What are you building?
What are you building?
Built for traffic and time
Members & CommunitySocial EntertainmentDigital EducationMember App DevelopmentMember cards, points and coupons, synced with POSBooking & Registration SystemsOnline booking, scheduling, check-in and eventsCustomers are scattered across sales reps' spreadsheets, LINE chats and business cards, deal status only surfaces in meetings, and marketing lists are rebuilt for every campaign. We build a CRM around your sales process: customers, deals, quotes, sales follow-up and marketing lists in one system, connected to your ERP, website forms, LINE and e-commerce. The most-used part goes live first, and the rest follows in phases.
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JoinX experience
A CRM (customer relationship management system) keeps customer records, interactions, deal and quote progress and marketing lists in one place. A packaged CRM follows a generic sales process, is billed per user and is quick to start. A custom CRM is built around your own process: fields, stages, permissions and reports match how you actually work, and it can connect deeply with your ERP, apps, website or existing member system. If your sales process is close to most of your industry, a packaged CRM is usually cheaper; a custom CRM is worth it when the process is unusual, many existing systems must be connected, or data has to stay on your own servers. A small sales management tool can start from NT$150K.
Real projects CRM and sales systems we have built
These are projects we actually developed: a standalone marketing system, and a platform that feeds its data into a CRM.
KGI Securities
A platform where investors learn about investing, with courses, live streams and task-based points, integrated with the CRM so learning activity feeds back into customer engagement.
萬事通理財顧問
A marketing system custom-built for a financial advisory firm.
China Motor Corporation
We handle the owner app and consolidated the systems behind owner services.
* Cases describe project scope only and do not disclose clients' business figures.
What we build Common custom CRM features
No need to build everything at once. Start with what sales uses every day and most often misses, then add the rest in phases.
Customers, contacts, visits and call notes in one place, so the data stays when a sales rep leaves.
A deal board designed around your sales stages, with quotes, approvals and closing status at a glance.
Daily sales reports, visit schedules, reminders and personal targets that managers can follow in real time.
Segment by criteria, export lists or connect EDM and LINE messaging, with results flowing back to the same customer record.
ERP, accounting, website forms, LINE, e-commerce and member systems exchange data through APIs, with no retyping.
Customers and fields visible by department, region and role, with management reports in your own format.
Which one Which approach
It depends on how unusual your process is and how many existing systems must be connected. Many companies mix approaches.
| Approach | Best for | How it is priced | Watch out for |
|---|---|---|---|
| Packaged CRM | Best for: Sales processes close to most of your industry, and you want to start quickly | How it is priced: Monthly or yearly subscription per user | Watch out for: Fields and workflow follow the software; check data export and integration options first |
| Packaged CRM + custom integration | Best for: The package is enough, but it needs to sync with your ERP, website or LINE | How it is priced: NT$50k–200k per integration point | Watch out for: Depends on how open the package's API is, and subscription fees continue |
| Custom CRM | Best for: Unusual sales processes, many systems to connect, or data that must stay on your own servers | How it is priced: Small scopes from NT$150K, priced by features and integrations | Watch out for: Defining requirements takes the most time, so launch in phases; put source code and document ownership in the contract |
Process How we work
CRM projects most often stall because people describe the process differently, not because of code. Every stage ends with something you can sign off.
2–4 weeks
We talk with sales, marketing and managers, map the path from lead to deal, and sort out existing spreadsheets, business cards and system data.
Depends on scope
We define fields, sales stages and role permissions, and build a clickable prototype for sales to try; the quote is itemized.
Depends on features
Customer and deal management go live first with cleaned-up data imported; marketing and reports follow once sales is comfortable.
Ongoing after launch
The same team supports it, adjusting fields, integrations and reports as your organization and process change.
Pricing Price ranges
Estimates for custom projects in Taiwan in 2026, priced by features and integrations. The exact quote is itemized after requirements interviews and spec sign-off.
| Scope | Price range | Typical content | Timeline |
|---|---|---|---|
| Requirements | NT$100k–300k | Review of the sales process and customer data, producing a spec vendors can quote on | 2–4 weeks |
| Small sales management tool | From NT$150k | One piece such as customers, deals or daily reports, next to an existing system or spreadsheet | Depends on scope |
| Single-process CRM | NT$500k–1M | Customers, deals, quote tracking and basic reports | 3–5 months |
| Multi-department CRM | Priced by features and integrations | Shared by sales, marketing and service, with layered permissions, segments and several integrations | Phased launch |
| One external integration | NT$50k–200k per integration point | Data sync with one of ERP, accounting, website forms, LINE or e-commerce | Depends on the other side's API |
Third-party services (SMS, EDM, LINE messages) and cloud hosting are billed separately; support after launch is under a separate contract.
FAQ Common questions
Based on custom projects in Taiwan in 2026: a small sales management tool starts from NT$150K; a single-process CRM with customers, deals, quote tracking and basic reports is about NT$500K–1M; each external integration is about NT$50K–200K; a CRM shared by several departments is priced by features and integrations. We quote item by item after the requirements interview, and third-party services and cloud costs are separate.
Not necessarily. If the package is enough and only needs to sync with your ERP, website forms or LINE, keep it and add the integration. We recommend a custom CRM when the sales process is unusual, fields and stages would need heavy changes, or many existing systems must be deeply connected.
It depends on the number of features; a single-process CRM takes about 3–5 months. We recommend phases: launch customer and deal management first, let sales use it for a while, then add segments, reports and integrations.
Yes. Data migration is planned during development: we unify fields and formats, merge duplicate customers, clean errors, then import and check in batches. Old and new can run in parallel at first until the data matches.
Yes. Common integrations include orders and receivables from ERP or accounting, website forms flowing into lead lists, LINE official account friends and messages, and purchase history from e-commerce and member systems. KGI Securities' investor education platform, for example, feeds course, live stream and task point data back into the CRM. Without an API, file exchange or an intermediary database also works, but we assess stability first.
Permissions are set by department, region and role, sensitive fields can be masked, and actions are logged; the database runs on servers or a cloud account you choose. Development follows ISO 27001 processes, and we run source code and vulnerability scans before delivery. At handover you receive the source code, deployment documents and environment settings, with ownership written into the contract.
Related Related reading
Get started Start with one process
No full spec needed. Tell us how leads become deals, what tools you use now (spreadsheets, a packaged CRM or other systems), and where data most often gets missed or retyped.