02UA Services CRM
A multi-tenant CRM where business processes run through a visual, no-code flow builder, with AI that scores leads, routes complaints and drafts emails and SMS.
- React
- NestJS
Custom CRM Development
CRM software built around how you sell and serve customers: your own objects and fields, your pipeline, workflows your admins change without code, and AI that scores leads, routes complaints and drafts replies.
At a glance
- Discipline
- Enterprise & Integration
- Typical technology
- React, NestJS, TypeScript
- Related work
- UA Services CRM, AI Automation Builder
- First reply
- Within one business day
Our view
Most companies should buy a CRM rather than build one: if your sales process looks like everyone else’s, a proven platform with a few custom modules costs less over five years. A custom CRM earns its cost when the process is how you compete, when the CRM is part of a product you sell, or when per-seat fees grow faster than the value. When building is the right call, we build it the way we built UA Services CRM: a data model admins extend in the interface, workflows they assemble without code, two-factor sign-in, and AI where it saves time.
What we build
What we build.
Usually a 2–4 week process and systems audit, then implementation in phases.
- 01
A configurable data model
Objects, fields and templates your admins add in the interface, so the CRM follows the business without changes to its core code.
- 02
Sales and service pipelines
Contacts, leads, accounts, opportunities, tasks and activities, with the reports and analytics your managers use.
- 03
No-code workflows
Flows triggered by record events that fetch related data, update records and send emails or SMS, including escalations with live SLA countdowns.
- 04
AI inside the CRM
Lead scoring, complaint classification and routing, drafted emails and text messages, and an assistant built into the CRM itself.
- 05
CRM platforms you sell
A multi-tenant CRM for other businesses, each organization in its own workspace and signing in with its own organization code.
- 06
Integrations and migration
Email, SMS and the tools around the CRM connected with retries and alerts, and your existing records migrated in rehearsed stages.
How we deliver
How a project runs.
Build or buy, decided first
Your process compared with proven platforms on fit, integration and five-year cost, so a build is a decision, never a default.
Model the data
Objects, relationships, roles and permissions designed with the people who will use them, and the workflow each record goes through.
Build the core in sprints
Pipelines, records, permissions and the workflow engine built and demonstrated every week.
Migrate and integrate
Records migrated in rehearsed stages with reconciliation, and the surrounding tools connected and monitored.
Add AI on clean data
Lead scoring, routing and drafting added once the data can be trusted, and measured on your own records.
What you can count on
- A build or buy comparison before any build
- Two-factor sign-in and role-based access
- Integrations monitored, with retries and alerts
- Code, data and IP owned by you
Typical technology
- React
- NestJS
- TypeScript
- Node.js
- PostgreSQL
- REST APIs
- OpenAI
- Claude
Related work
Products we’ve built.
05AI Automation Builder
An enterprise platform for designing, running and tracking business workflows visually, built with Next.js and NestJS to take repetitive work off people.
- Next.js
- NestJS
- Python
Custom CRM Development · Questions
Questions, answered.
Something else on your mind? An engineer replies within one business day.
Ask an engineerWhen your sales or service process is how you compete and off-the-shelf platforms need constant workarounds, when the CRM is part of a product you sell to other businesses, or when per-seat fees grow faster than the value. If none of these apply, a proven platform with a few custom modules is usually cheaper over five years.
It depends on the number of objects and workflows, the integrations and the data you bring with you. The worked CRM example in our build vs buy guide costs both routes over five years and shows how the team size and rate change the answer. After a short audit we give you a written estimate.
Often, yes. Lead scoring, routing and drafting can run as a service that reads and writes through the CRM’s API, so the AI works without customizing the platform itself and survives its upgrades.
In a CRM we build, yes. Workflows are assembled in a visual builder from triggers, conditions and actions, as in UA Services CRM, so an admin can add an escalation step or a new email without a release. New objects, fields and templates are set up in the interface too.
Start a project
Planning a custom CRM? Let’s talk it through.
Tell us what you’re building and where you’re stuck. A senior engineer will reply within one business day with honest questions and a suggested first step.
What happens next
- 01We review your briefAn engineer reads every message and replies within one business day.
- 02Discovery callAbout 30–45 minutes on your goals, constraints and what a good outcome looks like.
- 03Written proposalScope, approach, team, timeline and an estimate. No charge and no obligation.