Custom CRM
A sales pipeline with your own stages and fields, and every email logged to the right deal.
What the CRM does.
- 1
A new lead lands in the right stage.
Leads from your website form and email go into your pipeline at the stage you set, with nothing to type in.
- 2
Each deal has your fields and its emails.
The deal page shows the details you track, and emails from Gmail or Outlook are logged to it on their own.
- 3
The next step becomes a task.
When a customer replies to a quote, a call task goes to whoever owns the deal, with a reminder.
- 4
You see every deal by stage and value.
The pipeline shows what's open at each stage and what each deal is worth.
What changes for you.
Stages that match how you sell.
Deals move through the steps your business already uses, under the names you use.
Only the fields you need.
Each deal holds the details your team tracks, with nothing extra to fill in.
Every email stays with the deal.
Anyone on your team can open a deal and see what was said before they call.
Every deal has a next step.
Tasks and reminders go to the right person, so open deals get followed up.
How we build yours.
- Explain.
Walk us through one sale, from first contact to closed, by voice or text.
- Map.
We map your stages, the details you track and who handles each step.
- Design.
We design the pipeline, the deal page and the tasks around how your business sells.
- Build.
Approve the design, and we build your CRM, bring in your contacts and deals, and connect it to your email and the tools you already use.
Questions.
Why not use an off-the-shelf CRM?
If one fits how you sell, use it. It stops fitting when your stages, fields or handoffs don't match its setup, or when your team keeps the real details in a spreadsheet beside it. That's when we build one around your process, and the solution design says which fits your business.
Can you bring in my spreadsheets and my current CRM?
Yes. We import your contacts and deals from your spreadsheets or from an export of your current CRM, and remove duplicates as part of the build.
Will it log my emails and texts?
Emails, yes. It connects to Gmail or Outlook and logs each email to the deal for that contact. Texts can be logged too when they go through a business texting number we connect. US carriers require that number to be registered, and we handle the registration as part of the setup.
Who can log in, and who owns the data?
Each person on your team gets their own login, with email or their Google or Microsoft account, and you choose what each one can see. The data is yours, and we tell you where it's stored before work starts.
What does a custom CRM cost?
The price depends on what we build. We quote the work before anything starts, and you decide whether to go ahead.
Start with a free process analysis.
Walk us through one sale, and get your solution design within 2 business days.
Start free