Custom CRM for a sales process spreadsheets can't keep up with

A CRM built around your actual sales process and pipeline stages, not a generic template, with full source code ownership at handover.

The problem

Deals live in the heads of your best salespeople, not in a database. One rep tracks follow-ups in a notebook, another in a personal spreadsheet, and when either one is out sick or leaves, whatever they were tracking about active deals leaves with them. Generic CRM platforms promise to fix this, but they ship with pipeline stages and fields built for a category of company, and your actual sales process — the specific approval steps for larger accounts, the way you handle repeat B2B buyers differently from new leads, the industry-specific qualifying questions — gets flattened into fields that don't quite match reality. Reps route around the mismatch by keeping their real notes somewhere else, which defeats the purpose of having a shared system at all. Management ends up forecasting from gut feel and a rep's verbal update in a Monday meeting, rather than from data anyone actually trusts, because everyone knows the CRM's numbers are incomplete.

What we build

We build the CRM around your actual sales process, not a generic pipeline you have to force your deals into. That starts with mapping how a deal really moves through your business — the stages, the approval points, what makes a lead qualified in your specific market — and building a pipeline that reflects it rather than a vendor's idea of a standard sales cycle. The system runs on Next.js with a PostgreSQL database, tracks every interaction against the account and deal it belongs to, and gives management a forecast built from actual recorded activity rather than a rep's best guess in a meeting. We migrate existing contact and deal data from spreadsheets or a previous CRM so reps aren't starting from zero. Because it's built specifically for your process, fields match what your team actually needs to record — no unused tabs, no mandatory fields that don't apply to your business. We deliver core pipeline tracking first, since that's where the immediate value is, then add reporting, email integration or account hierarchies as needed. At the end you own the system outright, with no per-seat licensing that makes adding a new rep an ongoing cost decision.

What you get

• Mapping of your actual sales process and pipeline stages
• Pipeline and deal tracking matched to your qualification criteria
• Migration of existing contacts and deal history from spreadsheets or a prior CRM
• Activity and interaction logging tied to accounts and deals
• Forecasting and reporting built from recorded activity
• Source code and infrastructure handover at project close

Stack

• Next.js
• TypeScript
• PostgreSQL
• Vercel

Frequently asked questions

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