Customers and opportunities
Company and contact records, owners, sales stages and follow-up criteria. We define the information each team needs and how the relationship history should be maintained.
CAPTRION IT · SMART LOGIC SOLUTIONS
Software built around your operation.
We are a Software Factory: we analyze processes, design solutions and develop software for specific business needs. From a sales CRM to an operational application, we work with you to define the features, data and integrations your team needs.
Discuss my softwareScope and deliverables agreed for each project.
Custom CRM and business applications Integrations and process automation Phased delivery with validation
01 / CUSTOM CRM
Customer relationships with context and follow-through.
We shape CRM scope around how you acquire, serve and develop customers. These capabilities can be included in a project according to your priorities.
Activities and campaigns
Tasks, reminders, interactions and campaign tracking based on the agreed process. Assignment and automation rules are designed to make ownership and next steps visible.
Metrics and reporting
Dashboards and reports built around business questions: activity, opportunities, progress and results. We agree what each metric means and the data it depends on.
Access and integrations
Roles, permissions and information exchange with systems within scope. We assess available interfaces and provider requirements before committing to an integration.
02 / CAPTRION PLATFORMS
An existing starting point or a new solution.
We also have our own platforms for specific processes. Their current features and required adaptations are reviewed with you before an implementation is defined.
HumanCap
Workforce management covering attendance, leave, documents and performance. A platform focused on organizing information and day-to-day HR activities.
Catch
An approach to organizing vacancies, candidates, interviews and recruitment decisions. We review the workflow and scope required by your hiring process.
CapTask
Coordination of tasks, clients and priorities, with owners and due dates. It provides a starting point for discussing how your team organizes and follows up on daily work.
Custom development
When your process needs a different solution, we define a dedicated application or a viable adaptation. A custom CRM is scoped separately from the features of these platforms.
03 / DEVELOPMENT AND DELIVERY
From a business need to software you can evaluate.
Each phase turns business decisions into reviewable deliverables. Scope and acceptance criteria guide development.
Discovery and design
We examine users, tasks, data and constraints. Priorities, screens and workflows are defined so the proposed solution can be checked against real work before development expands.
Build and integration
We develop in agreed stages and present progress for validation. Integrations and migration are prepared with clear data rules, tests and responsibilities.
Launch and evolution
We coordinate acceptance testing, documentation and team handover. The proposal sets out deployment, support, maintenance and subsequent improvements, together with applicable usage and delivery terms.
A VISIBLE PROCESS
From business need to operation
Each phase has a purpose, an owner and evidence of completion.
Understand the business
Identify users, processes and the priority problem.
Deliverable: Process map and initial scope.
Design the solution
Agree workflows, data, modules and integrations.
Deliverable: Design and acceptance criteria.
Build and review
Present agreed deliverables and collect validation.
Deliverable: Software and test results.
Launch and support
Prepare data, users, documentation and contracted support.
Deliverable: Launch and evolution plan.
BEFORE WE START
Frequently asked questions
Do I need a custom CRM or can I adapt an existing platform?
It depends on your processes, integrations and priorities. We first examine what an existing platform can address and what needs additional development. That assessment supports a practical choice and scope.
Do all these features already exist in your products?
The CRM section describes capabilities that we can define and develop in a project. HumanCap, Catch and CapTask each serve their own purposes; available features and adaptations are reviewed for each implementation.
Can you migrate our data and connect other tools?
We can include this after reviewing formats, data quality, permissions and interfaces. The plan defines what is migrated, how it is validated and which dependencies belong to other providers.
How much does development cost and how long does it take?
This depends on modules, users, integrations, migration and operational requirements. After reviewing your needs, we propose stages, deliverables and commercial terms. Licensing, maintenance and source-code delivery are established in the agreement.
LET’S BUILD THE NEXT STEP
Bring a process. Build the next step with us.
Tell us where information, time or follow-up is being lost. We will turn it into a focused conversation about scope, priorities and software.