CRM Consulting & Discovery
We start by understanding how your teams work, what is not working, and what the new CRM needs to improve. We define the requirements, workflows, data model, and integrations before development starts.
We build custom CRM systems for startups, scaleups, and enterprises, designed around how teams actually work. Our senior team handles the full development process from discovery and data modeling to UX, integrations, engineering, QA, and support. We deliver CRM software tailored to your business needs and workflows.
We start by understanding how your teams work, what is not working, and what the new CRM needs to improve. We define the requirements, workflows, data model, and integrations before development starts.
We build CRM systems around your sales, support, and business processes. You get a system that fits the way your teams work and can grow as your business changes.
Connect your CRM with the tools your business already uses. We integrate ERP, billing, telephony, marketing, analytics, and other systems to keep data and workflows connected.
Move from Salesforce, HubSpot, or a legacy CRM without losing important data. We handle data mapping, migration, testing, and validation to ensure a smooth transition.
We build mobile CRM apps for iOS and Android, including offline access and synchronization when a connection is available.
We help keep your CRM reliable after launch and adapt it as your business grows, providing ongoing maintenance, improvements, new features, integrations, and performance optimization.
CRM systems for customer accounts, shipment coordination, sales pipelines, supplier communication, and fleet-related workflows.
CRM platforms for client management, KYC workflows, sales pipelines, account servicing, and financial operations.
CRM systems for provider and patient relationships, referrals, appointments, communication, and healthcare workflows.
CRM platforms for lead management, sales pipelines, customer success, subscriptions, and multi-tenant operations.
CRM systems for customer profiles, sales management, loyalty programs, support, and retail operations.
CRM platforms for property leads, client management, listings, deal pipelines, tenant communication, and property workflows.
You work with the same experienced team from planning through development and launch.
We define the requirements, deliverables, and timeline upfront so you know what to expect.
You receive the source code, documentation, and everything needed to run and maintain your product.
We connect new and existing systems carefully to keep your data safe and business running smoothly.
“RERO delivered a financial consultation portal with a clean design, good performance, and proper documentation. The portal made complex workflows feel simple, and we received positive feedback from users, clients, and investors. The team was professional and easy to work with.”
We define business goals, workflows, and requirements to understand how your teams work today and what the CRM needs to do.
We map entities, roles, permissions, integrations, and key workflows, then define the scope, priorities, and delivery plan.
We create user flows, wireframes, and prototypes around your team's daily work, testing the experience before development starts.
We develop in focused increments, with regular demos, integrations and QA running alongside development.
We migrate and validate your data, plan the transition carefully, then provide ongoing maintenance, improvements, and new modules.
Spreadsheets, emails, databases and separate business tools make it hard to keep information consistent. We bring your data together and connect the systems behind it so teams can work from the same source.
Off-the-shelf software often forces teams to adapt their workflows to someone else’s product. We build interfaces around the way your people actually work, making everyday tasks simpler and easier to manage.
Growing your team can mean growing software costs, especially with per-user pricing. Custom software gives you more control over what you pay for.
We build the dashboards your leadership needs directly into the system, using the same data your team works with, so your reports stay accurate without relying on someone’s spreadsheet.
A licensed CRM works well when your processes are standard. When your workflows, rules, or integrations are more specific, custom software gives you a solution built around the way your business actually operates.
The software follows your processes, roles, and business rules instead of forcing your team to adapt to a standard product.
You invest in the software itself rather than paying for every user. Hosting remains predictable as your team and usage grow.
Run your software in your own cloud or infrastructure, with control over your data, access, and security requirements.
Connect directly with your existing systems, APIs, and third-party services instead of relying on generic connectors that limit what your software can do.
Duplicate records, incomplete fields, outdated information, and files that are difficult to connect to the right systems.
We migrate into a staging environment first, validate the data and resolve inconsistencies before moving anything into production.
A ready-made tool can be live quickly; custom software needs more planning before the first release.
We prioritize the most important workflows and deliver them first, so your team can start using the software while additional features and integrations are built.
New requirements and requests can quickly expand the original scope, as teams see the product taking shape.
Discovery ends with a clear scope and delivery plan. Anything outside it is reviewed, estimated, and agreed on before it enters development.
Custom software should remain an asset your business can maintain and develop, even if your development partner changes.
Your repository, architecture documentation, technical setup, and project knowledge are handed over to your team. Ongoing support with us remains optional.
Ranges below are based on our own delivered projects and assume a European delivery team. The final scope, team composition and fixed price are defined through a paid discovery phase.
$25k–45k
$60k–120k
from $3k per month
FDE rates are indicative and may vary based on the level of expertise and project requirements.
Information security management, audited annually.
Data processing agreements and EU-hosted infrastructure on request.
Verified client reviews, 4.9 average rating.
Process and infrastructure for regulated healthcare products.

An AI-powered Google Business Profile assistant that helps local businesses climb to the top of Google Maps.

AI chat app with voice input, document analysis, and image generation.

App for transforming still images into AI dance videos.

AI-powered platform for project management, time tracking, and team collaboration.
A focused MVP can take eight to twelve weeks. Larger platforms with multiple workflows and integrations usually take several months, with clear milestones agreed before development starts.
Yes. We first move the data into a staging environment, validate the migration, and resolve any issues before making the final switch to the new system.
You do. The code, repository, infrastructure, and documentation belong to you, while ongoing support from our team remains optional.
Running costs depend on the system architecture, hosting, integrations, and usage. We design the setup around your requirements and can help keep infrastructure costs predictable as the system grows.
Yes. Discovery can be a standalone engagement covering requirements, architecture, scope, and an estimate, giving you a clear plan before you commit to development.
Custom software designed around your specific business needs, workflows, integrations, and growth requirements.
Modernize outdated software while preserving the systems and business logic you rely on.
Secure B2B portals that connect teams, partners, customers, and business systems.
Custom applications that connect your workflows, data, and teams in one place.
Extend your engineering capacity with senior developers across web, mobile, and AI.
AI-powered features and custom AI agents built into your software and workflows.
Describe what you’re trying to build or improve. We come back with a rough range and the key questions discovery would need to answer.
Or write to info@rerotech.com