Solutions
Ways a custom CRM gets specified
Industry decides what a CRM tracks. These pages cover the other half of the brief: where it runs, what it connects to, who it serves and what it has to survive. Each one says plainly when a product off the shelf would serve you better.
Home / Solutions
Where it runs
Cloud based CRM in your own account
Cloud is a deployment model, not a business model. You can have everything people mean by a cloud CRM, browser access from anywhere and nothing to install, while the database sits in an account with your name on it.
See the solutionScale and control
Enterprise CRM without the licence
Enterprise CRM usually means four things: many locations, strict permissions, an audit trail and reporting across the lot. None of the four requires a platform licence and a partner. All four require designing them in from the start.
See the solutionPipeline and field sales
Sales CRM built around your pipeline
Every CRM claims to be a sales CRM, and most of them model one pipeline that closes once. Businesses with field teams, several products or a quoting step need something specific, and that specificity is the whole build.
See the solutionAccounting connected
CRM that connects to QuickBooks and Xero
The accounting integration is the one connection nearly every business asks for and the one most often built badly. Done right it is deliberately narrow, and it removes the most common double entry in a small business within a fortnight.
See the solutionWhen no code runs out
Past Airtable, Notion and Softr
We recommend these tools regularly, so this is not a sales pitch against them. It is the ceiling described honestly, by people who have migrated a number of businesses off them and seen what survives the export.
See the solutionYour brand, your clients
White label CRM for agencies
Agencies ask for this for two different reasons, and the right build is different in each case. One is a system you sell on, the other is a system you run your own clients' work in. Worth separating before anyone quotes.
See the solutionSell it, then deliver it
CRM with project and task management
Most businesses buy a CRM for selling and a project tool for delivering, then spend years copying between them. Joining the two is not hard. Deciding where the boundary sits is the part that needs thinking about.
See the solutionUseful, under your own key
AI in a CRM, under your own key
Every CRM has an AI tab now and most of it is a summarise button nobody presses. A small number of uses are genuinely worth building, and the difference between the two lists is whether the output saves a person a specific job.
See the solutionTell us how your business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.