WhatsApp, SMS, email and your website forms all feed the same CRM. New contacts are created automatically, so nobody retypes a lead and nothing sits unanswered in one person's inbox.
Custom CRM development
Custom CRM development, built around your pipeline - not the other way around.
We build custom CRMs and CRM integrations for teams that have outgrown spreadsheets, fight their SaaS CRM every day, or pay per-seat fees that grow faster than revenue.
Free 30-minute consultation · Reply within one business day
At a glance
- Starting price
- From $12k
- Typical first release
- 6–10 weeks
- Pricing model
- Fixed price per scope
- You own
- Code, data & accounts
- Free 30-minute consultation
- Written scope before any work
- Working demo every week
- 30 days of support after launch
HubSpot, Salesforce and Zoho are excellent for standard sales processes, and for many teams buying one is the right call. Custom starts to win when your process isn't standard - quotes that depend on job specs, service contracts with renewals, leads that arrive on WhatsApp, or a pipeline that hands off to operations and billing.
We design the data model around how you actually sell and deliver, build the screens your team needs (and nothing they'll ignore), and connect it to accounting, e-signature, telephony and messaging. You own it, and adding a salesperson doesn't add a license.
See it working
Every lead, conversation and deal in one place, from first message to invoice.
Follow a lead from its first WhatsApp, SMS, email or web-form message to a signed quote and an invoice in your accounting, all on one contact record. Scroll through it, or send a lead in on the channel of your choice.
Live system
Messages, call notes, quotes and documents are logged against the contact, so anyone on the team can pick up the conversation exactly where the last person left off.
Stages, probabilities, tasks and reminders match your sales motion, including quote-based and multi-stakeholder deals. The deal moves forward as the work actually happens.
Line-item quotes are generated from your price book and sent for e-signature. A signed quote converts into a job or an invoice automatically, with no copying between systems.
The invoice is created in QuickBooks or Xero, payments sync back, and the whole history stays on the contact. You own the system, so adding a salesperson doesn't add a license fee.
What we build
Custom CRM Development: what it looks like in practice.
Pipeline & deal management
Stages, probabilities, tasks and reminders that match your sales motion - including quote-based and multi-stakeholder deals.
Quotes, proposals & e-signature
Line-item quotes built from your price book, sent for signature and converted into jobs or invoices automatically.
WhatsApp, SMS & email in one timeline
Every conversation logged against the contact, including the WhatsApp Business Platform for customers who prefer it.
Client portals
Customers see their proposals, documents, invoices and project status without emailing your team.
Service & renewal tracking
Contracts, maintenance schedules and renewals with automated reminders so recurring revenue doesn't slip.
CRM integrations & migrations
Connect or migrate from HubSpot, Salesforce, Zoho, Pipedrive or GoHighLevel - with de-duplicated, validated data.
Pricing
What it costs, in real numbers.
Custom CRM pricing depends on the number of pipelines and roles, the integrations, and whether customers log in too. Typical price ranges:
Focused CRM v1
From $12k
Contacts, companies, one or two pipelines, tasks, email logging, reporting and data import.
6–10 weeks
CRM + portal + integrations
$30k–$75k
Adds quoting, e-signature, accounting sync, WhatsApp/SMS, a client portal and role-based access.
3–5 months
Multi-team or multi-location
$75k+
Several business units, territories, complex permissions and heavier integrations. Delivered in phases.
5+ months, phased
No per-seat licences. You pay for hosting (typically $50–$300 a month for a small team) and any messaging or e-signature services at their published rates. Compare that with SaaS CRMs billed per user per month - our custom CRM cost guide walks through the math.
Get your fixed-price quoteWritten scope and a fixed number before any work starts.
How it works
From first call to launch, no surprises.
A written scope and a fixed price before any work starts, a working demo every week, and a clean handoff at the end.
- Step 011 week
Sales process mapping
We map how a lead becomes revenue today - every stage, handoff, spreadsheet and workaround.
- Step 023–7 days
Data model & fixed scope
Objects, fields, pipelines, roles, integrations and reports, with a fixed price.
- Step 031–2 weeks
Prototype with your sales team
Your reps click through the main screens before we build - adoption starts here.
