Sales, customers, inventory, tasks and communication in one system. A modular platform that runs on your own server and is configured around your processes.
Modular architecture: switch on only the tools you need and extend the system as the business grows.
Each module is switched on separately — the core and your data stay the same.
Fields, processes, roles and permissions are configurable. Prime CRM adapts to you, not the other way round.
One platform, assembled differently — around the way your company actually works.
Website orders, stock and customers in one window instead of three separate systems.
A pipeline with stages, call scripts, telephony and lead distribution across managers.
Orders by stage, tasks per workshop, materials and drawings next to the order.
Customer requests, work history, telephony linked to the request and deadline reminders.
Products, stock levels, suppliers, goods movement and minimum stock thresholds.
Equipment, employee requests, department tasks and an internal knowledge base.
If you need one specific system rather than the whole platform — it runs on its own.
Inventory and equipment tracking: stock, returns, operation history and reports.
Learn more →Production orders on a kanban board: statuses, per-task discussion, files and drawings.
Learn more →Accounting for online stores: orders, stock, suppliers, synchronisation with the website.
Learn more →Tick the modules you need — dependencies are added automatically. Then leave a request and we check the configuration against your processes.
Leads, warehouse, telephony, AI — only what you need is switched on.
Name and phone. Nothing to pay at this step.
We ask about your processes and say what you can start without.
Deploy the system, migrate the data, train the team.
We deploy Prime CRM on your own infrastructure and help with server selection, configuration, backups and monitoring.
We migrate data from your old CRM, Excel or ERP into Prime CRM — without losing what matters and with minimal downtime.
We look at what you have, in what format, and what really needs to move.
We show how your fields map onto the Prime CRM structure.
A test run first, so you can check the result on real data.
We compare record counts and keep a copy of the old system.
Connected in the settings with keys and credentials, no development needed.
Your website, accounting software, delivery service or internal system connects through the REST API and webhooks: the site creates leads and reads data, the CRM reports changes back.
How the API works →Installing the system is not enough — the team has to start working in it.
How the company works today and where time is lost.
Keep what is needed, leave the rest switched off.
Stages, fields, roles and permissions for your process.
Website, email, telephony, messengers.
Contacts and products from Excel, CSV or your previous system.
We show the team how to work and stay available afterwards.
Three typical situations companies come to us with.
Issued equipment was tracked in Excel. Who took what and when it was due back lived in people's heads.
BPSklad: handover and return, employee records, history per item, documents and deadline alerts.
Equipment movement is visible in one system: what is out, what is in stock, what is overdue.
Orders in the store admin, customers in a spreadsheet, stock somewhere else. Managers copied data by hand.
Prime CRM with leads, contacts and warehouse modules, a WooCommerce integration and automated actions.
Managers handle an order from one interface and stock is written off when the sale happens.
Orders and stages were kept in spreadsheets. Answering a customer about timing meant calling the workshop.
A lead becomes an order, stages on a board, tasks per workshop and an owner at every step.
The state of every order is visible at once and the change history stays in the system.
No. One licence covers the company and the number of people in the system is not limited.
Yes, that is the normal way. The system is deployed on your infrastructure and we help set it up.
In your database on your server. Customers, correspondence and documents never leave your infrastructure.
Yes. Contacts, products and stock are migrated from Excel, CSV or your previous system during the rollout.
Yes. There are ready integrations — WooCommerce, Telegram, WhatsApp, Facebook Lead Ads, mail, telephony — and a REST API for everything else.
Yes. Access keys are issued per system, with permission limits and a request log.
Yes. We write the code ourselves, so adaptations to your processes are agreed separately and covered by support.
We will look at what can be automated and propose a configuration. Nothing to pay at this step.
We will look at what can be automated and propose a configuration. Nothing to pay at this step.
We will get in touch shortly to clarify the details.