Companies and contacts
Connect people, organisations, roles, relationships, and history.
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Custom CRM software
For service businesses, B2B sales teams, agencies, and growing SMEs
Custom CRM software that follows your sales and client workflow
Keep every company, contact, opportunity, conversation, task, and handoff connected—without forcing your team into a generic pipeline.
- Keep companies, contacts, and activity in one record
- Move opportunities through your own sales stages
- Assign follow-ups and surface overdue actions
- Hand won work to delivery without re-entering data
crm.component.app
Sales workspace
Enterprise services pipeline
34 active$420k
Open value
7
Need action
4
Decision this week
Proposal1
Northstar Group
$48k · proposal expires Friday
Open →
Qualified2
Bright Labs
$24k · discovery complete
Open →
Won3
Harbour Works
$18k · contract signed
Open →
Sales workspace
My sales day
7 actions11:00 · Send revised proposal
14:30 · Discovery call
2 overdue follow-ups
Platform overview
One customer record from first enquiry to active client
Identity, opportunities, conversations, documents, ownership, decisions, and next actions stay connected through the entire client lifecycle.
Custom sales pipeline
Use stages, fields, and qualification rules that reflect your process.
Tasks and follow-ups
Give every opportunity a clear owner, next action, and due date.
Activity timeline
Keep meetings, notes, emails, calls, and decisions together.
Documents and approvals
Connect proposals, quotes, contracts, and internal decisions.
Pipeline reporting
See value, movement, conversion, aging, and forecast context.
Core capabilities
Start with the capabilities every useful CRM needs
Salespeople need a clear next action; managers need trusted pipeline context; delivery teams need a complete handoff.
See the complete relationship, not another isolated contact
Open one account record to see company details, stakeholders, roles, opportunities, recent conversations, documents, and service history. The relationship is understandable without searching several lists.
Account hierarchyStakeholder rolesComplete activity context
crm.component.app
Company record
Northstar Group
Active opportunity4
Contacts
$48k
Open value
12 Aug
Last activity
NG
Northstar Group
Primary record
Contacts4
Open value$48k
Last activity12 Aug
Connected records and activity
Mei Tan
Operations Director · decision maker
Daniel Wong
Finance · contract reviewer
Proposal v3
Viewed after pricing review
Move opportunities through stages your team actually uses
Each pipeline card shows the company, value, owner, next action, and age. Stage changes can require the information or approval needed to make the move meaningful.
Custom stagesVisible next actionStage requirements
crm.component.app
Sales pipeline
Enterprise services
34 active12
Qualified
8
Proposal
4
Decision
Qualified1
Bright Labs
$24k · scope call tomorrow
Open →
Proposal2
Northstar Group
$48k · follow up by 11:00
Open →
Decision3
Aster Co
$62k · legal review · 21 days
Open →
Make every follow-up visible, owned, and attached to context
The salesperson sees what is due, why it matters, the related opportunity, and the latest customer activity. Completing the action writes the outcome back to the customer timeline.
Named ownerDue datesRecorded outcome
crm.component.app
My work
Follow-ups due today
7 actions7
Due today
2
Overdue
3
Meetings
Send revised proposal
OpenNorthstar Group · due 11:00
Confirm discovery call
OpenBright Labs · due 14:30
Review contract notes
OverdueAster Co · overdue 1 day
Daily workspaces
The everyday workspaces behind a CRM people will keep updated
Salespeople, managers, and client teams use different views of the same customer and opportunity history.
Salesperson
ALMy sales day
Prioritise calls, meetings, follow-ups, and opportunities that need a decision.
7
actions due
11:00 · Northstar Group
Send revised proposal
14:30 · Bright Labs
Discovery call
Sales manager
ALPipeline health
Review movement, stalled deals, workload, forecast assumptions, and ownership gaps.
$420k
open pipeline
9 stalled opportunities
No activity for 14+ days
4 decisions expected
This week
Client team
ALCustomer history
See conversations, decisions, proposals, contracts, delivery handoffs, and service activity in order.
28
recorded activities
Proposal approved
Mei Tan · 18 Aug
Delivery owner assigned
Sarah Chen · today
Why Component.app
Give your team a CRM that captures and updates the work for them
Standard CRMs provide contacts and a pipeline, but salespeople still copy conversations into records and managers still assemble reports. Component.app can connect supported channels, agent-assisted updates, and role-aware reporting to your own CRM structure.
Custom workflow 01
Turn a WhatsApp conversation into a lead without copying it by hand
With a supported WhatsApp Business integration, a salesperson can create a lead from a customer conversation in one action. The CRM can carry over the contact, source, enquiry summary, and relevant chat context for review before the lead is created. Availability depends on the selected provider and integration setup.
Optional integrationOne-action lead captureConversation context
crm.component.app
WhatsApp lead capture
Hannah Lee · Atlas Events
Example integrationWhatsApp
Lead source
New
Lead status
Sarah
Suggested owner
Atlas Events enquiry
Example supported connection
Hannah Lee
Hi, we need a client portal for 25 users. Can someone share an estimate?
