A CRM Built For Your Business. Not The Reverse.
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.
Wholesale, import, law firms, gyms, financial services, real estate, agencies, contractors, healthcare. Built for you to own: the code, database and accounts belong to your business.
Built for everyone means built for no one in particular.
Salesforce, HubSpot, Zoho, Monday and Pipedrive are the same product for a dentist and a freight broker. Most small businesses end up with a CRM that is bloated and missing the parts that matter at the same time.
- Paying for seats and features nobody uses
- 14 tabs open just to log one call
- Reports built in Excel because the CRM dashboard is useless
- You tried Salesforce and ended up living in spreadsheets
- Custom fields piled on top of custom fields
- Onboarding takes weeks, and new hires fear the CRM
- AI features locked behind another paid tier
- Data trapped in a vendor schema you can never fully export
Here is what we build instead.
- 01 Only the screens your team actually uses
- 02 One pipeline, one record view, one place to log work
- 03 Reports your CEO asks for, already on the home screen
- 04 Built around your sales motion, not someone else’s playbook
- 05 Fields and stages that are exactly your workflow, named your way
- 06 A new hire learns it in a single walkthrough
- 07 AI-powered summaries, drafts, and search, included
- 08 You own the database, the code, and every row of data
Built For Businesses Like Yours.
Every CRM is shaped by the industry it is built for. Here is where we have done it, and the kinds of workflows we have fit into a single tool.
Not on this list? Send a paragraph about your business and we will tell you what we would build.
Twelve Modules In The Box. Eight Layers Underneath.
These are the defaults. We add, remove and reshape based on your business, but every build covers the foundations, on the same modern stack as the rest of our work.
- Pipeline
- Custom stages · drag-and-drop · per-rep view
- Contacts & Accounts
- Companies · people · custom fields · merge and dedupe
- Activity Log
- Calls · emails · notes · tasks · auto-logged
- Email & SMS
- Gmail and Outlook sync · sequences · templates · Twilio
- Calling
- Twilio · OpenPhone · Aircall · click-to-call
- AI Layer
- 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 and Android app
- Integrations
- QuickBooks · Slack · calendars · webhooks · API
The Technology Underneath.
- Web App
- Next.js 16 · React 19 · Tailwind v4
- Database
- Postgres on Neon · Drizzle ORM
- Auth
- Clerk · WorkOS · row-level security
- AI
- Frontier LLMs · tool use · structured output
- Resend · Postmark · Gmail and Outlook sync
- Payments
- Stripe · ACH · invoicing
- Infra
- Vercel · Cloudflare · AWS · Azure · Google Cloud · your accounts
- Observability
- Sentry · PostHog · audit logs
- 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
Your System, Your Accounts.
The code, database and accounts belong to your business. Keep control as your team and workflow evolve.
- 03
AI Baked In, Not Bolted On.
Call summaries, draft replies, document generation and lead scoring, built on frontier AI models, integrated with your data, included in the build. Part of the system, not another 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.
A Focused First Version Ships, Then We Layer On The Rest.
| Phase | Milestone |
|---|---|
| 01 | Workflow audit. Pipeline mapped. Scope locked. |
| 02 | Schema and auth. Repo on your GitHub. First commit. |
| 03 | Pipeline, contacts, accounts and the activity log go live. |
| 04 | Email, SMS, calling and AI summarization wired in. |
| 05 | Reports, roles, data migration from the old CRM, and UAT. |
| 06 | Go-live, team walkthrough, docs, handoff. |
Coming From Another CRM?
We have 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.
More in the work and the case studies.
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?
A custom CRM is built around the pipeline, fields, and actions your business actually runs. Your team gets the tools it needs, the integrations it uses, and ownership of the code and data.
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 do we decide what to build first?
We walk through a real customer journey with your team, identify the repeated work and missing information, and agree on a first workflow. Integrations and AI features are chosen to support that workflow, then expanded as the team uses the system.
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.
Can ZipLyne build a CRM for freight brokers or staffing agencies?
Yes. ZipLyne builds vertical CRM systems, including freight broker and logistics CRMs, staffing ATS plus CRM, wholesale distribution, and other industry pipelines. You own the code and the data.
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.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.