A CRM that fits how your team works
Profitcura has delivered custom CRM work for clients. We scope systems around the customer journey, the information your teams need and the handovers that are currently managed through spreadsheets or email.
- Customer, contact and opportunity management
- Pipeline stages and activity workflows
- Task assignment and role-based access
- Operational dashboards and reporting
Connect the pipeline to the financial plan
Sales data becomes useful to finance when stages, values, timing and definitions are consistent. We design the connection between CRM activity and your revenue assumptions so finance can challenge and update the forecast.
- Pipeline-to-revenue planning inputs
- Customer and product dimensions shared with reporting
- Integrations with billing, accounting and operational systems
- Power BI reporting and exception monitoring
Choose custom development for a clear reason
A bespoke CRM is appropriate when the workflow or integration need justifies it. Discovery compares extending an existing tool with building an application, including ongoing support, data migration and ownership. We define the first usable scope before expanding.
Delivery and ongoing ownership
We agree a data model and migration plan, demonstrate workflows in increments, and validate permissions and integrations before handover. Support can include fixes, monitoring and a prioritised improvement backlog.
Good questions, straight answers
Can the CRM feed our FP&A model?
Yes. We agree pipeline definitions, expected timing and conversion assumptions, then scope the data integration into your planning model. Sales pipeline values and recognised revenue remain separate measures.
Can you connect an existing CRM instead?
Yes. Where its API, permissions and data quality support the requirements, an integration may be a better fit than replacement.
How is the project priced?
Discovery defines workflows, integrations and acceptance criteria. We then propose a scoped implementation and separate ongoing support options.
Sectors where this work lands
- SaaS and subscription businesses
SaaS FP&A, MRR and churn analytics, revenue recognition automation and investor reporting for subscription businesses from first funding round to exit.
- Education groups and schools
Consolidated reporting across sites, pupil-driven budget forecasting, school-by-school benchmarking and finance automation for academy trusts, school groups and independent schools.
- Accountancy practices
Automated bookkeeping and document processing, client reporting dashboards and the advisory tooling that lets a practice sell insight rather than hours.