Custom CRM

Custom CRM systems for leads, clients, jobs and follow-up.

Just Call Dan builds practical CRM systems and business software for teams that need a clearer way to manage enquiries, clients, jobs, tasks, reminders, files and reporting.

Talk about a CRMBack to agency

CRM design

Built around the way your business already works.

A good CRM should match your actual process, not force your team into software that was designed for someone else. Dan can map your enquiry, sales, client and job flow into a practical system.

  • Lead pipelines and enquiry tracking
  • Client records, notes, files and history
  • Job status, task lists and reminders
  • Owner, admin, sales and staff views

Automation

Follow-up and handover without the loose ends.

Custom CRM work can include automations for follow-ups, handovers, review requests, client updates, reminders and reporting.

  • Website form to CRM workflows
  • Email and task automations
  • Review and client update prompts
  • Role-based dashboards and permissions

Portals

Give clients and staff the right information in the right place.

Client portals and staff workspaces can reduce back-and-forth by giving people a clear place to see status, submit details, upload files and complete tasks.

  • Client portals and secure forms
  • Staff dashboards and job queues
  • Document and file collection
  • Reporting views for owners and managers

Proof

See the work in context.

BedOps screenshot

Custom CRM + operations demo

BedOps

Admin, sales rep and driver workspaces with delivery workflows, reports, permissions and role-based dashboards.View example
HomeBase screenshot

SaaS product demo

HomeBase

A logged-in product dashboard showing accounts, workflows, shared data and a customer-facing software experience.View example

Questions

What people usually ask first.

Do I need off-the-shelf CRM software first?

No. If your process is specific, a custom CRM can be built around how your business already handles leads, clients and jobs.

Can it connect to my website?

Yes. Website forms can feed the CRM, create tasks, trigger follow-ups and give you cleaner enquiry visibility.

Can different users see different things?

Yes. A custom CRM can include admin, staff, sales, driver, client or manager views with different permissions.

Start the conversation

Talk to Dan about custom crm.

Bring the job you need handled now, or the wider digital setup you want to bring together.

Email info@calldan.com.auCall 0438797628