Custom CRMs
Custom CRM development for companies that sell more than one thing
A custom CRM makes sense when your sales process doesn't fit a standard tool: several services, different pipelines, a mix of hourly and flat-rate products, or commissions that need to be tracked in one place. We built one for our own companies. If your needs are simpler, we'll tell you to use something off the shelf.
Tell us what you're trying to fixWho this is for
Owners and sales leaders whose company sells several services or runs several brands, and who are paying for multiple tools that still don't give a single picture of sales. If one standard CRM already fits, you're not who this is for.
The problems it solves
Different services need different pipelines
A bookkeeping client, a staffing client and a software client are asked different questions and move through different stages. Most CRMs force them into the same box, or charge you per user to build separate ones.
You can't see sales as one thing
When each brand lives in its own system, you can't compare a rep across brands, or see how the company is doing as a whole.
Commissions live in a spreadsheet
We built commission tracking into the same system, so a sales rep can see what they've earned.
What it looks like in practice
Our founder was using Pipedrive, Recruit CRM and JustCall and paying more than $200 a month for one user. None of them gave him sales as one picture across all of his services. So he built his own custom CRM.
It runs multiple pipelines and products, some hourly and some flat rate. It tracks a unified commission system. It lets him filter by brand or see the whole company at once. It connects to the tools we still use for specific jobs. And it includes a training hub and an AI assistant (see AI Built Into Your Business).
The result: he can see how a sales rep performs at one brand versus another, which wasn't possible before. That is the point of a custom CRM: you see things you couldn't see.
What we need from you
A custom CRM only works if your team uses it and the data goes in. Before we build, we'll map how you sell today, and we'll tell you which parts of that may need to change, such as how you log calls or hand off leads.
When you probably don't need this
If you sell one product through one pipeline, a tool like Pipedrive or HubSpot is likely cheaper and faster. We'd rather point you there than build something you don't need.
Next step
Tell us how you sell today and what you can't see. We'll tell you honestly whether a custom CRM is worth it.
Tell us what you're trying to fixNot sure yet? Read Do you need custom software? or see how we work.