Custom CRM & ERP Development

Tailored data models, workflows, and automations. Start lean, scale to 500–1000 users—and you own the IP.

When custom makes sense

1

Off-the-shelf tools don’t match your process or permissions model

2

You need clean integrations (accounting, calendars, telephony, carriers)

3

You want ownership, not subscriptions that lock you in

4

You plan to scale teams, entities, and locations over time

What we build

CRM core

  • Contacts & Companies – tags, custom fields, activity timelines

  • Pipelines – leads/deals/projects with drag-drop stages, SLAs, win %

  • Bookings & Calendar – resource/room scheduling, buffers, reminders

  • Tasks & Checklists – templates, recurring work, due dates

  • Docs & Notes – file store, versions, e-sign options

ERP extensions (pick what you need)

  • Quoting → Orders → Invoices (+ taxes, price lists, approvals)
  • Inventory & Items – SKUs, bins, kits, stock rules, cycle counts
  • Purchasing – vendors, POs, receipting, GRNs
  • Projects/Jobs & Time – timesheets, job costing, payroll export
  • Fulfilment & WMS light – pick/pack/ship labels, returns/RMAs
  • Customer & Partner Portal – self-serve orders, tickets, statements

Automations & workflows

  • If-this-then-that rules (status changes, assignments, notifications)
  • Approvals (quotes, discounts, POs) with multi-level routing
  • SLA timers and escalations; queue and round-robin assignment
  • Webhooks and scheduled jobs for downstream sync

Architecture & scale

Role-based access with team/region hierarchies and field-level permissions

Multi-entity / multi-site support (franchise or subsidiaries)

Offline-friendly mobile patterns (local queue + safe retries)

Audit trails and immutable event logs for compliance

Integrations we handle

Calendars
Calendars
Messaging
Payments
Files
Accounting
Maps & Geo
Extensibility

Delivery approach

1

Discovery & Blueprint
Process maps, data model, integration plan

2

MVP Build
The smallest slice that proves value in 6–10 weeks

3

Integrate & Migrate
APIs/ETL, import templates, sandbox cutover

4

UAT & Training
Real users, refinements, playbooks

5

Launch & Iterate
Roadmap sprints, support SLAs

Security & compliance

  • Least-privilege RBAC, SSO/SAML/OIDC, encryption in transit/at rest
  • Field-level audit logs, retention policies, export controls
  • GDPR-friendly data handling; BAA available for regulated workflows

Typical stack

Pricing signal

MVP setup (2–3 weeks)

discovery, data model, pipeline design, booking rules, roles

Phase 2 features

as fixed milestones.

Support

via monthly retainer or sprint packs.

FAQ

No-we build your CRM/ERP around your process. (You can start from our SMB CRM Suite components and tailor them.)
Yes-CSV/ETL, dedupe rules, and mapping for legacy stages/fields.

Cloud-first; on-prem bridges are supported where required (e.g., file servers/ERPs).

Yes-designed with team hierarchies, permission scopes, and horizontal scale.

Responsive web by default; native/offline wrappers are available for field teams.

Ready to tailor a CRM/ERP that actually fits?

We’ll map your workflow and outline an MVP you can launch quickly

We’ll map your workflow and outline an MVP you can launch quickly