Why doesn't an off-the-shelf CRM fit every small company?
An off-the-shelf CRM imposes its own data model, so you end up adapting your business to the tool instead of the other way around. Three blockers show up almost every time.
Too many useless features
You pay for 100 modules, you use 5, but the other 95 clutter the UI, slow down your teams and complicate training.
Not enough of what really matters
The field specific to your business doesn't exist. The exact workflow you have in mind is impossible. You end up with an Excel next to the CRM, or worse, with two tools in parallel.
Your data is locked in
Migrating to another tool takes months and costs a fortune. Exports are incomplete, APIs limited, and every automation you've built has to be redone from scratch.
How does Tekio design a custom CRM?
Tekio first maps your workflows and business entities, then models a clean data architecture that is ready for automation, and finally builds it, hosts it, and maintains it for you.
Architecture & business modeling
Architecture workshop to map your clients, projects, quotes, invoices and the entire logic specific to your activity. We draw a clean, normalized data model designed to evolve, with no technical debt from day one.
- Mapping of your existing workflows
- Custom entity modeling
- Architecture designed to scale from 1 to 200 users
- Built from day one for automation
Implementation & infrastructure operated by Tekio
We build the CRM, host it on a modern, secure infrastructure, and handle backups, updates and security. You use the tool, we take care of everything around it.
- Secure hosting on a cloud infrastructure, GDPR compliant
- Automatic backups with tested restore
- Updates, security and monitoring included
- Native sync with your tools (accounting, mail, calendar)
What does a Tekio CRM include?
A Tekio CRM brings together client records, the sales pipeline, projects and tasks, quotes and invoices, reporting, and permissions. Each module is turned on according to your business, and you don't pay for what you never use.
360° client & prospect records
The full client life on one screen: contact info, exchange history, quotes, invoices, ongoing projects, internal notes, files, tags. No more searching for info across 4 tools.
Visual sales pipeline
Your deals organized by stage (lead, qualification, quote sent, negotiation, won, lost). Drag and drop, automatic forecasting, alerts on stuck deals.
Project & task management
Tracking client projects with steps, deadlines, owners, files and budget. Kanban, calendar or table view. Tasks created automatically from your workflows.
Integrated quotes & invoices
Create quotes from the client record in a few clicks, automatic conversion to invoice on acceptance, payment tracking and reminders directly inside the CRM.
Dashboard & reporting
Key metrics in real time: revenue, conversion rate, forecast pipeline, performance per sales rep, average processing time. PDF / Excel exports on demand.
Permissions & teams
Granular roles per user, personalized views, segmented data if needed. Each team member sees exactly what they need, nothing more.
Which tools does a Tekio CRM connect to?
A Tekio CRM connects to your accounting (Bexio, Abacus, Banana, QuickBooks), your payments (Stripe, TWINT), your email and calendars (Gmail, Outlook, Google Calendar, Office 365), your messaging apps (WhatsApp Business, Slack, Microsoft Teams), and your phone system, with an open REST API for everything else.
Accounting and invoicing: Bexio, Abacus, Banana, QuickBooks, Stripe, TWINT
Invoices and payments flow back into the CRM, and accounting exports are ready to send to your bookkeeper.
Email and calendars: Gmail, Outlook, Google Calendar, Office 365
Emails and meetings attach themselves to the right client record, with no copy-paste.
Messaging and telephony: WhatsApp Business, Slack, Microsoft Teams, VoIP
Conversations are logged on the contact record and trigger the workflows you set up.
Marketing and website: forms, chatbot, newsletters, Google Ads, Meta Ads
Every lead lands in the CRM already qualified, with the source it came from.
Tekio workflows and automations
Automated quotes, email sorting, reply drafts, Google review collection, and payment reminders are coupled natively to the CRM.
Open REST API and webhooks
Everything is connectable: the REST API and webhooks let you plug in any future tool, with no lock-in and no dead end.
How does a custom CRM project unfold?
A custom CRM project runs in four steps: audit and scoping, mockups and sign-off, development and connections, then training and ongoing support.
Audit & scoping
Two-hour workshop to understand your business, current processes and tools. We identify real needs, eliminate the superfluous, propose a clear architecture.
Mockups & validation
We show you the screens, workflows and data structure before coding. You validate (or adjust) everything before a single line of code is written.
Development & connections
We build the CRM, plug it into your existing database or create the new one, connect your third-party tools, set up automations.
Training & support
We train your teams remotely or on-site, document everything, stay available for improvements and optimizations over time.
What does a Tekio CRM look like in practice?
Here are three examples already built: a contractor CRM plugged into Bexio, a multi-user consulting firm CRM, and a local retail CRM with a loyalty program.
Tradesman CRM plugged into Bexio
Jobsite pipeline, quotes and invoices synced with Bexio, automatic reminders, mobile view for field foremen.
Multi-user consultancy CRM
Rich client records, mission tracking with time spent, flat-fee or time-based billing, profitability dashboard per consultant.
Local retail CRM with loyalty
Unified customer base, automated loyalty program, segmentation for email/SMS campaigns, POS and online shop integration.