📍 The challenge at BioProTech, a medical device manufacturer in Seongnam Until late January, we were taking the CRM decision very seriously.
We were comparing CRM tools, assuming we would adopt one.
We weighed the pros and cons of Fingersales, Pipedrive and Salesmap, compared cost-effectiveness, and asked, “Which tool fits our organization?”
But then… 🤔 we asked the question again
“Is a CRM really the answer?” A CRM ultimately depends on structured input.
But what happens in practice?
Sales data is scattered across Excel, messaging apps and email Claims sit in a separate file Customer history lives in the account manager’s head And the CEO says, “I want to see it all at a glance”
If so, shouldn’t the first job be cleaning and structuring our data, rather than adopting a CRM?
🔄 A change of direction: a custom web app instead of a CRM So we rethought our approach.
Let’s collect the raw sales data in one folder and build a web app with Claude Cowork.
Here is how we would build it
✔ Company-wide sales dashboard ✔ CEO summary board (revenue, pipeline, bottlenecks) ✔ Focused analysis reports (by region / product line / sales rep) ✔ Customer history + claims board ✔ Website integration → access by member tier And the core: a custom web app powered by agentic AI 🧠 Why might this approach fit better?
1️⃣ Designed around our company’s structure A CRM makes the company fit the product A web app is built to fit the company 2️⃣ Optimized for the CEO’s view A CRM is built around data entry A custom web app is built around decisions 3️⃣ Room to grow Link to training programs Connect to internal evaluation systems Build a dealer-only portal Automatically classify A/S and claims ⚠ What to check This direction looks promising, but a few things must be verified first.
Is there a process for cleaning data?
Who manages the input standard?
Who will handle maintenance?
Do security and medical device regulations raise any issues?
If we don’t sort this out first, the web app will just become another “Excel folder.”
📈 What’s changing in 2026 I expect to see more projects like this in 2026.
From adopting a CRM → to building an AI-based internal system. From buying SaaS → to turning your own data into an asset. From tool training → to data design + AI consulting. I expect more training that goes beyond how to use a tool: **“training that redesigns the company’s structure.”**
It was fun.
^^b
