Custom CRM and process automation with Cadrant
Pipelines, tasks, and alerts without locking teams into generic software.
Generic CRMs force fields and stages that don’t match your language. Start from the **real process** with Cadrant, then layer data and automation.
Minimal CRM
- Account/contact records with only useful fields.
- Pipeline stages in your internal vocabulary.
- Interaction history (notes, manual email logs).
Automation discipline
Start simple: nudge when idle, notify on status change. Don’t automate unstable manual flows.
Integrations
Webhooks, iPaaS, or internal APIs to billing/support—document entry points to control tech debt.