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CUSTOM CRM SOFTWARE

PRODUCTION

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One of the most valuable assets your brand has is owning the consented data of your customer base. But we want to ask you to broaden your perspective a little further.

Because CRM is not just a tool that keeps customer records; it is a business system that allows sales, operations and finance to speak the same language. Off-the-shelf CRM packages launch fast; but as you grow, license costs, flexibility limits and integration constraints emerge. The biggest loss happens in invisible places: teams fall back to Excel, processes become person-dependent, and reporting fails to inspire confidence. To prevent your marketing strategy from being disrupted, we must make the most effective decision here.

At PROJX Digital, we develop Custom CRM as a solution architected around your business's sales funnel, approval flows and data model. Our R&D team in Şişli builds the CRM by integrating it with ERP, e-commerce, manufacturing, field and communication channels with the aim of "single-screen management". In this era when data is highly valuable, our priority is to process this data in the most useful way possible.

COMMON PROBLEMS

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PER-USER LICENSE COSTS MAKE GROWTH MORE EXPENSIVE

CUSTOMER COMMUNICATION (WHATSAPP/EMAIL) STAYS ON PERSONAL DEVICES

ERP/FINANCE INTEGRATION IS FRAGMENTED, WITH DUPLICATE DATA ENTRY

THE SALES FUNNEL AND APPROVAL MECHANISMS DO NOT FIT OUR BUSINESS

REPORTS DO NOT INSPIRE CONFIDENCE AND KPIS ARE DISPUTED

FIELD TEAMS CANNOT WORK OFFLINE, AND DATA IS ENTERED LATE

IMPACT

SALES CYCLE

The sales cycle lengthens, opportunities are lost

INCREASED LOAD

Operational load increases, errors multiply

DATA PERCEPTION

Management decisions are made on "guesswork" rather than "data"

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THIS IS WHERE CUSTOM CRM STEPS IN.

Instead of forcing the process to fit the software, the software is adapted to the process.

CRM = data model + process engine + integration

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DATA MODEL

customer, contact, opportunity, quote,
order, contract, collection

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PROCESS DESIGN

pipeline stages, approvals,
tasks, SLAs

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INTEGRATION

ERP/accounting, email,
WhatsApp, e-commerce, field operations

When needed, we add AI-supported modules; however, we position them not as "magic" but as options that produce measurable benefit (pilot → measure → roll out).

By integrating CRM with your other required programs, we ensure the system works for you.

PROJX SOFTWARE STANDARDS
WHATEVER THE MODEL

SALES AND OPPORTUNITY MANAGEMENT
  • Customizable sales funnel (pipeline) and stage rules
  • Tasks, reminders, activity management (calls, meetings, visits)
  • Quote management and approval flows

CPQ / Quote Engine:

  • Volume discount, custom price lists, currency, payment terms, discount and approval mechanisms.

WhatsApp / communication integration:

By taking corporate communication off personal devices and linking conversations to customer records, it also prevents information loss caused by employee turnover (depending on the scenario and the preferred infrastructure).

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OPERATIONS/PRODUCTION
INTEGRATION (as needed)
  • Conversion of the order into a work order, delivery date logic
  • Association with production/planning or service processes
  • Supplier management and quotation processes (if required)
FINANCE AND ERP
INTEGRATION
  • Data synchronization with systems such as Logo / Mikro / Netsis / SAP, etc. (depending on the API/service architecture)
  • Current account, balance, payment plan, collection tracking (depending on scope)
  • Alignment with invoice/dispatch note/product–stock data (according to need and permissions)
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MOBILE CRM AND
FIELD OPERATIONS
  • Mobile app or mobile-friendly panel
  • Visit records, check-in, location-based activities (optional)
  • Offline operation scenarios (depending on project needs)
REPORTING AND
MANAGEMENT DASHBOARDS
  • KPI dashboards: opportunity value, conversion rate, sales cycle duration
  • Dealer/region/team performance, target tracking
  • Permission-based report visibility
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AI-SUPPORTED MODULES:
not a "superpower", but measurable improvement
  • Lead scoring: "prioritization" suggestions based on behavior and historical data
  • Churn / risk signals: early warnings based on metrics such as usage/order frequency
  • Email drafts and classification: speed and standardization in high-volume communication channels

The right approach for these modules: data quality + pilot scenario + KPIs (e.g., sales team response time, conversion, loss rate).

SECURITY, AUTHORIZATION AND COMPLIANCE APPROACH

CRM holds a company's most sensitive data. It must be both protected safely and improve the operations of sales and marketing departments. For this reason:

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ROLE-BASED ACCESS
(RBAC) AND RECORD-BASED PERMISSIONS

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LOGGING AND
TRACEABILITY (CRITICAL OPERATIONS)

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BACKUP STRATEGY
AND ACCESS CONTROLS

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KVKK/GDPR
TECHNICAL INFRASTRUCTURE FOR PROCESSES

Instead of claiming "full compliance", we jointly design the technical and operational controls required by compliance; legal processes are completed by your company's policies. Alongside our data-processing capability, our knowledge of legal obligations is one of the most important reasons for our success in this area.

