Custom CRM Software Singapore

Episcript builds custom CRM software for Singapore businesses. One system carries every lead, quotation, order and conversation, shaped around the way your team already sells rather than around a licence you have to bend to. We add AI where it saves real time.

Have it built exactly the way you want it.

Episcript custom CRM software dashboard for Singapore businesses
  • Unlimited users, with no per user licence fee
  • AI Enabled
  • Qualifies for government grants
  • Connects to your ERP, accounting and WhatsApp
Custom CRM in Singapore

CRM software built around the way your business sells

Many businesses already run a CRM across inboxes, spreadsheets, WhatsApp and individual staff knowledge. Custom CRM software brings those customer records, conversations and sales activity into one place.

Episcript builds the CRM around your own sales process, with the stages, fields, approvals and reports your team actually uses. For Singapore businesses, this can also include local requirements such as GST, PayNow references and PDPA-related controls.

The CRM can connect with your ERP, accounting and other business systems, allowing customer, order, stock and invoice information to move between them without repeated data entry. Additional modules and AI features can be added as your requirements grow.

Who this is built for

Businesses that need more flexibility than a standard CRM package.

  • Businesses whose sales process does not fit a standard package
  • Teams handling quotations, orders and invoices in separate systems
  • Companies that need the CRM to connect with an ERP or accounting platform
  • Organisations that want customer data held in their own database

Why businesses call us

Common CRM problems in a growing business

Four problems come up in almost every enquiry we take. All four trace back to customer information living in too many places.

Leads sit in inboxes

Enquiries land by email, web form, WhatsApp and phone, then stay wherever they landed. Nobody can say how many are still open, or who is chasing them.

Quotations start from scratch

Every quote starts as a copy of an old one. Prices drift, versions multiply, and no report tells you which quotes are still live.

No reliable pipeline view

Someone rebuilds the forecast by hand each month. By the time it lands, the numbers have moved on.

Software that fights the process

An off the shelf package covers part of the job. Your team works around it for the rest. The system never sees the full picture.

One connected flow

The customer lifecycle, from enquiry to payment

One record travels from the first enquiry to the paid invoice and the support ticket that follows. Nobody retypes anything, and no stage hands the work off to another system. That clean trail is also what the AI features learn from.

  1. Enquiry

    Leads captured from forms, email, ads and phone calls.

  2. Qualify

    Scored, assigned to a salesperson and given a next action.

  3. Quotation

    Built from your product catalogue and sent for approval.

  4. Order

    The accepted quote becomes an order, with stock checked.

  5. Invoice

    Invoices raised, payments recorded, reminders sent.

  6. Support

    Requests logged against the same customer record.

Core modules

The CRM modules most sales teams start with

Sales pipeline management and sales automation

The pipeline lays out every deal as a card in a stage, from first contact to closure. At a glance you can count the deals in each stage, spot the ones that have gone quiet, and see which salesperson needs help. Attention goes where it converts.

Sales automation strips out the repetitive part of the job. Reminders, tasks, stage changes and data entry all fire on rules you set. Your team spends the day talking to customers, not updating records.

  • Deal stages, values and close dates in one board
  • Automatic follow ups and task assignment
  • Sales performance tracking with real time metrics, targets and progress by person or team
Sales pipeline management screen in the Episcript custom CRM, showing deals by stage

Lead management and opportunity tracking

Lead management captures enquiries from your website, email, advertising and walk ins. The CRM scores each one against your own criteria and routes it to a named salesperson within seconds. No shared inbox, and no leads going cold because nobody claimed them.

Opportunity management takes over once a lead is worth pursuing. Every opportunity carries a stage, a value, an owner and a next step. Tracking pinpoints where deals stall, which lets you intervene while the deal is still winnable.

  • Lead capture from multiple sources, with automatic qualification
  • Rules that route leads by product, territory or workload
  • Stalled deal alerts and a clear owner for every opportunity
Lead management and opportunity tracking screen in the Episcript custom CRM

Dashboards, reporting and sales forecasting

Dashboards gather your key numbers on one screen and refresh them as your team records work. Pipeline value, deals closed, activity levels and outstanding invoices sit side by side. A manager reads the state of the business in seconds, rather than waiting for a monthly pack that is stale on arrival.

