1 — Workflow Workshop
Half-day sessions with the people who will use the CRM every day. We map current pain, data flows, and integration points.
Why Custom
Why Teams Replace Salesforce & HubSpot
Generic CRMs are great for the first 20 reps. Past that, licensing costs spike and the tool still doesn't fit a complex B2B sales motion. Custom CRM pays for itself in a 50-seat shop inside 18 months.
No Per-Seat Licensing
$150/user/month on Salesforce Enterprise × 60 reps = $108K/year. Custom CRM has one bill: the maintenance retainer. Scale headcount without scaling the SaaS invoice.
Your Sales Process, Encoded
Multi-stage approvals, deal-desk workflows, custom quote templates, commission plans — built around your process, not a configurator.
Customer Portals Included
Branded portals for key accounts — order status, invoices, support tickets, documents. Reduces inbound email 40–60%.
Real Reporting
Weighted pipeline, bookings vs. billings, cohort retention, rep scorecards — reports your CFO actually trusts. No more exporting to Excel.
Integrations Already Done
QuickBooks, Sage, Stripe, DocuSign, Twilio, Outlook, Gmail, Mailchimp, HubSpot Marketing — we connect what you already use.
Mobile For The Field
iOS and Android apps for field reps — meeting notes, voice-to-text, photo capture, offline sync. Works in a basement, works on a job site.
How We Build Yours
Our CRM Delivery Process
2 — Functional Spec
Written spec covering modules, roles, reports, integrations. Signed off before architecture — no scope creep, no "we assumed...".
3 — Prototype Sprint
Clickable UX prototype of the three highest-impact screens inside 10 business days. Your team reviews before engineering starts.
4 — Build in Modules
Two-week sprints. Core CRM first, integrations next, reporting last. Live demos every Friday — course-correct early.
5 — Data Migration & UAT
We migrate from your current system in parallel. Pilot team runs real workflows for 2–3 weeks before full go-live.
6 — Go-Live & Hyper-Care
Phased rollout, on-site or on-call during first week. Monthly retainer covers patches, small features, and fast-lane support.
Typical CRM project ships first production module in 10–16 weeks. Larger implementations deliver in 3–4 phases over 6–9 months.
Free Discovery Call
Replace your CRM on your terms
Tell us what you're running today and the one thing that would unlock the next stage of growth. Reply within one business day with a scoped proposal.