps no ready-made system allows for.
  • You pay once for the build. A new person on the team is not a new monthly cost.
  • The data is on your server, in your database, under your control.
  • The CRM does not stop when a deal is closed – it can hand work over to production, write contracts and feed into accounting.

When it is not

  • There is an upfront investment and development time. It is not something that is up and running by lunchtime.
  • It needs your involvement at the start – we have to sit down together, describe how a deal really runs in your business and draw up a plan for the system.

Frequently asked questions...
And our answers:

If your question is not here, write to us – we answer the awkward ones too.

There is no per-user fee. The system is yours and runs on your hosting, so you can add ten more people to the team without the bill changing – you pay for the build once, and after that only for maintenance, if you choose to use it.

We cannot give a price for the build in advance. The difference between a system with three sales stages and one that also writes contracts, feeds into accounting and hands work over to production is large – and it only becomes clear once we have heard how you work. Book a free consultation with us to find out more.

Between 20 and 60 working days. Where you fall in that range depends on two things: how many stages your sales process has and how many external systems the CRM has to connect to. A system that covers the path from enquiry to quote is towards the lower end. One that also generates contracts, exchanges data with accounting and opens work for production is towards the upper end.

You do not wait until the end to see something. We release the first working part early and your team starts using it while we build the rest – so if something is not the way you pictured it, you find out and we can adjust it.

You do. You receive the source code and the full database when the project is handed over.

The CRM keeps running, because it is on your server and does not depend on anything on our side. We hand over the documentation, the access details and the database structure, so the next developer can sit down and carry on from there.

If your process fits into them, go with them – it is cheaper, you can start straight away, and we will tell you so honestly. A system of your own makes sense in three cases: when you sell in a way the off-the-shelf product does not allow for, and you end up bending your work to fit its settings; when the per-user fee becomes too high to justify; and when your customer data must not leave the company. If none of the three applies to you, the ready-made system is the more sensible choice.

Yes, and that is part of the job, not an extra service. We move the data from your spreadsheets, your old system or wherever you keep it now, then reconcile counts and totals so you can be sure nothing has been left out.

We do, if you want. Or someone of your own – the code and the documentation are with you. Maintenance is a separate service, paid for separately once the project is complete.

Yes – an order from the shop can come into the CRM as a customer or a deal.

The deal path is yours.
The CRM just follows it.

Tell us how a deal runs in your business – from the first enquiry to the handover. If it turns out that the real problems are in the warehouse, costs and paperwork rather than in sales, see our ERP system.

Get in touch and let’s plan your next success.

We don’t give up easily. We keep going until we succeed. We believe every project can succeed, as long as you trust us and give us the time it needs.
100% NO-OBLIGATION CONSULTATION!
Office locations
66 W Flagler Street, Suite 900, PMB 11002, Miami, FL 33130, USA
1 Targovska St, Centre, Vratsa, Bulgaria
Networking Premium, 25 G. Rakovski St, Sofia, Bulgaria
(359) 877 69 58 14
hello @ evol.bg

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