How to build a custom CRM
Salesforce is built for large sales teams. HubSpot is built for marketing-led pipelines. If you are a consultant, a small agency, or a team with a specific relationship management workflow, a custom lightweight CRM takes two to three weeks to build and fits exactly the workflow you have.
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Get How to build a custom CRM
Free guide. Build a custom CRM in four weeks with the Torvi Consultant track. Founding rate €200.
What's covered
- 1CRM data model: the contact, company, opportunity, and interaction records you actually need
- 2Pipeline design: how to structure your pipeline stages to reflect how you actually sell or manage relationships
- 3Automation layer: follow-up reminders, activity logging, and status transitions
- 4Build path: how to build a custom CRM with Cursor and a lightweight database without a developer
Who this is for
Independent consultants and small teams who have outgrown spreadsheet CRM but do not need the complexity or cost of an enterprise CRM platform.
FREE DOWNLOAD
Get How to build a custom CRM
Free guide. Build a custom CRM in four weeks with the Torvi Consultant track. Founding rate €200.
Free templates
Guides explain the approach. Templates give you the starting point. Browse the free library.