A custom CRM built around how you sell, with no per-seat fees.
We build custom CRMs for businesses that have outgrown their spreadsheet or are paying expensive software providers for features they don't use and don't actually work for them. It holds your clients, deals, and jobs in one place, logs emails and calls automatically, and connects to other tools you use like Xero.
Pipeline
9 dealsWhere the time goes on CRM.
Over a month, that's about 54 hours back for your team.
| Step | By hand | With your own system |
|---|---|---|
| Logging emails, calls and meetings | 5h | |
| Updating deal stages and notes | 2h 30m | 30 min |
| Working out who to follow up | 2h | |
| Copying won deals into Xero and the project tool | 1h 30m | |
| Building the weekly pipeline report | 2h | |
| Total | 13h | 30 min |
What we build, around how your team already works.
Your stages, your fields
Deal stages, fields and screens match how your team sells, whether that's tenders, renewals or repeat orders.
Logged automatically
Emails, calls and meetings from Outlook or Gmail are attached to the right client, without anyone typing.
Follow-ups on time
Every deal has a next step. Overdue ones are flagged, with a follow-up email drafted and ready to send.
Entered once
Won deals go straight into Xero, your project tool and your client portal, so nobody types a client's details twice.
Live reporting
Pipeline, forecast and win rate update as deals move, by person, service or region.
Ask in plain English
Ask Copilot or Claude which deals over 20k haven't been touched in two weeks, and get the list.
Outlook
Gmail
Xero
QuickBooks
Microsoft Teams
Slack
CopilotOff-the-shelf or built for you? How it compares.
| Compared on | HubSpot, Salesforce or Pipedrive | Built by us |
|---|---|---|
| Fit | Built for thousands of businesses, so your team works around it | Built around how your team already works |
| Price | Per seat, so it goes up every time you hire | One flat monthly price, however many people use it |
| Your other tools | Only the integrations they've chosen to build | Connects to the tools you already use |
| Changes | Request a feature and hope it makes their roadmap | Tell us what you need, and something new ships every week |
| Set-up and upkeep | Your team's time, or a consultant you pay by the day | We do it, and it's included in the price |
| Ownership | You rent it for as long as you pay | Your business owns it |
Common questions, answered.
When does a custom CRM make sense over HubSpot or Salesforce?
When you're paying for seats and add-ons you don't use, or paying a consultant to bend the CRM to how you work. It usually makes sense from about 15 staff. Below that, off-the-shelf is often cheaper, and we'll tell you if so.
Can you move our data from HubSpot, Salesforce or spreadsheets?
Yes. We import your contacts, companies, deals, notes and history, and run both side by side until your team is ready to switch.
Will it work with Outlook and Teams?
Yes. Emails and meetings are logged from Outlook, and your team gets alerts and can update deals from Teams.
How much does custom CRM software cost?
It's part of managed software: a senior developer, product manager, design, QA and ongoing fixes for a flat $6,000£4,500€5,300 a month, plus hosting at cost. There are no per-seat fees and no minimum term, and your first system is live within 30 days.
We also build the systems around it.
Client portal
A client portal in your brand, so clients stop emailing to ask where things are.
See how it worksProposal writing
AI proposal software that writes the first draft, and lays it out in your brand.
See how it worksManagement reporting
Live management reporting, without the month-end spreadsheet.
See how it works
Tell us how your team handles CRM today.
In 30 minutes, we'll work out where your team loses the most time and what we'd build first.
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