Custom CRM Development
Bespoke CRMs that map to how your team actually works — not how Salesforce thinks you should.
- Timeline
- 14–22 weeks for v1
- Engagement
- Senior, embedded
- Pricing
- Outcome-based
- Discipline
- Enterprise Solutions & CRM
⏚ Summary
What this engagement is, plainly.
Off-the-shelf CRMs force your operations to fit their model. We build CRMs that fit yours — typed data, fast workflows, and a UI that respects how power users actually use the system.
Problems we solve
Your team works in Salesforce / HubSpot but spends more time configuring it than using it.
Bespoke fields, weird workflows, and integration tax are killing productivity.
Existing CRMs can't handle your industry-specific data (loans, properties, contracts, patients).
⏚ Approach
How we run this engagement.
- 01Phase
Workflow discovery
We sit with the people who'll use it. The CRM they need is rarely the one the executive describes.
- 02Phase
Typed data, fast UI
Schemas designed for your domain, with derived fields, validation, and a UI that doesn't make users tab through 30 fields.
- 03Phase
Integrations as a layer
Email, calendar, billing, document signing — connected through one integration layer, not hard-coded into business logic.
⏚ Deliverables
What you get, signed off.
Domain model + schema
Pipeline / workflow engine
Role-based access + audit log
Integration layer (email, calendar, billing)
Custom reporting + dashboards
⏚ Stack we typically use
Tools, not religion.
We pick on workload and team shape, not on fashion. Anything below is a default — swappable when your context demands.
- TypeScript
- Next.js
- Postgres
- Prisma
- Inngest
- Tiptap
- Stripe
Outcome
A CRM your team reaches for instead of around, with data shaped to your business and a UI that respects the people who live in it daily.
⏚ Frequently Asked
About this service, specifically.
⏚ Related Services
Often paired with this engagement.
⏚ Engagement Initiation
Have a hard problem worth doing once, well?
We take a small number of engagements per quarter. If your program needs serious operators, we'd like to hear about it.