Accounting & ERP
- Lexware Office
- sevDesk
- DATEV export
- ERP via API
CRM · PORTALS · DASHBOARDS
Custom CRM software.
One system instead of ten tools.
CRM, customer portal, booking and dashboards, shaped around the way you work and connected to your website, calendar and accounting.
- Hosted in the EU
- Roles & permissions
- Lexware Office, sevDesk & DATEV export
01 / FROM CHAOS TO SYSTEM
Digitise your business processes without adding yet another tool.
What does “digitising business processes” actually mean?
Customer data, enquiries, appointments, quotes and invoices stop living in spreadsheets, inboxes and sticky notes and move into one system with clear steps. Everyone on the team sees the same status, repetitive tasks run automatically and you can always see where something is stuck.
- Before
- Customer data in three Excel files
- Enquiries get lost in the inbox
- Bookings by phone, WhatsApp and paper
- Invoices typed up by hand
- After
- One customer record with full history
- Every enquiry lands in the pipeline
- Online booking with calendar sync
- Invoices sent to accounting in one click
Concept sample
Today: spread across 6 places
customers_final_v3.xlsx
Re: Fwd: Fwd: Quote?
Post-it: call back Ms Kaya!
WhatsApp: tomorrow at 10?
invoices_2026 (2).xlsx
Mail: Where is my order?
Note: check stock!!
Revenue? → ask the boss
02 / MODULES
The business systems we build for you
Each module works on its own, together they become an operating layer. We start with the bottleneck that costs you the most time today and build from there.
01 / 06 · CRM
CRM & sales pipeline
Custom CRM software that follows your sales process, not the other way round. Contacts, deals, tasks and follow-ups in one place.
- Pipeline with your own stages
- Customer record with email history
- Follow-ups & tasks
- Quotes from templates
03 / CONCEPT SAMPLE
What your system feels like day to day.
Two views from a fictional system for “Nordlicht Solar”. Drag cards through the pipeline or switch to the dashboard: all names and numbers are made up.
Nordlicht SolarConcept sample
New2€18,000
- Home solar systemBerger family
- Service contractAutohaus Kern
Qualified2€20,600
- Battery retrofitDr Albers practice
- Solar carportLind bakery
Quote2€87,400
- Commercial roof 60 kWpBrandt Logistics
- Wallbox + solarMr Yilmaz
Won1€4,100
- Balcony solar kitsElbblick flat share
Drag a card or use the arrow
04 / INSIDE THE SYSTEM
Interfaces your team actually enjoys using.
Sample views from CRM, CMS, booking, reporting and customer portal: every screen is designed around your processes and your brand.
SalesPipeline
Deal
Open pipeline€0
Won · Sep€0
New3€20,900
Hofmann GmbH
Website + CRMCafé Lindner
Online bookingBäckerei Lind
Branch websiteQualified2€15,100
Vogel Architekten
Customer portalPraxis Dr. Albers
Scheduling systemProposal2€23,900
Elbtal Logistik
Dashboard & APIStudio Nord
CMS relaunchWon2€26,800
Meyer & Söhne
Inventory & ERPAutohaus Kern
Maintenance plan05 / INTEGRATIONS
Connected to the tools you already use.
A business system doesn't have to replace everything: it connects. Through open interfaces (REST APIs, webhooks) your CRM, calendar, accounting and shop talk to each other.
Payments
- Stripe
- PayPal
- SEPA direct debit
- Klarna
Calendar & booking
- Google Calendar
- Microsoft 365
- Outlook
- iCal
Communication
- Email (IMAP/SMTP)
- WhatsApp Business
- Slack
- Microsoft Teams
Shop & website
- Shopify
- WooCommerce
- WordPress
- Next.js
Automation & data
- n8n
- Make
- Webhooks & REST
- Google Sheets
Technology stack
Next.jsReactNode.jsPostgreSQLSupabaseDockerREST APIsWebhooks
Brand names belong to their owners. Which integration is possible in your case is checked during the analysis, based on each tool's interface. DATEV is usually connected via an export for your tax advisor.
06 / SECURITY & GDPR
Built securely. Hosted in the EU.
Business data is sensitive. That's why data protection and access rights are part of the plan from day one, not an afterthought just before go-live.
Roles & permissionsConcept sample
Pick a role:
| Roles & permissions | Admin | Sales | Accounting | Customer |
|---|---|---|---|---|
| View contacts & deals | allowed | allowed | allowed | not allowed |
| Create quotes | allowed | allowed | not allowed | not allowed |
| Export invoices | allowed | not allowed | allowed | not allowed |
| Own documents & status | allowed | allowed | allowed | allowed |
| Manage users & roles | allowed | not allowed | not allowed | not allowed |
01
Hosted in the EU
Servers in EU data centres, in Germany if you prefer.
02
GDPR from the start
DPA, deletion periods and data requests in one click, planned in.
03
Roles & permissions
Everyone sees only what they need for their work.
04
Every change logged
Audit log: who changed what and when, fully traceable.
05
Encrypted & backed up
TLS, daily encrypted backups and a tested restore.
06
Secure sign-in
Two-factor sign-in and single sign-on with Microsoft or Google.
