Run your business through one CRM.
Customers, deals, projects, billing, marketing data, conversations. In one place that fits how you actually work. Connected to every tool you already use.
Customer data lives in too many places.
Your CRM has names. Stripe has billing. Slack has the conversation. Plausible has the behaviour. The customer is real. The picture is fragmented.
Open Stripe to check billing. Open HubSpot for the deal. Open Slack for context. Open the email thread. Open the project board. Five tabs to answer one question.
Internal client benchmark
HubSpot is built for SDR teams. Salesforce for enterprise sales. Pipedrive for outbound. None of them know how your team actually qualifies, scopes, and runs a project.
Internal client benchmark
cost multiplier on a CRM by the time you add read-only viewers, contributor seats, admin seats. The CRM stops being central as soon as accounting prices it out.
Internal client benchmark
The modules most of our builds include.
Need a module not on this list? Yes. That's the point.
Account view, with the whole picture.
One screen with the customer's deals, billing, marketing engagement, support history, project status, and recent conversations across every tool. Five tabs collapse into one.
- Stripe · billing + payments
- Plausible · site behaviour
- Slack · conversations
- Claude · auto summaries
Deals + pipeline.
Stages that match how your team sells. Custom fields, custom triggers, custom reports. None of HubSpot's defaults trying to bend you to its model.
Projects + delivery.
For services teams: the project room next to the customer record. Status, milestones, files, billing tied to scope. Sales and delivery on the same page.
Marketing + lifecycle.
Email engagement, site visits, ad spend per customer, all on the account record. Sales sees what marketing did. Marketing sees who closed.
Reports + exports.
Board-ready reports generated nightly. Custom exports for finance, ops, the parent company. Numbers from one source of truth, not three.
Five steps. Migrated, then expanded.
Most of our CRM engagements migrate from an existing tool first, then expand the system as your team uses it. Live in 4 weeks, full hand-over in 12.
Map your workflow.
Walk the team selling and the team delivering. Capture pipeline stages, custom fields, integrations, the gaps your current CRM left.
Bring the data over.
Customer records, deals, projects, history. Imported, dedupe, audit-logged. Nothing lost.
Wire every tool.
Stripe, HubSpot, Slack, Plausible, Claude, your email tool. Webhooks in and out. The CRM is the hub, not another tab.
Live with the team.
Real customers, real deals, real friction. Weekly iterations against actual use. The shape sharpens.
Refine with usage.
Real customers in the CRM. Real friction surfaced weekly. We add, sharpen and prune as your team uses it.
A recent agency CRM.
A redacted excerpt from a recent build. Replaced HubSpot, three internal spreadsheets, and a project tracker for a 22-person agency.
Account model
The single object every other module hangs off. Customer, with deals, projects, billing, conversations, and engagement attached.
One account record. Five integrations live. Forty-eight team members in the CRM, none of them paying per-seat fees. Picture finally whole.
Three things this model unlocks:
No per-seat tax. The whole team is in the CRM because the CRM is yours, not rented.
One source of truth. Sales sees marketing, marketing sees sales, both see delivery. The customer object is the same everywhere.
Webhooks in, webhooks out. Any tool with an API can plug in. The CRM is the hub, never a dead end.
Questions we hear most.
If yours isn't here, ask. We'll answer plainly.
Why not just use HubSpot or Salesforce?
When they fit, use them. We will tell you straight after discovery. Custom earns its keep when per-seat math breaks above ~30 users, when the workflow has a real edge, or when the CRM needs to be the hub for tools the off-the-shelf CRM treats as second-class.
How long to migrate from HubSpot?
4 to 6 weeks for the migration and parallel-run. We import customers, deals, history, then run alongside HubSpot for two weeks to catch every edge case before switching over.
What about email + calendar sync?
Plumbed in by default. Gmail or Outlook, Google Calendar or Microsoft, two-way sync, threaded onto the customer record. Same for Slack DMs and #channels you choose.
Can sales and delivery teams share it?
Yes, that's most of why people come to us. The CRM holds the customer for sales, the project for delivery, the billing for finance. One object, three views.
What if our needs change after launch?
Custom CRMs grow. We can stay on retainer to add modules and integrations as your team needs them.
One CRM. Your whole business.
A short call to see if a custom CRM is the right next move. If it isn't, we'll tell you what is.