Sarah Chen
Yes — I can help. What timeline are you working towards?
Hannah Lee
We would like to launch before October.
New lead preview
Contact
Hannah Lee
Company
Atlas Events
Need
Client portal · 25 users
Target launch
Before October
Owner
Sarah Chen
Review the conversation summary before creating the lead.
Custom workflow 02
Let sales update leads by asking an agent
A salesperson can tell the agent what happened after a call or meeting. The agent prepares the new lead, stage, value, contact details, next action, and notes against the correct record, so the salesperson only reviews the proposed update instead of editing every field.
Natural-language updatesProposed field changesHuman confirmation
crm.component.app
Sales agent
Update Northstar after today’s call
Draft changes5
Fields prepared
1
Task created
0
Conflicts
Sales Agent
Works with permitted CRM records
“Move Northstar to proposal, update the value to $48k, and remind me to send the revised proposal tomorrow at 11.”
Matched Northstar Group
Proposed CRM changes
Nothing is applied until reviewed
Stage
Qualified → Proposal
Opportunity value
$42,000 → $48,000
Next action
Send revised proposal · 21 Aug, 11:00
Custom workflow 03
Let managers ask for the daily report instead of building it
A manager can ask the agent for daily sales performance, conversion, pipeline movement, overdue follow-ups, or deals needing attention. The answer is generated from the manager’s permitted CRM data and links back to the underlying records for verification.
Daily report on demandPermission-aware statisticsSource record drill-down
crm.component.app
Manager agent
Daily sales briefing · 20 August
Generated from live CRM data12
New leads
$86k
Pipeline added
3
Deals at risk
Manager Agent
Daily briefing
“How did sales perform yesterday, and which deals need my attention today?”
Uses records visible to Sales Manager · figures link back to their source.
Agent answer
Live CRM dataThe team added 12 leads and $86k in pipeline. Response time improved, but three deals and nine overdue follow-ups need attention.
Lead response improved
ImprovedMedian first response: 24 min · down 18%
Northstar Group
Needs action$48k proposal · decision due Friday
9 overdue follow-ups
ReviewOwned by 4 salespeople · oldest 3 days
Custom workflow 04
Model the relationships your business actually depends on
Connect companies, branches, referrers, contracts, services, assets, or other records. Each role sees the fields and actions relevant to its work.
Custom record typesRelationship mappingRole-based views
crm.component.app
Relationship model
Northstar Group
7 connected records4
Contacts
2
Contracts
1
Active project
NG
Northstar Group
Primary record
Contacts4
Contracts2
Active project1
Connected records and activity
Northstar Group → Contacts
Decision makers and operational users
Northstar Group → Contracts
Terms and active services
Opportunity → Delivery project
Created after confirmed win
The complete workflow
One connected journey from enquiry to active client
Customer context grows through the process instead of being recreated at every stage.
Step 1
Capture the enquiry
Create or match the company, contact, need, and source.
Step 2
Validate and qualify
Apply qualification rules and assign a clear owner.
Step 3
Review exceptions
Confirm pricing, terms, and consequential stage changes.
Step 4
Publish and hand off
Update the customer status and prepare delivery actions.
Direct answers
CRM FAQ
What is custom CRM software?+
Custom CRM software manages prospects and customers using the records, relationships, stages, permissions, follow-ups, and reporting rules that match a specific organisation’s workflow.
Can we use our own sales stages?+
Yes. You can define stage names, required information, exit criteria, probabilities, approvals, owners, and next actions.
Can it manage companies and individual contacts?+
Yes. People can be linked to companies, branches, opportunities, contracts, projects, and other custom records with their roles and history retained.
Can WhatsApp conversations become CRM leads?+
Yes. With a supported WhatsApp Business provider and agreed integration setup, a salesperson can create a lead from a conversation and carry relevant contact, source, and message context into the CRM for review.
Can salespeople use an agent to add and update leads?+
Yes. A configured agent can prepare new leads and proposed field, stage, note, owner, and next-action updates from a salesperson’s instruction. The salesperson reviews the proposed changes before they are applied to the CRM record.
Can managers ask an agent for daily sales reports?+
Yes. A manager can ask for permitted statistics such as new leads, pipeline movement, conversion, overdue follow-ups, and deals needing attention. Answers can link back to the underlying CRM records so the figures can be checked.
Can it support Singapore PDPA requirements?+
The solution can be configured with role-based access, purpose and consent controls, access and correction workflows, retention rules, and appropriate security measures to support your organisation’s PDPA obligations. Final compliance also depends on your policies, hosting, integrations, and data-handling processes.
Build your operating system
Build a CRM around the way your team wins and serves clients
Show us how an enquiry becomes a client today. We will connect the records, decisions, follow-ups, and handoffs in one workflow.
Build your operating system
Build a CRM around the way your team wins and serves clients
Show us how an enquiry becomes a client today. We will connect the records, decisions, follow-ups, and handoffs in one workflow.