07 / CUSTOM OR OFF-THE-SHELF?
When custom software pays off and when it doesn't.
Is custom CRM software worth it for small and mid-sized businesses?
Often, yes, when your process is specific, several tools need to work together or per-user licence costs grow with your team. If an off-the-shelf CRM fits your process without workarounds, we'll tell you honestly and set it up properly.
| — | Off-the-shelf software | Custom system |
|---|---|---|
| Processes | You adapt to the software | The software follows your process |
| Cost | Monthly licence per user | One-off build plus operation |
| Integrations | Whatever the vendor offers | Exactly the interfaces you need |
| Data | With the vendor, location varies | In your database, hosted in the EU |
| Start | Usable immediately | First version within a few weeks |
Our approach: where a proven tool is enough, we use it. We build custom where it gives you a real advantage.
08 / INVESTMENT
Clear prices. Fixed price after the analysis.
Every project starts with a free analysis of your processes. You then receive a fixed-price quote with a clearly defined scope, no surprises.
System Start
One module that takes the load off.
€3,900one-off
- One module, e.g. booking system, lean CRM or customer portal
- Up to 2 integrations (e.g. calendar, email)
- Login and roles for your team
- Hosting setup in the EU
- Walkthrough & short documentation
- 30 days of support after go-live
Final price · no VAT charged (§ 19 UStG)
Business System
RECOMMENDEDCRM, dashboard and integrations as one.
€8,900one-off
- Custom CRM with your pipeline
- Dashboard with your key KPIs
- Lexware Office or sevDesk integration
- Roles & permissions, audit log
- Data migration from Excel & legacy tools
- Team training
- 30 days of support after go-live
Final price · no VAT charged (§ 19 UStG)
Operations Platform
Your digital operating system.
from €18,000one-off
- Several connected modules (CRM, portal, orders …)
- Customer portal in your branding
- ERP/inventory integration & DATEV export
- Automated workflows & reports
- Staging, monitoring & backups
- Roadmap-based sprints
- 30 days of support after go-live
Final price · no VAT charged (§ 19 UStG)
HOSTING & SUPPORT
Hosting & support €149 / month
EU hosting, security updates, daily backups, monitoring and a dedicated contact. Further development as needed.
Payment: 50% on order, 50% on acceptance or instalments by arrangement.
All prices are final prices. As a small business under § 19 UStG (German VAT Act), we do not charge VAT.
09 / PROCESS
From the first conversation to a running system.
- 01
Analysis
We look at your processes, tools and data and find the biggest bottleneck.
FREE - 02
Concept & prototype
Click through your system before it's built, screens, roles, data flow. Then: a fixed price.
FIXED PRICE - 03
Build in sprints
A testable version every two weeks. Your feedback goes straight in.
EVERY 2 WEEKS - 04
Migration & training
We move your data from Excel and legacy tools and train your team in the new system.
GO-LIVE - 05
Operate & extend
Hosting, updates and new modules as your business grows.
ONGOING
CLIENT VOICES
One system instead of ten tools — in everyday words.
Teams that moved their spreadsheets, calendars and quotes into their own CRM.
- −12 hadmin per week
“Quotes, orders and invoices now run in one system. Nobody hunts through five spreadsheets for the latest version anymore.”
Head of operationsLogistics company · Leipzig - 71%bookings made online
“The booking system took the pressure off our phones. Patients book online and the team sees everything in one calendar.”
Practice managerDental clinic · Chemnitz - −48%support emails
“Our customer portal ended the email flood. Clients see status, documents and invoices themselves.”
Managing directorEngineering firm · Dresden
10 / FAQ
Frequently asked questions about custom business systems
A focused module such as a booking system or a lean CRM costs €3,900 with WebDrift, a business system with CRM, dashboard and accounting integration €8,900, larger platforms from €18,000. All prices are final (no VAT, § 19 UStG); after the free analysis you receive a fixed price.
A single module is often live within 4 to 6 weeks, a business system within about 2 to 3 months. Because we work in sprints, you usually use the first parts earlier. You get the concrete timeline with the quote.
Yes. We clean up and migrate contacts, deals, products and history from Excel, CSV or existing systems via export or API. Before go-live you review the migrated data together with us.
Lexware Office and sevDesk offer APIs we can use to sync customers, invoices and payment status. For DATEV we usually generate an export your tax advisor can import. The exact integration is clarified during the analysis.
On servers in the EU, in Germany if you prefer. We sign a data processing agreement, plan roles, deletion periods and backups, and document the data flows for your records of processing activities.
We use widely adopted open-source technology such as PostgreSQL, Node.js and Next.js and document your system. Your data can be exported at any time. Usage and ownership rights to the code are set out transparently in the quote.
Yes: that's what our approach is built for. We start with the module that solves your biggest bottleneck and add a customer portal, dashboard or automations when you're ready.
The first 30 days of support are included. After that we can take care of hosting, updates, backups and monitoring for €149 per month and keep developing the system with you.
Usually 50% on order and 50% on acceptance. Larger projects are billed by milestones; instalments are possible by arrangement. The first consultation is free and non-binding.