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DELIVERABLES
WHAT WILL YOU HAVE IN HAND AT THE END OF THE PROJECT?

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WORKING CRM

Working CRM (staging + production)

PANEL

Role-based panels and process flows

INTEGRATION

Integration documentation (ERP/communication channels, etc.)

REPORTING

Reporting dashboards (depending on scope)

TRAINING

Training + brief usage documentation

AI MODULE

(Optional) AI module pilot + measurement report

MAINTENANCE

(Optional) maintenance/monitoring plan

PROCESS
FROM ANALYSIS TO GO-LIVE, A CONTROLLED PROGRESSION

1
DISCOVERY
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goals, data model, process map, integration list
2
ARCHITECTURE & UX
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screens, roles, approval flows, data dictionary
3
DEVELOPMENT
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sprint-based deliveries, demo and feedback loop
4
TESTING & DATA MIGRATION
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scenarios, permissions, import/integration tests
5
GO-LIVE
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training, release plan, stabilization
6
MAINTENANCE & EVOLUTION
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new modules, improvement backlog

With software developed specifically for your business
speed up your operations and strengthen your sales processes

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CONTACT US

FREQUENTLY ASKED QUESTIONS

The initial investment may look higher than off-the-shelf packages. However, as per-user licenses, add-on costs and the effort of "fitting the package to us" grow, the total cost increases. With Custom CRM, cost is defined by scope, integration and the maintenance standard. We clarify the decision with a TCO (total cost of ownership) calculation. But what really matters is that you don't have to adapt to an existing system; your needs are met instead.

Including Logo, Mikro, Netsis, SAP, etc.; integration is possible with systems that provide API/service access. Details are planned according to the integration method of the relevant system.

The process depends on the scope. A typical CRM project; including analysis–design–development–testing phases, is usually planned in the 4–12 week range.

Yes. Migration scenarios are defined from Excel/CSV or existing systems; a data cleansing and mapping plan is prepared.

CRM is about knowing the customer as much as it is about managing the business itself. At PROJX Digital, we develop Custom CRM as a growth-ready infrastructure that unites your sales funnel, approval mechanisms and integrations within a single system.

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Custom Software Development | Web, Mobile, Integration

Custom software development: web applications, SaaS, mobile apps, CRM/ERP, integrations and API engineering. From analysis to go-live; delivery focused on security, testing and maintenance.

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Corporate Website Design

Your corporate website is not just an 'elegant showcase'; it is the most critical digital touchpoint where brand perception, trust and sales take shape, but when it is not fast, clear and SEO-friendly, the traffic it draws disappears without creating value. With Corporate Web Design, which combines design, software, content and technical SEO, you can transform your site from merely visible into a digital hub that produces conversions.

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E-Commerce Software / Packages

Launching an e-commerce site is not just about opening the store door; it is about building a system where stock, order, shipping and accounting flows run flawlessly and produce conversion. Otherwise, even if traffic grows, the operational load increases and profitability drops. With the integrated structure of E-Commerce Software/Packages, you can unify all your business processes including ERP into a single flow, creating a more controlled, scalable and sustainable commerce infrastructure.

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B2B - B2C - C2C Software

E-commerce is not a single model; B2B, B2C and C2C each require different sales flows, operational models and user behaviors, and choosing the wrong model grows operations without scaling profitability. With the flexible architecture of B2B, B2C and C2C Software Ecosystems, you can build automations, integrated processes and scalable infrastructures tailored to your business model, making growth sustainable.

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Custom CRM Software

CRM isn't just a tool for storing customer records; it's an operating system that lets sales, operations and finance speak the same language — yet as businesses grow, off-the-shelf solutions create rigidity, integration limits and hidden operational overhead. With the architecture offered by Custom CRM Software Development, you can build systems tailored to your sales funnel, approval flows and data model, making your processes more integrated, scalable and controllable.

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Web-Based Application Development

The office is no longer tied to a single location; while teams work in the field, remotely and across different devices, desktop software quickly falls short in installation, update and access processes. With Web-Based Application Development's browser-based, multi-device, instantly-updated structure, you can make your business processes more flexible, scalable and sustainable.

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API and Integration Engineering

In many businesses, CRM, ERP, e-commerce and payment systems operate in isolation; this breaks data into 'digital islands', leading to duplicate data entry and unreliable reports. With the architectural foundation provided by API and Integration Engineering, you can make all your systems talk to each other and build a more efficient, automated workflow that channels data to the right place at the right time.

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Mobile App Development

A mobile app should create real value for your business. A well-designed app drives user acquisition, sales growth and operational efficiency. At PROJX Digital, we use Native, Cross-Platform and PWA solutions to do more than just publish your app — we turn it into a measurable, sustainable growth tool. Keeping the app on the user's device is as central to our strategy as getting it downloaded in the first place.

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Custom ERP Software Development

Standard software can fall short for growing businesses. At PROJX Digital, we build custom ERP solutions for your company, simplifying your processes and helping your teams work efficiently. With role-based structure, sustainable integrations and a needs-driven architecture, we eliminate complexity and deliver a digital system fully aligned with your workflows. When needed, we strengthen decision-making with AI-powered analytics and forecasting modules to support your business growth.

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