Custom CRMs
A CRM that fits
how you sell.
Off-the-shelf CRMs are built for everyone. We build yours around your exact sales process — custom stages, the right automations, and integrations with the tools you already use.
What's included
Every component your pipeline needs.
We design the CRM in a discovery session with your team, build it to spec, and then train everyone on it. Most clients are fully operational within two weeks of go-live.
Pipeline Built Around Your Process
Most CRMs force your sales process into their stages. We build yours around how you actually sell — the right stages, the right fields, the right triggers. Nothing irrelevant. Nothing missing.
Automation That Moves Deals Forward
When a deal moves to a new stage, the right things happen automatically — follow-up tasks created, emails sent, team members notified, documents generated. Your pipeline stays clean without anyone managing it.
Lead Routing & Assignment
New leads arrive and get routed to the right person — by territory, service type, deal size, or availability. No leads falling through the cracks. No manual assignment overhead.
Integration With Your Existing Stack
Your CRM connects to the tools you already use — your quoting tool, your job management software, your accounting system, your calendar. Data flows between them without anyone copying it.
Reporting That Shows What Matters
Win rate by source. Pipeline velocity. Revenue by rep. Average deal size over time. We build the reports that actually tell you whether your sales operation is healthy — and where to fix it.
Industries
Built for your type of business.
Trades & Contractors
Track quotes, site visits, and follow-up tasks across multiple active jobs — without spreadsheets or sticky notes.
Professional Services
Manage client relationships, retainer renewals, upsell opportunities, and referral tracking in one purpose-built system.
Real Estate
Track buyers, sellers, listings, offers, and follow-ups — with automated reminders so no opportunity goes cold.
Start here
Book a free audit.
30 minutes. We map your current sales process, audit how leads are tracked and followed up on today, and show you what a purpose-built CRM would change.
30 minutes · No commitment · No pitch