Map the work before building
Start with the steps between a new enquiry and completed work. Agree on the customer details, statuses, tasks and responsibilities that your team actually needs.
Custom CRM development
A workspace built around your work.
One AI Company designs and builds custom CRMs for service businesses. We bring the customer record, conversation and next action together so your team spends less time moving information between disconnected tools.
What we build with you
Connect the important context
Bring leads, conversations, appointments and operational records into a shared workflow. Integrations are scoped around your existing tools, authorized access and the data each person needs.
Give each person useful access
Define staff roles, visibility and review responsibilities. Test the workspace with the people who will use it, including how they work from a phone.
Built for our own operations
For Caravan Transport, our in-house business, we connected the customer website, quote flow and CRM to manage leads, conversations and shipments. This is our own operational project, not an independent customer testimonial. The One AI dashboard visuals on this website are concepts with sample data.
About One AI and Caravan TransportQuestions before we start
When does a custom CRM make sense?
When important work repeatedly falls between your current tools, or your team is maintaining the same information in several places. We first consider whether an integration or a smaller change to your existing setup would solve it.
Can you connect our website and messaging?
Yes, where the services provide suitable APIs and your business has the required access. We define the enquiry flow, record matching, permissions and reply handling before implementation.
What happens after launch?
We test the agreed workflows, help the team get comfortable and define support and maintenance as part of the project scope. Ongoing hosting and third-party service costs are discussed alongside the build.
Start with one useful workflow.
Bring an example of a customer journey, the tools involved and the step that causes the most repeated work. We use that to scope a first version rather than asking you to replace everything at once.