CRM for enquiries and sales
Contacts, communication history, deal stages and next actions in one place. Every enquiry has an owner and a clear status.
APEX DIGITAL LOGIC / DEVELOPMENT WITH PURPOSE
Custom business systems.
Everything in place. Every next step clear.
We connect CRM, client access and business reporting in a system shaped around your workflow. Your team knows who owns the task, clients see progress and information stays together.
Investment:from €6,000A short initial conversation · No obligation
CRM / SALES
Every enquiry has a next step.New enquiry1
Lumen StudioArrange a callOwner: Ana
Proposal1
Forma ConceptConfirm scopeOwner: Ana
In progress1
Zeleni UredReview first draftOwner: Ana
Client portalProposal available to client
SharedThe internal note remains visible only to the team.
IS THIS FOR YOU?
- Sales and enquiries in spreadsheets
- Documents scattered across inboxes
- Manually tracking jobs and deadlines
01 / WHAT’S INCLUDED
Start with the process slowing you down most.
You do not need every module at once. We can build one or connect several to your existing tools. These are common starting points.
Client portals
Client sign-in to access their own documents, statuses and requests. Internal comments remain separate, with access checks.
Work orders and bookings
From incoming request to completion: assignments, deadlines, schedules and notifications. Business rules follow your actual workflow.
Dashboards and admin panels
Sales, tasks or capacity views with filters and reports. We define each metric’s source, data freshness and export permissions.
One enquiry. A visible workflow.
Our CRM concept shows how an enquiry gets an owner, a stage and a next task. The same record can connect to a work order and a client-facing status view.
02 / INVESTMENT
Investing in a business system
The final price and timeline are set after a requirements analysis, based on features, integrations, number of users and system complexity.
APEX SYSTEMS
Custom developmentBusiness software and digital solutions built around your processes.
from€6,000
Starting price for complete custom systems
For companies that need advanced functionality and custom development.
What you get
- Process analysis and system specification
- UX and interface design
- Custom module development
- User roles and permissions
- Integrations with the tools you already use
- Data transfer from spreadsheets
- Testing, rollout and team training
- Documentation and agreed support
Licences, hosting and third-party services are listed separately in the quote.
Let’s talk about your systemSmaller automations and individual integrations are estimated separately and do not have to reach the €6,000 starting price. Prices are final. VAT is not charged under Article 90(1) of the Croatian VAT Act.
BEFORE WE START
Common questions.
Do we need an existing CRM or custom development?
We first check whether available tools can support your process. Custom development makes sense when important rules, integrations or client access remain unsupported. Sometimes connecting what you already use is enough.
Do we have to order CRM, a portal and dashboards together?
No. Start with one module, such as enquiry tracking or document access. Add others when there is a clear need and a verified foundation.
What can clients see in their portal?
Only the data and actions they are permitted to access, such as their documents, requests and project status. Internal comments and other clients’ data are separated through the access model and checked in testing.
Can you import Excel data and connect our website?
Yes, after reviewing spreadsheets and available interfaces. We map fields, check duplicates and test a sample import. Website, store or accounting integrations depend on available APIs and source rules.
Will dashboards and reports update in real time?
If the sources and infrastructure support it. Otherwise, we agree a refresh interval and show when data was last updated, so the team knows what period the view represents.
How is the system introduced and maintained?
We plan a pilot workflow, team review, agreed data migration and guidance in phases. Before work begins, we agree hosting, backups, responsibilities and maintenance scope.
Do you implement business systems for companies in Zagreb?
Yes. We build systems for companies in Zagreb and across Croatia. Rollout, team training and support are arranged remotely around your team’s schedule.
How much does a custom business system cost?
We build complete custom systems as part of Apex Systems, starting at €6,000. The final price depends on features, integrations, number of users and system complexity, and is set after a requirements analysis. Smaller automations and individual integrations are estimated separately.
YOUR NEXT STEP
Show us where work gets stuck.
Describe one process you currently manage through spreadsheets or messages. We can use it to plan a practical first module.