Sound familiar?
What we hear from founders before we start
✕ You've looked at HubSpot, Zoho, and three others, and none of them quite fit how your team actually sells.
✕ You already have a CRM, but every update still has to be typed in twice — once on WhatsApp, once in the system.
✕ A generic CRM template forces your team to work around the tool, instead of the tool working around them.
✕ You don't want another monthly software bill for a platform half your team will ignore anyway.
Framework
Custom build, not platform setup
We are not a HubSpot or Zoho reseller, and we don't push a particular platform. Our priority is building you a custom CRM designed around your actual pipeline, fields, and team — nothing you don't need, nothing forced to fit a template. If you already have a system in place and want to keep it, we build an integration layer on top instead, so updates — like a WhatsApp conversation — flow straight into it without anyone re-typing anything.
Our process
How we work
A structured 2-3 week build, scoped to whichever path fits your business: a new custom CRM, or automation on top of what you already run.
1
Discovery — how your team actually sells, tracks deals, and talks to customers today
2
Path decision — build you a custom CRM, or automate your existing setup, based on what actually fits
3
Build — either the custom system from scratch, or the integration layer connecting WhatsApp, email, and forms to what you already have
4
Automation — updates flow in automatically wherever possible, so typing things twice disappears
5
Team handover and a 30-day working review
Deliverables
What you walk away with
✓ A CRM built around your real pipeline — or a fully connected version of the one you already have
✓ WhatsApp-to-CRM automation, so conversations update records without manual entry
✓ Email and web form capture wired directly into the system
✓ Custom fields and views that match how your team actually tracks deals
✓ Team training session with a written quick-reference guide
✓ 30-day working review against real usage, not a demo
Investment
What affects the cost?
Every engagement is scoped based on your specific situation — not a fixed menu price. We quote after a 30-minute discovery call, never before. Three things shape the investment:
Build vs integrate
Whether we're building you a new custom CRM or automating the one you already run
Number of users
How many salespeople and managers need the system built around them
Channels to connect
How many sources — WhatsApp, email, forms — need to feed updates in automatically
The discovery call is free and comes with no obligation.
We will tell you on the call whether this engagement is right for your situation — and give you a fixed quote before any work begins.
Book a free call →
FAQ
Questions we get asked
Do you set up HubSpot, Zoho, or other CRM platforms?
No — we're not a platform reseller and we don't push a particular tool. Our priority is building you a custom CRM designed around your actual process. If you'd rather keep a platform you already use, we build the automation layer on top of it instead.
We already have a CRM — do we have to switch to a custom one?
Not at all. If your current setup works well enough, we can leave it in place and simply make it easier to run — the most common request is having WhatsApp conversations update the CRM automatically, so nobody has to type the same thing twice.
Why build custom instead of just using an off-the-shelf platform?
Off-the-shelf platforms are built for the average business, not yours. A custom build means every field, stage, and automation exists because your team actually needs it — nothing forced in because a template included it, and no monthly per-seat licence for features you'll never touch.
Related reading
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Part of Lead Management — one of the sub-services under our Revenue Growth service.
Tired of forcing your process into someone else's CRM template?
Book a free 30-minute call. We'll tell you honestly whether you need a custom build or just better automation on what you already have.
Book a free discovery call →