A CRM built around
how your team actually sells
Not Salesforce with a coat of paint. Off-the-shelf CRMs assume your business works like the template — and when it doesn't, your team lives in workarounds and spreadsheets on the side. We build the CRM that matches your pipeline, your data model, and your team's real workflow. Eight years of this, across the US, UK, and Australia.
Fixed-price MVPs from $35k · No hourly billing surprises
CRM software, shaped like your business
If a standard pipeline fits your sales process, buy HubSpot — we'll tell you so on the first call. Custom is for when the template doesn't fit.
Sales Pipeline & Lead Management
Your stages, your qualification rules, your follow-up cadence — not a generic Kanban renamed to look like your process. Lead capture from your website and forms, assignment rules, activity history, and the reporting your sales meetings actually run on.
Quote-to-Invoice Workflow
The enquiry → quote → job → invoice lifecycle most service businesses run on, in one system. Quoting logic with your pricing rules, document generation, e-signature, and accounting sync to Xero, QuickBooks, or Sage — no re-entering the same data three times.
CRM Replacements & Migrations
When the team has outgrown the off-the-shelf CRM — or quietly stopped using it. We migrate your contacts, companies, deals, and history from spreadsheets or commercial CRMs, deduplicate the mess, and run both systems in parallel until you trust the new one.
Customer & Client Portals
Give clients a login instead of an email thread — request status, documents, approvals, and payments in one place. Portals cut support overhead and become the visibility your clients mention at renewal time.
Automation & Notifications
The follow-ups, status updates, and handoffs your team does manually today. Automation rules around your workflow: lead routing, stale-deal alerts, document generation, scheduled reports, and email/SMS notifications that fire when stages change.
Integrations & Field Apps
Accounting, telephony, calendars, web forms, payment providers — connected so data flows without re-entry. And when your team works outside the office, mobile companion apps for the field: job details, photos, signatures, and status updates from site.
Why CRM projects fail — and how we avoid it
CRMs don't fail at the technology. They fail at adoption — built around how managers think the team works instead of how it actually works.
Discovery: We map how a deal actually moves
Before any screens are designed, we sit with the people who will use the system — sales, ops, admin — and map how an enquiry becomes revenue today. Where deals stall, what gets retyped, which spreadsheet is the real source of truth. The CRM gets designed around that reality, not around a org-chart diagram.
Data model: The decision you'll live with for years
Contacts, companies, deals, jobs, documents — how they relate is the foundation everything else sits on, and it's expensive to change later. We design it for your business: if you sell to sites rather than companies, or a deal spawns recurring jobs, the model reflects that from day one. Documented and signed off before development.
UX: Designed for the rep with 30 open deals
A CRM only works if the team updates it, and the team only updates it if doing so is faster than not. We design for speed of entry — fewer required fields, sensible defaults, bulk actions — and prototype the core workflow with your actual users before a line of code is written.
Development: Two-week sprints, real visibility
Working, deployable builds at the end of every sprint — not status updates. You review, sign off, and the next sprint begins. Scope changes are documented and priced before any additional development happens. Fixed price means fixed price.
Migration & launch: Parallel-run, then switch
We migrate your data, verify it against the old system, and run a parallel period so the team can trust the numbers before the cutover. Training included, 30-day post-launch support included, and a retainer available for the features you'll inevitably want once the team starts living in it.
Tech stack
We match the stack to the project. The boring choice is often the right one.
What custom CRM development costs
We don't quote without a scoping conversation, but here is an honest range — the same numbers we publish in our cost breakdown.
A focused single-team system covering one primary workflow — for example enquiry → quote → job → invoice. Contact and company records, pipeline views, role-based access, activity history, and reporting basics. 12–16 weeks.
- Your pipeline, your stages
- One accounting integration
- Role-based access control
- UX design included
- 30-day post-launch support
CRM plus the operations around it: 2–4 integrations (accounting, telephony, forms, calendars), document generation, a customer portal, automation rules, per-role dashboards, and audit logs. 16–26 weeks.
- Multi-department workflows
- Customer portal included
- Automation & notifications
- Document generation
- Phased delivery milestones
Everything above plus native mobile apps for field teams, AI features like lead scoring and drafting, advanced compliance, or multi-region operation. Scoped and priced phase by phase. 6+ months.
- Field-team mobile apps
- AI lead scoring & drafting
- Compliance architecture
- Legacy data migration
- Ongoing retainer options
CRM-grade systems we've shipped
Live platforms where customer records, pipelines, and operations workflows are the core of the product.
i-mve — Enquiry-to-Invoice Platform for UK Removals
At its core, i-mve is an industry CRM: enquiries come in, get quoted with industry-specific pricing logic, become scheduled jobs, and flow through to invoicing and accounting sync (Xero, QuickBooks, Sage). Client records, contracts, and communication history in one place. Built from scratch and in continuous development since 2017 — now used by hundreds of companies across the UK.
View live platform →QRP — Enterprise Operations & Management Platform
A large-scale platform covering multi-entity operations management, reporting, and workflow automation — replacing a fragmented collection of tools that had become unmanageable at scale. Complex record management, per-role dashboards, and the audit trails enterprise management runs on.
View our portfolio →COMPASS for Autism — Multi-Role Records Platform, Ball State University
A clinical research platform whose backbone is rigorous records management: profiles, intervention tracking, and role-based access across researchers, consultants, educators, and families. Proof that we can build record-keeping systems to the standards of an accredited academic institution.
View live platform →Common questions
How much does a custom CRM cost?
A focused single-team CRM costs $35,000–$70,000 and takes 12–16 weeks. A multi-department platform with integrations runs $70,000–$150,000 over 16–26 weeks. Mobile apps, AI features, or heavy compliance push it past $150,000. We publish a full line-by-line breakdown on our blog, and we quote fixed-price after a scoping conversation — not hourly.
Why build a custom CRM instead of using Salesforce or HubSpot?
Often you shouldn't — if your sales process fits a standard pipeline and your team is under ten seats, an off-the-shelf CRM is usually the right call, and we'll tell you so. Custom wins when your workflow doesn't fit the template: industry-specific job lifecycles, quoting logic, field operations, or when per-seat licensing across a growing team costs more over three years than building an asset you own.
Can you migrate our data from spreadsheets or an existing CRM?
Yes — data migration is part of most CRM projects. We've migrated from spreadsheets, legacy databases, and commercial CRMs. Migration typically costs $1,500–$6,000 depending on how messy the source data is. We map fields, deduplicate records, and run a parallel verification period before the old system is switched off.
Can the CRM integrate with our accounting, email, and phone systems?
Yes. Accounting integration (Xero, QuickBooks, Sage) is the most common request — quotes and invoices flow without re-entry. We also integrate email, calendars, telephony, web forms, and payment providers like Stripe. Each integration is scoped and priced individually, typically $2k–$8k depending on the API quality of the system involved.
How long does a custom CRM take to build?
A core CRM covering one primary workflow — for example enquiry → quote → job → invoice — takes 12–16 weeks. A multi-department operations platform takes 16–26 weeks. We deliver in two-week sprints, so you see a working build throughout, not just at the end.
What happens after the CRM launches?
Every project includes a 30-day post-launch support window for bug fixes. After that, most clients move to a monthly retainer for continued development — new pipeline stages, reports, integrations, and automation as the business evolves. We've maintained client platforms for five to seven years; i-mve has been in continuous development since 2017.
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Ready for a CRM your team will actually use?
Tell us how you sell.
30 minutes. No slides. We'll look at how your pipeline runs today and tell you honestly whether custom is the right call — or whether you should just buy HubSpot.
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