Custom CRM · Lima, Ohio

A CRM Built Around How You Actually Work

A system shaped around the way you actually work — your pipeline, your steps, your customers. Every lead lands somewhere, gets a next step, and stops slipping through the cracks.

$2,000 one-time + $1,000/yr

Stop bending your business to fit the software. Get software built around your business.

A CRM tailored to how the business actually works — pipeline, entities, and automations.

Stop losing leads in spreadsheets, sticky notes, and inboxes

See every deal and where it stands at a glance

Follow up on time so fewer jobs go cold

Built to match your steps, so your team actually uses it

Reports that show what is working and what is not

Decide who sees what, so the right people see the right info

You own it

the system is yours, not rented forever

Fixed quote

one project price, agreed up front

Built for you

your spec, your data model, your steps

Why it's worth it
01

Mapped to your real pipeline

Built around how work actually moves through your business — the stages, the handoffs, the things you track on sticky notes. Using it feels like how you already think.

02

Nothing falls through the cracks

Every lead has a place, an owner, and a next step. Follow-ups stop living in someone's head and start living in a system you can trust.

03

See the whole business at a glance

Reporting that answers your real questions, and role-based access so each person sees exactly what they should — and nothing they shouldn't.

What you get

Everything included with your custom crm

What we deliver

  • CRM spec
  • Data model
  • Build plan

Included

  • Pipeline design
  • Reporting
  • Role-based access
Pricing

Straightforward, no surprises

Project

One-time

$2,000 one-time

Yearly

Recurring

$1,000/yr

Final pricing is set after a free audit — you'll get a clear, fixed quote before any work starts.

How it works

From first call to launch

1

Free audit

We start with a straight conversation about how your business runs today and where you're losing time or money. No pressure, no obligation — just a clear read on the highest-value place to start.

2

We build it

We turn that into a clear plan and build it around your actual workflow — not a generic template. You see it take shape and tell us what to change before anything is final.

3

Launch & support

We launch it, make sure it's working the way you expected, and stay on call as your business changes. You end up with something you can rely on, not babysit.

Frequently asked questions

What does a custom CRM cost?+

Most projects land between $4,000 and $15,000 as a one-time build, depending on how much you need it to do. The final number comes after a free audit where we map your workflow and agree on scope. No surprise charges get added later.

What do you need from me to build it?+

Mostly your time in a few short conversations so we understand how your business runs day to day. We turn that into a written spec, a data model, and a build plan before any work starts. You review and approve the plan, then we build.

Who owns the CRM once it is done?+

You do. It is your system, built for your business, with the pipeline, reporting, and access set up around how you work. If you want ongoing tweaks or support later, that can be arranged separately.

Show us how your business really runs, and we'll build the system to match.

Book a free AI audit and we'll show you exactly how this fits your Lima business — no obligation.