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eCommerce, CMS and CRM

CRM Development & Customisation

Vibidsoft helps sales and service teams get more from their CRM. We customise open-source CRMs such as vTiger, SugarCRM and SuiteCRM, integrate SaaS CRMs such as Zoho, HubSpot and Salesforce, and build custom CRMs when your process does not fit a standard product.

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  • 12+ years of CRM projects
  • 450+ projects delivered
  • 6+ CRMs we work with

CRM Development

CRM services

vTiger CRM

Custom modules, workflows, portal changes, upgrades and hosting for vTiger open source and vTiger Cloud.

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SugarCRM and SuiteCRM

Module development, logic hooks, reports and upgrades. Migration from SugarCRM Community Edition to SuiteCRM 8.

Zoho, HubSpot and Salesforce

Custom objects, automation, Deluge/Apex scripting and integrations with your website, ERP and support tools.

Custom CRM development

A CRM built around your sales process, quoting and field operations, with a mobile app if needed.

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CRM integrations

Website forms, email, telephony, accounting, eCommerce, LMS and marketing tools, all syncing reliably.

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Data migration

Moving contacts, deals, activities and attachments from spreadsheets or another CRM with de-duplication.

CRM Development

SugarCRM Community Edition users

SugarCRM Community Edition is no longer developed. Many teams still rely on it, but it does not support current PHP versions well. We keep these systems secure while planning a move, usually to SuiteCRM 8 (its open-source successor), vTiger or a SaaS CRM, and migrate your data and customisations.

CRM Development

Signs your CRM needs work

  • Sales and support teams keep their own spreadsheets because the CRM does not fit how they work.
  • Leads from the website or ads are entered by hand, or sometimes not at all.
  • Managers cannot get pipeline, conversion or service reports without exporting data.
  • Quotes, invoices and follow-up emails are created outside the CRM.
  • The system is slow, outdated or no longer receives security updates.

Each of these can usually be fixed with targeted customisation, automation or integration rather than a full replacement.

CRM Development

Integrations we commonly build

Website and landing-page forms, Google and Meta lead ads, email (Microsoft 365 and Google Workspace), telephony and WhatsApp, accounting (Xero, MYOB, QuickBooks), eCommerce (Shopify, WooCommerce, Magento), marketing automation, open-source LMS platforms, and e-signature tools. See API integration.

CRM Development

How we approach CRM projects

  1. STEP 01

    Process mapping

    We document how leads, deals and support cases actually move through your business.

  2. STEP 02

    Gap analysis

    We compare that process with your CRM and decide what to configure, customise or integrate.

  3. STEP 03

    Build and migrate

    Custom modules, automation and integrations, with data migrated and tested.

  4. STEP 04

    Train and support

    User training, documentation and monthly support.

FAQ

CRM Development questions, answered.

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Which CRM do you recommend?
It depends on your team size, budget and process. vTiger and SuiteCRM are strong open-source options you can host yourself; HubSpot and Zoho suit teams that prefer SaaS. We compare options against your requirements before recommending one.
Can you migrate us off SugarCRM Community Edition?
Yes. We migrate data and customisations to SuiteCRM 8, vTiger or a SaaS CRM, and keep the old system running until the switch-over.
Can you integrate our CRM with our website and accounting software?
Yes. We connect website forms, eCommerce, accounting, email and telephony so data flows automatically without manual entry.
Do you build custom CRMs?
Yes, when a standard CRM would need too many workarounds. We build custom CRMs with web and mobile access, role-based permissions and reporting.
How much does CRM customisation cost?
CRM customisation cost depends on the number of modules and workflows, data migration volume and the systems you need to integrate. Vibidsoft never quotes by time spent: we map your process in a fixed-price assessment (from $1,500), then deliver the changes as milestone projects paid on acceptance. Live CRMs can be supported through a care plan from $1,500 a month.
Should I build a custom CRM or customise an existing one?
Customise an existing CRM if most of your sales and service process fits its standard modules and you mainly need fields, workflows and integrations. Build a custom CRM when your process needs so many workarounds that licences and customisation cost more over time than owning the system. We compare both options during a fixed-price assessment before you commit.
Can Vibidsoft add AI to our CRM?
Yes. Vibidsoft adds AI features such as email and call summaries, lead scoring, suggested next actions, automatic data entry from emails and a chat assistant that answers questions about your customer records. We control which data is sent to AI providers, log AI actions and keep users in charge of changes to important records.
How long does a CRM migration take?
A CRM migration typically takes four to twelve weeks, depending on data volume, the number of modules, custom fields, attachments and integrations to rebuild. We clean and map data first, run test migrations so users can check records, then switch over, keeping the old CRM available read-only until your team is confident in the new one.

Related services

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Make your CRM work the way your team works

Tell us which CRM you use and what is not working. We will suggest practical improvements.

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