Why not just use an off-the-shelf CRM?

For a standard sales team, an off-the-shelf CRM is often the right call, and we will say so. Custom wins when your process does not fit the template, when per-seat pricing punishes your growth, or when the CRM needs to drive the rest of your operation, quoting, jobs and invoicing included.

Can you migrate our existing CRM data?

Yes. Data migration is part of the build, not an extra. We import your companies, contacts, deals and history, dedupe them on the way through, and run the old and new systems side by side until you are confident.

Who owns it, and what are the ongoing fees?

You own the source code outright, and there are no per-user fees. Ongoing costs are hosting and whatever support arrangement you choose, the same whether five people use it or fifty.

A custom CRM built around how you sell

Your pipeline, your stages, your fields, your words for the work. Every client, contact, deal and conversation in one place, in software you own outright. No per-seat fees, ever. A module of our custom ERP platform, in production for Australian businesses today.

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Illustration of a custom CRM with contact cards and a drag-and-drop sales pipeline

The problem

Off-the-shelf CRMs make you speak their language

Every rented CRM ships with someone else's idea of a sales process. You rename what you can, ignore the fields you cannot, and pay per seat for features nobody opens.

A custom CRM starts from the opposite end. We map how work comes to you, whether that is referral networks, inbound enquiries or tenders, and build the pipeline around it. Agencies with branches and individual agents. Firms with partners and paralegals. Whatever your world calls things, the CRM calls them that too.

It plugs into the rest of your system, so a won deal can open a job, raise an invoice or kick off a project without anyone retyping a thing.

This is a module of our custom ERP platform, not a standalone product. Start with just this module and it already sits on the full platform, accounts, security, admin and API included, so the rest of the system can arrive stage by stage, whenever you are ready.

What you get

The parts that earn their place

None of it is roadmap. Everything below exists, works, and is earning its keep in a live system.

A pipeline that matches your funnel

Drag deals through your stages, each with its own win probability, so the forecast on the dashboard is a real number and not a guess.

Contacts the way your industry works

Companies, branches, teams and people, modelled the way your referral network connects. Duplicate detection stops the same contact arriving twice.

Your fields, not ours

Add the fields your business needs without a developer. Text, numbers, dates, dropdowns, all searchable and all reportable.

One timeline per client

Every note, email, task, quote and status change lands on the client's timeline, so anyone can pick up the story in thirty seconds before a call.

Lead capture wired straight in

Public enquiry forms create the contact, the company and the deal in one step, with spam caught quietly and your team notified.

Saved views for every role

Each person keeps the filtered views they come back to. My deals. Closing this month. Gone quiet. Shared or private, one click away.

See it

What a custom CRM looks like

These screens come from production software we built and run. Yours gets your branding, your stages and your fields.

Sales pipeline board with deals in New, Qualified, Proposal and Negotiation columns, showing dollar values and close dates — Deals on a drag-and-drop pipeline, in your stages, with values and close dates.

A client record showing contacts, open pipeline value, billing, agreed rates and tabs for deals, projects, tasks and emails — One client record with every deal, task, email and agreed rate in reach.

AI native

Run it from Claude or ChatGPT

Every module ships on a platform with a built-in MCP server, which means AI assistants like Claude and ChatGPT can securely read and operate your system with the same permissions as a staff member. Ask where a job is up to, get a client summary before a call, or have tomorrow's follow-ups drafted, from the chat window you already use.

FAQs

Custom CRM questions, answered

A CRM as the first module of a build starts at $15,000 + GST, quoted as a fixed price before we start. That includes the full platform underneath it, user accounts, roles, security, admin and API, so later modules plug into the same foundation instead of starting again.

Pairs well with

A CRM is better with the rest of the system

This page is one module of a larger system. Everything below runs on the same platform and the same records, so the modules combine without integration projects, and you can add them in any order.

A CRM that finally fits

Book a free 15-minute call. Tell us how your sales process really works, and we'll tell you what a build costs.

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A custom CRM built around how you sell

Off-the-shelf CRMs make you speak their language