Custom CRM
A CRM that fits your process, not the other way around.
We build custom CRM and sales tools when off-the-shelf products don’t fit. Pipelines, contact management, activity tracking, and reporting are designed around your workflow and integrated with your existing systems.
Sales Pipeline & Stages
We model your pipeline and stages, with custom fields and automation so your team can track deals and activities the way you work.
Contact & Account Management
Unified contact and account views, with history and communication tracking. Integrations pull in email, calendar, and other data where needed.
Reporting & Dashboards
Dashboards and reports give managers visibility into pipeline, activity, and forecasts. Export and API access support deeper analysis.
Key benefits
- Built for your process and terminology
- No compromise on features or integrations
- Ownership of data and logic
- Easier adoption by your team