A CRM That Fits Your Sales Process. Not the Other Way.
We build custom CRM and ERP systems designed around how your team actually works — not generic templates your team works around. Full data migration. 100% adoption.
Lead
Acme Corp
$45k
TechFlow
$28k
NovaSoft
$62k
Qualified
NovaSoft
$62k
BlueStar
$31k
Proposal
Vertex
$18k
Cascade
$55k
Won
Pinnacle
$72k
14+
CRM/ERP Systems Built
70%
Manual Work Eliminated
6 mo
Avg. Full Deployment
100%
Data Migration Success
Off-the-Shelf CRM Doesn't Match Your Actual Sales Process
When the tool doesn't fit the process, teams revert to spreadsheets within 3 months.
Generic CRM vs. purpose-built CRM
Salesforce/HubSpot Mismatch
Custom CRM Built for You
70%
Manual data entry eliminated
Across all CRM/ERP deployments
4.2×
Pipeline visibility increase
After go-live across deployments
Start with the Core, Add What You Need
Every CRM ships with the core modules. Add-on modules are selected based on your process — you pay for exactly what you use.
Contact & Lead Management
Centralized contact records, lead scoring, duplicate detection, custom fields, and relationship history across every touchpoint.
Pipeline & Deal Tracking
Visual kanban pipeline that mirrors your actual sales stages. Drag-drop, probability weighting, and revenue forecasting built in.
Activity & Task Management
Calls, emails, meetings, and follow-up tasks linked to contacts and deals. Automated reminders so nothing falls through the cracks.
Reporting & Dashboards
Custom dashboards for revenue, pipeline velocity, rep performance, and conversion rates. Scheduled report delivery by email.
Email Integration
Gmail/Outlook two-way sync — every email thread logged against the contact automatically.
Invoice & Billing
Generate, send, and track invoices directly from deals. Payment status synced to deal stage.
Inventory Management
Stock levels, reorder points, and purchase orders linked to your sales pipeline.
Customer Portal
Self-service portal where customers view their orders, tickets, and invoices.
Workflow Automation
If-this-then-that rules that fire on any data change — no code required after setup.
Territory Management
Assign leads and accounts to reps by geography, industry, or custom criteria.
Commission Tracking
Auto-calculate commissions per deal, rep, and period. Export to payroll.
Your CRM at the Center of Everything
A CRM/ERP only delivers value when it connects your entire business stack. We wire every integration you need from day one.
Gmail & Outlook
Accounting
QuickBooks / Xero
E-commerce
Shopify / WooCommerce
Comms
Twilio / SendGrid
Notifications
Slack / Teams
Documents
DocuSign / PandaDoc
Productivity
Google Workspace
Custom APIs
REST / Webhooks
+ any custom REST API, webhook, or legacy system connector
Built Around Your Process, Not a Template
We start by learning how your team actually sells, manages orders, or runs operations — before touching a keyboard. The CRM reflects your workflow exactly as it is.
Process mapped before design begins
We shadow your team to understand real workflows
Schema built for your data, not a generic template
Custom fields, relationships, and data types
Full data migration — no manual re-entry
Every record from your existing tool migrated and verified
Process Mapping & Requirements
We shadow your team, map every step of your actual sales or operations process, and document it before designing anything.
Outcome: process map + requirements doc signed off
Data Architecture
Schema designed around your data model — not a generic CRM schema bent to fit. Custom fields, relationships, and migration plan.
Outcome: data model + migration strategy
Core Build
Core modules built first, add-ons added iteratively. Bi-weekly demos with your team in the loop throughout.
Outcome: working CRM your team can use in staging
Integrations & Data Migration
All third-party integrations wired and full data migration from your existing tool — zero manual re-entry.
Outcome: live system + full data migration + training
Custom CRM vs. Salesforce vs. Offshore Agency
Where generic tools break down and where custom wins.
| Feature | Ethersofts | Salesforce/HubSpot | Offshore Agency |
|---|---|---|---|
| Matches your exact process | Yes, designed for it | Partially | Usually not |
| Data migration from existing tool | Full migration | Import tools | Varies |
| Custom automation rules | Yes unlimited | Paid add-ons | Basic only |
| Offline / mobile access | Available | App required | Rarely |
| Accounting integration | Yes standard | Paid connector | Extra scope |
| Customization after launch | Yes always | Developer required | Extra cost |
The Challenge
Manufacturing company running operations across 5 disconnected tools — spreadsheets, a legacy ERP, a CRM, separate invoicing software, and a manual inventory system.
What We Built
Custom ERP consolidating all 5 tools — orders, inventory, production scheduling, invoicing, and CRM in one system. Full data migration from all 5 sources.
The Result
70%
Reduction in order processing time
0
Stockouts in 8 months post-launch
$340k
Annual saving from tool consolidation
Ready to replace your spreadsheets with a CRM that actually fits? Let's talk.
“Finally a CRM that matches how we actually sell. The team adopted it in week one — no training sessions needed. We haven't opened a spreadsheet since.”
Shipped Work
A custom CRM we shipped
Custom CRM Platform
A tailored CRM to manage relationships and drive growth — lead and contact management, visual sales pipeline, deal tracking, automation, and revenue analytics in one dashboard.
The problem
A sales team had outgrown generic CRM tools that did not match their pipeline stages or reporting needs. Data was scattered, pipeline visibility was poor, and reps spent more time on admin than selling.
The result
The team gained a single source of truth for every relationship and deal. Pipeline became fully visible, reporting was instant, and reps spent less time on data entry and more time closing.
- Lead, contact, and account management in one place
- Drag-and-drop visual sales pipeline with deal tracking
- Workflow automation for follow-ups and tasks
- Revenue dashboard with pipeline and conversion analytics
2,450+
Leads Tracked
$2.45M
Pipeline Value
24.6%
Conversion
Questions we get all the time
If yours is not here, reach out. We respond within 24 hours with a real answer from an engineer — not a sales pitch.
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.
A CRM Built Around the Way You Actually Work
Stop fitting your process into Salesforce. Let Ethersofts build a CRM that fits your process — and gets 100% team adoption from week one.
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