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Custom projects

A CRM you assemble around your own process.

Set the stages, fields and deposits the way your workshop or studio actually works — without waiting for a developer. Every project carries its quote, payments, files and profit.

See the project demoSee pricing

Where the money leaks

Three places where a project quietly leaves its budget

01

Changes nobody wrote down

The client asked for a small change on the phone; at the end it was neither quoted nor invoiced.

With ABI CRM — A change is a line in the project with a price and an approval; the invoice includes it.

02

Deposits in three different files

Which deposit belongs to which project sits in Excel, in the bank and in the owner's memory.

With ABI CRM — Every payment is logged against the project with a due date; the balance is visible at once.

03

Profit known only at the end

Materials and hours are added up only after handover; a loss shows up late.

With ABI CRM — Costs are added as the work happens; the margin per project is visible every day.

How it works

From enquiry to handover — on your stages

  1. 01

    Your stages and fields

    Define the stages (survey, design, making, installation, handover) and the fields you need.

  2. 02

    Quote, deposit, work

    The quote becomes a project; the deposit marks the start; costs are logged along the way.

  3. 03

    Handover and profit

    The report, the final payment and the real profit on the project — in one record.

Demo

The project demo, with sample data

Projects by stage, payments, files and margin KPIs. No sign-up.

ABI CRM · BoardCustom projects
  1. New enquiry
  2. Consultation & measurements
  3. Quote sent
  4. In production
  5. Fitting & adjustments
  6. Delivered / Paid
7+17% — improving

Active orders

3 in production

last month: 6

24−11% — improving

Average lead time (days)

deposit to handover

last month: 27

€1020−35% — improving

Unpaid deposits

production doesn't start without them

last month: €1580

5+25% — needs attention

Handovers this month

2 with a fitting this week

last month: 4

  1. New enquiry1

  2. Consultation & measurements1

  3. Quote sent1

  4. In production1

  5. Fitting & adjustments1

  6. Delivered / Paid1

Automation

Annual service coming up — the CRM has already built the list for you

  • Мария Тодорова — Fitting reminderin 2 days
  • Елица Георгиева — Deposit reminderin 3 days
  • Петър Манолов — Archive photos of the finished piecein 1 day

Orders by category

6total
  • clothing3
  • furniture2
  • metalwork1

Pricing

Plans for project work

Custom was made for this trade: pay only for the modules you use, from €25 a month VAT included.

  • Solo

    €39/month · VAT included

    For one person moving off Excel.

  • Business

    €79/month · VAT included

    For a crew of technicians and a dispatcher.

  • Custom

    from €25/month · VAT included

    For anyone who wants to pay for exactly what they use.

Build the package

Questions from workshops and studios

Questions from workshops and studios

Contact

A question about the platform?

Write to us — we reply the same working day.