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CONCILIUM, Accompagnement digital
Business platforms
Business platforms, bespoke CRM

Own your customer relationships,
your rules, your data.

CONCILIUM designs bespoke, sovereign CRMs: a proprietary alternative to Salesforce and HubSpot, with no per-user license, hosted in France, and shaped around your actual sales processes rather than the other way around. Role-based interfaces, ERP and accounting integrations, useful AI and code you own.

Bespoke sovereign CRM designed for your sales processes
What is at stake

Renting a CRM means renting your customer relationships.

Off-the-shelf CRMs popularized a good habit: centralizing contacts and pipeline. But their model has a downside that is rarely measured at the outset.

You pay to use, never to own. The bill tracks your headcount, the tool imposes its logic, and your most strategic data lives on infrastructure that does not belong to you. Four blind spots to face squarely.

The never-ending rental

A per-user, per-month subscription that climbs with your headcount and your modules. You rent your customer relationships, you never own them.

The tool that imposes its logic

Standard processes you must squeeze your business into. Your specifics become workarounds, repurposed fields, parallel files.

Dependence on the vendor

A roadmap, pricing and terms you simply endure. Migrating is expensive, so you stay, even when the tool no longer keeps up.

Data beyond your reach

Infrastructure and data flows outside your control, often outside Europe. For your most sensitive commercial information, that is a blind spot.

Why CONCILIUM

A sovereign alternative, proprietary and built to last

We are not yet another software vendor. We design a CRM that belongs to you, hosted wherever you decide, aligned with your processes and enriched with AI only where it saves time. Four commitments that change the equation.

Sovereignty

You own your customer relationships

Code and data belong to you, hosting in France or the European Union, GDPR compliance by design. No imposed dependence on a vendor or on infrastructure you do not control.

Bespoke

Built for your processes, not the reverse

Pipeline, qualification, quotes, follow-ups, after-sales: the tool fits the way you sell. Your specifics become strengths rather than workarounds.

Economics

The end of per-user licenses

No more monthly subscription that swells with your teams. An investment that pays for itself, then a tool that costs only its maintenance. ROI is measured, not promised.

Useful AI

Intelligence where it counts

Lead qualification, follow-up suggestions, help drafting proposals, an account summary before a meeting. Always under the salesperson’s control, never as a marketing argument.

Our position stays honest: below about ten users with standard needs, an off-the-shelf solution may be enough. But as soon as the business gets more complex, or per-user licenses become a burden, sovereign bespoke regains the advantage, on cost as much as on control.

Role-based interfaces

A screen for every role, designed for the field

A salesperson, a sales administrator and an executive do not have the same needs. Rather than a single overloaded screen, each gets an interface tailored to their use, and the sales view is designed for mobile. Because a CRM only has value if it is actually filled in.

Sales

Designed for the field and for mobile

Clear pipeline, 360-degree account view, next actions, on-site note-taking and offline access. A fast, pleasant interface, because a CRM only has value if it is actually filled in.

Sales administration

From quote to order, with no re-entry

Quotes, conversion into orders, invoicing follow-up and a direct link to the ERP. Data entered only once, and the gaps between sales and back office disappear.

Management

Real-time steering

Forecasts, conversion rates, performance by team and by segment. A consolidated, reliable view for decision-making, with no manual extracts or Friday-night spreadsheets.

Built for mobile and offline use

View and update an account at the client's site, take voice notes, access key information even without a network. The CRM follows the salesperson into the field, not the other way around.

AI in service of the salesperson

Lead qualification and prioritization, suggestions for the right moment to follow up, proposal drafts and an account summary before a meeting. Always validated by a human, always grounded in your data.

Integrations

Connected to your ERP, data entered only once

An isolated CRM creates parallel files and gaps between tools. Ours connects to your information system: from ERP to accounting, from invoicing to electronic signature. Quotes become orders without re-entry, and the customer view becomes shared.

ERP and accounting

SAP, Sage, Cegid, Pennylane: consistent customer data from end to end.

Invoicing and payment

Quotes, orders and payments linked to the sales pipeline.

Electronic signature

Proposals signed online, tracked directly in the account record.

Contact channels

Email, telephony and forms synchronized with the customer history.

Sovereignty and compliance, by default

  • Code ownership: your CRM belongs to you entirely
  • Ownership of customer data: full export at any time
  • Sovereign hosting of your choice, GDPR compliant by design
Reversible solution, annual migration test in under 4 weeks
By sector

A CRM that speaks your language

Selling in manufacturing, consulting, real estate, healthcare or retail distribution is anything but identical. Here is how a bespoke CRM adapts to five commercial realities, each with its cycles, constraints and compliance requirements.

Manufacturing and trading

Long cycles, complex accounts

Large catalogs, customer-specific price lists, technical quotes, a close link with the ERP and inventory. A CRM that follows deals over time and makes forecasting reliable.

