Custom CRM development
Custom CRM for
companies in Portugal.
Connect customer enquiries, quotations and the work your team delivers. iXlaser is based in Portugal and builds CRM systems around your business process, with a clear first-version scope, private deployment and a free project quote.
Projects from €500 to €5,000. More complex requests may cost more.
What your system can bring together
We build the screens, rules and connections your team needs. The final feature set is agreed for your project, so you can start with the essential work and expand from there.
Customer and company records
Keep contacts, company details, quotation history and agreed work together. Define which fields matter to your team, including tax identifiers when required, and restrict documents that should not be visible to everyone.
Quotations that lead to scheduled work
Give each enquiry an owner and a follow-up date. When a quotation is accepted, create the agreed job or project with its scope and responsibilities, so your team does not have to copy the same information again.
Connect your existing invoicing process
Keep the invoicing tool your business already uses. We review its available API or export options before quoting a connection, including which system owns each field and how failed transfers are flagged. A CRM is not automatically a replacement for compliant invoicing software.
Move from spreadsheets with a checked import
Agree how customer names, contacts, open quotes and historical records map into the CRM. Test a sample, review duplicates and reconcile record counts before approving the full import. Keep the original export available for rollback.
Start with the process that costs you time
A small service team may need enquiry tracking and quotations first, with booking or stock added later. If your process fits an existing CRM, configuration may be sufficient. Custom development is useful when a specific rule, handover or connection remains unresolved.
A practical workflow
From an enquiry to an approved service job.
Example workflow for a Portuguese service company: a customer requests work, your team prepares a quotation and an operational colleague delivers it. The CRM keeps the accepted scope and next action visible throughout. This is an illustrative workflow, not a claimed customer case study.
Record the customer, requested service and information still needed. Assign the next action to a named team member.
Keep revisions and the customer decision together. Pass only the approved work into the job, with the agreed date and person responsible.
Record completion and outstanding actions. Where an integration is agreed, pass the necessary details to invoicing and retain a reference in the customer history.
Review your brief, then open WhatsApp or email to send it. Nothing is sent automatically.
The iXlaser private deployment approach
Private deployment and access control
We deliver software at a dedicated web address, with a private installation and deliberately separated customer data. Your team gets a working online system with access controls designed into the project.
A separate environment
Customer installations use separate databases, file storage and credentials. Business records are kept apart from other customers and public demos.
Access you control
Define who can view, edit and administer each area. Permissions are enforced on the server, with owner account protection and two-step verification scoped to sensitive access.
Protected connections and files
HTTPS protects connections. Private documents require authorised access, with login protection and account revocation included in the delivery design.
Clear ownership and handover
Your business retains ownership of its information. We define administrator access, exports, backups and any authorised support access before delivery.
Operational records are stored in your project’s private environment so the software can work. Hosting ownership, retention and support access are agreed in writing. You create your own password and keep your recovery codes; we do not ask you to share them.
A quote around your requirements
Project pricing
€500–€5,000Your proposal confirms the scope, tax treatment, delivery stages and any hosting, email, messaging or third-party charges before work starts.
Custom software projects range from €500 to €5,000, with larger or more complex requests priced above this range. Contact us for a free quote based on what you need.
- The workflows, screens and user roles you need.
- Connections to existing software and the quality of data to import.
- Languages, reporting, customer portals and specialist rules.
Questions before we build
Do you work with companies throughout Portugal?
Yes. We can scope and deliver the project remotely for companies in Portugal. Share how your team works, the systems already in use and the first process you want to improve. Meeting and support arrangements are confirmed in the proposal.
Can the CRM use Portuguese and other languages?
We can include the interface languages, field names and document wording your team needs in the agreed scope. If different teams use different languages, include that in your enquiry so it is considered from the start.
Does this include certified invoicing or tax reporting?
Not automatically. We define the CRM separately from your invoicing and accounting obligations. Tell us which existing tools you use so we can assess a connection without promising an unverified tax or reporting capability.
What should we provide for a useful quote?
Send the number of users, your current tools, the stages between enquiry and delivery, and the reports you need. An anonymised spreadsheet sample helps us assess migration. Do not send customer records or passwords in the first enquiry.
Can you build something that is not in your existing systems?
Yes. Our existing systems show some of the workflows we work with; they do not limit our custom development service. Describe the process you need, and we will define the features, integrations and delivery stages for your project.
How do we get started?
Send a short description of your business, the people who will use the system and the process you want to improve. Add the names of tools you need to connect. We can prepare a free quote without real customer records or passwords.
Tell us what your business needs.
You do not need to know how to write software. Explain the work you want to manage, what takes too much time and what a better result would look like. We will help turn that into a clear project.
For the first enquiry, use fictional examples and leave out passwords and private customer information.