ViaCRM logo
CZEN
Book a demo
Back to ViaCRM

Setup and custom work

ViaCRM fits your way of working

EspoCRM is the foundation. We build our own modules and configure the environment around your sales, operations and teamwork.

Book a demoExplore this page
Team planning work with ViaCRMIllustrative photo

Setup and migration

We prepare the structure of companies, contacts, deals and other records. During migration, we check data quality and relationships worth preserving.

  • Current tool review
  • Data and access design
  • Migration and validation

Custom modules

When standard features are not enough, we add fields, stages, automation or full modules. Examples include job maps, custom quotes and AI invoice processing.

  • Built around your process
  • Connected to the rest of CRM
  • Grow without replacing the system

Training and development

We train people on their actual workflows. After launch, we improve the system based on feedback and new needs.

  • Role-based training
  • Czech support
  • Ongoing updates

Practical questions

Must we change the whole company at once?

No. The first phase can focus on the most important area, with more modules added later.

How do you scope custom work?

We use discovery to separate configuration from development before implementation.

What happens after launch?

We remain available for support, updates and further development.

Next step

See how ViaCRM fits your team.

Book a demo