Custom CRM & Systems Integration Services
Service Overview:
Roughly 55% of CRM implementations fail to meet their original goals, and the top cause isn’t the software, it’s poor adoption from the people using it. Sales reps abandon systems that add extra clicks without giving anything back, so the data goes stale, and six months later the CRM everyone paid for is just an expensive contact list nobody trusts.
Most CRM problems trace back to the same root: the system was built around a generic sales process instead of how your team actually works. Add a disconnected ERP or accounting tool, and now someone’s manually re-typing the same customer data into three places, with no single record anyone can rely on.
We fix that at the structural level. Either building a CRM shaped around your actual sales and support process from the start, or connecting your existing tools so data moves automatically between them, no manual re-entry, no conflicting records.
This fits three kinds of clients. A business still tracking leads and customers across spreadsheets and email. A team whose CRM and other tools don’t talk to each other, forcing duplicate data entry. A company whose off-the-shelf CRM doesn’t match how they actually sell or support customers.
When You Need This Service
Your Team Still Uses Spreadsheets
Leads and customer records live in a shared sheet that three people are editing at once. Something always ends up wrong.
Your Tools Don't Talk to Each Other
Sales lives in one system, support in another, invoicing in a third. Nobody has the full picture of a customer.
Your Team Doesn't Actually Use the CRM
It was rolled out with good intentions. Reps go around it anyway because it slows them down instead of helping.
Your CRM Doesn't Fit How You Sell
The stages, fields, and workflow were built for a generic sales process, and yours doesn't work that way.
How This Service Works
Most CRM failures start with a system built for a sales process nobody actually follows. We start with how your team really works, not a template.
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01
Process Mapping
We learn how your sales and support process actually works before touching a single field or workflow.
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02
System Design
We decide what to build custom and what to connect, based on what your team will actually use.
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03
Development & Integration
The CRM gets built or wired into your existing tools, so data moves without anyone re-typing it.
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04
Rollout & Training
We launch with your team, not at them, and stay through the first weeks when adoption usually breaks down.
What's Included in This Service
Custom CRM Development
Built around your actual sales and support process, not a generic template with your logo on it.
CRM Integrations
Your CRM connected to your ERP, accounting tools, or support platform, so nothing gets re-typed twice.
Data Migration & Cleanup
Old, messy customer data cleaned and moved over without duplicates or lost records.
Sales Pipeline & Workflow Automation
Repetitive follow-ups, status updates, and handoffs automated instead of tracked by hand.
Custom Reporting & Dashboards
Reports built around what your team actually needs to see, not a generic dashboard nobody checks.
Third-Party API Integration
Connecting your CRM to the outside tools your business already depends on.
Existing CRM Fixes & Rebuilds
A CRM your team has stopped using, fixed or rebuilt around what will actually get adopted.
Why Clients Choose Sollva
Built for Adoption
We design around what your team will actually use, since an unused CRM is a wasted investment either way.
Everything Connects
Sales, support, and accounting data flow between systems automatically instead of getting copied by hand.
One Team
Design, development, and integration handled by the same people, start to finish.
Fixed Scope
You know the cost and the timeline before work starts.
Support After Rollout
We stay through the first weeks after launch, when most CRM adoption problems actually show up.
Frequently Asked Questions