CRM Development

AIGard customizes, integrates and automates CRM systems so sales and service teams work from one accurate picture of the customer. We also add AI for scoring, summaries and next steps.

The work typically covers:

• CRM customization and configuration
• Integration with marketing, support and billing
• Workflow automation
• Data cleanup and migration
• Custom dashboards
• AI lead scoring and assistants

CRM Development is usually the right investment in one or more of these situations:

• Sales and support use disconnected tools
• CRM data is incomplete or duplicated
• You're migrating CRMs
• Teams spend too long on manual updates

On a 30-minute scoping call we confirm whether it fits your case and recommend a team shape and first milestones.

Yes. AIGard works with Salesforce, including customization, integration and data migration.

Our CRM work covers configuring the system to your processes, integrating it with marketing, support and billing, and cleaning up incomplete or duplicated data. We can also add workflow automation, custom dashboards, and AI for lead scoring, summaries and next steps, so sales and service teams work from one accurate picture of the customer.

Yes. AIGard builds custom CRM systems when a packaged CRM does not fit your sales model.

We start with a scoping conversation to understand how your sales and service teams work, and we will say plainly if customizing a packaged CRM would serve you better. A custom build can include integration with marketing, support and billing, workflow automation, custom dashboards and AI lead scoring.

Buy when a packaged product fits your process; build when it forces compromises that cost more than the software saves.

We assess your workflows, integrations and growth plans, and recommend configuration, extension or a custom build accordingly.

Yes. Integration with existing systems and data is part of the delivery, not an afterthought.

We map the systems involved during discovery and design the interfaces before build begins.

For CRM Development, AIGard engineers typically work with Salesforce, Python, Node.js and PostgreSQL.

The stack is selected to fit the systems you already run, and engineers are matched to it before they join.

CRM Development is available through any of AIGard’s three engagement models: staff augmentation, where engineers join your team; a dedicated team that runs the workstream; or software outsourcing, where AIGard delivers a defined project.

The choice depends on how much of the delivery you want to manage, and it can change later under the same agreement.

Engineers typically start within two to four weeks of the scoping call. The exact date depends on the roles, seniority and number of people required.

We confirm a realistic start date in writing before you commit, and you meet the proposed engineers before work begins.

AIGard engineers typically cost 30–50% less than the fully loaded cost of a comparable US-based hire, with no recruiting fees, benefits overhead or insurance costs on your side.

The figure for a specific engagement depends on the model, the roles, the seniority mix and the size of the team. We issue a written proposal after the scoping call, so the commercial terms are agreed before any work starts.

NDAs are signed before any access is given, and engineers work inside your environment under least-privilege access, with permissions limited to their responsibilities.

Access is reviewed as roles change and removed when work ends. Our practices align with ISO 27001, SOC 2, GDPR and HIPAA, with PII masking, encryption and audit logging built into data work. We review your access policies, data-handling needs and vendor requirements during scoping.

You do. Intellectual property assignment is written into every contract, in every engagement model.

That covers source code, designs, documentation, data, models and prompts produced for you. Third-party components and their licenses are identified, so ownership is clear at handover.