A custom CRM built for
how you actually sell.
Axesris CRM is our own platform for wholesale and B2B sellers. Pipeline, buyer price books, quotes customers accept from a link, stock, promo codes, affiliates, staff commission and email newsletters, all in one place your team will actually open, on desktop or phone.
Book a DemoCustom CRM development usually means one of two things. Either a business pays to have software written from nothing, which is slow and expensive, or it buys a general CRM and spends years bending it to fit. Axesris CRM is a third option. It is one platform, built by us, for businesses that sell to other businesses: wholesalers, distributors, B2B suppliers, retail stores with wholesale accounts and the warehouses that ship for them. Each company sets it up through settings, branding and data, not through code written for them alone.
We built it because we kept seeing the same problem in client after client. The CRM held the contacts. The prices lived in a spreadsheet. Quotes were PDFs attached to emails, so nobody knew which version the customer had accepted. Promo codes were set up in the store and tracked by hand. Affiliate commissions were worked out at the end of the month from an export. Reps kept their real follow-up list on paper. A general CRM can do some of this with add-ons and paid tiers, but the pieces never quite talk to each other.
In Axesris CRM those pieces are the same system. A rep opens the app to a list of who needs them today. They build a quote from the buyer’s own price book, send it, and the buyer accepts it from a link. The promo code on the order is checked against its rules. The affiliate who referred the buyer gets credited, with a hold period before the commission is payable and a clawback if the order is refunded. The rep’s own commission updates. The newsletter that brought the buyer back gets the credit in its report.
This page is about our own CRM. If you already run HubSpot or Zoho and want it working properly, see HubSpot integration, Zoho CRM integration or ongoing CRM management. We set up all three, and we will tell you honestly which one fits.
Everything a B2B sales team runs on, in one CRM.
Each rep opens the CRM to a ranked list of what needs them now: overdue follow-ups, quotes going stale, customers due to reorder. Nobody has to remember who to call, and managers can see what is slipping before it slips.
A drag-and-drop deal board with the stages your business actually uses, set per company rather than copied from a template. Lost deals are tracked with a reason, so the pipeline report tells you why sales are lost, not only how many.
Company records with their people, notes, call and email logs, tasks, saved views and one search box across all of it. New leads are entered in seconds and land with an owner.
Reps build a quote and email it. The buyer opens a secure link, with no account and no login, reviews it and accepts it. Every revision is kept as a version, and an old link can never be used to accept an outdated price.
Volume tiers, price lists and a price book for each buyer, edited right on the product. Only owners and managers can change prices, and every change is logged, so a rep can’t quietly discount a deal.
Product pages with details, pricing, stock adjustments, shipping information and full history. The warehouse role sees stock and never sees prices or margins.
Percent and dollar-off codes, buy-one-get-one, free shipping and free add-ons. Each code has a scope, dates, a total cap, a once-per-person limit checked across email, account and address, and clear rules for which codes stack. Pause a code in one click and export the uses to CSV.
Affiliate profiles, referral codes and links, a referral tree, a hold period before commission becomes payable and automatic clawback when an order is refunded. Payouts and reports export to CSV for your bookkeeper.
Each salesperson gets a plan, such as a percent of paid sales or monthly volume tiers, and a “My commission” page that shows what they have earned and why. No end-of-month spreadsheet arguments.
Audiences built from your customer data, a campaign editor with your brand footer, test sends, scheduling and a send report: delivered, opened, clicked, bounced and unsubscribed. Sales are credited to a campaign when a buyer orders within a set window after clicking. Unsubscribes and suppression are handled in line with CAN-SPAM.
The CRM wears your logo and up to three brand colours, with a built-in readability check that adjusts any colour that would be hard to read, in light and dark mode. Staff sign in with an emailed code, not a password to forget.
Designed for the phone first: a bottom bar on mobile, a sidebar on desktop and tap targets sized for thumbs. It installs to a phone’s home screen like an app, under your business name.
Your data walled off, every change on the record.
A CRM holds your customer list, your prices and your margins, so we built it the careful way. Every business’s records are separated inside the database with row-level security, checked on every read and every write. An automated test for each table proves one company can never see another’s data.
Every action goes through one permission check, with seven roles: owner, manager, rep, office, warehouse and accountant, plus our own admin role. A rep sees their customers and quotes. The warehouse sees stock but not prices. The accountant sees the money. Owners decide who can change prices.
Every change a person makes is written to a change log that the app itself cannot edit or delete. Money records are append-only: a correction is a new entry, never an overwrite. The platform has nearly 600 automated tests and has been through independent code audits, with the fixes recorded.
From demo to your team using it.
We walk you through the CRM with sample data shaped like a business like yours, so you see the screens your reps would use, not a slide deck.
Your pipeline stages, price tiers, buyer price books, promo rules, commission plans, roles and brand are set up as settings for your business. Modules you don’t need are switched off.
Customers, contacts, products, prices and open deals come over from your current CRM or spreadsheets and are checked against the source before anyone switches.
We train the people who will use it, hand over written steps, and stay on call while the team settles in.
Axesris CRM is in private preview, and we bring businesses on one at a time. Orders and invoices, recording payments, a direct QuickBooks connection and shipping are next on the roadmap. If you need one of those today, we connect the tools you already use through systems integration and QuickBooks integration.
Questions people ask about a custom CRM.
What is a custom CRM?
A custom CRM is customer relationship management software shaped around how one kind of business sells, instead of a general tool you bend to fit. Axesris CRM is our own platform for wholesale and B2B sellers: pipeline, buyer pricing, quotes, stock, promo codes, affiliates, commissions and email in one system. Each business sets it up through settings, branding and data, so you get the fit of custom software without paying to have it written from scratch.
How is this different from HubSpot or Zoho?
HubSpot and Zoho are excellent general CRMs, and we set both up for clients. They become expensive and awkward when your business runs on buyer-specific price books, tiered pricing, promo code rules, affiliate commissions and quotes that must lock a price. Those are built into Axesris CRM. If a general CRM is the better fit for you, we will say so and set that up instead.
How much does a custom CRM cost?
It is scoped per business. The cost depends on how many people will use it, which modules you need and how much data we move over from your current tools. The quote is free, and you get a fixed number before any work starts. Call or text (310) 800-5593 and we can talk it through in a few minutes.
Can you move our data over from our current CRM or spreadsheets?
Yes. Customers, contacts, products, prices and open deals are moved into the CRM and checked against the source before your team switches over. We run the move against a copy first, so nothing in your current system changes until you approve it.
Is our data kept separate from other businesses?
Yes. Every business’s records are walled off inside the database itself with row-level security, which checks every read and every write, and there is an automated test for each table that proves one business cannot see another’s data. Every change a person makes goes into a change log that the app itself cannot edit or delete.
Is Axesris CRM available now?
It is in private preview. We demo it with sample data and bring businesses on one at a time, with orders and invoices, payments, QuickBooks and shipping next on the roadmap. If you want to see it, ask for a demo and we will walk you through it on a call.
A CRM is only as good as what flows into it. See how we connect the website and payments that feed it, how lead follow-up keeps new leads moving, and how a systems audit shows what to fix first. Finished systems are on our work page.
Want to see the CRM with your kind of data?
Tell us how you sell, how many people are on the team and what you use today. We’ll book a demo and give you a fixed quote. Or call or text Jordan at (310) 800-5593.
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