A CRM your team will actually use.
Custom CRMs built around your real sales motion. Automatic logging where possible. Reports leadership can run themselves. Retires the per-seat bill and the consulting markup.
Release
v4.2 · shipped Tuesday
Today · 8 bookings
Tuesday, May 6
Web · v4.2
Today
8 bookings
10:00
Clara M.
10:30
Maya K.
11:15
Jay R.
iOS + Android · v4.2
Built around your pipeline, not someone else's schema.
Automatic logging where possible; one-tap logging where it's not.
Retires the per-seat licensing and the consulting markup.
What a custom CRM build includes.
Lead capture, activity tracking, pipeline management, reporting, and the integrations that make it useful.
Lead capture + enrichment
Forms, inbound calls, manual entry, third-party sources — all funneled in, enriched, deduplicated.
Scope of work
v1.0 · signed off
Users
- · Clinic staff · 40 seats
- · Patients · web + mobile
- · Billing · read-only
Integrations
Milestones
- · Discovery — Aug 12
- · Beta — Sep 30
- · Launch — Nov 1
Out of scope
EHR sync · deferred to Phase 2
Pipeline + stage management
Stages that match your real motion. Weighted forecasting. Stage-based automation.
API console
production[
{ "id": 4218, "time": "10:00", "name": "Clara M." },
{ "id": 4219, "time": "10:30", "name": "Maya K." }
]p50
18ms
p99
240ms
Uptime
99.99%
Activity tracking
Calls (via Twilio or similar), emails (Gmail/Outlook integration), meetings (calendar sync), notes — captured automatically.
Full stack
one team · one codebaseMarketing · web app · portal
GET /api/bookings · 142ms
Schema · migrations · backups
Contact + account management
Org-level rollups, contact roles, relationship mapping.
Edit page
/admin/pages/12Title
Slug
Body
Five phases. Sales-team-shadowing throughout.
The build is technical. The product decisions are sales-motion decisions.
Discovery
Shadow reps, interview leadership, audit current data, map integration points.
Strategy
Data model, pipeline structure, automation map, reporting schema, migration plan.
Build
Frontend, backend, integrations, automation rules, reporting.
Ship + migrate
Data migration from existing CRM, training, runbook, ongoing-support model.
Considering custom CRM?
Tell us the team size, the sales motion, and what's broken about your current setup. We'll tell you honestly whether custom is the right call.