Triviio
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Custom System

Custom CRM / Web App

A system built around how your team works, not how a SaaS company decided you should.

Starting from

Custom quote

Who this is for

  • Teams that have outgrown spreadsheets and need their data in one place with the right people seeing the right things
  • Businesses using 3–5 disconnected tools that do not talk to each other and cause manual work
  • Founders who need a workflow built to spec, such as a CRM, dashboard, portal, or internal tool, that off-the-shelf software does not cover
Common build types

What we typically build.

  • Internal CRM to track leads, customers, and deals with status, notes, and assignment
  • Admin dashboards that pull your business data into one view across teams
  • Customer portals where clients log in to check status, invoices, or documents
  • Workflow automation to assign tasks, send reminders, and update records automatically when conditions are met
  • API integrations to connect your website, accounting tool, telephony system, or existing CRM
  • AI-enabled features such as auto-categorised leads, generated summaries, and smart routing by type or priority

Every engagement includes:

  • Discovery call to map your workflow, requirements, and existing systems
  • Clear written scope, milestones, and fixed estimate before work starts
  • Custom-built system designed for your specific use case, not a configured SaaS tool
  • Frontend UI and backend logic built from scratch or on a solid framework
  • End-to-end testing before handover
  • Handover documentation and walkthrough
  • Optional: ongoing support and maintenance retainer
Business benefits

What you actually get.

01

One workflow instead of several tools

Instead of exporting from tool A, updating in tool B, and chasing in tool C. One system, one screen.

02

Data visible to the right people

The right team members see the right records. No spreadsheet access issues, no stale exports.

03

Automation removes manual repetition

Status changes, assignments, and notifications happen automatically. Your team focuses on actual work.

04

Built to extend from day one

New modules and features are planned into the architecture. Adding something later does not mean starting over.

Build map

How this package translates into a working system.

A reference view of what Triviio builds, how data moves, what connects, and how it reaches you.

Pages / Modules

  • Authentication with login, roles, and permission layer
  • Dashboard with key metrics, KPIs, and quick actions
  • Records view with list and detail pages per entity
  • Admin panel for configuration, user management, and permissions
  • API layer with endpoints for frontend and third-party tools

Lead Flow

  • Trigger via form submission, webhook, API call, or manual entry
  • Record created or updated in your system
  • Assignment logic runs by rule, round-robin, or manual
  • Notification dispatched via email, WhatsApp, or internal
  • Status tracked through pipeline stages to resolution
  • Reporting layer surfaces data on demand

Integrations

  • Your existing tools via REST API or webhook
  • Communication layer via email, WhatsApp Business API, or SMS
  • Cloud storage for files and documents if in scope
  • Analytics or reporting layer if specified in scope

Deployment

  • Cloud deployment on Vercel, Railway, or VPS
  • Database provisioned and secured (PostgreSQL or equivalent)
  • Staging and production environments separated
  • Infrastructure costs estimated and disclosed before build

Support

  • Discovery call and written scope document before build starts
  • Milestone-based delivery with your sign-off at each stage
  • Handover documentation and walkthrough session
  • Optional ongoing support retainer after handover
Sample outcome

What a completed project looks like.

This is an example direction, not a guarantee of a specific result. Final output depends on scope, content, and decisions made during discovery.

Example build direction

A small team replaces their WhatsApp-based lead tracking with a web dashboard: leads arrive from the website contact form, get assigned to a team member, have notes and status tracked through a pipeline, and trigger a WhatsApp notification via API when the status changes. One screen instead of three tools. No recurring SaaS fee.

Timeline

4–8 weeks

Confirmed after discovery. Milestones and delivery dates are agreed in the scope document before work starts.

Not included

What this package doesn't cover.

  • Third-party API fees. SMS, email, telephony, and others are billed separately by those providers.
  • Ongoing cloud or infrastructure costs, disclosed and estimated upfront during scoping
  • Off-the-shelf SaaS subscriptions. If your workflow needs an existing tool, we integrate it rather than replace it.
Pricing variables

What affects the final price.

  • Scope is always custom. No package pricing applies here.
  • Complexity, number of modules, and integrations drive the estimate
  • Timeline urgency may affect staffing and cost
  • Ongoing support scope is quoted separately after handover
Add-ons

Optional extras, quoted separately.

  • Additional module or feature post-launch
  • Staff training and onboarding sessions
  • Performance monitoring and alerting setup
  • Data migration from existing tools or spreadsheets
  • Ongoing support and maintenance retainer
FAQ

Questions about this package.

How do you scope a custom project?+

We start with a discovery call to map your workflow, existing tools, and requirements. From that we write a scope document with milestones and a fixed estimate. You approve it before we start.

Do you charge for the discovery call?+

No. The initial call is free. For very large or complex scoping, a paid discovery sprint may apply. We flag this before it happens.

What if my requirements change mid-build?+

Scope changes are handled as written change requests with an estimate and your sign-off. We do not absorb undiscussed changes.

Do I own the code?+

Yes. You own all code written for your project. No licensing restrictions, no vendor lock-in.

Payment milestones

Pay by project milestones.

You do not need to pay the full project amount upfront. Each package is split into milestone payments tied to project progress.

01

Scope discovery and sign-off

Custom

02

Build milestones (by module or phase)

Custom

03

Final delivery and handover

Custom

Exact milestones, amounts, and schedule are confirmed in the scope document after discovery.

  • Custom milestone plan confirmed after discovery. Typically 4–6 milestones depending on modules, integrations, and timeline.
  • Milestone amounts and schedule are fixed in the scope document before build starts.
  • Work starts after the initial scope sign-off.

Ready to discuss this package?

30-minute discovery call. No obligation. We send a clear scope and estimate after.

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