CRM Integration and Automation
Replace Excel, WhatsApp and scattered tools with a clear, integrated and automated CRM. Next Digits builds and connects CRMs, dashboards and business apps that centralise your data — with automated follow-ups, scoring and reporting.
When Excel and WhatsApp stop being enough
Early on, a shared spreadsheet and a WhatsApp group are enough — and choosing them is the right call. The problem shows up later, when several people edit the same file, nobody knows which version is authoritative, and critical information disappears into a conversation.
The signals are always the same: someone asks for a number and it takes an hour to produce, two people give the same customer two different answers, and onboarding a new colleague takes weeks of learning 'how we do things here'.
The real cost is not lost time
It is error: a forgotten order, a customer chased twice, stock shown as available when it is gone. Those incidents are paid for in trust, and trust takes far longer to rebuild than a spreadsheet.
We do not replace everything at once
We start with the process that costs most today, replace it properly, then extend. A tool delivered in eight weeks and genuinely used beats a complete system delivered in a year and worked around within a month.
A CRM shaped around your process
An off-the-shelf CRM imposes its vocabulary, stages and logic. That works well when your business resembles the one it was designed for. It becomes a drag when your work has its own rules — and most of the companies we work with in Morocco are in that position.
Sales tracking and pipeline
Your sales stages, not an American vendor's. Every contact carries its full history: conversations, quotes, orders, incidents. Your sales team sees what matters without reassembling it.
Orders, stock and field work
Depending on your business, the core object is not the customer but the order, the stock item or the site visit. We build around whatever actually structures your operation.
Access rights by team
Everyone sees what concerns them. A salesperson does not need margins; a picker does not need the full customer file. Fine-grained permissions are built in from the start, not bolted on later.
Dashboards that help you decide
A dashboard is not meant to show everything. It should answer the questions you actually ask each week: are we selling more than last month, which products carry the margin, where the pipeline stalls, which deliveries fail and why.
So we start from your questions, not your data. Figures consolidate automatically from your sources, and you stop rebuilding the same file every Monday morning.
Custom, but connected to your tools
An isolated custom system recreates exactly the problem it was meant to solve: one more island, with re-entry around it. Your CRM therefore connects to what you already use — Shopify store, accounting, email, WhatsApp Business, ERP, carriers.
Based in Casablanca, we work with SMEs and companies across Morocco, from family trading businesses to fast-growing e-commerce brands.
How a project runs
- 1
Free audit
We observe how your teams actually work, not how the process is supposed to run. The gap between the two is usually the heart of the matter.
- 2
MVP scoping
We define the first useful scope: what must exist for the tool to genuinely replace the spreadsheet, and nothing more.
- 3
Sprint development
You see a reviewable version each sprint and can change direction before it gets expensive.
- 4
Data migration and switch
Import of your existing data, consistency checks, team training, then a progressive switch.
- 5
Iteration
The tool evolves with real usage feedback. That is what separates software people use from software people work around.
StreetLobby — booking management platform
A student housing platform where each booking required two to three hours of manual processing: checks, documents, follow-ups and tracking spread across several tools. The process is now centralised and largely automated.
See all our case studiesWhat we build
- Custom CRM matched to your sales process
- Management dashboards (sales, stock, margin, KPIs)
- Business applications and internal portals
- Customer portals and partner areas
- Role and permission management by team
- Shopify, WhatsApp, accounting and ERP connections
- Migration of your existing Excel data
- Team training and documentation
What a custom CRM costs
Targeted MVP
From MAD 25,000
- One priority business area
- Access and role management
- Migration of your Excel data
- Team training
- Delivered in 4-8 weeks
Complete system
From MAD 45,000
- Several business modules
- Management dashboards
- Shopify, accounting, WhatsApp integrations
- Automation of repetitive tasks
- Complete documentation
Ongoing evolution
Monthly quote
- New features
- Maintenance and security
- Priority support
- Adjustments as your processes change
- Monitored hosting
A custom CRM should be compared against three years of per-user subscriptions for an off-the-shelf CRM, not against its advertised monthly price. We run that calculation with you during the free audit — including when it concludes that an off-the-shelf tool is enough.
Frequently asked questions
Move to a real system
Free audit of your current processes and the tools to put in place. No commitment.