Custom CRM
Core buildPipeline, contacts, tasks and follow-ups built around your actual sales process — not a template.
Custom CRM for small business
Custom CRMs and dashboards that run your business.
Built in phases. Paid by milestone.
CRMs and internal dashboards shaped around how your team already works, then hosted and maintained for one monthly fee.
Book an intro call
- Free one-page outline, no obligation
- Paid in milestones
- One monthly fee, hosting included
The problem
Your business has outgrown spreadsheets and sticky notes.
01
Leads slip through
Inquiries live in inboxes, DMs and notebooks, and follow-ups depend on someone remembering.
02
Off-the-shelf doesn't fit
Big CRMs make you work their way, and getting them set up right often costs extra.
03
No one sees the whole picture
Numbers are spread across five tools, so decisions wait on someone building a report.
The fix
One system, built around how you work and maintained by us.
We build the exact tool your team needs, connect it to what you already use, and keep it running after launch, so it keeps fitting as your business changes.
What we build
Software shaped to your business, not the other way round.
Internal dashboards
VisibilityThe numbers you check every morning, in one place.
Hosting & care
MonthlyHosting, backups, monitoring, fixes and small updates for one monthly fee, with no separate hosting bill.
AI
AI built in, at the level you need.
01Included with every system
Base
An executive overview of your business: key numbers, team activity and items waiting on you, with an AI briefing on what changed and what needs attention. Plus plain-language search, one-click summaries of any client or deal, and fields filled in from pasted emails or documents. Included up to a monthly usage limit.
02Add-on
Assist
Everything in Base, plus drafted follow-ups and replies you approve before they go out, and record cleanup with duplicate removal.
03Add-on
Automate
Everything in Assist, plus custom AI workflows that run on your rules, like routing leads or flagging at-risk deals, and a chat assistant that answers questions about your own business data.
AI features are scoped and priced in your quote. Nothing changes your data without your approval.
How it works
Three steps. Fixed milestones. Everything in writing.
- 01
Map
A short call to learn how your business runs, then a written plan with scope, milestones and a fixed price for each phase.
You approve the plan before any work starts.
- 02
Build
We build in phases and show you working software at every milestone. You pay in milestones, not all at once.
Timeline in every quote, with a date for every milestone.
- 03
Run
We import your existing spreadsheets, launch, train your team, then host and maintain it for one monthly fee. Need more later? We quote it in writing first.
Your data stays yours.
Pricing
Pricing is quoted per project.
Every business is different, so every quote is written for yours — with fixed milestones before any work starts.
Projects are paid in milestones
You pay in milestones, starting when you sign the plan, never the whole build at once.
Hosting & support is one monthly fee
Hosting, backups, monitoring, fixes and small updates. Anything beyond your plan is quoted in writing first.
Payment by bank transfer
Simple invoices for every milestone.
FAQ
Questions, answered.
Template agencies usually bill by the hour to configure off-the-shelf tools, and hosting and upkeep are left to you. We build custom software for your business, host it, and maintain it after launch for one monthly fee.
Large dev shops often set high project minimums built for big companies. We're priced for small businesses and paid in milestones, so you never fund the whole build up front.
If one fits how you work, use it. We're for teams that keep bending their process around a tool, or paying for setup and add-ons to make it fit. We build around your process, then host and maintain it for one monthly fee.
Pricing is quoted per project. Request a quote and you'll get a written price split into milestones before any work starts.
You pay in milestones by bank transfer, starting when you sign the plan. Hosting and care is one monthly fee.
It depends on scope. Timeline in every quote, with a date for every milestone, and you see working software at every one.
A short call to map how you work, a review at each milestone, and a training session at launch. Importing your existing spreadsheets (CSV) is part of the build.
We build, host and maintain your system. Your data is always yours, with a full export anytime.
We host it, back it up, monitor it and handle fixes and small updates under your monthly plan. Larger changes are quoted in writing before any work.
We connect to the tools you already use, scoped in your quote. Importing your existing spreadsheets (CSV) is standard.
No. It's a tool for your team, not a replacement. Base AI is included with every system, Assist and Automate are add-ons, and nothing changes your data without your approval.
Get a system built for the way your business actually runs.
We'll sketch a one-page outline of what your system could look like, free and with no obligation.
- A plain-English plan, not a sales pitch
- A timeline with a date for every milestone
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