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
The most expensive leaks are inside your own process.
Right now, leads live in text threads, sticky notes, a spreadsheet with six tabs, and someone's memory. Every handoff — quote to schedule, schedule to invoice — is a place a job can fall. Nobody decides to drop it; there's just no place built to hold it.
Generic CRM tools promise to fix this, then make you work their way: fields you don't need, steps that don't match yours, and a login your team quietly stops opening within a month.
You don't need more leads. You need to stop losing the ones you already have.
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
A week inside your own system
Here's what running the business looks like when the system matches how you work.
The whole pipeline in one glance
Every open job, what stage it's in, and who owns the next step — on one screen, in the stages you actually use. The Monday scramble to remember where things stand is gone.
The follow-up doesn't depend on memory
A quote's been sitting a few days, so it surfaces at the top asking to be followed up. Nothing waits on someone remembering — the system does the remembering.
No dropped batons
A quote becomes a scheduled job in one step, with everything attached — notes, contact, history. The gap between “sold it” and “scheduled it” stops being where jobs disappear.
Numbers you can trust
The report answers your real questions: what came in, what closed, where deals stall. Decisions get made on what's true instead of what's remembered.
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.
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.
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.
Your data comes with you
The spreadsheets, contact lists, and job history you have today get brought in as part of the build. Day one starts with your whole business already inside, not an empty screen.
Built to grow with you
Start with the pipeline that hurts most. Add reporting, customer views, or new stages later — it's your system, so it grows when you do instead of charging you per seat forever.
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
Everything included with your custom crm
What we deliver
- CRM spec
- Data model
- Build plan
Included
- Pipeline design
- Reporting
- Role-based access
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.
From first call to launch
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.
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.
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.
Lima businesses that get the most from this
Other things we build
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.
Can you bring in my existing spreadsheets and contacts?+
Yes — migrating what you have today is part of the build. Your customer list, open jobs, and history come in with it, so the first time you open the system it already knows your business instead of starting empty.
Will my team actually use it?+
That's the whole reason it's custom. It mirrors the steps your team already follows and asks for less typing than the spreadsheet it replaces — and we walk your people through it at launch. Tools get abandoned when they fight how people work; this one is shaped around it.
Can it connect to the other tools we use?+
Where your other tools support standard connections, yes — invoicing, scheduling, forms, and the like get scoped in the build plan. The goal is one system that talks to what you keep, not another island of data.
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.