The problem it solves
Generic tools make your business adapt to them. You pay for features you don't use, miss the ones you need and end up with data spread across three or four services that don't talk to each other. The team fills the gaps with spreadsheets and the information scatters again.
On the other side, plenty of custom builds fail the opposite way: long projects with no interim releases that, at the end, don't resemble what the business needed. Or systems built without permissions in mind, where every user can see everything.
Our approach avoids both: we build only what your operation needs, ship it in pieces your team uses early, and design security before screens.
What's included
- Custom CRM: clients, opportunities, follow-ups, quotes and the exact sequence of your sales process.
- Internal systems: production, inventory, orders, requests or whatever control lives in spreadsheets today.
- Client or partner portals: statements, documents, requests and communication in one place.
- SaaS products: platforms you can offer your own clients, with accounts separated by company.
- Role-based permissions: each person sees and edits only what they should; data by location or entity is filtered in the database, not just on screen.
- Change logs: who did what and when, on the tables that matter.
- Integrations with your existing systems to keep operating information connected.
How we work
We start with a branded demo to validate the idea before building. Then we define a small first module that solves the most urgent problem, ship it, and your team uses it with real data. Each next release is shaped by what we learned from the last.
Security you don't see
Invitation-only access, no public sign-up. Role-based permissions defined at design time. Change logs on money and configuration data. Documents in private storage. None of it gets in the way day to day, but it's what lets you trust the platform.
Deliverables
- A working, branded web platform for desktop and phone.
- A documented roles-and-permissions structure.
- Change logs and data backups.
- User guide and training.
- A maintenance and roadmap plan.
Who it's for
- Companies running on spreadsheets that can't keep up anymore.
- Businesses with their own process that no market tool respects.
- Firms that want to give clients a portal under their own brand.
- Founders with a SaaS idea for their industry.
Zigma Consulting LLC is not an investment adviser, law firm or licensed accounting firm. On those matters we provide guidance and coordinate with licensed professionals.