B2B & CRM Systems
B2B and CRM systems for companies — sales, customers and quotes in one place
We build custom CRM and B2B systems that organise sales, contact history, customer price lists, quotes, orders and the work of sales reps. Instead of adapting your company to an off-the-shelf CRM, we build a system around your sales process, discounts, statuses, products, documents and integrations.
We do not roll out yet another CRM for data entry. We build a B2B sales hub that genuinely supports sales reps, customers and the manager — with individual price lists, a PDF quote generator and a B2B client portal.
- A CRM tailored to your process
- A B2B client portal with individual price lists
- History of contact, quotes, orders and invoices
- A PDF quote generator and pricing calculators
- Roles for sales reps, managers and customers
- Integrations with ERP, warehouse, store
A custom CRM/B2B will be a good choice if
- you have B2B customers with individual price lists
- sales reps prepare quotes manually in Excel or Word
- it is hard to check what stage a customer conversation is at
- contact history is scattered across emails, calls and notes
- customers frequently ask for repeat orders
- you have dealers, partners, distributors or wholesale customers
- a standard CRM does not handle your discounts, stages and product configurations
- you need a B2B client portal with order history, quotes and documents
- you want to connect the CRM with a warehouse, invoicing, store or ERP system
An end to chaos in B2B sales
In many companies sales run across several tools: the customer in an email, the quote in Excel, the discount in notes, the order in the store, the invoice in accounting. A custom CRM brings order to this process.
The full customer history in one place
Notes, emails, quotes, orders, statuses and documents all land on the customer card. Every sales rep can quickly check what was agreed — even when a new person takes over the customer.
Sales run according to a process
Pipeline, statuses, stages and automatic reminders. Deals do not get lost “in the rep’s head” — the manager can see where sales got stuck.
Less repetitive B2B service
A customer logging into the B2B portal sees their own price list, order history and documents. Fewer questions about prices, availability, status and invoices.
Faster quote preparation
A PDF quote generator with products, discounts, variants and a template. Sales reps do not put together quotes by hand in Word — the system does it for them.
Price lists and discounts under control
Prices per customer, per group, quantity thresholds. The system keeps track of which price each customer sees — no more errors in quotes.
Decisions based on data
Manager dashboards, sales rep reports, a sales forecast and quote conversion. You know what is happening in sales rather than guessing.
What can a custom CRM/B2B system include?
Nine areas from which we build a system around a specific sales model — from the customer database to integrations with ERP and a warehouse.
Customer and partner database
- customer profiles
- company details
- contact people
- customer segments
- assigned sales rep
- customer status
- cooperation history
- attachments and documents
Benefit: The team sees all the information about a customer in one place, instead of hunting for data in emails and spreadsheets.
Contact and activity history
- meeting notes
- email history
- call history
- tasks and reminders
- follow-up dates
- internal comments
- user activity log
Benefit: The company does not lose knowledge when a sales rep is on holiday or changes role.
Sales pipeline
- sales stages
- sales opportunities
- value of potential deals
- probability of closing
- dates of next actions
- customer owners
- performance reports
Benefit: The manager can see which deals are active, which got stuck and where action is needed.
B2B client portal
- client login
- individual price list
- order history
- invoice history
- documents to download
- repeat ordering
- fulfilment statuses
- requests and enquiries
Benefit: B2B customers handle some matters on their own — the team gets fewer repetitive questions.
Negotiated price lists and discounts
- price lists per customer
- price lists per customer group
- percentage discounts
- quantity discounts
- special prices
- purchase thresholds
- product visibility for selected customers
Benefit: The system shows the customer the right price — no more wrong discounts in Excel.
PDF quote generator
- creating quotes from within the CRM
- products and services from the database
- automatic price calculation
- discounts
- quote variants
- PDF template
- quote status
- history of sent documents
Benefit: Sales reps prepare consistent quotes faster — the company gains control over prices and document appearance.
Product configurator / calculator
- choosing product variants
- automatic price calculation
- surcharges for options
- dependencies between parameters
- generating a quote
- passing the configuration into an order
Benefit: For configurable products (furniture, print, technical services) — it reduces manual calculation and pricing errors.
Sales automations
- automatic reminders
- follow-up after a set time
- inactivity notifications
- assigning leads to sales reps
- lead scoring
- automatic statuses
- alerts for the manager
Benefit: The system keeps track of tasks that usually slip the mind — the manager can see which opportunities need a response.