- Step 04Bulk of timeline
Build, migrate & demo weekly
Weekly demos, with data migration rehearsed on a copy of your real records.
- Step 051–2 weeks + 30 days
Launch, train & support
Cut-over, team training, and 30 days of support while habits form.
Stack & integrations
Proven technology, your accounts.
Technology we use
- App
- ReactTypeScriptNode.jsPostgreSQL
- Messaging
- WhatsApp Business PlatformTwilio SMS & voiceEmail sync
- Documents
- PDF quotesE-signatureSecure file storage
Systems we integrate with
Named platforms are examples we build against through their public APIs - not partnership claims.
QuickBooks OnlineXeroStripeDocuSignGoogle WorkspaceMicrosoft 365HubSpotSalesforceZoho CRMPipedriveGoHighLevelTwilioWhatsApp Business Platform
Is this right for you?
An honest fit check.
A strong fit if…
- You're paying for 15+ CRM seats and using a fraction of the features.
- Your sales process includes quoting, jobs, renewals or service delivery that SaaS CRMs handle awkwardly.
- Leads and customers talk to you on WhatsApp or SMS, not just email.
- You want sales data connected to operations and accounting in one place.
Probably not the right move if…
- A small team with a standard B2B pipeline - HubSpot's or Pipedrive's lower tiers are hard to beat.
- You need a large app marketplace of plug-ins more than a tailored workflow.
Expert notes
What we'd tell you on the first call.
When custom beats per-seat SaaS
The crossover usually comes from three directions at once: seat count (a CRM priced per user per month gets expensive as the team grows), fit (how many hours a week your team spends working around the tool), and integration (how much re-typing happens between CRM, accounting and operations). If only one of those applies, stay on SaaS. If all three do, a custom CRM often pays for itself inside two to three years. See custom CRM vs. HubSpot and custom CRM vs. Salesforce.
Migration without losing history
We export everything - contacts, companies, deals, notes, attachments, activity history - de-duplicate it, map it to the new model and rehearse the migration on a copy before the real cut-over. Nothing is switched off until your team has confirmed the new system has what it needs.
Adoption is the real risk
Most CRM projects fail because salespeople don't use them. We design with the reps: fewer required fields, quick actions for the five things they do all day, and mobile-friendly screens. Managers get reporting because reps actually log activity - not the other way round.
Proof
Software our team built and runs.
We don't just build for clients - we operate our own SaaS products in production, so we design for the unglamorous parts: billing, support, uptime and change.
Construction ERP · SaaS
Smart Construction
A cloud ERP for contractors and builders - estimating, projects, billing, labour, procurement, site diaries and an AI copilot.
- Estimating & bills of quantities
- Projects & portfolio
- Billing with retention
- Labour & payroll
Billing & collections · SaaS
WhatsApp-first billing platform
Recurring billing and collections with WhatsApp delivery, digital payments, automatic ledgers, attendance and a customer app.
- Automated monthly billing
- Digital payment collection
- Self-updating ledgers
- WhatsApp team inbox + AI
FAQ
Custom CRM Development: questions buyers ask.
How much does a custom CRM cost?
A focused custom CRM typically starts around $12k. A CRM with a client portal, quoting, e-signature and accounting or WhatsApp integrations usually runs $30k–$75k. You get a fixed price after discovery.
Is a custom CRM better than HubSpot or Salesforce?
Not always. For small teams with a standard pipeline, SaaS is usually the better buy. Custom wins when your process is specific, your seat count is growing, and you need tight integration with operations and billing.
Can you migrate our data from our current CRM?
Yes. We migrate contacts, deals, notes, activities and attachments from HubSpot, Salesforce, Zoho, Pipedrive, GoHighLevel or spreadsheets, and rehearse it before cut-over.
Can you integrate our existing CRM instead of replacing it?
Yes - often that's the right first step. We build integrations between your CRM and accounting, messaging, e-signature or custom tools.
Can the CRM send and receive WhatsApp messages?
Yes, through the official WhatsApp Business Platform, with conversations logged on the contact record and opt-in handled properly.
How long does a custom CRM take?
A focused v1 typically takes 6–10 weeks; CRMs with portals and several integrations take 3–5 months.
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Based in Fort Lauderdale, working with businesses across the US. See where we work.
