Custom CRM
A CRM written for your business, not adapted from someone else’s.
We build the system from scratch around the way your team already works: the stages a job goes through, the information each person needs, and the reports the owner checks. Then we host it and keep improving it.
What we usually build
Pipelines and records
Leads, jobs, cases, orders or whatever you call them, with the stages and fields your team actually uses. Required fields and checks stop a record moving forward half-filled.
Roles and permissions
Sales sees their own deals, the office sees everything, the field crew sees today’s jobs on a phone. Every change is logged with who made it.
Quotes, tasks and reminders
Quotes built from your price list, follow-up tasks that create themselves when a record changes stage, and reminders by email or text.
Reports and dashboards
The numbers you check every Monday, on one screen, without exporting to a spreadsheet. Scheduled reports land in the inbox of whoever needs them.
Customer messages from the record
Email and text customers from their record with your templates. Replies thread back to the same place so nobody has to ask what was said.
Integrations
Website forms, Google Workspace or Microsoft 365 calendars and email, Stripe payments, your accounting system, and any other tool with an API.
What a project includes
One price for the build, and a team that stays after launch.
The person who scopes your project is on the team that builds it, and the same team answers when you need a change later. Processes change, and the software should change with them.
- Discovery session and a written scope with a fixed price
- Design and build, with a working preview during the project
- Import of your existing spreadsheets or CRM data
- Training for your team at launch
- Hosting, daily backups and security updates
- Ongoing changes after launch as your process changes
Questions
Custom CRM FAQ
Why custom instead of a packaged CRM?+
Packaged CRMs are built for the average company. If your process has steps they do not model, you end up paying for seats while the real work happens in spreadsheets and group chats. A custom system has only your steps in it, so people use it.
How long does a build take?+
It depends on the scope. The written scope we send after discovery includes a schedule, and you get a working preview early in the project so you are not waiting until the end to see anything.
Who hosts it?+
We do. We run it on our servers with daily backups, monitor it and apply updates. You and your team just log in from a browser or phone.
Can it work with our phone system?+
If you use Knack for phones, calls and texts connect to the CRM directly. If you use another provider, we can often connect to it through that provider’s API. We will check during discovery.
Describe the process that is slowing you down.
A few lines is enough to start. We will set up a working session and send a written scope with a fixed price.