CUSTOM CRM DEVELOPMENT
A custom CRM built around how you sell.
When a generic CRM has too many features you don't use and not the ones you need, we build one around your pipeline — your stages, fields, follow-ups and reports — connected to your website, email and payment tools.
SOUND FAMILIAR?
- Your team gave up on the CRM and went back to spreadsheets
- Paying per user for features nobody uses
- Leads from the website, phone and email live in different places
- No clear view of which deals need a follow-up today
WHAT YOUR CRM CAN INCLUDE
- A pipeline with your own stages, fields and deal values
- Leads captured automatically from your website forms and chat
- Follow-up reminders and task lists for each salesperson
- Estimates, proposals and invoices generated from the deal
- Client history: messages, documents and payments in one place
- Reports on where leads come from and what's closing
Most CRM projects start with the pipeline and lead capture, then add documents, payments or reports in later phases.
HOW A PROJECT WORKS
- 1. Conversation — your goals, current tools and what's slowing you down
- 2. Free project plan — scope, phases, total price and payment stages, before any work
- 3. Build — you review working previews at each stage
- 4. Launch and support — a monthly plan sized to what you need
WHY BUSINESSES WORK WITH US
- Built around your sales process instead of forcing a new one
- Connected to the website, email and payment tools you already use
- Start with the pipeline; add more only when you approve it
- Price and timeline in writing before work begins
A SYSTEM WE BUILT AND RUN
MCR System — estimates, invoicing and payments for service businesses
Our founder designed, built and operates MCR System, a live web platform for service businesses. It's an example of the kind of system we build for clients:
WHAT IT INCLUDES
- Client portal with online approval and e-signature
- Online payments through each business's own Stripe account
- Recurring invoices, email alerts and accountant exports
- Dashboards, reports and job scheduling in one place
Questions
When does a custom CRM make more sense than HubSpot or Salesforce?
When your process doesn't fit the standard setup, when you'd pay for many features you don't use, or when you need the CRM tied closely to your own documents, payments or operations. If an off-the-shelf CRM fits, we'll tell you.
Can you move our data from spreadsheets or another CRM?
Usually, if the data can be exported. We review your current data during planning and include the migration in the project plan when it's feasible.
How much does a custom CRM cost?
It depends on the features and integrations, so there is no price list. You get a free project plan with the total price and payment stages before any work starts — starting with the pipeline keeps the first phase small.
Who owns the system?
Ownership of the system and its accounts is defined in the proposal and contract before work starts.
LET'S TALK
Tell us about your business.
We reply within one business day with a free plan for your website or system.
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