A CRM That Fits Your Sales Process
Pipeline management, contact intelligence, and sales automation — built around your workflow, not the other way around.
Use Case: CRM Platform
Problem
Off-the-shelf CRMs force teams into generic pipelines, charge per-seat fees that balloon with growth, and bury critical data behind clunky interfaces. Customizing them often requires expensive consultants and months of configuration.
Solution
A custom CRM gives you deal pipelines, contact management, activity tracking, email integration, and reporting dashboards designed around your exact sales process — with no per-seat licensing fees.
Key Features
- Visual Deal Pipeline: Kanban-style boards with drag-and-drop deal stages, probability weighting, and automated stage progression rules.
- Contact Intelligence: Unified contact profiles with communication history, deal associations, company hierarchy, and engagement scoring.
- Sales Automation: Trigger email sequences, task assignments, and notifications based on deal stage changes, inactivity, or custom conditions.
Estimated Scope
Hours: 400–700 | Cost: $800–$3,500 | Timeline: 8–14 weeks
Frequently Asked Questions
- Can it integrate with our email provider?
- Yes. We build integrations with Gmail, Outlook, and other providers to sync emails, track opens, and log conversations automatically.
- How does it compare cost-wise to Salesforce?
- A custom CRM eliminates per-seat licensing. For teams over 10 users, the total cost of ownership is typically 40-60% lower over 3 years.
- Can we import data from our existing CRM?
- Yes. We build migration scripts to import contacts, deals, notes, and activity history from Salesforce, HubSpot, Pipedrive, and others.