Integrations with other systems
- calendar
- WooCommerce
- BaseLinker
- ERP
- warehouse system
- accounting system
- invoicing
- payments
- external APIs
Benefit: The CRM is not a separate island — it exchanges data with the company’s other systems.
What exactly do you get in the package?
Fifteen rollout elements — from the sales workshop to post-rollout support.
| Element | What we do | What it gives your company |
|---|---|---|
| Sales analysis | we review the process from lead to order | you know which stages need tidying up |
| CRM process map | we describe statuses, roles, customer data and sales rep actions | the system reflects the real way of working |
| UX design | we design the CRM views, client portal, forms and dashboards | users understand the system faster |
| Customer database | we build the structure of partners, contact people and segments | customer data is in one place |
| Sales pipeline | we implement sales stages, opportunities and statuses | the manager can see what is happening in sales |
| Tasks and reminders | we add follow-ups, deadlines and notifications | fewer deals are left without contact |
| B2B portal | we create a login for customers and a view of their data | the client can check the offer, history and documents themselves |
| Price lists and discounts | we implement prices per customer, group or commercial terms | fewer errors in quotes and orders |
| Quote generator | we create PDF quotes from products, services and discounts | sales reps prepare documents faster |
| Automations | we implement reminders, statuses and sales rules | the system takes over repetitive activities |
| Sales reports | we create dashboards, summaries and exports | it is easier to measure rep performance and the pipeline |
| API integrations | we connect the CRM with other tools | less manual re-keying of data |
| Data migration | we transfer customer data from spreadsheets or an old CRM | the company does not start from an empty system |
| Team training | we show sales reps and managers how to work in the CRM | easier adoption of the new tool |
| Post-rollout support | fixes, consultations and feature development | the system can be safely developed after launch |
How does the collaboration work?
Six stages — from the sales workshop to data migration and team training.
Sales workshop
We analyse how sales work today: where leads come from, who handles them, what the conversation stages are, how quotes are created, where customer data lives and which activities take the most time.
Effect: You can see which sales elements need tidying up first.
Process and system structure design
We design the CRM structure: customers, contacts, sales opportunities, statuses, user roles, tasks, price lists, quotes and the B2B portal.
Effect: The system is planned around a real sales process, not a rigid off-the-shelf CRM template.
UX mockups and user scenarios
We prepare the most important views: the customer card, the lead list, the pipeline, the quote form, the manager dashboard, the B2B client portal and the order history view.
Effect: Before we start coding, you can see how the system will work in practice.
Building the MVP
We build the first version of the system, usually covering the customer database, pipeline, tasks, contact history and basic roles. The MVP usually takes 4–6 weeks.
Effect: The team quickly gets a working system and can start testing it on real data.
Expanding with B2B, quotes and integrations
After the MVP we develop further modules: the B2B client portal, negotiated price lists, the quote generator, the product configurator, reports, automations and integrations.
Effect: The system grows in stages, in line with the company’s priorities — you do not build everything at once.
Data migration, rollout and training
We migrate customer data, configure the environment, launch the system, train the team and help during the first weeks of work.
Effect: The company is not left alone with a new tool — sales reps know how to use the CRM in their daily work.
Example systems we can build
Five of the most common types of CRM/B2B systems — with specific features and a business benefit.
CRM for sales reps
For companies with a sales team, a long quoting process and many customers at different stages. Customer database, pipeline, opportunities, tasks, reminders, notes, history, sales rep activity report.
Benefit: The manager can see what is happening in sales, and the reps have an organised list of actions.
B2B portal for wholesale customers
For wholesalers, manufacturers, distributors and companies with repeat orders. Login, individual price lists, product list, quick ordering, history, documents, invoices, fulfilment status.
Benefit: The customer checks the offer and orders products themselves — the team spends less time on repetitive service.
CRM with a quote generator
For companies where a quote requires many calculations, products, variants or discounts. Product database, quote configuration, discounts, variants, PDF templates, acceptance status, quote history.
Benefit: Quotes are created faster, look consistent and contain the right prices.
CRM for a manufacturer or dealer
For companies working with partners, dealers, distributors or a sales network. Partner database, discount levels, regions, dealer portal, materials, lead submissions, sales reports.
Benefit: Partners have access to up-to-date data, and the company controls sales in the B2B channel.
CRM with warehouse and invoicing integration
For companies wanting to connect sales, product availability, orders and documents. Customer sync, stock levels, orders, invoices, payment statuses, exports, API.
Benefit: The sales rep does not check data in several places — they see the customer, quote, order, invoices and availability in one system.
How much does a CRM/B2B system cost?
