How we take you from problem to a working system
Six clear stages, a demo every one to two weeks and a parallel run, so your business keeps moving while the new system comes online.
Principles we work by
Four habits that keep projects on track.
Process before software
We learn how your work really happens before designing anything.
Progress you can see
A working demo every one to two weeks.
Business keeps running
Parallel run and rollback plans for every switch.
You own it
Code, data and documentation belong to you.
The six stages
From first workshop to ongoing support.
Discover
We sit with your team, watch how work really happens and list every pain point.
- ✓ Map of how leads, quotes and payments move today
- ✓ Priority list of problems to fix first
- ✓ Inventory of your paper, Excel and system data
Design
We design the data, screens and automation with you before any code is written.
- ✓ Clickable prototype you can test
- ✓ Workflow and AI automation diagrams
- ✓ Fixed scope, plan and timeline
Build
Short sprints with a demo every one to two weeks, so you see working software early.
- ✓ Working CRM modules and mobile app
- ✓ Integrations with WhatsApp, payments and Tally
- ✓ AI features switched on safely, with approvals
Migrate
We clean old data from registers, Excel or legacy software, import it and check every count.
- ✓ Cleaned and de-duplicated data
- ✓ Test imports before the real one
- ✓ Sign-off report on every record
Launch
We train your team, run old and new side by side, then switch over.
- ✓ Role-wise training for each team
- ✓ Parallel run with no lost work
- ✓ Hands-on support on go-live days
Support
After go-live we monitor, back up, fix, upgrade and add modules as you grow.
- ✓ Monitoring and daily backups
- ✓ Security updates and fixes
- ✓ New modules and improvements each month
Our rhythm
A simple cycle repeated until your CRM is complete.
Every one to two weeks you see working software and tell us what to change.
Your business keeps running
We move you across in stages, never all at once.
Work moves across in stages. Your business never stops, and there is always a way back.
The team you work with
Specialists for every stage.
Ways to work with us
Choose what suits your size and budget.
Fixed-scope project
Clear scope, timeline and price for a defined build or migration.
Dedicated team
Developers, analysts and QA working as part of your team.
Support retainer
Monthly maintenance, upgrades and improvements.
Our CRM development and implementation process
Xpecto’s CRM development process starts with discovery workshops where we map how leads, quotes, invoices and payments move through your business today. We then design the data model, screens, automation and AI workflows, build in short sprints with a demo every one to two weeks, migrate your data from paper, Excel or legacy software, and launch with training and a parallel run.
After go-live we monitor, back up, patch and improve the system under a support plan. See how this applies to custom CRM development, legacy system modernisation and CRM upgrade and support.
Questions about the process
Answers on timelines, what we need from you and what happens after go-live.
Tell us how you run today. We will show you the system it can become.
A free consultation with a CRM architect. No ready-made product to push, only your process.