01
Start with our CRM
Start with a practical CRM, tailor it to your workflow, and add integrations, automation or custom modules as you grow.
- Launch the CRM
- Shape the workflow
- Extend when needed
TWO WAYS TO BUILD WITH DELFIY
Start with what your business needs.
Choose a proven CRM foundation that can grow with you, or begin with a custom software requirement. Either way, Delfiy shapes the solution around how your team works.
Choose your starting point
Two clear paths. One team that stays with your product.
02
Build a custom solution
Already know you need something specific? Start directly with a custom business application built around your requirements.
- Define the need
- Design the solution
- Build and evolve
Both paths lead to software shaped around your business.
- A practical CRM starting point
- Tailored to your workflows
- Customer-owned deployment option
- Dedicated product engineering
- Custom business modules
- Integrations and APIs
- Workflow automation
- Reporting and dashboards
The starting point
Everything you need to start managing customer relationships.
Bring customer details, conversations, follow-ups and everyday CRM activity into a more organized workflow.
01
Customer management
Keep every contact, company and interaction organized in one place.
- Contacts and companies
- Customer profiles and notes
- Activities and tasks
- Tags for segmentation
- Customer timeline
02
Conversations
Bring customer communication into a shared, trackable view.
- Email and supported messaging channels
- Full conversation history
- Conversation assignment and ownership
- Internal notes on a conversation
03
Sales workflow
Track opportunities from first enquiry through to a closed deal.
- Leads and deals
- Follow-ups and reminders
- Statuses and pipeline stages
- Assignments and notifications
04
Platform foundation
The underlying structure that keeps data organized, secure and auditable.
- User roles and permissions
- File and attachment storage
- Notifications
- Audit logging
- API capabilities
Only capabilities that are implemented and available today are listed above. Where a channel is planned or depends on provider setup, it's labelled accordingly.
From CRM to your workflow
Your business is unique. Your software can be, too.
Start with the CRM foundation and adapt it to the processes your team relies on. When the requirement goes beyond CRM, Delfiy can build additional business functionality.
- 01CRM foundation
- 02Workflow customization
- 03Integrations & automation
- 04Custom modules
- 05Additional applications
- 01Add fields, statuses and approval steps to match internal processes
- 02Create business-specific modules and reports
- 03Connect existing tools and services
- 04Automate repetitive work
- 05Extend the solution into internal or mobile applications
How onboarding works
From first conversation to a system your team can use.
A clear, collaborative process helps us understand your business, configure the CRM and identify what should come next.
Exact activities and sequence may vary depending on the customer's existing systems, data and requirements.
- Step 01
Tell us about your business
Share how your team manages customers today, what is slowing you down and what you want to improve. No detailed technical specification is required to start.
- Step 02
Discover your workflow
We discuss your current process, users, communication channels, tools, data and important business rules. Together, we identify what can be handled by the CRM foundation and what needs customization.
- Step 03
Configure your CRM
Set up the agreed CRM foundation, customer information structure, user access and initial workflow. Confirm the deployment approach and any required integrations.
- Step 04
Onboard your team
Help users understand the core workflow, provide practical guidance and validate the setup using representative scenarios. Identify issues and refinements before broader use.
- Step 05
Customize and extend
Prioritize additional requirements such as custom fields, business modules, integrations, reports, automation or new applications. Define each piece of work before implementation.
- Step 06
Improve continuously
The dedicated project team retains product context, supports agreed maintenance and continues development according to the roadmap and agreed capacity.
Customer-owned deployment
Your software. Your environment.
Each customer solution can be deployed independently in the customer's own AWS account. This gives the customer control over its cloud environment and business data, while Delfiy's team develops and manages the application according to the agreed responsibilities.
01Delfiy reusable foundation
02Customer-specific application
03Customer-owned AWS environmentYour AWS account
- Independent customer environment
- Customer control of infrastructure and data
- Isolated application deployment
- Clearer operational ownership
- A defined path for ongoing development
Ownership, access, source-code rights, licensing, support and exit arrangements are agreed contractually.
Who it is for
Built for businesses with workflows worth improving.
Especially useful when teams rely on disconnected tools, repetitive manual steps or processes that do not fit off-the-shelf software.
Equipment rental and event businesses
Track inventory, bookings and customer follow-ups across jobs and locations.
Service and repair businesses
Keep job requests, customer history and scheduling in one organized place.
Distribution and wholesale
Manage accounts, orders and ongoing customer communication at scale.
Property management
Coordinate tenants, owners, contractors and recurring tasks in a shared system.
Travel and professional services
Organize client relationships, bookings and follow-ups across engagements.
Operationally complex small and medium businesses
Bring disconnected spreadsheets and tools into one dependable workflow.
This is not an exhaustive list of the businesses Delfiy works with.
Beyond the CRM
When your needs grow, your software can grow with you.
Custom business modules
Purpose-built functionality for the parts of your business the CRM doesn't cover.
Integrations and APIs
Connect the systems and services your team already relies on.
Workflow automation
Remove repetitive manual steps from everyday processes.
Reporting and dashboards
Turn operational data into views your team can act on.
Internal web applications
Purpose-built tools for teams and processes beyond customer management.
Mobile applications
Extend the solution to field teams and on-the-go workflows.
AI-enabled workflows
Applied where it genuinely improves a workflow, not as a label.
Working together
A team that stays close to your product.
Each customer project has a dedicated development team responsible for its codebase, product context and ongoing development. Team composition depends on the project's scope and needs.
- 01Product knowledge retained within the team
- 02Clear responsibility
- 03Ongoing workflow understanding
- 04Iterative development and testing
- 05Agreed communication and delivery rhythm
FAQ
Frequently asked questions
Can't find what you're looking for?
Talk to the teamDo I need to know exactly what software I need?
No. Start by explaining your business and current challenges. The discovery conversation helps identify the right starting point and requirements.
Can I start with only the CRM?
Yes. The CRM is the starting point. Further customization or additional software can be considered as your needs become clearer.
Can the CRM be customized for our workflow?
The CRM foundation can be adapted through agreed configuration and development. The exact scope is identified during workflow discovery.
Can you integrate our existing tools?
Integrations can be assessed during discovery. Feasibility depends on the systems, available APIs, access and business requirements.
Where will our application be hosted?
The intended model supports independent deployment in the customer's own AWS account. The deployment arrangement and responsibilities are confirmed for each project.
Who owns our business data?
The model is designed to keep the customer's business data in the customer's environment. Data access, handling and responsibilities should be explicitly agreed.
What happens after the initial onboarding?
The team can prioritize custom modules, integrations, automation and further development through an agreed roadmap and delivery process.
How do we get started?
Contact Delfiy with a short description of your business and what you want to improve. A discovery conversation is the next step.
Let's make your business workflows work better.
Tell us how your team works today and what you would like your software to do. We'll help you explore a practical starting point.