Start with the whole picture.
We map where inquiries arrive and what your team needs to know. Customer records, pipeline views and reviewed connections bring the relevant information together.
Context your team can use.
Custom CRM & Automation
Your process. Your system.
A custom workspace for your customers, inquiries, jobs and team tasks. We build it around how your business works, with agreed automation for repetitive steps and reviewed connections to the tools you already use.
Send a request. We review it and contact you about scope, price and next steps.
A new inquiry.
A clear next step.
A good system makes the next step obvious. We design yours around how your team actually handles customers and work.
Make follow-through part of the system.
We define stages, responsibilities and follow-up rules around your workflow. Automation handles the tasks you choose, while exceptions stay visible to the right people.
Your process, with fewer loose ends.
Give the team a system they understand.
We review screens and handoffs with the people who will use them. Practical scenarios help shape a first release that fits your users, records and day-to-day work.
Designed for the people doing the work.
Let’s plan your next step Make the next step visible to everyone who needs it.
When details live in separate messages and spreadsheets, keeping work moving takes effort. We start with your team, the records they need and the steps a customer takes through the business. Then we build a CRM around that process, with clear ownership and relevant information in view. We add automation where rules are defined and integrations are feasible, and keep exceptions visible to the people who decide.
Keep the whole story together
Give your team customer, inquiry and job information organized around the work they need to do.
Know who acts next
Make the status, responsible person and next action visible at each stage of your workflow.
Spend less effort on repetition
Use reminders and follow-up automation for defined tasks, with exceptions reaching the right person.
Here’s what
we can do for you.
We turn the brief into a clear scope. Your proposal confirms which deliverables, connections and ongoing work are included.
First-release plan
A practical specification covering your users, records, workflows and the priorities for the first version.
Custom CRM development
Customer, lead and job views built around the pipeline stages and team workflows in your plan.
Team access & responsibilities
Access rules and ownership based on who needs to view, update or act on each part of the work.
Automation & integrations
The reminders, follow-up and connections in your proposal, checked against the tools, permissions and business rules involved.
- Customer information is scattered across tools and messages.
- Your team needs a workflow that generic software does not fit.
- Follow-up depends on someone remembering every next step.
Good work.
No guessing games.
Map the real work
We walk through your users, records, current tools and the path from inquiry to completed work.
Define the first release
We choose the essential workflows, check the integrations and propose the first version and price.
Build with your team
We build and review the important journeys with the people who will use the system every day.
Quoted to your scope
Requirements, first release and integrations reviewed before work
Tell us what you want to change. We’ll review the requirements and agree a scope and price before you commit.
Request a CRM quoteGood questions.
Straight answers.
Is this a ready-made CRM subscription?
This is custom development: a CRM built around your users, records and workflow. We define the first release, price and ongoing responsibilities in your proposal. You can start with the essential workflow and plan further development from there.
Can you connect the tools we already use?
We review your calendars, communications and other systems before proposing integrations. Compatibility depends on their APIs, permissions and data. Each connection is confirmed in your scope, including any link to the AI Dispatcher.
What should I include in my request?
Tell us who will use the CRM, what records you need and how work should move from one stage to the next. Include your current tools and the repetitive steps you would like to improve. A complete technical specification is not required.
Make the next
piece count.
These services can complement Custom CRM & Automation. Add one to your request if it solves another problem for your business. We’ll scope and price each part with you.
Start with a useful conversation.
Collect incoming call details consistently, then review how they should reach your team and CRM.
$299 / month500 US inbound AI minutes/month included; $0.35 per additional minute · $499 one-time setup
Keep the conversation moving.
Add AI replies, useful notifications or approved campaigns, with message history and delivery status available through reviewed connections to your CRM.
Quoted to your scopeSetup, ongoing work, provider usage and registration quoted separately
Adding a service asks us to discuss it with you. It does not add a charge or start a subscription.
LET’S TALK
Your workflow.
Your next chapter.
Tell us who needs to use the system and how work moves through your business. We’ll help define a useful first release.
A clear next step Scope and price agreed first No payment to send a request
A few business details are enough.
Please leave out passwords and customer information. If you request a callback, your goal, selected services and website help guide the conversation.
Privacy policySending a request does not commit you to a project or authorize spending.