Stop losing deals to spreadsheets and sticky notes
Most SMBs track their entire sales pipeline in a CRM they never configured properly — or Excel. We build custom CRM workflows and sales automation that fit your actual sales process, not a generic template your team works around.
The problems that bring clients to us
These are the three most common situations we hear from businesses before they commission a custom solution.
Your sales team is doing admin, not selling
Manual data entry after every call, copy-pasting between tools, updating spreadsheets that are already out of date. Senior salespeople doing junior admin work because the system wasn't built for how they sell.
Leads fall through every week
No consistent follow-up sequence. No visibility on who contacted whom and when. No alert when a hot lead goes cold for 10 days. Deals that should have closed are sitting in a queue no one is watching.
You can't forecast with confidence
Pipeline data lives in five places. Reports take hours to pull. Board decks require a full day of manual work. The numbers your CEO presents on Friday were true on Wednesday.
What We Build
A sales system built around your process, not ours
We map your actual sales workflow — from first touch to signed contract — and build automation that removes the manual steps at every stage. The result is a pipeline your team actually uses because it works the way they work.
What's included
- Custom pipeline stages mapped to your exact sales process
- Automated follow-up sequences triggered by deal stage changes
- Lead scoring engine based on engagement signals and fit criteria
- Two-way sync with Gmail, Outlook, HubSpot, and Salesforce
- One-click forecasting reports your leadership can trust
- Mobile-first interface for field sales and remote teams
What we scope engagements like this to achieve
- 43%
- Faster average close time
- 2.3×
- More deals tracked per rep
- $340K
- Pipeline recovered in 6 months
- 8 hrs
- Saved per rep per week
Illustrative targets based on projects of this scope — we'll set the real numbers for your business in the discovery call, not after signature.
Industries we serve
Tech stack
Compliance standards
What businesses ask us before they start
Can this integrate with our existing CRM?
Yes. We build integration layers for HubSpot, Salesforce, Pipedrive, and most CRMs with an API. If you want to replace your CRM entirely with a custom system, we can do that too — and it usually costs less in the long run than a Salesforce licence for a 20-person team.
How is this different from just buying HubSpot or Pipedrive?
Off-the-shelf CRMs are built for the median sales process. Yours isn't median. We build exactly the pipeline stages, automation triggers, and reporting your team needs — and nothing they don't. Teams that switch from HubSpot to a custom system typically see adoption rates double within 30 days.
How long does this take to build?
A full custom CRM automation layer typically takes 6–10 weeks from discovery to production. An integration on top of an existing CRM (adding automation, custom fields, reporting) is usually 3–4 weeks.
Do you train our sales team?
Yes. Every engagement ends with handover documentation, recorded walkthroughs, and a live training session with your team. We don't call it done until your team is confident using it without us.
Can it connect to our accounting software for invoicing?
Yes — QuickBooks, Xero, and FreshBooks integrations are standard. When a deal closes, the invoice can be generated automatically.
Ready to stop doing this manually?
The first call is with a senior engineer — not a sales rep. We'll review your situation and tell you honestly whether custom software is the right solution, what it would take to build, and whether we're the right team for it.
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