A custom CRM built around how your business works
Every lead in one place with its source, your own stages and a next step on every job. No per-seat fees. You own it.
- Price
- Set on the free call
- Build time
- A day or two to a week or two
- You approve
- Everything before it goes live
- You own
- The code, the data and the accounts
New
- Dana K.Water heater$1,450
- Marcus T.Drain clog$220
Quoted
- Priya S.Leak repair$380
Scheduled
- Leo R.Toilet install$540
Paid
- Ana G.Faucet swap$260
Open $2,590Paid $260
Move a job along
An example job board. Drag a card to the next stage.
- Every job from first call to paid.
- Your own stages, named your way.
- Open and paid totals add up as you go.
- A reminder on every job that needs one.
How would this work for my business?
Tap your trade, then play with a working example built for it.
I run a…
What bugs you most?
Now tap your trade. A working example for your business opens here.
What a custom CRM is
A custom CRM keeps every lead and job in one place, built around how your business sells, not how a software company guesses you do. Your stages, your words, your reminders. You own it, and there is no per-seat fee, so adding a person does not raise the bill.
Every lead and job in one place.
See our own CRM for a real example.
What you get
ReplacesThe spreadsheet one person keeps and the texts stuck on someone's phone.
- Every lead in one place, with its source
- A pipeline with your own stages
- A next step and a reminder on every lead
- Calls, texts and bookings on the right record
- Your customer list moved over
- Team logins with no per-seat fee, in your business's name
How it works
- Day 1
Free 15 to 30 minute call
How you track leads and jobs today, and where things slip.
- Next
Map stages, move the list
Send your spreadsheet or an export. We set up your stages and move your customers in.
- Go live
First version goes live
It goes live on the date in your plan. Your team gets logins and a walkthrough.
- After launch
Shape it with real use
Tell us what is clumsy or missing. Bigger additions are priced in writing first.
Spreadsheet, rented CRM or custom: which fits?
A spreadsheet is free and fine for a handful of leads. A rented CRM has mature features and many connections, and it usually bills per user each month. A custom CRM costs more to start, fits your process exactly and has no per-seat fee. The right pick depends on how many people touch your leads.
Is a custom CRM right for your business?
It fits when leads are spread across texts and spreadsheets and more than one person needs them. If you work solo, a simple tool may do.
Built for trades like
Signs it fits
- Leads live in texts, notes and one person's memory.
- You cannot say where your best jobs came from.
- Your team asks you what happens next on a job.
- Per-user fees keep rising as you hire.
How it is priced
Priced on the free call. One flat price in writing before any work starts.
- A free 15 to 30 minute call
- How work reaches you, and what this must do.
- One flat price, in writing
- The scope, the timeline and one price, on paper.
- Nothing starts until you say yes
- No hourly meter. You own what we build.
Questions owners ask
How is this different from a CRM I rent?
A rented CRM is built for everyone and billed by the seat. Yours is built around your stages and your words, with no per-seat fee, and you own the code and the data.
Can you move my customers over?
Yes. Send us what you have, a spreadsheet or an export from your current tool, and we move it in before launch.
How long does it take?
A day or two for small jobs, a week or two for bigger ones. The dates go in your PDF plan before you say yes.
What does a custom CRM cost?
Every build is priced on a free 15 to 30 minute call, after we see what it needs to do and connect to. You get one flat price in writing before any work starts, and you own what we build.
Who owns the data, and can I take it with me?
You do. We build on accounts in your business's name, and you own the code and the customer data. You can export your records at any time, so you are never stuck with us.
Will my team actually use it?
It is far likelier to be used when it matches how they already talk about jobs. We use your stages and your words, give each person a login and run a short walkthrough at launch. Fewer clicks beats more features.
Can it connect to my calendar and phone line?
Usually, yes. Google Calendar and most business phone lines can feed bookings and calls onto the right record. We check your exact tools on the free call and say so if something cannot connect.
What if my process changes later?
Then the CRM changes with it. Renaming stages, adding fields and fixing small things are part of the monthly price. A bigger addition, such as a customer portal, is scoped and priced in writing before we start.
Get every lead out of your head and into one place.
We look at how you track leads and jobs today, then put the build and the price in writing.
Flat price in writing · You own what we build · Houston and about 50 minutes around