Contacts and accounts
Company and contact records, full history of exchanges, duplicates flagged as they are typed in.
Business software
Custom CRM software for your business
A CRM built around your sales process — not the other way round. Designed, developed and maintained in Paris by IDEALOGY.
2008 — year we started
Paris 8e — team on site
Source code — delivered, it is yours
The need
When the off-the-shelf CRM stops keeping up
Most sales teams end up working around their CRM: quotes go back into Excel, follow-ups live in an inbox, and the reporting is rebuilt by hand at the end of every month. The problem is rarely the tool itself — it is the gap between software written for everyone and a process that belongs only to you.
IDEALOGY develops custom CRMs: we start from your real sales cycle, your statuses, your commission rules and your documents, then build the tool around them. No feature you did not ask for, no per-seat subscription climbing with every person you hire.
The CRM connects to what you already use — accounting, invoicing, email, telephony — so data is entered only once.
Features
The modules we develop
Every project starts with a core, then grows module by module in your order of priority.
Pipeline and opportunities
Your stages, your probabilities, your amounts. Kanban view, forecast by salesperson and by period.
Quotes and invoicing
Templates in your own layout, compliant numbering, quote turned into invoice, accounting export.
Automated follow-ups
Rules by stage and by delay: email, assigned task or notification. Nothing is left hanging.
Dashboards
Signed revenue, conversion rate, cycle length, activity by team — up to date continuously.
Rights and access
A salesperson sees their own accounts, a manager their team, management the lot. Full action log.
How we work
How a project runs
Four stages, in this order. You sign off each one before the next starts.
- 1
Scoping
We spend a day with your sales teams to map the real process — not the one in the manual. Deliverable: a priced, prioritised scope.
1 to 2 weeks - 2
Mockups and sign-off
Clickable screens for each path through the tool. You correct the mockup, where changing your mind costs nothing.
2 weeks - 3
Development in batches
A testable delivery every two weeks, in your order of priority. You use the core while we build the rest.
6 to 12 weeks - 4
Go-live and support
Your existing data is migrated, teams are trained, then maintenance and new work. The source code is yours.
Ongoing
Integrations
Connected to your existing tools
Data is entered only once. What we link most often:
Accounting softwareElectronic invoicingEmail / calendarTelephonyElectronic signatureOnline paymentWebsite & formseCommerceREST APIWebhooksCSV / Excel exportSSO
Example project
A concrete example
Example — to be replaced by a real project
CRM and sales tracking for a network of 4 branches
Quotes, follow-ups and reporting were spread across three Excel files and two shared inboxes. We delivered a single CRM, linked to their invoicing software, with a consolidated forecast per branch.
3 days → 2 h
monthly reporting
+28%
quotes chased on time
14 weeks
from V1 to production
Budget
What a custom CRM costs
The figure depends on the number of modules and on the integrations. Here is the usual starting point.
CRM project — from
8 000 €
Indicative figure for a complete core. Every quote is issued as a fixed price after the scoping phase, with no per-seat fee.
- Scoping and mockups included
- Hosting and go-live
- Training for your teams
- Source code delivered, no lock-in
FAQ
What people ask us most
How long does a custom CRM take?
Allow 3 to 5 months between scoping and go-live for a standard scope. A first usable version normally lands after 8 to 10 weeks: your teams work on it while we develop the following modules.
Can it be linked to our accounting software?
Yes. It is in fact the integration people ask for most. If your software exposes an API or an export format, we connect quotes, invoices and payments in both directions. We check this point during scoping, before any commitment.
Who owns the code?
You do. The source code is delivered to you at go-live. You are tied to IDEALOGY only if you want maintenance and new work — never by the tool itself.
What if our needs change in two years?
That is exactly the point of building custom. The architecture is designed to take new modules; we work either continuously or in batches, whichever suits your budget.
See also
Related solutions
Let's talk
Describe your sales process to us
Thirty minutes is enough to say whether a custom CRM is the right choice for you — and to give you an honest range.