Custom CRM built around your operation.
Off-the-shelf CRMs ask your team to work the way the software was designed. We build a CRM around the way your business already sells, serves and follows up, so the system fits the work instead of the other way round.
Where this usually starts
- Client details live in inboxes, spreadsheets and people's heads, so nobody has the full picture.
- Leads come in from several places and some never get a reply.
- It is unclear who owns a client or what the next step is.
- The CRM you pay for has fields and stages your team works around rather than uses.
- Answering a simple question about the pipeline means asking someone to build a report.
What we scope and build
Linked leads and client records
One record per person or company, with their contacts, history, documents and related jobs in one place.
Stages that match your process
Pipeline and service stages named the way your team talks, with the details each stage needs.
Tasks and ownership
Every record has an owner and a next step. Tasks can be assigned, dated and seen by the people who need them.
Conversations
Notes, calls and messages kept on the record, so anyone can pick up where the last person left off.
Reporting
Views of pipeline, workload and follow-up that update as the team works, without assembling spreadsheets.
Migration and integrations, where agreed
Existing data is moved only where we agree it is worth moving. Connections to your other tools are confirmed during discovery.
How an engagement works
- 01Discovery: we map how leads and clients move through the business today and where things stall.
- 02Blueprint: a written scope of what the CRM includes, what it connects to and what it does not.
- 03Build in stages, so your team sees working parts early and can correct course.
- 04Staff rollout: testing with the people who will use it, training and documentation.
- 05Ongoing support and changes as the business grows, agreed in writing.
The full process is on how we work.
Client work
Common questions
Is a custom CRM a good fit for us?
It tends to fit established companies whose process is specific enough that generic CRMs get in the way. If an existing product would serve you well, we will tell you on the call.
How long does it take?
Timeline depends on scope, data and integrations. We give you one after discovery, in the written blueprint, before any build starts.
What does it cost?
We do not publish prices because every system is scoped to the business. Cost is set out in the proposal after discovery, and you approve it before work begins.
Comparing your options? Read our custom CRM vs existing CRM buyer guide.
Start with a one-hour conversation.
We talk through how the work runs today and whether a custom system is worth exploring. If it is not, we will say so.
Book a discovery call