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Connect customer records, assignments, and follow-up around your workflow. Review screens, permissions, and scope before building.
Connect customer records, assignments, and follow-up around your workflow. Review screens, permissions, and scope before building.
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We map how work actually moves through your business: where leads come from, who touches them, what falls through the cracks, and what you wish the system did. The data model gets designed here — before a line of code.
You get wireframes of the real screens, with your field names and your pipeline stages, reviewed by the people who'll use them daily. Nothing gets built until your team signs off on the structure.
We build the approved records, screens, and permissions, then test the integrations named in your scope. The proposal sets the delivery milestones. Data imports, integrations, and automations are included only when named in that scope.
Your team receives a walkthrough and documentation. The proposal states the post-launch support window; required hosting and optional Care are priced separately. Response commitments come from the selected Care plan or accepted agreement.
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.
CORE uses Azure for its own hosting. Customer-project tools are selected for the approved scope; a listed option does not mean your project is connected. See everything we deliver
These lists are planning options, not promises that a provider is connected or automation is active.
Your accepted quote lists its described work, quantities, billing cadence, and amounts. This guide does not authorize a connection, purchase, or charge.
Loading this page. This should only take a moment.
Connect customer records, assignments, and follow-up around your workflow. Review screens, permissions, and scope before building.
Connect customer records, assignments, and follow-up around your workflow. Review screens, permissions, and scope before building.
Loading your saved estimate…
We map how work actually moves through your business: where leads come from, who touches them, what falls through the cracks, and what you wish the system did. The data model gets designed here — before a line of code.
You get wireframes of the real screens, with your field names and your pipeline stages, reviewed by the people who'll use them daily. Nothing gets built until your team signs off on the structure.
We build the approved records, screens, and permissions, then test the integrations named in your scope. The proposal sets the delivery milestones. Data imports, integrations, and automations are included only when named in that scope.
Your team receives a walkthrough and documentation. The proposal states the post-launch support window; required hosting and optional Care are priced separately. Response commitments come from the selected Care plan or accepted agreement.
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.
CORE uses Azure for its own hosting. Customer-project tools are selected for the approved scope; a listed option does not mean your project is connected. See everything we deliver
These lists are planning options, not promises that a provider is connected or automation is active.
Your accepted quote lists its described work, quantities, billing cadence, and amounts. This guide does not authorize a connection, purchase, or charge.
Real example · built and used by CORE
The estimate builder on this site is custom software CORE built. It prices services from the live catalog, saves drafts, and sends each plan to the team for review. The same system runs CORE's leads, projects, documents, and client portal.
Open the live estimate builder
Start with customer records, team permissions, and the workflow you need. Implementation is one-time; required sign-in and hosting, optional Care, and any provider usage are listed separately.
One-time implementation
Required foundation: User & Auth System. Hosting is required and priced separately. Care is optional. Your proposal names any migration, integration, or ongoing usage charges.
Custom scope
We map the records, roles, reports, and connections first. Complex imports, multiple pipelines, AI features, and response commitments need their own written scope.
For a standardized sales or marketing workflow, one of those products may be the better buy. We can configure and integrate them when they fit. Custom makes sense when your permissions, data model, or handoffs genuinely do not fit an off-the-shelf CRM; discovery is where we make that call with you.
Real example · built and used by CORE
The estimate builder on this site is custom software CORE built. It prices services from the live catalog, saves drafts, and sends each plan to the team for review. The same system runs CORE's leads, projects, documents, and client portal.
Open the live estimate builderStart with customer records, team permissions, and the workflow you need. Implementation is one-time; required sign-in and hosting, optional Care, and any provider usage are listed separately.
One-time implementation
Required foundation: User & Auth System. Hosting is required and priced separately. Care is optional. Your proposal names any migration, integration, or ongoing usage charges.
Custom scope
We map the records, roles, reports, and connections first. Complex imports, multiple pipelines, AI features, and response commitments need their own written scope.
For a standardized sales or marketing workflow, one of those products may be the better buy. We can configure and integrate them when they fit. Custom makes sense when your permissions, data model, or handoffs genuinely do not fit an off-the-shelf CRM; discovery is where we make that call with you.
