Custom CRMs Purpose-built CRMs that match your workflow — not the other way around.

Custom CRM Development

Own your pipeline, automate your ops, and integrate everything — with a CRM tailored to your industry and team.

Stripe Twilio Salesforce
Teams collaborating around a CRM dashboard

Why Custom — Not Just Configured

Exact Fit

We model your real processes (pipelines, stages, SLAs) so reps click less and close more.

Deep Integrations

Bi‑directional sync with ERP, billing, telephony, marketing, and data warehouses.

Security & Ownership

You own the code and the data. Deploy to your cloud with SSO, SAML, and RBAC.

Core CRM Modules

Need something else?

Contacts & Accounts

360° profiles, custom fields, tags, and relationship graphs.

Pipelines

Multiple sales pipelines, Kanban, drag‑and‑drop, probabilities, SLAs.

Activities & Tasks

Calls, meetings, notes, reminders, and follow‑up sequences.

Quotes & Invoices

CPQ, e‑sign, taxes, partial payments, recurring billing.

Email & SMS

Templates, sequences, inbox sync (IMAP/OAuth), deliverability tracking.

Telephony

Click‑to‑call, call recording, IVR, transcription, sentiment.

Reports & Dashboards

Real‑time KPIs, cohort analysis, revenue forecasts.

Permissions

Teams, roles, row‑level access, field‑level security, audit trails.

Automations

No‑code workflows, webhooks, serverless functions, AI assistants.

Popular Integrations

QuickBooks Xero HubSpot Salesforce Zendesk Twilio SendGrid Outlook / Gmail Slack SAP

Security & Compliance

  • SSO (SAML/OIDC), MFA, SCIM user provisioning
  • Field encryption, customer‑managed keys, secrets vault
  • Least‑privilege RBAC, audit logs, anomaly alerts
  • HIPAA, GDPR, SOC2 readiness guidance
  • Zero‑trust networking, WAF, rate limiting
Secure dashboard

Delivery Approach

1

Discovery

Workshops, process mapping, data model, success metrics.

2

Pilot

MVP modules, integrations, and initial automations.

3

Scale

User rollout, analytics, performance, and hardening.

4

Support

SLAs, training, roadmap alignment, and managed services.

Reference Architecture

Typical Stack

Frontend

  • Next.js / React, Tailwind, shadcn/ui
  • Realtime via WebSockets
  • Accessibility + Design System

Backend

  • Python (Django/FastAPI) or Node (NestJS)
  • Postgres + Redis + S3
  • OpenAPI, OAuth2 / SAML SSO

Platform

  • AWS / Azure / GCP, IaC (Terraform)
  • Kubernetes, CI/CD, Observability
  • Compliance & Secrets Management

FAQs

How long does a CRM take?

Discovery (2–3 weeks), Pilot (6–10 weeks), Scale (ongoing). Timelines vary by modules and integrations.

Can we migrate from our current system?

Yes. We build extract/transform/load jobs and run rehearsals to validate counts, deduping, and permissions.

Where does it run?

Your cloud (AWS/Azure/GCP) or ours. You fully own data and runtime with optional managed services.

Ready to build your CRM?

Tell us your pipeline, hand us your data sources, and we’ll craft a secure, scalable platform.