Custom CRM Development
Stop paying per user for features you don't need. Get a CRM built around your sales process that you own forever.
Signs You've Outgrown Off-the-Shelf CRM
Off-the-shelf CRMs are great for getting started. But many businesses hit a point where they become a constraint, not an enabler.
Your team ignores features they don't need
Paying for 100 features when you use 10? A custom CRM gives you exactly what matters to your business.
You've outgrown your starter CRM
HubSpot Free or Zoho was great at first, but now you need capabilities they can't provide without expensive upgrades.
You need integrations that don't exist
Your CRM doesn't talk to your other systems, forcing manual data entry between platforms.
Per-user pricing is killing your budget
At $50-150/user/month, a 20-person team costs $12,000-36,000/year. Every year. Forever.
Your sales process is unique
Off-the-shelf CRMs assume a standard sales funnel. Your business might work differently.
You worry about data ownership
With SaaS CRMs, your customer data lives on someone else's servers under their terms.
Custom CRM vs. Off-the-Shelf
| Custom CRM | Off-the-Shelf (Salesforce, HubSpot, etc.) | |
|---|---|---|
| Pricing | One-time build + optional maintenance | $50-300/user/month, ongoing |
| Features | Only what you need | Generic feature bloat |
| Integrations | Any system you use | Limited to their marketplace |
| Data ownership | 100% yours | On vendor's servers |
| Customization | Unlimited | Limited by platform |
| User limits | None | Tied to pricing tier |
| Workflow fit | Built around your process | You adapt to their process |
The Real Cost Over Time
SaaS subscriptions feel affordable month-to-month. But they add up fast.
Typical SaaS CRM
Example: 20 users at $100/user/month
Plus costs increase as you add users or need more features
Custom CRM
Example: Full-featured build with maintenance
Save $61,000 over 5 years. Unlimited users.
What We Build Into Your CRM
Every feature designed around how your team actually works.
Contact & Company Management
Store and organize customer data with custom fields that match your business, not generic templates.
Custom Sales Pipeline
Build stages and workflows that reflect how your team actually sells, not how a software company thinks you should.
Activity Tracking
Log calls, emails, meetings, and custom activities. Automatic reminders and follow-up scheduling.
Deep Integrations
Connect your CRM to email, calendar, accounting, marketing tools, and any other systems you use.
Automated Workflows
Trigger actions automatically: send emails, create tasks, update records, notify team members.
Custom Reporting
Build reports and dashboards that show the metrics that matter to your business, updated in real-time.
Mobile Access
Access your CRM from any device. Update records in the field, check info before meetings.
Team Collaboration
Share notes, assign tasks, track team performance. Role-based access keeps sensitive data secure.
Custom CRM Examples
Every business is different. Here's how custom CRMs solve specific industry challenges.
The Challenge
Agents needed to track properties, buyers, showings, and transactions in one place with MLS integration.
The Solution
Custom CRM with property matching, automated showing scheduling, and direct MLS sync.
The Challenge
Law firm tracking matters, clients, billable hours, and documents across multiple practice areas.
The Solution
Matter-centric CRM with time tracking, document management, and billing system integration.
The Challenge
Sales team needed to track quotes, orders, and customer specifications alongside production status.
The Solution
Custom CRM integrated with ERP showing real-time production updates and delivery estimates.
The Challenge
Medical device company tracking complex sales cycles with multiple stakeholders and compliance requirements.
The Solution
HIPAA-compliant CRM with multi-contact deal tracking and regulatory documentation.
Our CRM Development Process
Discovery
Week 1-2We map your current sales process, pain points, and must-have features
Design
Week 3-4We create mockups and workflows for your approval before building
Development
Week 5-10We build your CRM with regular demos so you can see progress
Data Migration
Week 11We move your existing customer data into the new system
Training & Launch
Week 12We train your team and support the go-live
Investment
One-time build cost. No per-user fees. You own everything.
Essential
Best for: Small teams with straightforward sales
- ✓ Contact & company management
- ✓ Basic pipeline tracking
- ✓ Email integration
- ✓ Simple reporting
- ✓ 8-10 week timeline
Professional
Best for: Growing businesses with complex needs
- ✓ Everything in Essential
- ✓ Custom workflows
- ✓ Multiple pipelines
- ✓ Advanced reporting
- ✓ 3-5 integrations
- ✓ Mobile app
- ✓ 10-14 week timeline
Enterprise
Best for: Large organizations or complex requirements
- ✓ Everything in Professional
- ✓ Unlimited integrations
- ✓ AI-powered features
- ✓ Multi-team/division support
- ✓ White-label option
- ✓ 14-20 week timeline
Common Questions
Why would I build a custom CRM instead of using Salesforce or HubSpot?
For many businesses, off-the-shelf CRMs work fine. But if you're paying for features you don't use, need integrations they don't offer, have unique workflows, or the per-user costs are adding up, a custom CRM can be more cost-effective and better fit your needs. After 2-3 years, many businesses find they've spent more on SaaS subscriptions than a custom build would have cost.
How long does it take to build a custom CRM?
Typically 8-16 weeks depending on complexity. A basic CRM with core contact management and pipeline tracking takes 8-10 weeks. More complex systems with multiple integrations, custom workflows, and advanced features take 12-16 weeks. We'll give you a specific timeline after the discovery phase.
What about updates and maintenance?
We offer optional maintenance plans starting at $500/month for hosting, security updates, and minor enhancements. Many clients also pair with our Monthly Automation Solution for ongoing feature development. You can also maintain it yourself or hire any developer since you own the code.
Can you migrate data from our current CRM?
Yes. We handle data migration from any existing system including Salesforce, HubSpot, Zoho, Pipedrive, spreadsheets, or even paper records. We map your existing data to the new structure and verify everything transfers correctly.
What technology do you use to build custom CRMs?
We use modern, proven technologies that are easy to maintain and scale. Typically this includes React or Vue.js for the frontend, Node.js or Python for the backend, and PostgreSQL for the database. We can also build on platforms like Retool or Glide for faster delivery if that fits your needs.
Do I really own the code?
Yes, 100%. When the project is complete, we transfer all source code, documentation, and assets to you. You can host it yourself, modify it, hire other developers to work on it, or do whatever you want with it. There's no vendor lock-in.
Ready for a CRM that fits your business?
Tell us about your sales process and what's not working with your current CRM. We'll show you what a custom solution could look like.
Free consultation. No obligation.