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Custom CRM development

A CRM built around how your business actually works.

Replace spreadsheets, workarounds, and per-seat fees with one system designed for your workflows, data, and team.

Book a discovery callSee selected work
No per-seat feesYou own the code8-16 week launchUS and Australia
CSample CRM workspace
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Sales pipeline

Opportunities

Open pipeline

$193,300

Weighted value

$118,900

Close rate

34%

Qualified
$84,500

Northstar Health

AM

$42,000

Next step scheduled

Proposal
$61,800

Fieldwork Co.

TK

$36,000

Next step scheduled

The Problem

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.

The Solution

CRM That Works Like Your Business Does

Your CRM
Sales
Email
Finance
Projects
Support
Analytics

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.

What We Do

Services Built to Transform Your Business

Custom CRM Development

Purpose-built CRM systems designed around your unique business processes and workflows.

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CRM Migration & Integration

Seamless migration from legacy systems and integration with your existing tech stack.

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Workflow Automation

Automate repetitive tasks, follow-ups, and processes to free your team for high-value work.

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Analytics & Reporting

Custom dashboards and reporting that surface the metrics that actually drive your decisions.

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API Development & Integration

Connect your CRM to every tool in your stack with custom APIs and real-time data sync.

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Ongoing Support & Optimization

Dedicated support, maintenance, and continuous improvement to keep your CRM performing at its best.

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How We Work

From Idea to Launch in Weeks, Not Months

1

Discovery & Strategy

1-2 weeks

We 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.

2

Design & Prototype

2-3 weeks

Before 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.

3

Build & Iterate

4-10 weeks

We 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.

4

Launch & Evolve

1-2 weeks + ongoing

We handle deployment, data migration, and team training. After launch, we monitor performance and continue optimizing based on real-world usage data.

$0

Per-seat fees

26+

Industries supported

8-16 weeks

Typical launch window

100%

Code ownership

Selected projects

Systems built. Operations changed.

A closer look at the operational problems, purpose-built CRM systems, and reported outcomes behind selected engagements.

Explore all projects

Client-identifying details are withheld. Outcomes reflect results reported for these engagements and are not guarantees of future performance.

Real EstateFlagship engagement

Real Estate: From Spreadsheets to 28% More Closings

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.

The challenge

A growing brokerage had agents using spreadsheets, a shared inbox, and 3 different apps to manage leads and transactions. Leads were falling through the cracks, and the team had zero visibility into pipeline value.

What we delivered

We built a unified CRM with automated lead routing, transaction management, agent performance dashboards, and MLS integration. Agents got a mobile app for on-the-go lead management.

Read project summary

Reported outcomes

28%

Increase in Closings

Within 6 months of launch

< 5 min

Lead Response Time

Down from 4+ hours average

15 hrs/wk

Admin Time Saved

Per agent, per week

System scope

Lead routingTransaction workflowMLS integrationMobile access
Healthcare02

Healthcare: HIPAA-Compliant CRM Cuts No-Shows by 40%

A 6-location, 24-provider practice reduced no-shows by 40% with automated reminders and referral tracking, saving an estimated $380K per year.

System delivered

We delivered a HIPAA-compliant CRM with automated appointment reminders, referral source tracking, patient satisfaction surveys, and a secure communication portal.

40%

No-Show Reduction

99%

Referral Attribution

25 hrs/wk

Staff Time Saved

Read project summary
Financial Services03

Financial Services: Client Retention Hits 96% with Custom CRM

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%.

System delivered

We built a purpose-built CRM with household relationship mapping, automated compliance documentation, review preparation workflows, and a secure client portal for document sharing.

96%

Client Retention

-80%

Audit Prep Time

+35%

Revenue Per Advisor

Read project summary
Construction & Trades04

Construction: 34% More Jobs Won with CRM-Powered Estimates

A $12M commercial construction firm won 34% more jobs by digitizing their estimate-to-completion pipeline. Repeat client revenue increased 40% in year one.

System delivered

We built a CRM with an integrated estimating tool, visual job pipeline, crew scheduling, and a client portal for project updates. Past clients received automated check-ins for repeat business.

+34%

Jobs Won

50% faster

Estimate Turnaround

+40%

Repeat Client Revenue

Read project summary
Industries

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.

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Healthcare

HIPAA-compliant patient relationship management that streamlines referrals and communications.

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Financial Services

Client relationship management with compliance tracking for advisors and financial firms.

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Professional Services

Manage client relationships, projects, and revenue pipelines for consulting and service firms.

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E-Commerce & Retail

Unify customer data across channels to personalize experiences and drive repeat purchases.

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Construction & Trades

Manage leads, estimates, jobs, and client relationships for construction and trade businesses.

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Why Custom?

Custom CRM vs Off-the-Shelf

See why businesses that depend on their CRM choose custom over cookie-cutter.

Feature
Custom CRM
Off-the-Shelf
Built for your workflows
Affordable for SMBs
No per-seat licensing fees
No recurring license fees
Integrates with your exact stack
Partial
Full data ownership
Scales without cost explosion
Reports match your KPIs
Partial
Automation for your processes
Limited
No feature bloat

Common questions

What teams ask before building custom.

Direct answers on investment, timeline, ownership, integrations, and what happens after launch.

Browse every question

Custom CRM projects typically range from mid five figures to low six figures, depending on complexity. But here's what most people miss: we offer phased builds so you can start with a focused MVP that covers your core workflows, then add features over time as your business grows. This means you're not paying for everything upfront. When you compare the total cost of ownership over 3-5 years against per-seat licensing from platforms like Salesforce or HubSpot (where costs scale with every hire), custom CRM often comes out ahead. We provide a detailed estimate after our discovery call so there are no surprises.

Build the CRM your team has been working around.

Tell us where your current systems slow you down. We'll map the workflow and show you what a purpose-built replacement could look like.

Book a discovery call

Free 30-minute consultation. No obligation.