Custom, compliant CRM for leasing.
Updated
Where does regulated leasing lose time and money?
Boxed CRM that cannot meet the regulator.
Central-bank requirements on records, retention and reporting that a SaaS box was never built for. We build to the compliance matrix, on infrastructure you own and can audit.
Lease documents assembled by hand.
Contracts, schedules, acts — assembled manually from a dozen fields, with the errors that brings. We generate them from templates that pull the deal data, versioned and consistent.
Regulatory reporting as a monthly fire drill.
Reports compiled by hand from spreadsheets, late and error-prone. We automate the reporting the regulator expects, from the data already in the system.
A leasing calculator that does not talk to the CRM.
The pricing tool lives apart; numbers get re-keyed into the deal. We integrate the existing calculator so a quote flows straight into the lease record.
What does an Auspex leasing build look like?
- 01
Map the regulated process.
Workshops with operations and compliance. Origination → underwriting → contract → servicing → reporting, against the compliance matrix. What must be recorded, generated, retained.
- 02
Build on owned infrastructure.
A custom CRM on your own cloud or VPS, so data residency and audit are under your control — not a vendor’s terms of service.
- 03
Automate documents and the calculator.
Template-driven contracts and acts, with your existing leasing calculator wired in, so a quote becomes a lease without re-keying.
- 04
Migrate and wire reporting.
We migrate the data off the boxed CRM and automate regulatory and management reporting from a single source of truth.
- 05
Coordinate the approval chain.
Origination, underwriting and contract handoffs become tasks with owners and SLAs, and the team coordinates each application in one internal thread instead of email chains.
What does the leasing build deliver?
Which systems do we build on?
- Custom CRM (bespoke backend + frontend)
- Client-owned cloud / VPS (data residency, audit)
- PostgreSQL + data migration from boxed CRM
- Template-driven document generation
- Leasing-calculator integration + automated reporting
- Task management + internal chat (approval-chain coordination)
In regulated leasing the CRM is a compliance instrument, not a sales gadget. When the central bank sets the rules, you need a system you own, can audit and can extend — not a box you rent and hope passes inspection. We build that system, migrate you onto it, and automate the documents and reports the regulator expects.
Let's map what this means for your business — in a free 30-minute audit.
Book a free audit →Frequently asked
01 Why custom and not a standard CRM like Bitrix24?
For most businesses we recommend a boxed CRM — faster and cheaper. Regulated leasing is the exception: when a central bank dictates records, retention and reporting, you need an owned, auditable system. We are honest about which path fits you.
02 Where does the data live?
On infrastructure you own — your cloud or VPS — so data residency, retention and audit are under your control, not a vendor’s terms of service.
03 Can you migrate us off our current boxed CRM?
Yes. Data migration off the boxed system is part of the build, with mapping and validation so nothing is lost in the move.
04 Can you integrate our existing leasing calculator?
Yes — an existing leasing calculator with an API or export can usually be wired in, so pricing flows straight into the lease record with no re-keying.