Services and consulting

Deals, proposals, references

Opportunity tracking, assisted proposal writing, management of references and renewals. Pipeline and delivery reconciled in a single tool.

Real estate

Properties, mandates, buyers

Matching properties with buyers, mandate tracking, automated follow-ups and a complete history per contact. A mobile, responsive field tool, GDPR compliant.

Healthcare and social care

A controlled, protected relationship

Tracking of partners and prescribers, traceability of exchanges, health data hosting where needed and reinforced encryption for sensitive information.

Retail distribution

Network, stores, field engagement

Managing a network of points of sale, tracking field visits, sales action plans and consolidated reporting to management. Field and head office finally aligned.

Our approach

Four phases, an ROI you can measure

We move in iterations, with your teams, to deliver a useful first version quickly, then enrich it. From honest scoping to the annual reversibility test, every step protects your investment and your independence.

1Scoping

Understanding the way you sell

Audit of your sales processes, your current tools and their pain points. An honest comparison with off-the-shelf solutions and an estimate of total cost of ownership. Buy what is standard, build what sets you apart.

2Design

Prototyping the role-based interfaces

Sales, sales administration and management journeys prototyped and validated with your teams. Definition of the data model, the priority integrations and the genuinely useful AI features.

3Build

A first usable version

Iterative development of a CRM that is usable quickly, hosted on the sovereign infrastructure of your choice. Migration of your history, data cleaning and testing with real users.

4Adoption and longevity

Deploy, train, keep it alive

A prepared, supported switchover, team training, maintenance and evolutions as your business changes. Annual reversibility test: your tool stays yours, for good.

The sovereign bespoke equation

€0
in per-user licenses once the platform is yours
18 to 36 months
observed payback period compared with an off-the-shelf subscription
100%
of the code and data your property, exportable at any time
France and EU
sovereign hosting, GDPR compliance by design

Indicative orders of magnitude, to be confirmed during scoping based on your scope, your number of users and your integrations.

Frequently asked questions

Everything you need to decide

What exactly is a bespoke CRM?+
It is customer relationship management software designed for your actual sales processes, as opposed to a rented CRM you must squeeze your business into. Pipeline, qualification, quotes, follow-ups, after-sales: everything fits the way you sell. You own the code and the data, the tool is hosted wherever you decide, and it integrates natively with your ERP and your accounting.
Why leave Salesforce or HubSpot for a bespoke solution?+
Not on principle, but when the math turns favorable. Off-the-shelf CRMs charge per user, per month, indefinitely: the bill climbs with your headcount and your modules. Bespoke removes that recurring license, aligns with your processes rather than the reverse, and frees you from a vendor roadmap you do not control. Below about ten users with standard needs, an off-the-shelf solution often remains simpler. Beyond that, or as soon as the business gets more complex, bespoke pays off.
Where is my customers’ data hosted?+
In France or in the European Union, with the host of your choice: French clouds such as Scaleway, OVHcloud or Infomaniak, or a SecNumCloud-certified offering for sensitive contexts. Data never leaves the European area, processing is GDPR compliant by design, and you keep control over access. That is a fundamental difference from CRMs whose infrastructure and data flows are beyond your control.
Does the CRM integrate with my ERP and my accounting?+
Yes, that is a central point. The CRM connects to your ERP, your accounting, your invoicing tool, electronic signature and your contact channels. The goal: data entered only once, quotes that become orders without re-entry, and a customer view shared between sales, sales administration and management. No more parallel files and discrepancies between tools.
What role does AI play in the CRM?+
A useful one, never a gimmick. AI helps qualify and prioritize leads, suggests the right moment to follow up, prepares proposal drafts from your templates, and summarizes an account’s history before a meeting. Suggestions stay under the salesperson’s control: nothing is sent or changed without validation. And since the AI runs on your own data hosted with you, your commercial information stays confidential.
Will my sales team be able to use it in the field?+
That is a requirement from day one. Each role gets an interface designed for its use, and the sales interface is built for mobile: viewing and updating an account on site, voice notes, offline access to key information. A CRM only has value if it is actually filled in; we make it fast and pleasant so teams adopt it.
Will I depend on CONCILIUM the way I depended on the vendor?+
No. The code belongs to you, your data is fully exportable at any time, and the architecture is designed to be left. We run an annual reversibility test with a target migration time of under four weeks. Our model is built on long-term relationships and quality service, not lock-in.
Can you migrate the history from my current CRM?+
Yes. We bring over your accounts, contacts, opportunities, interaction histories and documents from your existing CRM or your files, with cleaning and quality work. The switchover is prepared and tested to avoid any loss, and your teams are supported throughout the transition.
Free audit, honest comparison with your current CRM and total cost estimate

What if your CRM were finally yours?

Tell us how you sell, your pain points and your goals. We help you weigh off-the-shelf against bespoke, then design a CRM aligned with your processes, hosted in France, that you own.