Customer and lead database
Every call, form and email in one record per customer, with the history your team needs before they pick up the phone.
Custom CRM Development · Long Island NY
A CRM built around how you actually work.
Leads, jobs, quotes, invoices and a portal for your customers, in one system your team will use. Fixed price from $2,499. No per-seat fees, and you own the code.
What we build
Software that fits the business, not the other way round.
Most of our CRM clients run a service business: contractors, clinics, agencies, property managers. These are the parts they ask for most.
Pipeline and jobs
Your stages, not a generic sales funnel. New lead, site visit, quoted, booked, done. Drag a card and the right people hear about it.
Quotes, invoices and payments
Send a quote, turn it into an invoice, get paid by card or bank transfer through Stripe. Paid invoices mark themselves.
Client portal
Customers log in to see where their job stands, download documents and pay. Fewer "just checking in" calls.
Reminders and follow-ups
Follow-up tasks, appointment reminders by email or text, and a nudge when a quote has sat unanswered for three days.
Your data, moved over
We import your spreadsheets, old CRM or accounting exports, clean up duplicates and check the totals with you.
Pricing
Fixed quotes. No per-seat fees.
Every build starts with a short call. You get a written quote with scope, timeline and price before any work starts.
Custom CRM
From $2,499
Live in 3 to 4 weeks
- Leads, customers and jobs in one place
- Pipeline board you drag deals across
- Tasks and follow-up reminders
- Your website forms feed straight in
- Staff logins with roles
- Import from spreadsheets or your old CRM
Most asked for
CRM + Client Portal
From $4,999
Live in 5 to 7 weeks
- Everything in Custom CRM
- Customer logins to see status and documents
- Quotes and invoices paid by card or bank (Stripe)
- Automatic emails and text reminders
- Reports on sales, jobs and revenue
- Two connections, e.g. QuickBooks and Google Calendar
Business Tool
Quoted
Timeline set after a short call
- Booking or dispatch systems
- Quote calculators for your website
- Internal dashboards
- Syncing the tools you already pay for
- Replacing a spreadsheet the whole team edits
Hosting and support, optional: $99/mo
Hosting and daily backups · Security updates · Up to 1 hour of changes a month. Skip it and host it yourself; the code is yours either way.
We use what we build
Our own agency runs on software we wrote.
Before we built CRMs for clients, we built the tools that run Disame Graphics. Every client, invoice and report goes through them each day.
An operations dashboard that tracks every client's rankings, map positions, spend and margin each day
A client portal where customers sign up, pick a plan and pay through Stripe, with bank payments that only start work once the money clears
A two-way sync with our Perfex CRM, so a client added in one place shows up in the other
Honest answer
Custom CRM or HubSpot? Sometimes HubSpot wins.
We would rather lose a project than build something you don't need. Here is how we decide.
Off-the-shelf is enough when
- You have one or two salespeople and a simple pipeline
- Your process looks like everyone else's in your industry
- You are fine paying per seat as the team grows
Custom pays off when
- Your team works around the software with spreadsheets and sticky notes
- You pay for three or four tools that don't talk to each other
- Per-seat pricing is getting expensive
- You want customers to log in, see their job and pay
FAQ
Custom CRM questions.
How much does a custom CRM cost?
Our custom CRMs start at $2,499 for a lead and customer database with a pipeline, tasks, staff logins and your website forms connected. A CRM with a client portal, Stripe payments, automatic reminders and two integrations starts at $4,999. We give you a fixed quote after a short call, so the price does not grow while we build.
Do I own the software?
Yes. The code and the data are yours. We host it for you if you want, but you can move it to your own hosting at any time and we hand over everything.
Are there monthly fees?
Only if you want us to look after it. Hosting, daily backups, security updates and up to an hour of changes a month is $99/mo. There are no per-user fees, so adding staff costs nothing.
Should I just use HubSpot or another off-the-shelf CRM?
Often, yes. If your process is simple and your team is small, an off-the-shelf CRM is cheaper to start. Custom makes sense when you are paying for several tools that don't connect, paying per seat for a growing team, or bending your process to fit the software. We will tell you which side you are on during the first call.
How long does it take?
A custom CRM is usually live in 3 to 4 weeks. Adding a client portal and payments takes 5 to 7 weeks. You see a working version every week and we change things as you use it.
Can it connect to QuickBooks, Google Calendar or my website?
Yes. We connect to tools that have an API, which covers QuickBooks, Google Workspace, Stripe, Twilio and most booking and accounting software. Forms on your website feed straight into the CRM.
Ready to start?
Tell us what your team works around.
A 20-minute call is enough to tell you whether you need custom software, and what it would cost.