01
Auto Lead Capture From Forms
Every contact, quote, and demo form on your website creates a lead record instantly, tagged with source, page, campaign, and device.
A CRM That Lives Inside Your Site
Stop paying per seat for a generic CRM your team barely uses. We build a custom CRM and lead management system wired directly into your website, tuned to your real sales process, and owned by you forever.
Most small and midsize businesses buy a CRM, import their leads, use it enthusiastically for three weeks, and then quietly go back to spreadsheets and sticky notes. The problem isn't the team — it's that generic CRMs like HubSpot, Salesforce, and Pipedrive are built for every business on Earth, which means they're built for no business in particular. Your team spends more time mapping their workflow into the tool than actually working, and the per-seat pricing means every new hire makes the problem more expensive.
A custom CRM flips the relationship. Instead of your sales process bending to fit the software, the software bends to fit your sales process. Your real pipeline stages, your real lead sources, your real qualification criteria, your real handoff rules between sales and ops — all of it hardcoded into a dashboard that lives on your own domain, logs every lead the instant it arrives, and costs you exactly zero per-user fees forever. The leads come in through your own website, land in your own database, and show up on a dashboard your team actually opens every morning.
1
Unified dashboard
Auto
Lead scoring
Role
Based access
Live
Real-time reports
Everything you need to run sales like a system
02
Lead Scoring & Tagging
Hot leads float to the top of the queue automatically. Cold leads get routed to nurture. Your reps stop wasting time on bad-fit conversations.
03
Pipeline Stages
Drag-and-drop deals through New, Contacted, Proposal, Won, and Lost. Every move is timestamped so you can see exactly where deals stall.
04
Customer History & Notes
Every call, message, quote, and meeting attaches to the lead file. The next person who picks up the conversation knows everything that happened before.
05
Team Workflows
Role-based access, auto-assignment rules, reminders, and internal comments. Your sales, support, and ops teams see the same source of truth.
06
Exportable Reports
Conversion by source, deals by rep, revenue forecasts, aged pipeline — export to Excel, PDF, or schedule automatic weekly email reports.
From kickoff to launch
1
Sales Process Audit
We shadow your sales team, map current stages, and document where leads leak. The result is a blueprint of what your CRM actually needs to do.
2
Data Model & UI Design
We design the database schema, user roles, and dashboard screens in Figma so your team can click through the experience before we build it.
3
Build & Migrate
We build the CRM, wire authentication, import your existing leads from HubSpot, Sheets, or Excel, and connect it to every form on your website.
4
Launch & Train
Role-specific training sessions for sales, ops, and admin. Written SOPs. 30 days of on-call support while your team gets comfortable.
SaaS CRM vs custom CRM
HubSpot / Salesforce / Pipedrive
- $25-$150 per user per month, forever, with every seat added
- Your sales process bends to fit their data model, not the other way around
- Every custom field and automation is locked behind a higher tier
- Data lives on their servers — export rules limit what you can take
- Generic reports that don't match how you actually measure sales
- Feature bloat your team will never use, missing features they actually need
Custom CRM & Lead Management
- One-time build fee, zero per-user cost forever regardless of team size
- Pipeline stages, fields, and automations match your actual sales process
- Auto lead scoring and routing tuned to your close rates, not generic averages
- Database lives on your infrastructure — full ownership, full export
- Reports built around the metrics your owner, ops, and reps actually track
- Every feature on the page is one a real person on your team uses weekly
Best fit for sales-driven teams
Growing sales teams
You have 3-20 salespeople and the per-seat fees on HubSpot or Pipedrive are eating your marketing budget faster than the CRM earns it back.
Multi-brand operators
You run two or more brands under one roof and you're tired of paying for the same CRM twice. A custom dashboard unifies leads across brands while keeping data separate.
Service businesses
Agencies, clinics, studios, and contractors who need a lead management system built around project stages, not generic B2B sales funnels.
E-commerce with sales ops
You've outgrown "every order is a ticket" and need to actually qualify, nurture, and close high-value customers with a real pipeline.
Transparent pricing
Starting at $1,450
Custom CRM with auto lead capture, scoring, pipeline stages, team workflows, role-based access, customer history, and exportable reports. Includes data migration from one existing system and 30 days of post-launch support. Advanced automations and multi-brand instances quoted separately.
Get Your Custom QuoteCommon questions
Why build a custom CRM instead of using HubSpot or Pipedrive?
HubSpot and Pipedrive are great general-purpose tools but charge per user per month forever and force you into their data model. A custom CRM lives inside your own site, has zero per-user fees, and models your real sales process instead of a generic one.
How does the auto lead scoring work?
We assign points based on the form a lead fills out, the page they came from, how fast they replied, their budget answer, and any UTM or ad source. Every lead gets a score from 0-100 that tells your team exactly who to call first.
Can my team log in from their phones?
Yes. The dashboard is fully responsive so it works on phones, tablets, and desktops. Your salespeople can update a lead from their phone on the way home from a meeting.
Can we export data to Excel or our accountant?
Every table exports to CSV, XLSX, and PDF with one click. We can also wire scheduled email reports straight to owners, accountants, or investors.
Do you migrate existing leads from another CRM?
Yes. We import from HubSpot, Pipedrive, Zoho, Salesforce, Google Sheets, and Excel. We map your fields, clean duplicates, and preserve notes and activity history where possible.
Ready to own your sales operation?
Get a custom quote in 24 hours. No commitment, no pressure.
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