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Automora
CRM & Systems

Custom CRM systems and internal platforms – built in-house

Custom CRM, customer management and project platforms, tailored exactly to your processes.

At a glance

Off-the-shelf CRMs are often either too generic or too rigid. Automora builds a platform that fits your processes exactly – with customer, quoting, invoicing and project management, workflow automation, and – where needed – clean integrations with existing systems.

schema · customer_platform
v2.4

eigene Plattform · keine Tool-Abhängigkeit

What's included

What we deliver in detail.

  • Custom CRM systems and customer management platforms
  • Internal company platforms and employee-facing tools
  • Quote, invoice, customer and project management in one system
  • Workflow automation inside your own platform
  • Role-, permission- and tenant-aware concepts for structured teams
  • Clean integrations and APIs where they add value – not for their own sake
roles · permissions matrix
Active
Rolle
Kunden
Aufträge
Rechnungen
Lager
Reporting
Einstellungen
Admin
Vertrieb
R
R
RW
Buchhaltung
R
R
R
Support
RW
R
R
R
voller Zugrifflesen + schreibennur lesenkein Zugriff
Outcomes

What we're working towards together.

A platform that fits your processes exactly – instead of forcing a tool's logic on your team

Full data ownership and control over functionality and roadmap

A team that actually uses the system – because it matches how they work

projects · pipeline
In sync
Neu2

Anfrage Webshop

Lederwerk GmbH

€ 38k

CRM-Update

Voss AG

€ 12k

In Umsetzung2

Buchungsportal

Almhof

€ 26k

API-Anbindung BMD

Profilo

€ 18k

Abgeschlossen1

Plattform Launch

Steinwerk

€ 54k

Approach

How we work with you.

  1. 01

    Analysis

    Current process state, data model, bottlenecks, roles, requirements.

  2. 02

    Concept

    Target process, data architecture, automations, reporting, technical selection.

  3. 03

    Development

    Iterative build, data migration, integrations, team onboarding.

  4. 04

    Support

    Continued extensions, new modules, regular health checks.

system · architecture overview
End-to-end

Frontend

Web · Shop · Forms

  • Website
  • Webshop
  • Buchungsseite
  • Kontaktformular

Plattform

Automora Core

  • Validierung
  • Automatisierung
  • Datenlogik
  • Auth & Rollen

Backbone

ERP · CRM · Insights

  • ERP-System
  • CRM
  • Dashboards
  • E-Mail / Notify

eigene Plattform · klare Module · sauber verbunden · EU-Hosting

Frequently asked

What companies typically ask.

Custom systems match your processes 100%, have no license fee creep and belong fully to you. That pays off everywhere standard solutions are either too rigid or too expensive.

We audit the existing setup, identify pain points and develop either extensions or a step-by-step migration to a custom platform.

Yes. We connect your platform via API with accounting, online shops, shipping providers, warehouse systems and bespoke third-party systems – wherever it adds value.

Ready for the next step?

Let's talk about your software project.

A no-strings first call with a clear technical assessment: what makes sense to build, in which order, and at what effort.