The price depends on the number of modules, integrations, data migration, number of users, the B2B client portal, automations, reports and custom sales logic.
Small CRM
Customer database, pipeline, tasks
PLN 12,000 – 25,000 net
For companies that want to organise their customer database, pipeline and the work of their sales reps.
Who it is for
- a few sales reps
- work in Excel and emails
- one sales process
- first CRM rollout
Scope
- sales process analysis
- customer and contact database
- a basic sales pipeline
- tasks and reminders
- notes and contact history
- user roles
- a basic dashboard
- data import from a file
- rollout
- team training
Example: A CRM for a few sales reps who used to work in Excel, emails and private notes.
CRM + B2B portal
Most popular choice
PLN 25,000 – 45,000 net
For companies that want to combine sales rep service with a B2B client portal.
Who it is for
- wholesalers, manufacturers, B2B
- customers with individual price lists
- dozens of partners
- repeat orders
Scope
- everything in the Small CRM package
- a B2B client portal
- individual price lists
- order history
- customer documents
- a PDF quote generator
- basic automations
- sales reports
- integration with email or a calendar
- data migration
- documentation
- training
Example: A system for a wholesaler, manufacturer or service company where the B2B customer has their own price list, quote history and access to documents.
Advanced CRM/B2B
A full sales hub
PLN 45,000 – 60,000 net
For companies needing a CRM, a B2B portal, integrations, automations and custom sales logic.
Who it is for
- an extensive sales department
- multiple channels and partners
- ERP/warehouse integrations
- product configurators
Scope
- a full sales analysis
- an extensive CRM
- a B2B client portal
- advanced roles and permissions
- negotiated price lists
- a product configurator or pricing calculator
- a PDF quote generator
- follow-up automations
- manager dashboards
- sales rep reports
- API integrations
- data migration
- production rollout
- training
- post-rollout support
Example: A system for a manufacturer, wholesaler or B2B company connecting sales, price lists, quotes, orders, invoices and integrations.
Prices are net — 23% VAT to be added. Hosting/VPS billed separately. 90 days of post-rollout support included.
What do you receive after the rollout?
Sixteen elements delivered after the project — a system ready for the daily work of the sales department and B2B partners.
- a working CRM/B2B system
- a customer and contact database
- a sales pipeline
- contact history
- tasks and reminders
- a sales rep and manager panel
- a B2B client portal
- individual price lists
- a PDF quote generator
- reports and dashboards
- user roles and permissions
- data migration from an old CRM or spreadsheets
- integrations with selected tools
- user and administrator documentation
- team training
- post-rollout support
Custom or off-the-shelf?
When a custom CRM, and when HubSpot/Pipedrive?
A custom CRM is not always necessary. If you have a simple sales process and do not need individual price lists or a B2B portal — an off-the-shelf CRM can be a cheaper and faster choice.
An off-the-shelf CRM (HubSpot, Pipedrive) may be enough when:
- the sales process is standard
- you have no individual price lists
- you do not need a B2B client portal
- you have no unusual integrations
- a basic customer database and pipeline is enough
A custom CRM makes more sense when:
- sales have many exceptions and rules
- sales reps prepare complex quotes
- B2B customers have their own prices
- you need integration with a warehouse or ERP
- you want your own client portal
- off-the-shelf tools force workarounds
What do we build CRM/B2B systems on?
Technologies that allow stable, secure and extensible business applications — that can also be maintained by other Laravel developers.
Laravel
A stable backend and business logic.
Filament
Fast creation of admin panels.
PHP / MariaDB
A proven web application technology.
Redis
Faster operation of selected processes.
Spatie Permissions
User roles and permissions.
Email integrations
Contact history and notifications.
PDF generation
Quotes, documents and reports.
REST/GraphQL API
Integrations with ERP, warehouse, invoicing.
Frequently asked questions
How much does a custom CRM/B2B system cost?
How is a custom CRM different from HubSpot or Pipedrive?
Can I start with an MVP?
Can the system have a B2B client portal?
Can the CRM have individual customer price lists?
Can the system generate PDF quotes?
Can the CRM be connected with a warehouse, ERP or invoicing?
Can data be migrated from an old CRM?
Do I get the source code?
Will the system work on a phone?
Can more features be added after the rollout?
Want to bring order to your B2B sales?
Briefly describe how your sales process looks today. Tell us what tools you use, where quotes are created, how discounts work, whether you have B2B customers and what data should be available in one system.
On that basis we will advise: whether a custom CRM makes sense, what a reasonable MVP would be, how to approach price lists, which integrations are worth including and what budget to plan for.