PATH C · CUSTOM CRM

A CRM built for your business. Not the other way around.

Most CRMs ship with 400 features your team will never touch — and miss the 12 they actually need. We build custom CRMs around how your team really sells, fulfills, and follows up.

Wholesale, import, law firms, gyms, financial services, MCA, real estate, agencies, contractors, healthcare. Fixed-bid builds starting at $7,500. You own the code and the database.

Get a bid in 48hr → See your industry
[ THE PROBLEM ]

Off-the-shelf CRMs were never built for you.

Salesforce, HubSpot, Zoho, Monday, Pipedrive — they’re built for everyone, which means they’re built for no one in particular. Most small businesses end up with a CRM that’s simultaneously bloated and missing the parts that matter.

What you have today
  • Paying $50–$300/seat for features nobody uses
  • 14 tabs open just to log one call
  • Reports built in Excel because the CRM dashboard is useless
  • “We tried Salesforce but ended up living in spreadsheets”
  • Custom fields piled on top of custom fields
  • Onboarding takes weeks — new hires fear the CRM
  • AI features locked behind another paid tier
  • Data trapped in a vendor’s schema you can never fully export
What we build instead
  • Only the screens your team actually uses
  • One pipeline, one record view, one place to log work
  • Reports your CEO asks for — already on the home screen
  • Built around your sales motion, not someone else’s playbook
  • Fields and stages are exactly your workflow, named your way
  • A new hire learns it in a single walkthrough
  • Claude-powered summaries, drafts, and search — included
  • You own the database, the code, and every row of data
[ WHY CUSTOM ]

Why custom beats off-the-shelf.

Four reasons most teams switch — and never look back.

01
Your workflow, not theirs
Stages, fields, and actions match how your business actually runs. No more reinterpreting “Opportunity” to mean a load, a matter, a member, or a deck.
02
No per-seat tax
Buy it once, pay hosting. Add 20 reps without watching the invoice balloon. The economics flip for any team larger than five.
03
AI baked in, not bolted on
Call summaries, draft replies, document generation, lead scoring — built on Claude, integrated with your data, included in the build. Not a $30/seat add-on.
04
You own everything
Repo on your GitHub, database in your cloud, every customer record exportable in plain SQL. No platform risk, no vendor pricing changes, no surprise sunsets.
[ INDUSTRIES ]

Built for businesses like yours.

Every CRM is shaped by the industry it’s built for. Here’s where we’ve done it — and the kinds of workflows we’ve fit into a single tool.

01
Wholesale & Distribution
Reps, accounts, reorders, pricing tiers, credit terms, and inventory linked to deals. Built around how distributors actually quote and close.
02
Import & Trade
Suppliers, POs, freight, landed cost, customs docs, and customer accounts in one place. The pipeline matches the container, not a generic deal stage.
03
Law Firms
Intake, conflict checks, matters, retainers, statute clocks, document drafting, and billing time — all tied to the contact record. Stops the spreadsheet-plus-Clio chaos.
04
Gyms & Studios
Leads, trial sessions, memberships, attendance, retention scoring, win-back automations, and reception scripts. Built for the front desk, not for enterprise sales.
05
Financial Services
Prospects, KYC, suitability, account opening, recurring reviews, compliance notes. Audit trail by design, not bolted on.
06
MCA / Funding Brokers
Lead source, stip collection, lender submissions, offers, fundings, and renewals. The exact MCA workflow — no shoehorning into Salesforce stages.
07
Real Estate & Brokerage
Buyers, sellers, listings, showings, offers, contracts, and closings. Pipeline mirrors the deal lifecycle from first call to wire confirmation.
08
Agencies & Services
Leads, proposals, retainers, projects, deliverables, renewals. CRM and a lightweight ops layer in one — no Notion-plus-HubSpot-plus-Asana sprawl.
09
Contractors & Trades
Job leads, estimates, site visits, signed jobs, schedule, and follow-ups. Field-friendly UI for techs, full reporting for the office.
10
Healthcare & Practices
Patient intake, referrals, appointments, recall scheduling, and treatment plans. HIPAA-conscious by design, integrated with billing where relevant.
11
Insurance & Brokers
Quotes, policies, renewals, claims, commissions. The book of business view your producers actually wanted from Day 1.
12
Education & Coaching
Prospects, enrollment, cohorts, attendance, payments, certifications. Built for studios, academies, and coaching businesses.

Not on this list? Send a paragraph about your business and we’ll tell you what we’d build.

