A CRM that actually works the way your business works.
We build custom CRM systems for small businesses tired of fighting generic software. Your sales process, your fields, your workflow. No per-seat fees. No features you will never use.
The CRM problem nobody talks about
The issue is not finding a CRM. There are hundreds of them. The issue is that none of them fit.
Salesforce is built for enterprise sales teams with 50 reps and a full-time admin. HubSpot assumes you have a marketing funnel with landing pages and email sequences. Industry-specific CRMs like Jobber or ServiceTitan are rigid, expensive, and packed with features you will never touch.
So you end up doing one of two things. You force your business into the tool, changing how you work to match how the software was designed. Or you use the CRM for 40% of what you need and run the other 60% in spreadsheets, text threads, and your head.
Neither one is a real solution. A CRM should match your business. You should not have to match your business to a CRM.
What a custom CRM actually looks like
When we build a CRM for a small business, it does exactly what that business needs and nothing else.
Your pipeline, not a template. If your sales process has four stages, the CRM has four stages. Not twelve. Not a "suggested workflow" someone at a software company designed for a business that looks nothing like yours.
The fields that matter to you. Job site address. Equipment needed. Insurance certificate on file. Square footage. Not "deal value" and "lead source" and fifteen other fields nobody fills out.
Automatic follow-ups. If an estimate has been sitting for three days without a response, the system sends a follow-up. If a quote was opened but not signed, someone gets notified. No more relying on memory.
One screen that shows everything. Open leads, pending estimates, active jobs, outstanding invoices, and follow-ups due today. All in one view. No clicking through five different tabs to figure out where things stand.
Connected to your tools. QuickBooks, Google Calendar, your email, your estimating workflow. Data flows between them without anyone copying and pasting.
Why contractors and service businesses build custom CRMs
Construction companies, trades businesses, and service contractors are the ones who hit this wall the hardest. Their sales process does not look like a SaaS company's pipeline. A lead becomes a site visit, which becomes an estimate, which becomes a contract, which becomes a job with a crew and a schedule and materials and change orders and invoices.
No off-the-shelf CRM handles that full cycle cleanly. So the contractor ends up with a CRM for leads, a spreadsheet for job costing, a calendar for scheduling, and a prayer for follow-up.
We built a system for DS Water that replaced all of it. Leads, quotes, scheduling, technician reporting, invoicing, and contract management in one place. They saved over 40 hours a week in admin time.
We did the same for Grit Construction. The owner was doing estimates, scheduling, and invoicing by hand, working nights and weekends just to keep up. Now the system handles most of it automatically. He got his evenings back.
These were not million-dollar builds. They were targeted systems designed around how each business actually operates.
How we build it
We start with a discovery call where we map your sales process from first contact to signed contract to final invoice. Not the version on your website. The real one, with the workarounds and the bottlenecks.
From there, we scope the project, give you a fixed price, and start building. You see working software in the first week or two. We build in stages, get your feedback, and adjust as we go. Nothing launches until your team has tested it with real data.
Most custom CRM projects are live within 4 to 6 weeks.
You own it. No per-seat fees.
When we build your CRM, you own it. The code, the data, the system. There are no monthly per-user licensing fees. No vendor lock-in. No surprise price increases when you add your fifth employee.
Compare that to HubSpot or Salesforce, where a 10-person team can run $600 to $1,500 per month in seat fees alone. Over three years, that is $21,000 to $54,000 for software that still does not do exactly what you need.
A custom CRM is a one-time investment that pays for itself, usually within the first year.
Results we have delivered
Common questions
How much does a custom CRM cost for a small business?
Most custom CRM projects fall between $8,000 and $25,000 depending on scope. A simple lead tracker with follow-up automation is on the lower end. A full system with quoting, job tracking, invoicing, and reporting will be higher. Compare that to $50 to $150 per seat per month for Salesforce or HubSpot. For a 10-person team, a custom CRM pays for itself within a year.
How long does it take to build a custom CRM?
4 to 6 weeks from kickoff to a live system. You will see a working version in the first 1 to 2 weeks. We build in stages so you can test and give feedback throughout, not just at the end.
Can you build a custom CRM for a construction company?
Yes. Construction is one of our most common use cases. We build CRMs that handle the full cycle from lead to estimate to job schedule to invoice, with crew assignment, change order tracking, and profitability reporting built in.
Will my team actually use it?
That is the whole point of building custom. We design it around the way your team already works, so there is no learning curve for a process they do not recognize. We also train your team hands-on and adjust anything that does not feel right in the first few weeks.
Can you migrate data from our current CRM or spreadsheets?
Yes. We handle the full migration from Salesforce, HubSpot, spreadsheets, or whatever you are using now. Your history comes with you.
What happens when we need changes or new features?
We offer ongoing support. Most clients add features over time as their business evolves. New report, new pipeline stage, new integration. We build it in, usually within a few days.
Ready to get started?
Book a free 30-minute strategy call. We will look at your business, find the biggest opportunity, and tell you exactly how to go after it.