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CRM and custom systems

CRM system development around your sales process, connected to WhatsApp and an AI agent

We map your customer journey and build the system that keeps leads, conversations and deals in one place, with clear permissions and protected data.

CRM and custom systems

Your customers in one place, and a team that knows the next step

A CRM is where every lead, every conversation and every deal is recorded, along with who owns it. At Graphicatech, CRM system development starts from the way you sell, rather than asking you to change how you work to fit off-the-shelf software. We build custom systems for internal work the same way, such as managing orders, appointments and approvals.

If your customers message you on WhatsApp, we connect the system to an AI agent that answers common questions, logs the lead, summarises the conversation and suggests how interested the customer is. When a human decision is needed, it hands the conversation to the right person on your team.

We design permissions before screens: who sees phone numbers, who exports data, who edits deals. We also document where your customer data is stored and who can reach it, with Saudi Arabia's Personal Data Protection Law in mind.

Who this is for

  • 01

    Sales teams working from spreadsheets and WhatsApp

    You want to know where every customer stands, who owns them and when the next follow-up is due.

  • 02

    Property developers and agencies

    You need a real estate CRM that links each customer to the units they asked about and tracks viewings and offers.

  • 03

    Service businesses with enquiries from many channels

    Enquiries arrive from your website, WhatsApp and ads, and you need to route them to the team and track response times.

  • 04

    Companies that tried off-the-shelf CRM software

    Subscriptions that rise with every user, fields that don't match your work, and a team back on spreadsheets.

From problem to deliverable

What changes when we work together

What we fix

What you receive

  1. Ad leads lost with no follow-up

    A sales process map with follow-up rules

  2. Customer data on each salesperson's phone

    Your data migrated, with backups

  3. No idea which campaign deserves its budget

    Every lead entering the system automatically

  4. A weekly report pieced together by hand

    A custom CRM system with dashboards

  5. Software that doesn't connect to WhatsApp

    A WhatsApp AI agent, connected

  6. Everyone seeing everything

    Role-based permissions and a change log

clear stages, each with an output
04
accountable team that reviews every deliverable before handover
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Request a proposal

How we build your system

We start with how your team works, before any screens.

  1. Stage 01: Map the process

    Output: A sales process map

  2. Stage 02: Design the system

    Output: A prototype

  3. Stage 03: Build and connect

    Output: A version your team tries

  4. Stage 04: Launch and run

    Output: A working system

FAQ

Answers before you ask

The questions we hear most before work starts.

  • Off-the-shelf software suits you if your sales process is close to how it works, and we will tell you plainly if that is the case. We build a custom system when your sales stages are specific, when you need deep connections to WhatsApp and your other systems, or when you want to own your data without a subscription that grows with every new user.

  • It depends on the number of stages and screens, the systems we connect, how much data we migrate and whether the WhatsApp agent is in scope. So we don't publish a fixed price. We start with a short call where we show you a demo, then send a written proposal setting out the scope, stages and cost, with one-off costs kept apart from recurring ones such as hosting and connected services.

  • We connect your company's WhatsApp number to the system, so conversations appear in each customer's record. The agent answers common questions from a knowledge base you approve, collects basic details, summarises the conversation and suggests an interest score. When a question needs a human decision, it passes the conversation to the right person along with the summary.

  • You decide. We build role-based permissions: a sales rep sees their own customers, a supervisor sees their team, and exports are limited to the people you choose. We log every change, encrypt connections, take regular backups and document where data is stored and who can reach it, with Saudi Arabia's Personal Data Protection Law in mind.

  • The agent only receives what it needs to reply: the conversation text and the knowledge base you approve. Before launch we agree with you what is never sent to the model, such as ID numbers and financial details, and we document the model provider and where data is processed so your legal team can review it before launch.

  • Yes. We clean your existing data, remove duplicates and match the fields to the new system, then load it into a staging environment for you to check before launch. We keep a copy of the original data until you are satisfied that everything has arrived as it should, then agree with you when to switch off the old tool.

  • Your data is yours in every case, and we export it for you whenever you ask, in a format any software can open. Our proposal states clearly who owns the code and the hosting. For a system built specifically for you, the code passes to you at handover and the system runs on hosting in your company's name, with documentation that lets any technical team carry on the development.

Question not here?

Ask us on WhatsApp, or write it in the form below.

See the system before you decide

Request a demo and we will show you how a customer moves from WhatsApp into the system, how the agent summarises the conversation and how permissions are set. Then we talk about what your company needs.

What happens next

  1. 1Our team reads your request and answers.
  2. 2We contact you by email or WhatsApp to arrange a short call.
  3. 3After the call, we send you a written proposal with the scope and cost.
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