Forecasting projects what will close and when, drawing on the deals already in the system. Reporting goes deeper, exposing which sources produce revenue, which stages lose deals, and how customer behaviour is shifting. You budget and resource from evidence, not instinct.

  • Live dashboards for pipeline, activity and revenue
  • Forecasts built from real deal data, not spreadsheets
  • Detailed analytics on sales trends and customer behaviour
  • AI assisted forecasting can be added on top of the same data
Sales dashboard and reporting screen in the Episcript custom CRM, showing pipeline and revenue

Built with AI

AI CRM software in Singapore, built on your own data

AI CRM software only earns the name when it saves your team real time. A badge on a home page proves nothing. These are the features we build for Singapore businesses, each learning from your own customer data rather than a general model of somebody else's. We scope every one with you and build it in its own phase, so your team adopts them at a pace it can absorb.

Lead scoring that learns from your own deals

The model studies which enquiries became orders in your own history, then scores new leads against that pattern. Your team works the list from the top rather than guessing who to ring first.

Drafted replies and follow up emails

The CRM drafts the reply from the account history, the last conversation and your own templates. A salesperson edits and sends. Following up takes a minute, not fifteen.

Next action suggested on every deal

Every open deal carries a suggested next step, drawn from its stage, its value and what worked on similar deals. No deal stalls because nobody knew what to do with it.

Account and meeting summaries

Two years of notes, emails and tickets condense into a short brief before you walk into a meeting. Your notes travel the other way, becoming tasks with owners and dates.

Forecasting from your pipeline, not a guess

The forecast draws on deal history, stage movement and close rates, not on how each salesperson feels that week. Managers get a number they can plan against.

An assistant on the customer portal

Customers ask about an order, an invoice or a delivery date, and the assistant answers from their own records at any hour. Anything it cannot settle becomes a ticket with the history attached.

AI CRM diagram from Episcript, showing lead scoring, drafted replies, account summaries, next actions, forecasting and a customer portal assistant around a central CRM

Everyday use

Quotations, invoicing, customer portal and mobile access

Your team touches these modules daily. We build each to your own templates, rules and approval steps.

Quotation management module icon

Quotation management

Raise, send and track quotations from the customer record. Each quote pulls your template and your current prices, and the whole team can see where it stands. Follow up lands on time, and more quotes become orders.

Invoicing module icon

Invoicing

Issue and chase invoices straight from the CRM, with GST handled the way your accountant expects. Payment status sits on the customer record. Your team knows what is outstanding before the next call.

Customer portal module icon

Customer portal

Give customers a login of their own. They check orders, pull documents, raise enquiries and request support without emailing anyone, at any hour.

Mobile CRM access module icon

Mobile access

The CRM runs on a phone or tablet as well as a desktop. A salesperson reads the account history in the lobby, logs the meeting on the way out, and updates the deal before the next appointment.

Workflow automation module icon

Workflow automation

Set rules for the steps that repeat: approvals, handovers, reminders, status changes. The system carries the work forward on its own, which saves hours and kills the errors that come with rekeying.

Marketing automation module icon

Marketing automation

Run email and social campaigns from the same database as your leads. Target a segment, track who opened and replied, and hand warm contacts to sales with the history attached.

Data and integration

Integration with ERP, accounting and email systems

A CRM only earns its place once it stops being an island. Episcript connects yours to the systems that already hold your data, so a customer record, a stock level and an invoice tell the same story. Where that connection runs into a custom ERP system, customers, products, orders and stock move both ways. Change a price once and it is right everywhere.

The same holds further down the chain. Sales orders pull live stock figures from inventory management. Completed orders pass into invoicing and payment management, so your finance team does not wait on a spreadsheet at month end.

Custom CRM integrated with ERP, accounting and email systems
Integration with other business tools icon

Integration with other tools

Connect the CRM to WhatsApp, Facebook, SingPass, Xero and the rest of the software you already run. Data stays in step and nobody rekeys a record.

Email integration icon

Email integration

Link Outlook, Gmail or another email platform to the CRM and every message files itself against the right customer. You see who opened and replied without leaving the record.

