A CRM Built Around Your Exact Workflow
Everything your team needs, nothing it doesn't
We build only the features that map to your actual workflow — no bloat, no onboarding videos for things you'll never use.
Custom pipeline stages
Your deal stages, not Salesforce's. Define your own pipeline columns, statuses, and transition rules.
Contact & lead management
Unified contact records with full history, tags, custom fields, and relationship tracking across your team.
Role-based access control
Admin, manager, sales rep, viewer — with field-level and record-level permission control. Built in, not bolted on.
Client portal
Optional self-serve portal where clients log in to view project status, documents, and communication history.
Automation & reminders
Auto-assign follow-up tasks, send reminders on deal inactivity, and trigger notifications on stage changes.
Email integration
Log sent emails against contact records. Connect Gmail or SMTP to send directly from within the CRM.
Activity logs & audit trail
Every action logged — who changed what, when, and from where. Full audit trail for compliance and accountability.
Reporting & analytics
Pipeline value by stage, deal win rate, rep performance, revenue forecast, and CSV/PDF export.
Why custom beats generic
Built for your exact workflow vs. built for the average business.
| Feature | Custom CRM | Salesforce / HubSpot |
|---|---|---|
| Built for your exact workflow | — | |
| Custom pipeline stages & fields | — | |
| No per-seat monthly fees | — | |
| Full data ownership & control | — | |
| Integrates with your existing stack | Limited | |
| No unnecessary features cluttering UI | — | |
| One-time cost, no recurring license | — | |
| Instant ready to use (no setup) | — |
Scoped and quoted per project
Every CRM is different. We price based on your actual feature list after the workflow audit call. You get a written, fixed-price scope before we start.
The workflow audit call is free. No commitment required.
Typical ranges
From workflow audit to live CRM
Workflow audit
We map your existing sales or client process — every stage, every touchpoint, every data field you actually need.
CRM architecture
We design the data model, user roles, and feature set based on your workflow. You approve before we build.
Iterative build
Weekly demos. You test and give feedback as it's built — no surprises at the end.
Migration + training
We migrate your existing contact data (CSV/spreadsheet), deploy the CRM, and walk your team through it.
Built on MERN / Next.js
Next.js App Router, TypeScript, MongoDB with Mongoose for flexible CRM data, NextAuth for team authentication, and Vercel for deployment.
Common questions
Why build a custom CRM instead of using Salesforce or HubSpot?
Off-the-shelf CRMs are built for the average business — which means they're rarely right for any specific business. You end up paying per seat for features you don't use while missing the exact workflows your team needs. A custom CRM is built around how you actually work, costs a one-time fee, and you own it forever.
Can you migrate our existing data from Salesforce or spreadsheets?
Yes. We handle data migration from CSV exports, spreadsheets, or API exports from existing CRMs. We map your existing fields to the new structure before migrating.
How long does a custom CRM take to build?
A standard CRM with pipeline management, contacts, roles, and basic reporting typically takes 3–5 weeks. Larger systems with client portals, email integration, and complex automations take 6–8 weeks.
What if we need to add features after launch?
We build the CRM with extensibility in mind — clean data models and modular components. Post-launch features are scoped and quoted as separate engagements. 30 days of bug-fix support is always included.
Can the CRM integrate with our existing tools?
Yes. We integrate with email providers (Gmail, SMTP), calendar systems, Stripe for billing data, Slack for notifications, and most tools that have APIs. Integrations are scoped into the project.
What does a custom CRM typically cost?
A standard CRM with pipeline, contacts, roles, and reporting starts around $800–$1,200. Systems with client portals, email integration, and automation typically range $1,200–$2,500. We quote exactly after the workflow audit.
Own a CRM that works the way your team does
Book a free workflow audit. We map your process, design the CRM around it, and quote you a fixed price. No commitment on the call.