CRM & Portals

Custom CRMs built around how you work

Devmenta builds custom CRMs, client portals and business dashboards, or connects the tools you already pay for, so leads, orders, clients and team work live in one place instead of scattered spreadsheets and inboxes.

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Quick answer

Devmenta builds custom CRMs, client portals and business dashboards, and integrates websites with tools like HubSpot, Zoho and GoHighLevel. CRM and portal integration is included in Devmenta's Growth plan from $699 a month, while fully custom CRMs are quoted per project. Proof includes the Dart Command Center operations portal, the PourPoint hospitality SaaS and Devmenta's own agency OS.

$699Growth plan with CRM/portal integration, per month

30+live projects in our portfolio

30-daymoney-back guarantee

Custom CRM or off-the-shelf: which does your business need?

If a standard CRM fits your sales process with light setup, Devmenta will integrate it rather than build from scratch; a custom CRM makes sense when your workflow doesn't fit the template. Off-the-shelf tools handle generic pipelines well, but many businesses end up paying per seat for features they don't use while still running key steps in spreadsheets.

A custom CRM is built around your stages, your data and your people, so the system matches how the business runs instead of the other way round. Signs a custom build is worth it:

Your process has steps no standard pipeline covers, such as quotes, approvals, scheduling or production stages
Clients, contractors or external collaborators need their own login with limited access
You want orders, billing, time or inventory in the same system as your contacts
Per-seat pricing is growing faster than your team's actual use
Your data lives in several tools that don't talk to each other

CRM integration services: HubSpot, Zoho, GoHighLevel and more

Devmenta connects your website and marketing tools to the CRM you already use, so every lead lands in the right place automatically. We integrate with tools like HubSpot, Zoho and GoHighLevel, and with email platforms such as Klaviyo, Mailchimp and HubSpot for follow-up flows.

Typical integration work includes HubSpot setup (properties, deal stages and forms), routing website and landing-page forms into your pipeline, tagging leads by source, connecting WhatsApp and live chat, and triggering welcome or follow-up emails. CRM and portal integration is part of the Growth plan, so a new website and a working pipeline can launch together.

Client portal and business dashboard development

A client portal gives customers, partners or contractors a secure login to see what's relevant to them, while a business dashboard gives your team live numbers instead of weekly exports. Devmenta builds both as web apps that work on desktop and mobile.

For Dart Command Center, Devmenta built an operations portal covering assets, assignments, and access for both the internal team and external collaborators. For Anfield Pharmacy UK, we built an orders dashboard behind the online-ordering website that tracks refunds and best-selling products. For PourPoint, a hospitality SaaS, we built venue onboarding, shelf mapping, recipes and invoicing.

A sales pipeline CRM for small business

For most small businesses, a good CRM is simply a clear pipeline that every lead moves through, so nothing falls through the cracks. Devmenta builds lean sales pipeline CRMs with the stages, fields and views your team actually uses, and nothing else.

Lead capture from your website, landing pages, WhatsApp and live chat
Custom pipeline stages, owners and follow-up dates
Contact and company records with notes and history
Quotes, invoices or orders linked to each client where needed
Dashboards showing pipeline value, lead sources and team activity
Role-based access so each person sees only what they need

CRM for agencies, built on what we use ourselves

Devmenta runs its own business on a custom agency OS built in-house, so we understand agency workflows from the inside. It handles client billing, team time tracking and an Instagram/Facebook-style content-approval portal where clients preview posts exactly as they will appear, comment on any slide, edit captions and approve.

If you run an agency, Devmenta can build a similar system around your services, with clients, retainers, deliverables, approvals and hours in one place. Agencies that also want delivery support can pair it with our white-label services.

What does custom CRM development cost?

CRM and portal integration starts with Devmenta's Growth plan at $699 a month (or $3,500 billed yearly), which also includes a custom WordPress or Shopify site; fully custom CRMs and web apps are quoted per project after a scoping call. The quote depends on the number of user roles, modules, integrations and how much data needs migrating.

Every Devmenta plan includes a 30-day money-back guarantee and no lock-in. A custom system can cost less over time than stacking per-seat subscriptions, but Devmenta will tell you plainly if an off-the-shelf tool is the better fit. See all plans on our pricing page.

