CRMs & systems
A CRM built around how you actually work.
Custom CRMs, dashboards and automations — so leads stop slipping through the cracks and your team stops living in spreadsheets.
Your business outgrew the spreadsheet.
Sound familiar? You’re not alone — and it’s fixable.
Leads go cold
Inquiries sit in an inbox and nobody follows up in time.
Five tools, no answers
Customer info is scattered across email, texts, spreadsheets and apps.
Software that doesn’t fit
Off-the-shelf CRMs force your team into someone else’s process.
No real numbers
You can’t see your pipeline, your revenue or who’s doing what — at a glance.
Everything in one place. Built for your team.
We build only what you need — and make it fast and easy enough that your team actually uses it.
Lead & deal tracking
A pipeline that matches your sales process, from first inquiry to signed deal.
Customer records
Every call, email, note and document for each customer, in one timeline.
Automated follow-ups
Reminders, emails and texts that go out on time — automatically.
Dashboards & reports
Pipeline, revenue and team performance at a glance, on any device.
Quotes, invoices & payments
Send quotes, contracts and invoices — and get paid online.
Connects your tools
Website forms, email, calendar, phone and payments, all flowing in.
How it works.
Simple steps, clear prices, no surprises.
Step 1: Map your process
We sit down with you (and your team) to map how work really flows today — and where it breaks.- Fixed-price quote and timeline
- A clear list of must-haves vs. later
Step 2: Build in stages
We build the most valuable parts first and you test them on a live link, so the system shapes itself around real use.- Live preview from the first week
- Your data imported cleanly
Step 3: Launch & support
We roll it out, train your team and stay on hand for tweaks as you grow.- Team walkthrough
- Optional ongoing support
What you get.
Spelled out in your quote, so you know exactly what you’re getting before we start.
- A custom web app your team can use on desktop and phone
- Your existing customer data imported and cleaned up
- Automations for follow-ups, reminders and notifications
- Dashboards for pipeline, revenue and team activity
- Secure logins with the right access for each person
- Full ownership of the code and the data
What it looks like.
Illustrative screens — every CRM we build is designed around your process.
How we work together.
Every engagement is quoted up front. Pick the shape that fits — we’ll recommend one in your quote.
Starter system
A focused CRM covering your core pipeline and customer records.
- Fixed price
- Launch date in your quote
Starting at $2,499
Full build
Pipeline, automations, dashboards, payments and integrations.
- Built in stages
- Fixed price per stage
Starting at $7,500
Care plan
Hosting, updates, backups and small improvements after launch.
- Optional
- Cancel anytime
Starting at $99/mo
Starting prices are estimates. Your exact, fixed price comes with your free quote.
CRMs & systems: questions, answered.
Sometimes that’s the right call, and we’ll say so. A custom system makes sense when your process doesn’t fit the box, or when you’re paying for lots of software that still doesn’t talk to each other.
Yes. We import and clean up your existing customers, leads and deals from spreadsheets or other tools.
Yes. Everything we build works on desktop and mobile, so your team can use it in the field.
You do — the code and the data. No per-seat license fees to us.
Let’s build your system.
Two minutes, a few quick questions, and we’ll send a real quote within one business day. No pressure, no spam.
- Quote back within 24 hours
- Fixed price, no surprises
- Working with businesses nationwide