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Custom CRM & Software · from $9,500

A system built around how you sell — not the reverse.

Most teams bend their process to fit their software. This flips that. I map how your business actually wins work, then build the pipelines, automations, reporting, and lead capture around it — wired straight to your website so nothing falls through the cracks.

Custom not a template Lead capture wired to your site 30-day support & training
When custom is worth it

When the software starts running you.

Most businesses should start with an off-the-shelf CRM, and I'll tell you so if that's the right call. But there's a point where you're paying per seat for features you don't use, missing the ones you need, and bending your real process to fit someone else's assumptions. When the way you win work is your edge, a custom system stops being a luxury. Here's how to tell which side of that line you're on.

01 — What I build

The system, end to end.

Custom pipelines and fields built to your stages, the automations that remove the busywork, and lead capture wired straight from your website so an inquiry becomes a tracked opportunity automatically.

Scope my build →
  • Custom pipelines, stages & fieldsBuilt to how you actually sell, not a generic template.
  • Automations & follow-upThe repetitive work handled, so leads don't go cold.
  • Website-to-CRM lead captureForms and inquiries land as tracked records automatically.
  • Reporting dashboardsThe handful of numbers that actually drive decisions.
02 — How it works

Process first, software second.

I start by documenting how leads actually move through your business today — where they come from, where they stall, where they leak. Only then do we build. You end up with a system that fits, plus a team trained to run it without me.

  • Discovery & workflow mappingHow a lead really moves from first touch to closed.
  • Build & integratePipelines, automations, and the connections to your existing tools.
  • Train & hand offTeam training and 30 days of support so you own it.
Questions, answered

About custom builds.

If your CRM is fighting you, let's fix it.

Tell me how your business wins work and where it's leaking. I'll tell you honestly whether a custom build is worth it — and what it would take.