Service
Custom CRM for small businesses, built around how you work
A simple system with your customers, appointments, quotes and to-dos in one place. We design it around how you work, not the other way around, and without paying for features you'll never use.
Free, no-pressure first call. Zero tech-speak.
Customers in a notebook, appointments on a phone and quotes in email
In many small businesses the information is scattered: phone numbers on the owner's mobile, history in the memory of the longest-serving employee and quotes lost in email. Nobody has the full picture, and when someone's out, the business feels it.
Off-the-shelf CRMs promise to fix this, but many are built for large sales teams: too many screens, per-seat pricing and terms that aren't yours. A few weeks later, the team is back to the notebook.
A custom CRM has only what you use, in your own words, and connects with the rest of your business.
What your custom CRM includes
Customer records with history
Contact details, visits, past jobs, quotes and notes. For an auto shop, for example, a record for each vehicle with its service history.
Calendar and appointments
Your calendar inside the CRM, with automatic reminders for customers and alerts for your team.
Quotes and follow-up
Create a quote in a minute, see which ones are open and schedule follow-ups so they don't go cold.
A to-do dashboard
Open it and see what needs doing today: appointments, calls to return, jobs to finish and payments due.
On phone and desktop
It runs in the browser on any device, with per-person permissions so everyone sees what's theirs.
Connected to everything
It receives bookings from the chatbot or voice agent, forms from your website and data from your invoicing, with no copy-pasting.
How we build your CRM
Assessment
We look at how you work today, which data you actually use and where time or information gets lost.
Design with you
We show you the screens before writing code and refine them with the people who'll use them every day.
Build and migration
We build it, move your current data (spreadsheets, calendar or other software) and test it with real cases.
Training and tuning
We train your team in a hands-on session and adjust whatever's needed over the first months.
How much a custom CRM costs
Price depends on the modules you need (customers, calendar, quotes, invoicing or inventory), integrations with other tools and the data to migrate. You pay for the build plus a monthly fee that covers hosting, backups and maintenance.
We start with the essentials so you can use it as soon as possible and add modules when you need them. After the assessment you get a fixed proposal.
Questions about a custom CRM
Why custom instead of a well-known CRM?
If an off-the-shelf CRM fits you, we'll say so. A custom CRM pays off when the way you work is specific, like an auto shop, a dental office or an insurance agency, and generic tools force you to adapt to them or pay for features you don't use.
Do I own the data?
Yes. You can export it whenever you like and, if you ever switch providers, we hand it all over.
Can you move my current data?
Yes. We import customers, history and appointments from spreadsheets, your calendar or the software you use now, and check that everything matches.
Is it secure?
Password access with per-person permissions, encrypted connections, automatic backups and privacy-compliant hosting.
Does it work on my phone?
Yes, in the browser on your phone, tablet or computer, with nothing to install.
What if my business changes?
The CRM grows with you. If you open a second location, add a new service or hire more people, we add modules, fields, screens or permissions without starting from scratch. Small tweaks are covered by maintenance, and we quote any big change before we make it.
Other services
Each service solves one specific problem, and they work better together: the chatbot and the receptionist drop bookings straight into your CRM.
App and web design for small businesses
Custom websites and apps, fast and built for Google.
AI receptionist for small businesses
Answers every call and books appointments, 24/7.
WhatsApp chatbot for business
Replies in seconds, books appointments and takes orders.
AI automation for small businesses
Busywork runs itself: reminders, invoices and data.
Tell us what’s slipping through the cracks and we’ll show you how much you can win back.
A 30-minute call, no pressure and no jargon. You’ll walk away with a clear picture of where your savings are.
Prefer another channel?