A CRM shaped around how you actually sell.
Lead capture, qualification, pipeline automation and client portals engineered on one data spine — wired into your ERP, and run by the senior team that built it.
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Your pipeline lives in inboxes and a spreadsheet.
Every growing sales operation hits the same wall: leads arriving in five inboxes, deals tracked in a spreadsheet with one owner, follow-ups living in people's heads. The generic CRM you tried made reps do data entry for management's benefit — so they quietly stopped.
We build CRMs shaped around the sales motion you already have — lead capture and qualification at the front, automated follow-through in the middle, and your ERP, accounting and client portals on the same data spine. The system does the admin; your team does the selling.
One pipeline, zero leaks.
The customer-relationship core, module by module — each one replacing an inbox, a spreadsheet, or a rep's memory.
Custom CRM platform
Contacts, accounts, deals and activities modelled on your sales motion — not a template with forty unused fields.
Lead capture & scoring
Every enquiry — forms, calls, campaigns — lands in the pipeline with an owner, a score and a next step.
AI-assisted qualification
Voice and chat agents that handle the first touch in seconds and route only sales-ready leads to a human.
Pipeline & workflow automation
Follow-up tasks, stage rules, SLA timers and approvals enforced by the system, with a full audit trail.
ERP & accounting integration
Quote-to-cash without re-keying: two-way sync with invoicing, inventory and fulfilment systems.
Client portals & reporting
Role-aware portals for customers and partners, and dashboards that show the pipeline as it actually is.
Adoption first, admin never.
CRMs fail when reps stop updating them. Ours land because the system does the admin and mirrors how the team already sells.
01Map the sales motion
We shadow how leads actually flow — forms, inboxes, spreadsheets, the rep who remembers everything — before designing the system that replaces them.
02Model the pipeline
Entities, stages, ownership and automation rules shaped on your motion; contacts and deal history migrated, de-duplicated and audited.
03Automate the follow-through
Follow-ups, routing, escalations and hand-offs move from memory to the system — reps see the next action, managers see the exceptions.
04Adopt team by team
The new CRM runs alongside the old spreadsheet or tool until the numbers match. It retires the old process by winning, not by decree.
We have shipped this before.
A lead-qualification platform we built and operate — every inbound lead called within seconds, only sales-ready prospects routed to humans.
LeadTrack AI
Multi-tenant voice agents that own the first touch: auto-calling inbound leads in under 30 seconds, qualifying through natural conversation, and handing sales-ready prospects to reps with full context attached.
Chosen for the problem, not the résumé.
Built on the same hireable, auditable stack as our products — because your CRM is a product.
One team. Zero hand-offs.
Disciplines most often combined with CRM — same architecture, same engineers, no integration tax.
Questions, answered.
The things buyers of CRM ask us most. Anything else — put it in a brief, a senior engineer replies within a business day.
Put it in a brief. A senior engineer — not a sales rep — replies within one business day.
Q.01Why build a custom CRM instead of using Salesforce or HubSpot?
If an off-the-shelf CRM genuinely fits your sales motion, we will say so — it is cheaper and we have no licence to sell you. Custom wins when the workflow is your edge: unusual qualification steps, operational data the CRM must sit on top of, or per-seat pricing that stops scaling with your team.
Q.02Can it integrate with our ERP and accounting software?
Yes — that seam is usually the reason clients come to us. Deals flow into invoicing, inventory and fulfilment without re-keying: two-way sync, a clear system-of-record per field, and reconciliation reports instead of copy-paste. We have shipped production integrations with QuickBooks, NetSuite, Salesforce and HubSpot.
Q.03What does a custom CRM cost?
Scoped module by module, with a fixed price agreed in writing before we start — and no per-seat licence, so the cost doesn't climb every time the team grows. The discovery sprint produces the number before any engineering budget burns.
Q.04What about migrating from spreadsheets or an existing CRM?
Always part of the engagement. We extract contacts, companies, and deal history from the old system, de-duplicate and validate against business rules, and load with a full audit trail. The old tool retires only when the numbers reconcile.
Q.05Will the sales team actually use it?
That is the design constraint, not an afterthought. The CRM mirrors how reps already work — fewer required fields, automation doing the admin, mobile-friendly views — and rolls out team by team alongside the old process. A CRM nobody updates is just an expensive report of the past.
Q.06Can AI qualify leads before a human picks up?
Yes — we built exactly this for LeadTrack AI: voice agents that auto-call every inbound lead within 30 seconds, qualify through natural conversation, and route only sales-ready prospects to a rep with full call context attached. Qualified-lead conversion rose 38%.
Q.07Can our customers or partners get their own portal?
Yes. We build role-aware client portals on the same data spine as the CRM — account status, orders, documents, and self-serve answers to the questions that otherwise become support calls. For FeelEat's B2B partner portal that cut support call volume by 68%.
Where do your leads
go cold?
Tell us where the pipeline leaks — the inbox nobody owns, the spreadsheet nobody trusts, the follow-up that never happened. We reply within one business day with an honest modular roadmap.