Services · Custom CRM

Custom CRM development

Stop bending your business around an off-the-shelf CRM. We build one around how your team actually sells and serves.

In short: we build CRMs on your own data model — your pipeline stages, your records, your automations and your reports — connect them to the tools you already use, and migrate your existing data in. Ideal if you're outgrowing spreadsheets, or paying for a CRM your team works around rather than with.

1What it can track

Leads, contacts and companies — including parent and sub-accounts
Deals and pipeline stages that match your real sales process
Projects or jobs, tasks and follow-ups
Quotes, invoices and payments
Support tickets, calendar and bookings
Documents, files, and email and call history

2What it connects to

Email (Gmail, Microsoft 365 and others), calendars, phone and SMS, your website forms, accounting (such as QuickBooks or Xero), payments (such as Stripe), marketing email, e-signature, and Slack or Teams. We design permissions so people see what they should — and only that.

3Automation and AI built in

The CRM can do work on its own: route and follow up on new leads, move deals forward, send reminders, and draft emails or summaries with AI. It pairs naturally with AI & automation across the rest of your business.

4Moving off your current system

Whether you're on spreadsheets, HubSpot, Salesforce, Zoho, Pipedrive, GoHighLevel or another CRM, we plan the migration so your history comes with you.

5How we work

1. Review & proposal. You tell us what you need through a short intake; we review it and come back with a proposal and quote.
2. Discovery call. We align on scope, budget and timeline before anything is signed.
3. Kickoff & access. Once you greenlight the work, we gather access and assets and set the plan.
4. Design. You see and sign off the design before we build.
5. Build. We build in short cycles with your feedback along the way.
6. Test & launch. Testing, accessibility and performance checks, then launch.
7. Maintain & iterate. Ongoing support and improvements after go-live.

6Frequently asked questions

Why build a custom CRM instead of buying one?

Off-the-shelf CRMs force your process into their model and charge per seat for features you don't use. A custom CRM fits your stages, records and reports exactly, and you own it.

Can you migrate our existing data?

Yes. We migrate from exports or directly from the system you use today.

Does it work on phones?

Yes. We design for desktop and mobile use, based on where your team works.

Schedule

Let's build your unfair advantage

Book a free consultation and we'll map the fastest path to results for your business — or send us a message.

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