[ WHAT'S INSIDE ]

What a ZipLyne CRM ships with.

The defaults. We add, remove, and reshape based on your business — but every build covers the foundations.

Pipeline
Custom stages · drag-and-drop · per-rep view
Contacts & Accounts
Companies · people · custom fields · merge / dedupe
Activity Log
Calls · emails · notes · tasks · auto-logged
Email & SMS
Gmail / Outlook sync · sequences · templates · Twilio
Calling
Twilio · OpenPhone · Aircall · click-to-call
AI Layer
Claude summaries · drafts · enrichment · scoring
Documents
Quotes · contracts · e-sign · templated PDFs
Payments
Stripe · ACH · invoicing · subscriptions
Roles & Access
Reps · managers · admins · row-level security
Reports
Pipeline · velocity · conversion · custom dashboards
Mobile
Responsive web · optional iOS / Android app
Integrations
QuickBooks · Slack · calendars · webhooks · API
[ STACK ]

The technology underneath.

Built on the same modern stack as the rest of our work. No legacy, no lock-in.

Web App
Next.js 16 · React 19 · Tailwind v4
Database
Postgres on Neon · Drizzle ORM
Auth
Clerk · WorkOS · row-level security
AI
Claude Opus / Sonnet / Haiku · Anthropic SDK
Email
Resend · Postmark · Gmail / Outlook sync
Payments
Stripe · ACH · invoicing
Infra
Vercel · Cloudflare · your accounts
Observability
Sentry · PostHog · audit logs
[ TIMELINE ]

How a CRM build goes.

A focused first version ships in 21–30 days. Then we layer.

Day Milestone
D 00–03 Workflow audit · Pipeline mapped · Fixed bid · Scope locked
D 03–07 Schema · Auth · Repo on your GitHub · First commit
D 07–14 Pipeline · Contacts · Accounts · Activity log live
D 14–21 Email / SMS / calling / AI summarization wired in
D 21–27 Reports · roles · data migration from old CRM · UAT
D 27–30 Go-live · team walkthrough · docs · handoff
[ MIGRATION ]

Coming from another CRM?

We’ve moved teams off Salesforce, HubSpot, Pipedrive, Zoho, Monday, Airtable, Google Sheets, and homegrown PHP tools. Every contact, deal, note, file, and email thread comes with you — mapped to the new schema, deduped, audited, and loaded before launch day. No “fresh start” pain.

[ FAQ ]

CRM questions.

Answers for operators who want a CRM that fits their business — not one their business has to fit.

Why build a custom CRM instead of using Salesforce or HubSpot?

Most off-the-shelf CRMs ship with features 80% of teams never touch, charge per seat, and force your sales motion to fit their schema. A custom CRM is built around the exact pipeline, fields, and actions your business actually runs — fewer clicks, no bloat, no per-seat tax, and you own the code.

What kinds of businesses does ZipLyne build custom CRMs for?

ZipLyne builds custom CRMs for wholesalers, importers, law firms, gyms and fitness studios, financial services, MCA (merchant cash advance) brokers, real estate teams, agencies, contractors, healthcare practices, and other small-to-mid businesses where the standard CRM never quite fit.

How much does a custom CRM cost?

Custom CRM builds start at $7,500 as a fixed bid. The exact number depends on pipeline complexity, integrations (email, SMS, payments, telephony, accounting), and whether you need AI features like call summarization, lead scoring, or document drafting.

How long does it take to build a custom CRM?

A focused first version typically ships in 21–30 days. That includes pipeline, contacts, deals, activity logging, role-based access, and one or two core integrations. Additional modules and automations layer on after launch.

Do you migrate data from our existing CRM?

Yes. ZipLyne handles exports from HubSpot, Salesforce, Pipedrive, Zoho, Monday, Airtable, spreadsheets, or whatever you are on today — mapped to the new schema, deduped, and loaded before go-live.

Do you integrate AI into the CRM?

When it helps. Common AI features include call and email summarization on Claude, automatic lead enrichment, draft replies, document generation, stage-prediction scoring, and natural-language search across your customer history.

Will my team be able to use it without training?

That is the point. Custom CRMs are designed around how your team already works — same vocabulary, same workflow order, fewer screens. Onboarding for most teams is a single walkthrough, not a multi-week course.

READY?

Tell us what your team actually does.
We’ll build the CRM around that.

One paragraph about your business, your pipeline, and the tools you live in today. Fixed bid back in 48 hours.

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