Run · Services
CRM solutions
A CRM should follow how you sell and bill, not the other way round. We build CRMs that connect leads, quotes, invoices and client portals in one place.
You probably need this when…
Pipelines, quotes, invoices and client portals in one system built for your sales and finance process.
- Leads come in from the website, WhatsApp and phone and some get lost
- Quotes and invoices are made in separate tools and re-typed
- Clients keep asking for status updates you have to write by hand
- Partners or managers can’t get a clear monthly picture
What you get
- Lead and deal pipeline
- Quotes and invoicing
- Client portal
- Reports your partners can read
Typical tools
We choose tools for your project, not the other way round. These are the ones we reach for most often.
How we work on CRM projects
Follow the money
We map how a lead becomes a quote, an invoice and a payment, and who touches each step.
Build the core
Pipeline, contacts, quotes, invoices and payments with the numbering, taxes and currencies you use.
Open it to clients
A client portal to accept quotes, view invoices and follow project progress.
Report
Dashboards and exportable reports built around the questions you ask every month.
Questions
we often get
Why not use an off-the-shelf CRM?
Often you should, and we will say so. A custom CRM makes sense when your process, pricing or reporting doesn’t fit the standard products, or per-user fees add up.
Can it connect to our website and WhatsApp?
Yes. Website forms can create leads directly, and messaging channels can be connected through their official business APIs.
How much does it cost?
It depends on scope. After a short discovery call we send a written plan with the scope, a timeline and a price, so you know the cost before any work starts.
Related services
Cloud solutions
Hosting, migration and deployment pipelines so releases are routine and outages are rare.
Learn more RunAI & machine learning
Practical AI where it earns its keep: assistants, document processing and predictions wired into your existing systems.
Learn more RunIT support & managed services
Ongoing care for your servers, devices and accounts, with a named contact and response times in writing.
Learn morePlanning a CRM project?
Send a short brief or message us on WhatsApp at +961 71 454 463. We reply with questions, a rough approach and the next step.