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Discover the actual workflow
Map users, records, permissions, handoffs, exceptions, integrations, migration sources, and operating constraints before proposing a release.
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We configure an existing platform when it fits or map and quote custom software before engineering begins.
We configure an existing platform when it fits or map and quote custom software before engineering begins.
A custom CRM is proposed only after discovery defines users, roles, records, workflows, integrations, data migration, security, testing, operations, and ownership. Published website starting points do not price this scope.
A straightforward path from scope to launch.
Map users, records, permissions, handoffs, exceptions, integrations, migration sources, and operating constraints before proposing a release.
Review screens, roles, data definitions, acceptance criteria, exclusions, ownership, and a delivery range based on the approved scope.
Implement only the accepted workflows and integrations, with testing and review evidence appropriate to the stated risk.
Confirm access, training, documentation, monitoring, support, backup, recovery, export, and change-request responsibilities.
Recommended stack
A typical CRM uses a typed React interface over Postgres with explicit access rules and a Node.js automation layer. Payments, queues, and outside systems appear only when the approved workflow calls for them.
These are common implementation options, not project requirements. See everything we deliver
A custom CRM is proposed only after discovery defines users, roles, records, workflows, integrations, data migration, security, testing, operations, and ownership. Published website starting points do not price this scope.
A straightforward path from scope to launch.
Map users, records, permissions, handoffs, exceptions, integrations, migration sources, and operating constraints before proposing a release.
Review screens, roles, data definitions, acceptance criteria, exclusions, ownership, and a delivery range based on the approved scope.
Implement only the accepted workflows and integrations, with testing and review evidence appropriate to the stated risk.
Confirm access, training, documentation, monitoring, support, backup, recovery, export, and change-request responsibilities.
Recommended stack
A typical CRM uses a typed React interface over Postgres with explicit access rules and a Node.js automation layer. Payments, queues, and outside systems appear only when the approved workflow calls for them.
These are common implementation options, not project requirements. See everything we deliver
Every build starts with discovery, then a written scope. The implementation is one-time; care, upgraded hosting, database capacity, and third-party usage stay visible as separate recurring lines when required.
Foundation CRM · One team, one pipeline
Best for: Sole traders to 5-person teams replacing spreadsheets
$500 one-time
Uses the admin-priced Essential build tier as the starting plan.
One-time implementation. Care, upgraded hosting, database capacity, and third-party usage are separate when needed.
Integrations
Email notifications
Professional CRM · Teams + automation + integrations
Best for: 5–25 person businesses with defined sales or ops workflows
$750 one-time
Uses the admin-priced Enhanced build tier as the starting plan.
One-time implementation. Care, upgraded hosting, database capacity, and third-party usage are separate when needed.
Advanced CRM · Custom data models + AI + SLA
Best for: Multi-department businesses or complex bespoke workflows
$1,000 one-time
Uses the admin-priced Advanced build tier as the starting plan.
One-time implementation. Care, upgraded hosting, database capacity, and third-party usage are separate when needed.
Custom Enterprise custom build
We turn it into a custom quote using the same enterprise lane as the shop and estimate builder. You approve the written price before implementation begins.
Systems we build
A dashboard, portal, or back-office system can follow your records and handoffs. Lighter builds may use a Web App Advanced tier or portal add-on; larger builds receive a custom scope.
A branded, login-protected space where your clients track projects, invoices, files, and updates.
| Feature | Essential | Enhanced | Advanced |
|---|---|---|---|
| Contact & lead database | |||
| Custom pipeline stages | |||
| Form & enquiry inbox |
Plan my custom system
Choose the workflow and operating scale first. Custom logic, integrations, permissions, and risk are confirmed in a written scope.
Answer three quick questions. Nothing is added until you choose.
Plan my custom system
Choose the workflow and operating scale first. Custom logic, integrations, permissions, and risk are confirmed in a written scope.
Answer three quick questions. Nothing is added until you choose.
Quick fit guide
0 of 2 answered
2 quick questions to point you to the right option.
One Care Plan per website or system build
The build fee is one-time. Select any plan below for the recurring care; choosing another replaces the current Care Plan immediately, so only one monthly plan stays in My Estimate.
Essential Care is the default included with a build selection. Choose another plan above to change it.
Choose the outcome or need first to receive a recommendation.
Choose the first planning step above. The recommendation and pricing explanation will update here—nothing is added to your estimate automatically.
Discover the actual workflow
Map users, records, permissions, handoffs, exceptions, integrations, migration sources, and operating constraints before proposing a release.
Approve the model and release boundary
Review screens, roles, data definitions, acceptance criteria, exclusions, ownership, and a delivery range based on the approved scope.
Build and verify the approved release
Implement only the accepted workflows and integrations, with testing and review evidence appropriate to the stated risk.
Launch with an operating plan
Confirm access, training, documentation, monitoring, support, backup, recovery, export, and change-request responsibilities.
See relevant work before you decide
Review case studies and delivery examples related to Custom CRM & Admin Dashboard.
See delivery evidencePlan identity and protection with the build
Permissions, data, and recovery controls are architectural decisions, not finishing touches.
Review this additionStill weighing a detail?
Ask a specific question without losing the service, pricing, or recommendation context you selected above.
