Your Business Deserves a CRM
That Actually Works
We build custom CRM systems for small and mid-size businesses, without the enterprise price tag. Get a system that fits your workflow, eliminates manual processes, and grows with you.
Sound Familiar?
Data Lives in Spreadsheets
Your CRM was supposed to replace spreadsheets, but your team still exports data to Excel to get anything done.
Leads Fall Through the Cracks
No automated follow-up means hot leads go cold. Your team relies on memory and sticky notes.
No Pipeline Visibility
You can't answer 'How much revenue is in our pipeline?' without asking 3 people and waiting a day.
One-Size-Fits-None
You're paying for a CRM with 200 features you don't use while missing the 5 you actually need.
Integration Nightmares
Your CRM, email, accounting, and project tools don't talk to each other. Manual data entry fills the gap.
Reports That Don't Help
The reports your CRM generates don't match how your business measures success. You still build reports manually.
Per-Seat Costs Add Up Fast
Your CRM bill grows with every hire. At 50 seats, you're spending more on software than on the people using it, and the price never stops climbing.
CRM That Works Like Your Business Does
Built for You, Not the Masses
Every CRM we build starts with your processes, your data model, your team structure.
Integrates with Everything
Your accounting, email, project management, and industry tools, all connected and syncing in real time.
Scales Without Breaking
Architected for growth. 10 users or 10,000, performance stays rock solid.
Owned by You, Forever
No per-seat licensing fees. No vendor lock-in. Your CRM, your data, your IP.
Services Built to Transform Your Business
Custom CRM Development
Purpose-built CRM systems designed around your unique business processes and workflows.
Learn MoreCRM Migration & Integration
Seamless migration from legacy systems and integration with your existing tech stack.
Learn MoreWorkflow Automation
Automate repetitive tasks, follow-ups, and processes to free your team for high-value work.
Learn MoreAnalytics & Reporting
Custom dashboards and reporting that surface the metrics that actually drive your decisions.
Learn MoreAPI Development & Integration
Connect your CRM to every tool in your stack with custom APIs and real-time data sync.
Learn MoreOngoing Support & Optimization
Dedicated support, maintenance, and continuous improvement to keep your CRM performing at its best.
Learn MoreFrom Idea to Launch in Weeks, Not Months
Discovery & Strategy
1-2 weeksWe learn your business inside and out. Through workshops, interviews, and process mapping, we identify exactly what your CRM needs to do, and what it shouldn't.
Design & Prototype
2-3 weeksBefore writing a single line of code, we design interactive prototypes you can click through. You'll see exactly what your CRM will look and feel like, and we'll refine until it's right.
Build & Iterate
4-10 weeksWe develop in 2-week sprints with demos at the end of each one. You see real, working features every two weeks and can provide feedback that shapes the next sprint.
Launch & Evolve
1-2 weeks + ongoingWe handle deployment, data migration, and team training. After launch, we monitor performance and continue optimizing based on real-world usage data.
CRMs Delivered
Client Retention
Average ROI
Industries Served
Real Results for Real Businesses
See how we've helped businesses replace CRM frustration with systems that actually drive growth.
Summit Realty Group
A 45-agent brokerage replaced 4 disconnected tools with one custom CRM and increased closings by 28%. The system paid for itself in the first quarter.
28%
Increase in Closings
< 5 min
Lead Response Time
15 hrs/wk
Admin Time Saved
Meridian Health Partners
A 6-location, 24-provider practice reduced no-shows by 40% with automated reminders and referral tracking, saving an estimated $380K per year.
40%
No-Show Reduction
99%
Referral Attribution
25 hrs/wk
Staff Time Saved
Atlas Financial Advisors
A 12-advisor wealth management firm managing $450M in assets achieved 96% retention by centralizing client data and automating compliance. Revenue per advisor increased 35%.
96%
Client Retention
-80%
Audit Prep Time
+35%
Revenue Per Advisor
Deep Expertise Across 12+ Industries
We don't build generic CRMs. We build systems tuned to the workflows, regulations, and KPIs of your industry.
Real Estate
Manage listings, leads, and transactions in one system built for how real estate actually works.
Healthcare
HIPAA-compliant patient relationship management that streamlines referrals and communications.
Financial Services
Client relationship management with compliance tracking for advisors and financial firms.
Professional Services
Manage client relationships, projects, and revenue pipelines for consulting and service firms.
E-Commerce & Retail
Unify customer data across channels to personalize experiences and drive repeat purchases.
Construction & Trades
Manage leads, estimates, jobs, and client relationships for construction and trade businesses.
What Our Clients Say
“Parent communication, staff coordination, and community engagement all centralized. Our district office went from managing 6 separate tools to one unified platform.”
Keith Donaldson
Superintendent, Apex School District
Boise, ID
“HIPAA compliance was non-negotiable. They built it into the foundation, not as an afterthought. Our patient follow-up workflow went from 12 manual steps to 3 automated ones.”
Dr. Robert Chen
Practice Administrator, Meridian Family Medicine
Portland, OR
“Managing VIP guests across 4 locations was impossible until we got a unified CRM. Now a regular at our Marina location gets recognized at our SoMa spot too.”
Yuki Tanaka
Operations Manager, Sakura Restaurant Group
San Francisco, CA
“Group benefits enrollment was a manual disaster before. Now employers submit through a portal, everything syncs to our CRM, and we onboard groups in half the time.”
Christine Palmer
Operations Director, Lakeshore Benefits Group
Milwaukee, WI
“The project management integration means we go from closed deal to kickoff without any manual handoff. Our team velocity improved measurably within the first quarter.”
Natasha Volkov
CEO, Bright Strategy Group
Washington, DC
“Insurance company integration means estimates go directly into our CRM. Job status updates go to customers automatically. Zero phone tag with adjusters.”
Pete Halloran
Owner, Halloran's Collision Center
Worcester, MA
“Estimate to invoice in one system. Change orders, material tracking, and subcontractor management all connected. We stopped losing money on miscommunicated changes.”
Carlos Gutierrez
Project Manager, Sierra Construction Group
Phoenix, AZ
“Commercial energy audits, proposal generation, and project tracking all streamlined. We close more deals because prospects see professionalism at every touchpoint.”
Lisa Chen
Account Manager, GreenGrid Utilities
Sacramento, CA
Custom CRM vs Off-the-Shelf
See why businesses that depend on their CRM choose custom over cookie-cutter.
Ready to Stop Fighting Your CRM?
Custom CRM is more affordable than you think.
Book a free discovery call. We'll map out your current frustrations, identify quick wins, and show you what a CRM built for your business looks like.