Information stays findable
Important processes are documented in a structured way instead of being scattered across inboxes, chats and spreadsheets.
Custom CRM · Business software · AI automation
A CRM system that creates clarity, automates workflows and grows with your business.
Lukas Teissl CRM brings tasks, projects, customer processes, outgoing invoices, costs, deadlines, routines and control areas into one clear workspace. Instead of searching through emails, spreadsheets and separate tools, you always know what matters, what comes next and where action is required.
●Demo credentials are provided personally by Lukas Teissl.
✓Full control of your own data✓Responsive on every device✓Deutsch · English · Español
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Smart workflowClear next actions
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DeadlinesVisible before they matter
1central workspace
3integrated languages
24/7visibility of open items
0mixing with demo data
Why your own CRM matters today
Growth rarely fails because of ideas — it fails because visibility is missing.
As customers, tasks, invoices, subscriptions and deadlines increase, gaps appear: follow-ups are forgotten, costs continue unnoticed, key dates sit in different calendars and decisions rely on incomplete information.
Deadlines become actionable
Due dates, follow-ups and next steps become visible early rather than only when it is already too late.
Ownership becomes clear
Every task, control and decision receives a status, priority, context and a traceable next action.
One platform instead of many isolated tools
Everything that makes daily operations manageable.
The modules connect with each other and create a continuous workflow — from the first to-do to financial and compliance control.
Tasks & to-do cockpit
Priorities, due dates, follow-ups, subtasks, notes, attachments, Kanban and saved views in one clear workflow.
Projects & responsibility areas
Structure work by customer, project and business area, and make progress clearly traceable.
Finance, outgoing invoices & costs
Keep open outgoing invoices, payment dates, subscriptions, recurring costs, bank accounts, domains and renewals visible.
Deadlines & accounting OS
Systematically control companies, clients, filings, tax obligations, internal target dates and evidence.
Routines & recurring processes
Standardise recurring checks with checklists, reschedule them automatically and complete them reliably.
Central control centre
Bring management, contracts, risks, decisions and next actions together in configurable control areas.
Reports, import & export
Import, analyse and export structured information without giving up control of your data foundation.
Multilingual & mobile
German, English and Spanish with browser-language detection and an optimised experience on phone, tablet and desktop.
Built for real operations
Move directly from visibility to the next sensible action.
The CRM does more than display data. It connects status, priority, timing, ownership and context so that information becomes concrete work.
- ✓Recognise critical tasks immediately
- ✓Control costs and renewals in time
- ✓Document customer and company processes transparently
- ✓Continue securely on any device
Your system instead of generic off-the-shelf software
A CRM should adapt to your business — not the other way around.
Lukas Teissl combines IT experience, process expertise and AI-assisted automation into a solution that can be aligned with your real workflow. Modules, fields, reminders and reports can evolve with your organisation.
Independent
Your own data foundation and a transparent system reduce dependence on scattered third-party tools.
Extensible
New control areas, processes and integrations can be added step by step as the company grows.
Presentation-ready
A professional responsive interface creates acceptance among employees, customers and partners.
Custom CRM development & automation
CRM software built around your workflows instead of forcing your business into standard processes.
Lukas Teissl CRM combines customer management, task management, invoice visibility, deadline management, a business cockpit and AI-supported automation in one central solution. Features and workflows can be adapted to companies, independent professionals and individual administrative processes.
Custom CRM system
Custom fields, modules, roles and workflows instead of rigid off-the-shelf software — aligned with the way your business actually operates.
AI & workflow automation
Recurring work, reminders, controls and next actions can be prepared and automated intelligently.
Centralised business management
Tasks, customer workflows, costs, outgoing invoices, domains, deadlines and routines are brought together in one clear business application.
An alternative to Excel and tool sprawl
Instead of scattered spreadsheets and isolated apps, you get a traceable data foundation with clear ownership and up-to-date status.
A simple path to your own CRM
Experience it first. Then build it around your needs.
Request demo access
Receive personal credentials for a fully separated demo environment with realistic sample data.
Review your workflows together
We examine tasks, customer processes, invoices and control areas to identify the most important requirements.
Implement the right CRM
The system is aligned with your organisation, roles, language and preferred workflows.
Frequently asked questions
What businesses want to know about a custom CRM.
01What is a custom CRM system?+
A custom CRM is adapted to specific business processes. Instead of fixed standard screens, fields, roles, workflows, reporting and automation can be designed around how the organisation actually works.
02Can the CRM replace Excel and several separate tools?+
Many typical spreadsheets and isolated tools can be consolidated into one central data foundation. This reduces duplicate maintenance and makes tasks, deadlines, costs and customer workflows visible in one place.
03Which business areas can the CRM cover?+
Depending on requirements, the system can cover customer management, tasks, projects, outgoing invoices, recurring costs, deadlines, routines, company and compliance topics, and custom control areas.
04Can AI automation be integrated into the CRM?+
Yes. Recurring processes, reminders, prioritisation, information preparation and defined workflows can be extended with automation and AI assistance where it adds practical value.
05How can I test Lukas Teissl CRM?+
You can request personal demo access through this website. The demo uses a technically separated data area so productive company data is not affected.
Personal, secure and direct
Let’s talk about your CRM.
Request protected demo access or briefly describe the processes you want to centralise. Your enquiry goes directly to Lukas Teissl’s CRM inbox and is reviewed personally.
Direct enquiry
What would you like to improve?
A few clear details are enough. You receive a personal response — no automated sales sequence and no newsletter.
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