When documented workflow, permission, data, integration, or ownership needs cannot be met responsibly through configuration of an existing product at an acceptable total cost.
Every build starts with discovery, then a written scope. The implementation is one-time; care, upgraded hosting, database capacity, and third-party usage stay visible as separate recurring lines when required.
Foundation CRM · One team, one pipeline
Best for: Sole traders to 5-person teams replacing spreadsheets
$500 one-time
Uses the admin-priced Essential build tier as the starting plan.
One-time implementation. Care, upgraded hosting, database capacity, and third-party usage are separate when needed.
Integrations
Email notifications
Professional CRM · Teams + automation + integrations
Best for: 5–25 person businesses with defined sales or ops workflows
$750 one-time
Uses the admin-priced Enhanced build tier as the starting plan.
One-time implementation. Care, upgraded hosting, database capacity, and third-party usage are separate when needed.
Advanced CRM · Custom data models + AI + SLA
Best for: Multi-department businesses or complex bespoke workflows
$1,000 one-time
Uses the admin-priced Advanced build tier as the starting plan.
One-time implementation. Care, upgraded hosting, database capacity, and third-party usage are separate when needed.
Custom Enterprise custom build
We turn it into a custom quote using the same enterprise lane as the shop and estimate builder. You approve the written price before implementation begins.
Systems we build
A dashboard, portal, or back-office system can follow your records and handoffs. Lighter builds may use a Web App Advanced tier or portal add-on; larger builds receive a custom scope.
A branded, login-protected space where your clients track projects, invoices, files, and updates.
| Feature | Essential | Enhanced | Advanced |
|---|---|---|---|
| Contact & lead database | |||
| Custom pipeline stages | |||
| Form & enquiry inbox |
Plan my custom system
Choose the workflow and operating scale first. Custom logic, integrations, permissions, and risk are confirmed in a written scope.
Answer three quick questions. Nothing is added until you choose.
Plan my custom system
Choose the workflow and operating scale first. Custom logic, integrations, permissions, and risk are confirmed in a written scope.
Answer three quick questions. Nothing is added until you choose.
Quick fit guide
0 of 2 answered
2 quick questions to point you to the right option.
One Care Plan per website or system build
The build fee is one-time. Select any plan below for the recurring care; choosing another replaces the current Care Plan immediately, so only one monthly plan stays in My Estimate.
Essential Care is the default included with a build selection. Choose another plan above to change it.
Choose the outcome or need first to receive a recommendation.
Choose the first planning step above. The recommendation and pricing explanation will update here—nothing is added to your estimate automatically.
Discover the actual workflow
Map users, records, permissions, handoffs, exceptions, integrations, migration sources, and operating constraints before proposing a release.
Approve the model and release boundary
Review screens, roles, data definitions, acceptance criteria, exclusions, ownership, and a delivery range based on the approved scope.
Build and verify the approved release
Implement only the accepted workflows and integrations, with testing and review evidence appropriate to the stated risk.
Launch with an operating plan
Confirm access, training, documentation, monitoring, support, backup, recovery, export, and change-request responsibilities.
See relevant work before you decide
Review case studies and delivery examples related to Custom CRM & Admin Dashboard.
See delivery evidencePlan identity and protection with the build
Permissions, data, and recovery controls are architectural decisions, not finishing touches.
Review this additionStill weighing a detail?
Ask a specific question without losing the service, pricing, or recommendation context you selected above.
When documented workflow, permission, data, integration, or ownership needs cannot be met responsibly through configuration of an existing product at an acceptable total cost.
Integrations
Email, calendar, payment & accounting APIs
Integrations
All Professional + custom API endpoints + ETL
Internal software designed around approved records, roles, and workflows.
A managed interface for content, users, orders, and settings.
A shared view of approved revenue, pipeline, workload, and operating metrics.
Secure self-service workflows for customers, vendors, or staff.
| Role-based access |
| Multi-pipeline support | Not included |
| Workflow automations | Not included |
| Third-party integrations | Not included |
| Advanced reporting | Not included |
| Custom data modelling | Not included | Not included |
| Multi-department views | Not included | Not included |
| AI-assisted features | Not included | Not included |
| Custom API endpoints | Not included | Not included |
| Priority SLA | Not included | Not included |
Implementation is a one-time fee. Care, upgraded hosting, database capacity, and third-party licenses or usage are shown separately in the approved quote.
Integrations
Email, calendar, payment & accounting APIs
Integrations
All Professional + custom API endpoints + ETL
Internal software designed around approved records, roles, and workflows.
A managed interface for content, users, orders, and settings.
A shared view of approved revenue, pipeline, workload, and operating metrics.
Secure self-service workflows for customers, vendors, or staff.
| Role-based access |
| Multi-pipeline support | Not included |
| Workflow automations | Not included |
| Third-party integrations | Not included |
| Advanced reporting | Not included |
| Custom data modelling | Not included | Not included |
| Multi-department views | Not included | Not included |
| AI-assisted features | Not included | Not included |
| Custom API endpoints | Not included | Not included |
| Priority SLA | Not included | Not included |
Implementation is a one-time fee. Care, upgraded hosting, database capacity, and third-party licenses or usage are shown separately in the approved quote.