Social media integration icon

Social media integration

Schedule posts, track engagement and pull social enquiries into the same customer database.

Data import and export icon

Data import and export

Move data in and out in bulk, which matters most on migration day.

The full library

Every other module we can build into your CRM

Forty modules across eight areas, and you will not need all of them. Open a group to see what sits inside, pick what your business runs on, and add the rest as you grow.

Lead and opportunity management

Customer relationships, contracts, accounts and communication history.

  • Customer relationship management

    One place for every customer record and every interaction. Use that history to tailor how you approach each account.

  • Contract management

    Store and manage contracts in the CRM. Alerts flag renewals and variations before they lapse.

  • Account management

    See every interaction and transaction on an account in one view. Upsell and cross sell opportunities surface there first.

  • Customer communication management

    Pull email, social and messaging into one thread. No more parallel conversations on the same account.

Marketing

Segmentation, marketing documents, product catalogue and proposals.

  • Customer segmentation

    Group customers by behaviour, preference or purchase history, then target each group with a message that fits.

  • Document management

    One library for marketing material, so nobody sends last year's brochure.

  • Product catalogue

    Maintain products, specifications and prices in one catalogue that quotes and campaigns draw from.

  • Quote and proposal generation

    Generate quotes and proposals from stored templates. Every document leaving the office looks the same.

Customer management

Customer data, activities, calendars and support requests.

  • Customer data management

    Hold customer data in one secure place. Your team maintains it. Every conversation then starts from the right facts.

  • Activity management

    Log calls, emails, meetings and site visits against the account. A colleague inherits the full story.

  • Calendar and scheduling

    Sync meetings, deadlines and follow ups with your calendar. No separate diary to maintain.

  • Customer support management

    Assign, track and resolve support requests with the customer's full history beside the ticket.

Workflow and efficiency

Activity logs, shared notes and day to day task management.

  • Activity logging

    Every action leaves a trail, which settles the question of who changed what.

  • Collaboration tools

    Share notes, updates and tasks live, so nobody repeats a conversation a colleague already had.

  • Task management

    Assign and track tasks in the CRM, keeping the team on work that moves deals forward.

Order and inventory management

Orders, order processing and live stock levels.

  • Order management

    Turn an accepted quote into an order on the same record. Sales and operations stop retyping.

  • Order processing

    Route orders through a defined workflow. Fewer errors, faster delivery, which is what customers judge you on.

  • Inventory management

    Track stock live. Your team quotes from figures it can trust, and avoids stockouts.

Administration and permissions

Role based access to every screen and record in the CRM.

  • User management and permissions

    Set what each role can see and change. Permissions and activity logs protect customer data and support your PDPA duties.

Why custom software

Custom CRM software compared with an off the shelf CRM

A standard package asks your team to record work the way the vendor imagined it. A custom system records work the way your team already does it, so people actually use it and the data stays clean.

Episcript designs the screens with you, builds the system, then keeps reshaping it as your business changes. That is the whole difference, and it shows in daily use rather than on a feature list.

Custom CRM screens designed around a company's own sales process
What a custom build includes

What you get

  • One place for leads, quotations, orders, invoices and support requests
  • Screens, fields and workflows shaped around your process
  • Links to the ERP, accounting, email and stock systems you already run
  • Built in Singapore, changed by the same team that built it
  • AI features that work with your own CRM data, added when you are ready

A custom CRM built by Episcript compared with a standard off the shelf CRM subscription.

Custom CRM software from Episcript compared with an off the shelf CRM subscription
Point of comparison EpiscriptCustom CRM from Episcript Typical productOff the shelf CRM
Fit with your process Built around the steps your team already follows Your team adapts to the way the product works
Fields, forms and workflows Changed whenever the business changes Limited to the options the vendor exposes
Licensing You own the system that was built for you You rent access, and the fee usually scales with every new user
Integration with ERP, accounting and stock Built in as part of the project Through connectors or paid add ons, where one exists
AI features Built for your data and your process, added when you want them Only what the vendor ships, often on a higher tier
Your data Held in your own database, and you decide where it sits Held inside the vendor platform, on their terms
Support A Singapore team who wrote the code and know your setup A general support desk, often overseas and in another time zone
Changes in two years New modules added when you need them You wait for the vendor roadmap

How it happens

How we build your CRM system

Every project runs in stages. You see working screens early rather than at the end. We agree scope and timeline before writing any code, and we tell you plainly which modules belong in the first release and which can wait.

