Lead intake & pipeline
Leads from your website, marketplaces and phone calls in one record trail and pipeline board.
Custom CRM development
Custom CRM development, built around how your company actually works
When a generic CRM forces your team into workarounds, we build one that fits: lead intake, pipelines, scheduling, estimates, invoicing and project finance in one system — integrated with the phone, accounting and calendar tools you already use.
Scope
What a custom CRM can include
Only the parts your process needs — nothing you pay for and never use.
Scheduling & dispatch
Calendars, crews, jobs and booking, synced with Google Calendar.
Estimates, invoices & finance
Estimates, invoices and per-project finances, synced with QuickBooks.
Calls, email & SMS
Conversations from RingCentral, Gmail and SMS attached to the right customer and job.
Roles & permissions
Owners, office staff, sales and field crews each see what they need.
Mobile app for the field
A companion app for crews on site, sharing the same data as the office.
Related work
Systems like this we have built
Client names are withheld under confidentiality agreements. See all engagements →
Field service CRM with call, accounting and marketplace integration
Lead intake, jobs, calls, estimates and invoices in one system, integrated with RingCentral, QuickBooks, Gmail, Google Calendar and Thumbtack, plus a companion mobile app for crews.
Sales CRM with a live pipeline board
A drag-and-drop pipeline with live updates across sessions, deal records with documents and activity history, and a documented API for reporting.
Internal dashboards for a distributed operations team
Shared dashboards over live operational data, saved views per role and exports in the formats finance already used.
Delivery
How the project runs
The same four phases on every project. Only their length changes with scope.
1. Discovery · 1–2 weeks
Interviews with the people who will use the system, a map of the current process, a written specification and an estimate. The documents are yours even if you build elsewhere.
2. Architecture · 1–2 weeks
Data model, integrations, infrastructure and a milestone schedule. This is where the scope, price and launch date are fixed in writing.
3. Build · two-week iterations
A working demo every Friday and a staging environment you can open at any time. Changes in scope are priced and agreed before they are built.
4. Launch & support · ongoing
Deployment, handover, documentation and training, then a support arrangement sized to the business.
Pricing
How much does a custom CRM cost?
Typical ranges for US clients at 2025–26 senior remote rates. The fixed price is agreed in writing after discovery.
Unlike per-seat SaaS CRMs, a custom CRM has no monthly license per user — you pay for hosting at cost. Use the configurator to see a range for your scope.
Open the configurator- Core CRM (accounts, pipeline, records)
- $20,000 – $40,000
- Integrations (accounting, telephony, email, calendar)
- + $2,500 – $10,000
- Scheduling and booking
- + $5,000 – $10,000
- Companion mobile app for crews
- + $18,000 – $42,000
FAQ
Questions we are asked most
Why build a custom CRM instead of using Salesforce or HubSpot?
When your process is specific — field service, construction, multi-step estimates, project finance — off-the-shelf CRMs need heavy customization, add-ons and per-seat fees. A custom CRM fits the process exactly and you own it.
Can you migrate data from our current CRM or spreadsheets?
Yes. Data migration is planned during discovery and run in stages, so the team keeps working during the switch.
Which integrations do you support?
We have built integrations with QuickBooks, RingCentral, Gmail, Google Calendar, Thumbtack, Resend, AWS S3 and others. If a tool has an API, we can connect it.
How long does it take to build a CRM?
A core CRM is usually live in 6–10 weeks; integrations and a mobile app extend the timeline depending on scope.
Contact
Talk to the people who will build it
Describe what you need and get an indicative budget and timeline in two minutes. We reply within one business day.
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