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. Fixed bids from $10,000 — you own the code and the database.
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.
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 beats off-the-shelf.
- 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.
Built for businesses like yours.
Every CRM is shaped by the industry it's built for. Not on this list? Send a paragraph about your business and we'll tell you what we'd build.
- 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.