Five businesses asked us for a custom CRM in one quarter this year, and every one gave the same reason. They were paying enterprise software prices for one pipeline and one form. We build the CRM around your workflow, connect it to your accounts software and your ad platform, and hand it over. There is no per-seat licence and no platform you cannot leave.
“Exceeded expectations”
“Great communication”
“Highly responsive”
We built our own CRM before we built one for anyone else. We were paying HubSpot about $600 a month, plus $200 a month for every extra seat, and using a fraction of it. So we replaced it with a system of our own: contacts, companies, deals, quotes, a support inbox, time tracking and a two-way sync with Xero. It runs the business today, and it is what we show on the first call.
Then clients started asking for the same thing. A glass manufacturer whose Google Ads agency had suggested Salesforce for two users. A founder with no CRM at all who found HubSpot too complex and too expensive to start on. An agency owner leaving GoHighLevel because the contact records were full of fields nobody could explain. A director paying over a thousand pounds a month for HubSpot and using about ten percent of it. None of them needed a bigger platform. They needed a system that matched their workflow and stopped charging by the seat.
That is what custom CRM development means here. We write down how a lead becomes a customer in your business, build exactly that, connect it to QuickBooks or Xero and to your ad platform, and put the code and the data in your name. If you quote, the quoting engine is part of it. If you are leaving HubSpot or GoHighLevel, the migration is included. If your numbers do not agree with each other, we fix the tracking at the same time.
You use a tenth of what you pay for
Your process does not fit the template
Your numbers disagree
Tell us what you use your CRM for and what it costs. You get a written answer on whether a build makes sense, with the numbers beside it.
Get a Straight Answer
Contacts &
Companies
Pipelines Built
to Your Stages
Quoting &
Configurators
Email & SMS
Follow-up
Booking &
Calendars
Forms &
Lead Routing
QuickBooks &
Xero Sync
Offline Conversions
to Google Ads
Reporting
Dashboards
Roles &
Permissions
Hosting
You Own
Handover Docs
We write down how a lead becomes a customer in your business, stage by stage, with who does what and what they need to see. The system is built from that document, so nothing is inherited from a template.
The fields you asked for and no others. Duplicates merged on import, history kept, and a record your team is willing to keep up to date because it only asks for what matters.
If your jobs move through survey, quote, deposit, schedule, install and invoice, that is the pipeline. Each stage carries the checks and automations that belong to it.
Configurators, customer tiers, branded PDFs, online acceptance and follow-ups, built around your own price book. Our quoting software page covers this in detail.
Two-way sync with QuickBooks or Xero. Enquiries keep their source. Closed deals go back to Google Ads as offline conversions, so the platform learns from revenue rather than form fills.
Hosted in your name, with no per-seat licence and no platform fee. Documented and handed over, so the dependence on us is a choice.
If your sales process fits a standard pipeline, your team uses most of the platform, and the bill is proportionate, stay. HubSpot, Pipedrive and Zoho are good products for the businesses they were designed for. A build makes sense when the workarounds have become the system, when you are paying per seat for people who only need to read a report, or when quoting, accounts and ad tracking have to be one record. We will say which applies to you before we quote.
The businesses that come to us for a CRM of their own usually have a sales or delivery process a template cannot describe, or a bill that has outgrown the value.
This year that has included:
If you recognise yourself in one of these, the assessment is the place to start.
Building a CRM badly is worse than renting one. This is the order that avoids that:
We go through your current CRM, spreadsheets and inboxes with you and list every pipeline, form, automation and integration anyone depends on. It is usually a short list.
How a lead becomes a customer, stage by stage, with who does what and what they need to see. Your team checks it before we build.
Contacts, pipeline, the automations that matter, and quoting if you need it. Reviewed with your team every week, against the document.
QuickBooks or Xero both ways, email sent from your domain with replies tracked, forms feeding the CRM with their source, and offline conversions back to Google Ads.
Contacts, history and the automations worth keeping come across. Both systems run side by side until your team is ready to switch.
Code, infrastructure and screen-recorded walkthroughs in your name. Support hours if you want them, with no contract.
CEO
Developers, a designer and a project lead who have built a quoting CRM for a two-brand manufacturer, set up HubSpot, Zoho and GoHighLevel for clients, and run our own business on a system we built. We know the effort involved because we paid it.
Platforms charge per seat, and the price rises with every hub and every renewal. A build is a one-time project fee plus hosting, and adding a user costs nothing.
Every platform has a pipeline, a contact record and an automation builder, and every one assumes a standard sales process. If yours is not standard, you will be back to custom fields and workarounds within a month.
Platforms let you export contacts. They rarely let you export history, automations or the logic behind them. An owned system is yours down to the database.
A platform can change its pricing, retire a feature or be acquired. The honest risk with an owned system is different: you depend on the people who built it. We reduce that with documentation, handover and code in your name.
A platform switch takes weeks of setup and migration. A build takes longer, typically six to twelve weeks depending on quoting and integrations, but you do it once.
A large sales and marketing team that uses most of what it pays for, on a standard process, with the budget to match. If that is you, stay and get it set up properly. We do that work too.
Contacts, pipeline, quoting, follow-up and reporting built around your workflow, connected to your accounts software and your ad platform, and owned outright. There is no per-seat fee, no platform you cannot leave, and no field you did not ask for.
We have built the replacement
We know the platforms you are leaving
We run on one ourselves
Tracking is part of the build
Documented and handed over
Support if you want it
A CRM built for one business around its own workflow, rather than a platform configured to approximate it. It has the same parts, contacts, companies, pipelines, automations and reporting, but only the parts you need, connected to your accounts software and your ad platform, running on infrastructure in your name.
A fixed project fee after the workflow document, phased so the first release covers what your team uses every day. There is no subscription. You pay for hosting and, if you want it, support hours. Whether it beats a platform depends on your seat count and what the workarounds cost you. We put both figures in the proposal so you decide on numbers.
The assessment takes about a week. A first release takes six to twelve weeks depending on quoting, integrations and how much history you want to migrate. We run the old and new systems in parallel before switching, so there is no day without a CRM.
Yes. Customers and products are imported, quotes become estimates with one click, and invoices sync back so the CRM knows what has been paid. Xero works the same way.
For a large sales team using most of a platform, no. For a business paying per seat for one pipeline and a workflow the platform cannot model, usually yes. Our HubSpot alternative page sets out the comparison, including when HubSpot wins.
Small businesses are most of who asks. Two to ten users, a specific process, and a bill that makes no sense for the seats. The build is scoped to that, and adding a user later costs nothing.
Phone numbers can usually be ported. Calendars connect to Google or Microsoft. Email is sent from your own domain and replies are tracked against the contact, so nobody has to keep a second inbox open.
The code, the database, the hosting account and the documentation, all in your name. If you stop working with us, nothing switches off.
Send us what you use your CRM for and what it costs. You get a written recommendation to keep, switch or build, with the costs of each beside it.
The Things That Pile Up When the Platform Does Not Fit
Custom fields nobody can explain
Duplicate contacts nobody merges
Seats paid for people who read one report
Quotes done in a spreadsheet anyway
Accounts software out of sync
Ad platforms learning from form fills
A pipeline that does not match the process
Three lead counts and no decision