A CRM shaped around your sales process, not the other way around.
Two weeks, paid. We sit with reps and managers, map the pipeline as it really runs, and decide whether the right base is a custom build or a customized HubSpot, Salesforce, or Zoho. You leave with a stage model and a fixed-bid proposal.
We profile your existing data, dedupe it, and migrate from spreadsheets or your old CRM into a clean model. Getting the history in correctly is the milestone, because reps will not trust a CRM that lost their deals.
Two-week sprints build the pipeline, the fields that matter, and the automations that remove manual data entry. Each sprint ends with a Loom demo and a staging environment your team can click through.
We connect the CRM to your web forms, email, and phone via Twilio so leads land instantly and calls log themselves. The goal is that a rep updates almost nothing by hand.
We launch with a small team first, fix what trips them up, then roll out wider with reporting in place. A 60-day stability window follows where we sit on call for issues.
We will work in your existing stack when it fits. We swap tools only when the cost of staying is higher than the cost of moving.
Custom quote
fixed price, scoped to youEvery engagement is scoped against your spec. Every proposal is itemized: design, build, content, and integrations — so you can sanity-check the math before signing.
4 to 10 weeks
For mixed engagements (build + maintain), we bundle the proposal with a single price you can take to the board.
The CRM Development engagement ships the same operating standard nationwide. Pick a state or metro to see the local context, market reality, and the verticals we focus on there.
−22 hrs/wk
ops overhead eliminated
Midwest accounting firm running month-end close across four disconnected spreadsheets and two legacy tools. We built an internal ops dashboard integrating all four systems; close time dropped from 9 days to 4, saving 22 staff-hours per week.
Read the case studyAutomate the manual processes your team does by hand all day.
Chatbots, AI agents, and RAG assistants that ship to production, not demos.
Custom software that replaces the spreadsheets and duct tape, shipped in quarters, not years.
Stack thinking: paired engagements share one measurement layer, one accountability ledger, and one quarterly business review. That's where the compounding comes from.