A CRM built around your sales process.
We build custom CRMs for the way your team handles leads, accounts, and follow-up. Reporting and integrations are scoped around the tools you already use.
What we focus on.
These priorities shape the scope and the decisions we make during the build.
Built around your pipeline, not someone else's schema.
Automatic logging where possible; one-tap logging where it's not.
Ownership and ongoing costs discussed before the build.
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.
Pipeline + stage management
Stages that match your real motion. Weighted forecasting. Stage-based automation.
Activity tracking
Calls (via Twilio or similar), emails (Gmail/Outlook integration), meetings (calendar sync), notes — captured automatically.
Contact + account management
Org-level rollups, contact roles, relationship mapping.
Four 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.