A CRM built only for your business, in your brand
Tell us how your business works. We design a private CRM around your workflow, with your logo and colours, for your team alone. No shared product, no features you do not need.
One business only
Your data, users and rules
Your branding
Logo, colours, domain
Workflow-driven
Reminders and steps automated
Fits your budget
Scoped to what you can spend
What you get
A CRM that works the way you already work
Private to you
Built for one business. Your customers, deals and notes live in your system, behind your logins.
Your workflow, automated
New enquiry? It is assigned, a follow-up is scheduled and the right person is notified, exactly as you decide.
Looks like your brand
Your logo and colours on the login page, screens, quotes and emails, so your team and clients see your business.
Examples
CRMs small businesses ask for
These are examples to spark ideas. Your CRM will follow your own process.
Sales and enquiry CRM
Capture leads, move them through stages, send quotes, never miss a follow-up.
Service and job CRM
Track repair, installation or service jobs from request to completion and renewal.
Appointment CRM
Bookings, reminders and client history for clinics, salons and coaches.
Real estate CRM
Properties, enquiries, site visits and follow-ups in one place.
Agency and project CRM
Clients, proposals, approvals and work status for a small team.
Order and customer CRM
Customer records, repeat orders and payment status for shops and traders.
Admissions or batch CRM
Enquiries, demo classes, enrolments and fee reminders.
Something else
Describe your process in the brief and we will see how to fit it.
The process
From your brief to a working CRM
- 1
Share your brief
Answer the questions below: your business, the features you need, your workflow, branding and budget. Takes about 10 minutes.
- 2
We review and clarify
We read your brief and reply with questions or a proposed scope. We may suggest a short call.
- 3
Scope and quote
You get a clear list of what is included, what is for a later phase, the timeline and the cost, all agreed before work starts.
- 4
We build around your workflow
We set up your stages, automations, users and branding, and show you progress along the way.
- 5
Test with your own data
You try it with real examples from your business and tell us what to change.
- 6
Go live
Your team starts using it. Support options are confirmed in your quote.
Be sure before you pay
Custom build or a free CRM?
Many small businesses do not need a custom CRM. A ready-made open source CRM can be the cheaper choice if it already fits your process. We would rather you know that now.
Compare 62 open source CRMsChoose custom when…
- Your sales or service steps do not match any standard CRM
- You want exact reports and reminders that fit your business
- You want your own branding on every screen and document
- Your team keeps working around the tools they have
- You want a system that only your business uses
Your brief
Tell us what your CRM should do
The more specific you are, the better we can scope it. Not sure about an answer? Write “not sure” and we will help you decide.
FAQ
Questions small business owners ask
Who is this service for?
Small businesses. We build CRMs for small businesses and growing teams. If you are a large enterprise, we are probably not the right fit, and we will tell you honestly.
Will the CRM be only for my business?
Yes. It is built for one business: your workflow, your users, your data and your branding. It is not a shared product that other customers also use.
Can it carry my logo, colours and domain?
Yes. Branding is part of the brief. Tell us your logo, colours and whether you want it on your own domain, and we include it in the scope.
What is a workflow, and why does it matter?
A workflow is the set of steps your business follows, for example: enquiry arrives, someone is assigned, a quote is sent, a follow-up is due after three days, then payment. We build those steps into the CRM so reminders, assignments and notifications happen automatically.
How much will it cost?
It depends on the number of features, workflows, integrations, users and how much existing data must be imported. We do not quote a price on this page. Tell us your budget in the brief and we will tell you what fits, or suggest building in phases.
How long will it take?
That depends on the scope. We confirm a timeline after we review your brief, before you commit to anything.
Should I use a free open source CRM instead?
Maybe. If a ready-made CRM already fits your process, it can be the cheaper path. Compare them in our CRM directory. Choose a custom build when your workflow, reports or branding do not fit a standard product.
What happens after I send the brief?
We read it, reply by email with questions or a proposed scope, and may arrange a short call. Sending a brief does not commit you to anything.