Custom-fit CRM systems for teams whose process doesn't match Salesforce or HubSpot defaults. We design, build and migrate — with industry-tuned playbooks for car dealerships, real estate and startups.
This engagement is for operators who already know they have a problem worth solving — and want a senior team to ship the fix in weeks.
Six things we ship inside this track. Some clients use a subset; most use all.
We map your real sales motion stage-by-stage. The CRM mirrors how the team actually sells, not how a vendor demoed it.
From web forms, ads, walk-ins and calls — into the right rep's queue, with SLAs and escalations.
Follow-ups, hand-offs, reminders, drip campaigns — all tracked, all measurable.
Pipeline health, conversion by stage, rep performance, accurate forecast — in dashboards your team checks daily.
Email, calendar, calling, e-sign, accounting, marketing — integrated, not duplicated.
From Salesforce / HubSpot / spreadsheets — without losing history. We've migrated 40+ pipelines.
Async-first. Senior-only. Weekly demos.
Two-week discovery. Reps shadowed. Pipeline mapped. Wishlist documented.
Wireframes, data model and reports. Walkthrough with sales leadership before a line of code.
4–6 weeks. Iterative releases — your reps use it before launch.
Rollout, training, weekly reviews for the first month. Adoption is a problem we own.
Most clients combine two or three of these. We'll recommend the right combination on the first call.
Five things people ask before signing.
We often recommend exactly that. Custom CRMs make sense when (a) your motion is unusual, (b) you've outgrown a vendor, or (c) integration cost dwarfs build cost. We tell you which camp you're in.
We migrate every record, every history line, every email log. Then we run both systems in parallel for two weeks before cutting over.
Adoption is the metric. We design with reps, not for them. Our day-30 adoption average is 92%.
Your AWS / Azure / GCP, in your region. You own the database and the code.
Yes. Two of our clients run 300+ user installs. The architecture is built for it.
Tell us what you're trying to do. We'll send a proposal within two business days.