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.
What you get
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.
Capabilities
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.
How it runs
Five phases. Sales-team-shadowing throughout.
The build is technical. The product decisions are sales-motion decisions.
- Week 1
Discovery
Shadow reps, interview leadership, audit current data, map integration points.
- Week 2
Strategy
Data model, pipeline structure, automation map, reporting schema, migration plan.
- Weeks 3–7
Build
Frontend, backend, integrations, automation rules, reporting.
- Ship
Ship + migrate
Data migration from existing CRM, training, runbook, ongoing-support model.
Next step
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.