Custom business software / Melbourne

Custom CRM development shaped around the way your team sells

Connect the opportunity, quote and invoice in a workflow your staff can actually follow. We start with the job and its users, then decide whether an existing CRM, an integration or a tailored web app is justified.

Discuss your CRM workflow See a deployed CRM

Queen Style Furniture CRM · sample data

The problem to solve

When the handoffs matter more than another dashboard

A generic CRM may cover contacts and stages while staff still copy details into a quote, lose the link to an invoice or keep a parallel spreadsheet to know what happens next. The cost is in the handoffs: who owns the next action, which record is current, and whether a change reaches the person who needs it.

We map one complete journey before proposing software. That means naming the users, stages, records, permissions, exceptions and acceptance checks. If configuration in your current CRM solves that journey well, that is the sensible starting point.

A useful first release

Build around the work, not a feature count

01 / Trace

Follow a real sale

Document how an opportunity enters the business, who qualifies it, when a quote is issued and what must happen before invoicing or delivery. Identify where staff currently re-enter data or lose context.

02 / Define

Set roles and records

Agree who can view, create, approve, edit or send each item. Define the source of truth for customer, product, price and payment information, plus the history needed to explain changes.

03 / Deliver

Test one full journey

Accept the release by completing the actual path with valid and invalid data, on the devices staff use. Check saved records, navigation, access control, attachments, errors and recovery.

Working example

Queen Style Furniture: deal to invoice

For Queen Style Furniture, Evoza built a deployed operations workspace with a furniture-specific sales pipeline and connected quote and invoice work. The deal view keeps the stage, customer, owner, tasks and quote context together. The invoice editor carries forward the related record and gives staff a clear return path.

The case study shows the real interface with sample data to protect customer privacy.

Read the CRM case study

Actual Queen Style Furniture CRM invoice editor with sample data — Invoice editor · sample data

Configure, connect or build a CRM?

Compare each option against the same sales journey before choosing software. Ask what staff can complete, where the records live and what must happen when a step fails.

Three ways to address a sales workflow
Approach	When to consider it	What to verify first
Configure the current CRM	Contacts, stages and permissions already fit the workflow.	Demonstrate one complete enquiry-to-invoice path using your current tools.
Connect existing tools	Each tool handles its job, but staff repeat the same details between them.	Agree which tool owns each field, when it updates and how failed updates are noticed.
Build a custom CRM	Essential records, rules or staff actions are not covered by the existing tools.	Define the smallest complete workflow, access rules, maintenance and acceptance checks.

What belongs in a CRM brief?

Start with the editable workflow worksheet: its sample enquiry-to-invoice example helps you identify records, handoffs and permissions without sharing customer data.

List the people who use the system, the steps from lead to completed work, the current tools and data, required documents, approval points and important integrations. Identify any private or regulated information and explain who must retain control of accounts and records.

For the first release, choose the smallest complete journey that is worth testing. Reports, automation and secondary integrations can follow when the core flow works and the data is reliable.

What should you verify before moving CRM data?

Agree which contacts, deals, quotes, invoices and attachments belong in the first migration, which system owns each field and which records must stay linked. Decide how duplicate contacts, missing values and historic records will be handled before estimating the import.

Use a small, agreed sample to check record counts, relationships, totals and staff permissions. Trace a migrated deal through its related quote and invoice; test incomplete data and denied access as well as the successful path. Keep customer data in an approved workspace rather than adding it to a public enquiry.

Write down who approves the sample, when changes in the old system stop, how the final import is checked and how staff can recover if the cutover fails. Ask for migration, integration and ongoing support to be itemised in the proposal.

How should you compare options and costs?

Compare configuring an established CRM, connecting existing tools and commissioning a custom application against the same workflow. Include migration, permissions, hosting, maintenance, support and handover in the decision. A custom build is justified when the repeated workflow benefit is strong enough to own those responsibilities.

We do not publish a one-size-fits-all CRM price. The scope and operating model determine the quote. Our app development cost guide explains how to prepare a comparable brief and identify ongoing costs.