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If a configured Salesforce or HubSpot can serve you, we’ll tell you. If your sales motion, customer relationships, or member workflow doesn’t map to off-the-shelf CRM, custom is sometimes the right move. We’ll help you figure out which side you’re on, honestly.
Your Salesforce setup costs more in customization than the license itself, and it still doesn’t quite fit how your team actually sells.
Customer data is split across CRM, billing, ops, and somebody’s Excel sheet that nobody trusts.
Off-the-shelf CRM was built for a generic B2B sales pipeline. If your business is membership management, partner relationships, dealer networks, or anything else, the CRM forces your team to think the way the software thinks, not the way the business actually works.
Every year the per-user price goes up, and you’re paying for features you don’t use.
When the CRM is forcing you to bend, the right move is one of three: a different off-the-shelf, integrations on top of what you have, or a custom rebuild. We’ll tell you which one fits. If a configured Salesforce or HubSpot serves you, we’ll say so.
Custom CRM is not always the right move. If a configured Salesforce or HubSpot can serve you, we’ll tell you. Most companies don’t need a custom CRM. Some do. The consultation exists to figure out which side you’re on. For the businesses where custom is the right move, four things change when you work with us.
Before we write code, we identify the one outcome the CRM should produce. Pipeline visibility, member retention, partner coordination, whatever the real goal is. Every decision aligns against it. The result is a CRM your team uses because it fits, not one they work around.
A flat monthly rate gets you a senior US development team. Scale up when you’re building, scale back when you’re maintaining. No per-user pricing that punishes growth.
When the CRM breaks or a question comes up, you reach a senior developer who knows your sales motion, in under sixty minutes*, during business hours. Not a ticket queue. Not a junior on rotation.
*In practice, the average is just a few minutes.
If, in the first sixty days, you decide we’re not the right partner, we refund your first month. As far as we know, no one else in this industry offers this. We do because we’ve never had to honor it.
From the first call to the moment your sales team is using a CRM built around how you actually sell. Each step has a clear scope, a clear price, and a clear way out if it isn’t working.
A thirty-minute working call. We map out your sales motion, your existing tools, and where the friction is. If a configured Salesforce or HubSpot solves it, we’ll point you in that direction. If custom is the right move, we’ll explain why. You leave with a written roadmap either way.
A scoped engagement to ship the most painful piece first. We pick the part of the sales workflow where the friction is greatest, build it, and prove the approach. You own the code from day one. If at any point in the first sixty days you decide we’re not a fit, we refund your first month.
If you’re happy with the work, the engagement continues under the same monthly subscription. We build out the rest: pipelines, contacts, integrations with email, calendar, billing, and reporting designed around your sales motion. Senior US engineers, no per-user pricing.
Each of these clients was running customer or member relationships through a system that didn’t fit. We replaced what didn’t fit with platforms designed around their actual workflow.
Misty had spent two years trying to find developers who could untangle four decades of legacy member data without documentation. We rebuilt the system around the way her team actually worked: member records, dues processing, event coordination, and the operational workflow connecting them. Shipped eighteen days after launch.
“They made us feel valued and respected, with the intention of building a lasting partnership rather than just collecting a paycheck.”
Their entire business model depended on matching students with native-speaker partners across time zones, currencies, and languages. Off-the-shelf tools couldn’t handle the relationship complexity. We rebuilt partner data, reservations, and session tracking as a custom platform, shipped on time, in production from day one.
“Their ability to consistently connect development work to real business value set them apart.”
Most companies need better-configured Salesforce, not custom CRM. Custom is the right answer when your sales motion, customer relationships, or member workflow is unusual enough that no off-the-shelf system can model it without massive customization. The consultation exists to figure out which side you’re on. We’ll be honest about it.
Enterprise Salesforce often runs $150 to $300 per user per month before customization, plus the cost of consultants to configure it. Custom CRM is one upfront investment plus a flat monthly rate to maintain it, with no per-user pricing. For teams over thirty users with complex workflows, custom usually pays back in two to three years. Below that, configured off-the-shelf is often cheaper.
Yes. We’ve migrated data out of Salesforce, HubSpot, Pipedrive, custom databases, and Excel sheets. Most CRM data exports cleanly. We extract from the existing system, transform the data into the new schema, validate that nothing was lost, and load it into the new platform. The old CRM stays accessible until you’re sure the new version is correct.
Most clients see the highest-impact piece shipped in four to six weeks. Full platform builds typically take four to nine months depending on the complexity of the sales motion and the number of integrations. We migrate one piece at a time so the team sees value early.
It stays live. The old CRM runs alongside the new one until each piece has fully moved over. There’s no go-live weekend where everything switches at once and breaks. Your team uses both during the transition and the old system shuts down only after the new one has fully replaced it.
Yes. Email (Gmail, Outlook), calendar (Google Calendar, Microsoft 365), billing (Stripe, QuickBooks, custom), and most major SaaS tools have APIs we plug into. The custom CRM becomes the central source of truth, with the other tools feeding into and out of it.
The 60-day money-back guarantee covers the first sixty days. After that, you cancel month to month. The code is yours from day one, so if you decide to bring the work in-house or move to a different vendor, the platform goes with you. No license terms, no buyback clauses.
A thirty-minute working session. We listen to how your team actually sells, where the CRM fights you, and what your operations team has built workarounds for.
If a configured Salesforce or HubSpot serves you, we’ll tell you. If custom is the right move, we’ll explain why, and what the build looks like. Either way, the answer is honest.
A written roadmap, including our honest recommendation and (if custom is the right move) the plan to get there. Free to keep, whether or not we work together.