The problem
Leads and quotes are scattered, and deals go quiet.
Where you are: You’re winning work, but it lives in texts, inboxes, spreadsheets and your head.
You’ll recognize this if:
- Leads sit in texts, sticky notes, missed calls and your inbox.
- You can’t say which quotes are still open or who owes a call back.
- A deal goes quiet and nobody notices until it’s gone.
- When someone is out, nobody knows where their accounts stand.
- Off-the-shelf software was too generic, so your team stopped using it.
Our fix
One custom CRM, built around how you sell.
What we do: We map how work actually moves through your business, from first contact to signed account, and build your custom CRM around it.
What we build and deliver:
- Your pipeline stages, from first contact to signed account
- Account, contact and quote records in one place
- Follow-up reminders so open quotes get a call back
- Up to 10 logins with two-step sign-in
- Training for your team and a documented handoff
What changes: Every lead, account and quote sits in one place, and follow-ups stop slipping.
What’s included
What’s included in Level 1
- A custom CRM built for your business
- Up to 10 logins with two-step sign-in
- Built in 2–4 weeks
- Starts at $3,500, final price confirmed after the assessment
- Monthly care plan: hosting support, updates, monitoring and 1 hour of upkeep per month
FAQ
Common questions
Do we have to replace the tools we use now?
Not necessarily. The assessment shows what to keep and what your custom CRM should replace.
Can we bring our existing contacts over?
Yes. Existing contacts can be brought over with the Data Migration add-on.
How long does it take?
Builds take 2–4 weeks for every Level.