A CRM That Fits Your Sales Process. Not the Other Way.

Salesforce and HubSpot are built for the median sales process. If yours is different — different stages, different data, different automations — you spend months configuring around their constraints and paying for features you never use. Custom means the CRM matches you, not the other way around. The total cost of ownership is often lower after year 2.

Yes — full data migration is included in every CRM project. We map your existing data structure to the new schema, clean duplicates, transform any mismatched fields, and run a parallel period where both systems are live before full cutover. Zero manual re-entry.

A core CRM (contacts, pipeline, activities, reports) takes 8–12 weeks. A full ERP replacing multiple tools takes 4–6 months. Timeline is driven by data complexity and integration count. We give you a fixed timeline estimate in the scoping call.

Yes — QuickBooks, Xero, and Sage integrations are standard. We build a bidirectional sync so invoices created in the CRM appear in your accounting software, and payment status flows back. No double entry.

We run a structured rollout: pilot with a small group first, then staged expansion to the full team. Training sessions are role-specific — sales reps get a different session than managers. We also produce written documentation and video walkthroughs.

A core custom CRM typically runs $30k–$60k, while a full ERP replacing multiple tools ranges from $80k to $200k+ depending on module count and integrations. Compared to per-seat Salesforce or HubSpot licensing, total cost of ownership is usually lower from year two onward — and you own the system outright with no recurring per-user fees.

Yes — you own 100% of the source code, database, and all data. We hand over the full Git repository, schema documentation, and deployment runbooks at project close. There's no vendor lock-in and no platform you can be priced out of, unlike off-the-shelf SaaS CRMs.