Business Systems & Portals
CRM-Like Systems
When Salesforce is overkill and HubSpot doesn't fit your model.
Custom CRM-like systems for industries where the data model is different — relationships, deals, communications, tasks, and reporting designed for your actual sales motion.
/ What you get
Deliverables
- Custom object model (accounts, deals, etc.)
- Pipeline and stage logic
- Email and call logging
- Reports and forecasts
- Integration with your stack
/ This is for you if
Right fit signals
- →Off-the-shelf CRMs force you into their model
- →Your sales motion has bespoke entities (sites, vessels, units)
- →You want to own the data layer
/ Related in Business Systems & Portals
More we build here.
Secure Client Portals
A trusted place to share files, documents, and updates with clients.
Customer Portals
Self-serve for the work customers shouldn't need a human for.
Staff Dashboards
The operating view for the team running your business.
Internal Tools
Replacements for the spreadsheets running your company.
Ready to scope a CRM-Like Systems project?
Tell us what you're building and what you've tried. We'll respond within one business day with a frank read.