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. ZipLyne walks how your team really sells, fulfills, and follows up, then builds the CRM around that, not the other way around.
Wholesale, import, law firms, gyms, financial services, real estate, agencies, contractors, healthcare. Built for you to own: the code and the database are yours, with no per-seat pricing.
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.
- 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
- 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 beats off-the-shelf.
Four reasons most teams switch, and never look back.
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.
Not on this list? Send a paragraph about your business and we’ll tell you what we’d build.
What a ZipLyne CRM ships with.
The defaults. We add, remove, and reshape based on your business, but every build covers the foundations.
The technology underneath.
Built on the same modern stack as the rest of our work. No legacy, no lock-in.
How a CRM build goes.
A focused first version ships, then we layer on the rest.
| Phase | Milestone |
|---|---|
| 01 | Workflow audit · Pipeline mapped · Scope locked |
| 02 | Schema · Auth · Repo on your GitHub · First commit |
| 03 | Pipeline · Contacts · Accounts · Activity log live |
| 04 | Email / SMS / calling / AI summarization wired in |
| 05 | Reports · roles · data migration from old CRM · UAT |
| 06 | Go-live · team walkthrough · docs · handoff |
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.
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 firms, 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?
Every custom CRM is quoted once the scope is clear. The 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.
What is in the first version of a custom CRM?
The first version focuses on the core: pipeline, contacts, deals, activity logging, role-based access, and one or two key integrations. Additional modules and automations layer on after launch, while your team is already using it.
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.
CRM ALREADY SHIPPED
This is not theoretical.
More in the work and case studies.
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. A straight bid back.