Our office is at 114 Lavender Street, so we meet face to face when that helps. Call 6581 3431 to talk through what you have now.

How we build and roll it out

  1. 01

    Process mapping

    We sit with your team and map how leads, quotes and orders move today, including the steps that happen outside any system.

  2. 02

    Specification and screen design

    You approve the module list, the fields and the screen layouts before development starts, so there are no surprises later.

  3. 03

    Build in stages

    The core modules are built first and released for you to use. The rest follow in agreed phases.

  4. 04

    Data migration

    We import your customers, contacts and open deals from spreadsheets or your current package, then reconcile them against the originals.

  5. 05

    Testing and training

    Your team tests the system on real cases. We then train each role on the screens they will use daily.

  6. 06

    Go live and ongoing support

    We stay on after launch, fix what needs fixing, and build the next modules as you grow.

Questions we are asked

CRM software Singapore FAQs

Platforms such as Salesforce and HubSpot provide ready-made features and standard workflows, which suits organisations whose processes fit the product. A custom CRM is built around your own sales process, approval rules, reports and integrations, giving you greater flexibility as your requirements evolve.

Government support may be available for qualifying CRM and digital transformation projects. The Enterprise Development Grant (EDG) may support eligible custom software projects, subject to the company meeting the prevailing eligibility criteria and approval requirements. We can advise on how a project is usually scoped and documented for such applications.

Yes. You can begin with core functions such as customers, leads, opportunities and quotations, then add modules such as invoicing, customer service, AI, mobile apps or integrations later. Phasing the work keeps the first release affordable and lets your team settle into the system before the next stage begins.

Yes. AI can be used for customer summaries, lead prioritisation, suggested follow-ups, drafted emails, sales forecasting, document processing and other repetitive tasks using information from your CRM. Each feature is scoped with you and built in its own phase, rather than switched on across the whole system at once.

Yes. We can provide a mobile-responsive CRM or develop a dedicated iOS and Android app. Sales staff can access customer records, update opportunities, upload documents and record meeting outcomes while on the move, so the office sees the result of a visit without waiting for a written report.

Yes. WhatsApp integration can allow your team to send messages, receive replies, trigger notifications and keep conversations linked to the relevant customer record. Enquiries that arrive by WhatsApp can also be captured as leads, so they follow the same path as those from your website or email.

Yes. The CRM can connect with accounting platforms, payment services and other business applications through available APIs. This can reduce repeated data entry and keep information synchronised across systems, so a quotation, an invoice and a payment all refer to the same customer and the same figures.

Yes. Depending on your requirements, the CRM can integrate with email and calendar services such as Microsoft Outlook and Google Workspace to support correspondence, appointments and customer activity tracking. Messages and meetings can then be filed against the right account without anyone copying them across by hand.

The CRM can include role-based permissions, activity logs, consent records and access controls to support the way your organisation manages personal data. Software forms part of PDPA compliance, together with your internal policies and processes, so the system is designed to support your obligations rather than to satisfy them on its own.

Yes. Customer and sales data can usually be migrated from spreadsheets, databases or existing CRM platforms. We review and map the data before migration to reduce duplication and inconsistencies, and the imported records are checked against the originals before your team starts working in the new system.

Yes. A customer portal can allow clients to securely view orders, download documents, check invoices, submit enquiries or access other information without contacting your team each time. It reduces routine email and gives your customers an answer outside office hours.

Yes. The CRM can generate quotations, proposals, contracts and other documents using information already stored in the system, which reduces repeated manual preparation. Your own templates and numbering are applied, so every document that leaves the office is consistent.

Next step

Talk to us about your custom CRM software

A custom built CRM gives your team live access to customer information, and gives your customers a direct line back to you. Both your sales and your marketing gain. Tell us how you sell today, and we will tell you honestly what is worth building, and which AI features would earn their place.

Episcript Solutions Pte Ltd, 114 Lavender Street, CT HUB 2, Singapore.