What you get

Everything included, nothing vague.

Workflow and data map

A clear map of your stages, records, user roles and integrations, agreed before any code is written.

Custom CRM or portal

A secure web app built around your pipeline, clients, orders or operations, usable on desktop and mobile.

Integrations

Website forms, email platforms, WhatsApp, live chat and tools like HubSpot, Zoho or GoHighLevel, connected.

Role-based access

Separate permissions for admins, staff, clients and external collaborators.

Dashboards

Live views of pipeline, orders, refunds, best-sellers or team activity, whatever your business runs on.

Migration and handover

Existing contacts and records imported from spreadsheets or your old CRM, with a walkthrough for your team.

How it works

From first call to launch.

Discovery call
We map how leads, clients and work move through your business today, and where things break.
Scope and quote
Devmenta recommends whether to integrate or build, then sends a scope with modules, timeline and price.
Build in stages
We build the core pipeline first and share working demos so you can test with real data early.
Integrate and migrate
Forms, email, chat and existing tools are connected, and your records are imported and checked.
Launch and support
Your team goes live, we fix anything that comes up, and the system can be extended as the business grows.

Proof, not promises

Real work you can click.

See all 30+ projects →

Live projectDart Command CenterOperations portal for assets and assignments, with separate access for the internal team and external collaborators.Live projectDevmenta Agency OS (internal)Devmenta's own internal system for client billing, team time tracking and an Instagram/Facebook-style client content-approval portal.Live projectPourPointHospitality SaaS with venue onboarding, shelf mapping, recipes and invoicing.Live projectAnfield Pharmacy UKOnline-ordering pharmacy website with an orders dashboard that tracks refunds and best-sellers.

FAQ

Questions, answered.

With Devmenta, CRM and portal integration is included in the Growth plan at $699 a month or $3,500 billed yearly, alongside a custom website. A fully custom CRM is quoted per project, based on user roles, modules, integrations and data migration. Every Devmenta plan comes with a 30-day money-back guarantee and no lock-in.

Yes, Devmenta integrates websites with HubSpot, including routing forms into contacts and deals, setting up properties and pipeline stages, and triggering follow-up emails. HubSpot setup fits within the Growth plan's CRM and portal integration. If you also want HubSpot email sequences, Devmenta's email marketing team builds welcome, abandoned-cart and win-back flows.

Yes, Devmenta integrates with tools like Zoho and GoHighLevel, connecting your website forms, landing pages, chat and email so leads arrive in the right pipeline automatically. Devmenta sets up and connects these platforms as your build team, and if your needs outgrow them, it can build a custom CRM that imports your existing data.

Most small businesses with a simple sales process should start with a standard CRM like HubSpot or Zoho, and Devmenta will set it up rather than push a custom build. A custom CRM is worth it when you need client logins, orders or billing in the same system, or when per-seat costs keep climbing for features you don't use.

A client portal is a secure login area where your customers or partners see their own projects, files, orders, invoices or approvals without emailing your team. Devmenta builds client portals as web apps, and its own agency OS includes a content-approval portal where clients preview social posts exactly as they will appear, comment on slides and approve.

It depends on scope: CRM and portal integration on Devmenta's Growth plan fits within the usual 2–4 week build, while a fully custom CRM gets its own timeline in the quote after a scoping call. Devmenta builds in stages, so the core pipeline is usually usable before every module is finished.

Yes, Devmenta can import contacts, companies, deals and history from spreadsheets or an existing CRM export into your new system. Old fields are mapped to the new structure and duplicates are cleaned up during the build, then the migrated data is checked with your team before go-live, so nobody has to re-enter records by hand.

Yes, Devmenta builds CRMs for agencies and runs its own business on a custom agency OS with client billing, team time tracking and an Instagram/Facebook-style content-approval portal. Devmenta can build a similar system around your clients, retainers, deliverables and approvals, and support your delivery through its white-label services.

Yes, Devmenta builds role-based access so clients, contractors and external collaborators each get their own login with only the data they should see. The Dart Command Center portal Devmenta built, for example, gives both the internal team and external collaborators access to the assets and assignments relevant to them.

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