Custom CRM

A CRM that follows your sales process.

Start from the DueDoor CRM that already runs WhatsApp, the pipeline and a team inbox, and we extend it for you. Or we build a CRM from scratch when your process needs one.

Extend or build

Two ways to get the CRM you need

Most teams do not need to start from zero. The DueDoor CRM is a ready product, and it can be extended. When it is not the right base, we build one for you.

Ready today

Extend the DueDoor CRM

The DueDoor CRM already exists and runs inside the DueDoor dashboard: a pipeline, a team inbox for WhatsApp, Instagram, Messenger and email, contacts, an AI agent and a calendar. We add your fields, stages, rules and custom modules on top.

  • Live on the official WhatsApp Business API
  • Your leads, chats and history stay in one place
  • New modules added as your process grows
See the WhatsApp CRM
Built for you

Build a CRM from scratch

When your data and workflow are far from a sales pipeline, such as admissions with documents and visas or projects with surveys and installs, we design and build a CRM of its own and host it for you.

  • Your own data model and screens
  • Connected to your ERP, billing or accounts
  • Hosted, backed up every night and monitored
See how we build it
What it covers

What we can build into your CRM

Whether we extend the DueDoor CRM or build one from scratch, these are the parts we shape around your business.

Your fields and stages

Fields for what you sell, such as budget, unit type, course, system size or policy, and stages named the way your team talks.

Lead routing

Leads assigned by source, city, product or turn, with a fallback when the first person does not pick up.

Every channel on one record

WhatsApp, calls, email, Instagram, Messenger and website forms on one lead, with the ad it came from.

WhatsApp CRM

Quotes and bookings

Quotations, bookings, token or advance payments and documents attached to the deal.

Field and site visits

Visits on the calendar, with check-in from the phone and notes from the site.

After the sale

Handover to delivery, service requests, renewals and maintenance reminders on the same customer.

Reports your way

Source to revenue by team, branch and campaign, with the numbers you review every week.

Connected to the rest

Linked to your ERP, billing and accounts, or kept in sync with Zoho, HubSpot or Salesforce if you stay on them.

Your current CRM
How we build it

How we build your CRM

We start with what already exists, and only build what your process really needs.

DueDoor designs, builds, hosts and runs it. One team you can call, from the first sketch to the next new module.

  1. 01

    Look at the DueDoor CRM first

    On the first call we show you the DueDoor CRM. If it already covers most of your process, extending it is quicker than starting over.

  2. 02

    Map your sales process

    Where leads come from, who answers them, the stages a deal goes through and what each stage needs before it moves on.

  3. 03

    Design fields, stages and screens

    We write up the fields, stages, rules and reports, and you check them before anything is built.

  4. 04

    Build and bring your leads in

    We build it and import your leads, contacts and history from Excel or your current CRM.

  5. 05

    Train the team

    We set up roles and train the people who use it every day, from sales reps to managers.

  6. 06

    Keep improving

    New stages, automations, reports and integrations as your sales process changes.

FAQ

Questions we get asked

Do we need a custom CRM, or will the DueDoor CRM do?

Many businesses start with the DueDoor CRM, which already has a pipeline, a team inbox for WhatsApp, Instagram, Messenger and email, contacts, an AI agent and a calendar. If your process needs more, we extend it with your own fields, stages and modules. A CRM from scratch makes sense when your data and workflow are far from a sales pipeline.

Can you extend the DueDoor CRM instead of building a new one?

Yes. The DueDoor dashboard is built from modules, and we add custom modules for whatever your business runs on. Your leads, chats and history stay where they are while we add to it.

Can we keep Zoho, HubSpot or Salesforce?

Yes. If you are already on Zoho, HubSpot or Salesforce, you can keep it and connect it, with leads and deals kept in sync.

Can you move our leads from Excel or another CRM?

Yes. We import leads, contacts, stages and notes from Excel or an export of your current CRM, and check them with you before the team switches over.

Does it work with WhatsApp?

Yes. WhatsApp runs through the official WhatsApp Business API, so the whole team can work from one business number in one shared inbox, with every chat on the lead record.

Who can see which leads?

Access is set by role, so a sales rep can work their own leads while managers see their whole team. We set the roles to match how your team is organised.

How do we start?

Book a call or message us on WhatsApp. We will show you the DueDoor CRM, listen to how you sell, and tell you honestly whether to extend it or build new.

Talk to us about your CRM

Tell us how a lead becomes a customer in your business. We will show you the DueDoor CRM and what we would add to it. You can also write to support@duedoor.com.

What we buildOne of the business systems we build. See the rest.
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