CRM Software
Off-the-shelf CRMs make you work their way. We build one that already works yours, then let AI do the data entry.
- Starting at
- $18,000
- Fixed price, quoted after a free audit
- Typical timeline
- 6–10 weeks
The short version
Small businesses abandon CRMs for one reason: nobody keeps them updated. We solve that by shrinking the software to exactly the pipeline you run and automating the parts people skip.
Calls get logged, emails get summarized, follow-ups get drafted, and the next action on every deal is always visible without anyone maintaining it by hand.
We can build standalone, or extend and clean up the CRM you already have if it is fundamentally sound.
What you get
The pieces that make it work
Your pipeline, your stages
Custom stages, fields and rules that mirror how your business actually sells — including the messy parts other tools pretend do not exist.
Automatic activity capture
Email and call activity attaches itself to the right contact and deal. AI writes the summary so your team does not have to.
Quotes to invoices
Generate quotes from a deal, track approvals, and push accepted work straight into your accounting system.
Follow-up that never slips
The system knows which deals have gone quiet, drafts the nudge, and puts it in front of the right rep.
Reporting owners actually read
Pipeline value, win rates, source attribution and rep performance — on a dashboard, in a weekly email, no spreadsheet exports.
Roles and permissions
Reps see their book, managers see the team, and sensitive data stays where it belongs.
Scope
Everything included, written down before we start
Your proposal lists exactly this. Nothing on it becomes a change order later.
- Pipeline and data model designed around your process
- Contact, deal, quote and activity management
- Email, calendar and phone integrations
- Automated follow-up sequences and reminders
- Dashboards, forecasting and exports
- Data migration from spreadsheets or your old CRM
B2B distribution · 12 reps
A CRM the sales team actually keeps current
Their previous CRM was abandoned within a year — too many required fields, too little payoff. Pipeline lived in one spreadsheet that only the sales manager trusted.
A lean CRM matching their five real pipeline stages, with call and email activity captured and summarized automatically. Reps confirm rather than type, and quiet deals surface themselves.
Illustrative of a typical engagement rather than a named client record.
Questions
CRM, answered
Why build instead of buying an off-the-shelf CRM?
Sometimes you should buy — and we will say so. Custom wins when your process is unusual, when per-seat pricing has outgrown the value, or when the 5% you need is buried under 95% you never use.
Can you migrate our existing data?
Yes. Spreadsheets, exports from another CRM, or a database — we map, de-duplicate and import it, and you review a sample before we commit anything.
What happens if we outgrow it?
It is your codebase on standard infrastructure. Any competent developer can extend it, and there is no vendor standing between you and your data.
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Ready to talk about CRM?
Thirty minutes, no charge. We will tell you what is worth doing, what is not, and roughly what it costs.