Web · CRM & Internal Tools
Internal tools your team will actually use.
Custom CRM, ops dashboards, and internal apps that fit how your business actually works — instead of forcing your business to fit a generic SaaS.
— The challenge
Why this matters now.
— Who it’s for
Best fit for
— Our approach
How we think about it.
Off-the-shelf CRMs make 80% of teams 80% happy. The other 20% of work — the part that's actually your competitive edge — gets crammed into custom fields, spreadsheets, and Slack threads. We build the right tool for that 20%: a custom CRM, ops dashboard, or internal app that fits your workflow like a glove and that your team will actually open every day.
— What’s included
Capabilities
Every engagement covers what you need from this list. We don’t up-sell tracks you don’t use.
Custom CRM development
Pipelines, contacts, deals, activities — modelled to your sales motion, not a SaaS template.
Internal dashboards
Real-time ops dashboards, exec scoreboards, team-specific views.
Workflow automation
Triggers, queues, approvals, escalations — the boring stuff that reps hate doing manually.
API integrations
Salesforce, HubSpot, Pipedrive, Stripe, QuickBooks, Slack, Google Workspace — connecting what you already use.
Role-based access
Permissions modelled around your org chart, not generic admin/user/viewer.
Reporting & analytics
Custom dashboards, exportable reports, scheduled email digests.
Data migration
From spreadsheets, legacy databases, or other CRMs — cleaned and de-duplicated en route.
Training & rollout
Phased adoption, internal documentation, change-management support.
— How we work
Process
No magic. Five disciplined stages, weekly demos, and a single point of contact who actually responds to email.
Map
Current workflow, pain points, who does what, what data lives where.
Design
Screen-by-screen UX with your power users in the room.
Build
Iterative, weekly demos with your team using it.
Migrate
Data import, integrations live, parallel run with your old system.
Adopt
Training, documentation, gradual rollout, support window.
— Stack
Tools we use
— You walk away with
Deliverables
- 01Custom CRM or dashboard tailored to your workflow
- 02Integration with your existing tools
- 03Role-based permissions
- 04User training + written documentation
- 05Hosted, monitored, backed up
- 06Source code in your GitHub
- 07Six-month support window
— Engagement
How we work together.
Up-front honesty about scope, cost, and timeline. The numbers below are typical — we’ll quote yours specifically once we understand the project.
Typical investment
$40k – $150k
Minimum engagement
$25k for a focused dashboard MVP
Timeline
8–16 weeks
Best fit for
Operations-heavy businesses, agencies, professional services, marketplaces
— FAQ
Common questions
Most companies don't need custom — they need configuration help. But if your competitive advantage is in your process, off-the-shelf forces compromises you'll feel every day.
Yes — Slack, Google Workspace, Stripe, QuickBooks, your existing CRM. We build with APIs, not duct tape.
We offer retainer support, or hand off source code + docs so your in-house team or another agency can take it over.
SOC 2-aligned hosting, role-based permissions, audit logs, encrypted data at rest and in transit. Compliant with GDPR by default; HIPAA on request.
— Ready when you are
Ready to start your crm system project?
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