We build, implement, and customize Salesforce, HubSpot, Microsoft Dynamics 365, Zoho, Pipedrive, and ground-up custom CRMs. Pipeline that updates itself. Forecasts you can defend. Reps who actually log calls.
Salesforce certified · HubSpot Diamond · Microsoft Dynamics 365 · Zoho Premium · ISO 9001
Pipeline Managed: $4B+
Pipeline Managed
Across deployed CRMs
CRMs Shipped: 250+
CRMs Shipped
Salesforce, HubSpot, custom
Data Integrity: 99.9%
Data Integrity
Validated migrations
Avg Go-Live: 12 wks
Avg Go-Live
From signed SOW
Sales Pipeline · Q4
LIVE
Lead
12
AI
Acme Inc.
$24k2d
NB
NorthBay
$8k5d
Qualified
8
HC
Helios Co.
$42k7d
VL
Vexta Labs
$16k3d
Proposal
5
OL
Orbital Ltd.
$96k1d
LG
Linden Group
$58k4d
Won
3
BC
Brightline Co.
$184kToday
Weighted
$842k
Win Rate
38%
Avg Cycle
34d
Deal won
Brightline · $184k
Pipeline live
What We Build
Six shapes of CRM development.
Sales, marketing, service, custom, mobile, and AI-augmented. Implemented on Salesforce, HubSpot, Dynamics, Zoho, Pipedrive, or built from scratch.
SL
Type 01
Sales CRM
Pipeline, deals, forecasting
Built around the deal lifecycle. Visual pipelines, deal scoring, forecast accuracy, quota tracking, territory routing, and rep performance dashboards.
Visual deal pipeline
Quota and forecast
Territory routing
MK
Type 02
Marketing CRM
Campaigns, segments, attribution
Lead capture forms, segmentation, drip campaigns, A/B tests, multi-touch attribution, and revenue ops alignment. Built for marketers, not developers.
Drip and lifecycle flows
Multi-touch attribution
Segmentation engine
SV
Type 03
Service and Support CRM
Tickets, SLA, knowledge
Inbound ticketing with SLA timers, omnichannel routing (email, chat, social, voice), agent workspace, knowledge base, and CSAT measurement.
SLA-aware routing
Omnichannel inbox
CSAT and NPS
CT
Type 04
Custom CRMOur specialty
Built for your workflow
When off-the-shelf misses your model: regulated workflows, multi-party deals, configurator-driven quotes, or hyper-custom data models. Built from scratch.
Bespoke data model
Custom CPQ flows
Domain-specific rules
MB
Type 05
Mobile CRM
Field sales and service
Offline-first React Native apps for field reps. Tap-to-call, location-aware visit logging, signature capture, and sync queues that survive bad connectivity.
Offline-first sync
Tap-to-call and visits
Signature capture
AI
Type 06
AI-Augmented CRM
LLM summaries, sentiment, next-best-action
Add AI layers to any CRM: meeting summarization, email sentiment, deal-risk scoring, next-best-action suggestions, and natural-language pipeline queries.
Call and email summaries
Deal-risk scoring
Natural language queries
Customer 360 Modules
Every module your reps will actually use.
Pre-built modules we ship with every CRM. Drop-in ready on Salesforce, HubSpot, Dynamics, Zoho, or custom builds.
SJ
Sarah Johansson
CTO · Helios Co.
A+
2 deals12 emails4 calls
Call · 12 min
Email · Re: proposal
Meeting · Discovery
Module 01·Every touchpoint, one record
360° Contact View
Unified email, call, meeting log
Custom fields and tags
Related deals and tickets
Lead
12
Qual
8
Prop
5
Won
3
Module 02·Drag, drop, close
Visual Pipeline
Kanban or list view
Stage probability and forecast
Rotting deal alerts
1TRIGGERWhen form submitted
2IFIf score over 70
3ACTIONAssign to AE and notify
4ACTIONEmail drip · 5 days
Module 03·No-code rules engine
Workflow Automation
Trigger plus condition plus action
Branching logic and delays
Webhook actions to any API
Sarah J.
92
Mark B.
78
Yuki R.
54
Carlos D.
32
Module 04·Behavior plus fit
Lead Scoring
Demographic and firmographic fit
Engagement decay over time
AI-tuned thresholds
Inbox · synced
Live
Sarah J.Re: Proposal Q42m
Marcus L.Demo follow-up14m
Aisha R.Pricing question1h
Module 05·Two-way, real-time
Email and Calendar Sync
Gmail, Outlook, Exchange
Auto-log to contact timeline
Meeting booking links
Revenue · Q4
+24%
MRR
$248k
Deals
142
Win%
38%
Module 06·Cohorts, funnels, leaderboards
Reports and Dashboards
Saved views per role
Cohort retention
Real-time leaderboards
Platform Mastery
Pick the right CRM. We are fluent in all of them.
Not resellers. We benchmark Salesforce, HubSpot, Microsoft Dynamics, Zoho, Pipedrive, and custom against your math.
SF
Salesforce
Enterprise, mature, extensible
Best for
Enterprise, $500k+ contracts
Deploy time
4 to 9 months
Strengths
+Massive AppExchange
+Complex object model
+Industry clouds
Watch outs
!License costs at scale
!Admin overhead
HB
HubSpot
Inbound-native, marketing-led
Best for
SMB to mid-market, marketing-led
Deploy time
6 to 12 weeks
Strengths
+Unified marketing, sales, service hubs
+Inbound-native CMS
+Free starter tier
Watch outs
!Per-contact pricing
!Less custom object depth
DY
Microsoft Dynamics 365
Office-stack native
Best for
Microsoft-stack enterprises
Deploy time
3 to 8 months
Strengths
+Native Teams, Outlook, Excel
+Power Platform extensibility
+Industry accelerators
Watch outs
!Steeper learning curve
!License complexity
ZH
Zoho CRM
SMB-friendly, bundle pricing
Best for
SMB, bundle pricing buyers
Deploy time
4 to 10 weeks
Strengths
+Zoho One bundle (40+ apps)
+Affordable per user
+Built-in BI (Zoho Analytics)
Watch outs
!Smaller app ecosystem
!UX dated in places
PD
Pipedrive
Sales-first, visual pipeline
Best for
Sales-led teams under 50 reps
Deploy time
3 to 8 weeks
Strengths
+Beautiful pipeline UX
+Activity-based selling
+Quick rep adoption
Watch outs
!Lighter on marketing and service
!Limited custom objects
CT
Custom BuiltOur pick for control
When off-the-shelf does not fit
Best for
Unique workflows, regulated industries
Deploy time
4 to 9 months
Strengths
+Total control of data model
+Built around your process
+No per-seat license fees
Watch outs
!Higher upfront investment
!You own ongoing development
The Integration Marketplace
The integrations we wire on day one.
Event-driven webhooks and queues so the CRM never blocks waiting on an external system. Two-way sync with conflict resolution.
A Salesforce, HubSpot, Zoho, or Pipedrive implementation starts at $35,000 to $90,000 for a 6 to 14 week stand-up including data migration and 5 to 10 integrations. Microsoft Dynamics 365 implementations run $80,000 to $250,000+. Ground-up custom CRMs typically run $120,000 to $400,000+ over 4 to 9 months. We share a written fixed-price scope after a free 30 minute discovery call.
Salesforce vs HubSpot vs Microsoft Dynamics vs custom — which CRM should I pick?
Salesforce for enterprise, complex object models, and AppExchange-heavy ecosystems above $500k contracts. HubSpot for SMB to mid-market, marketing-led, inbound motions. Microsoft Dynamics for Microsoft-stack enterprises that want native Teams, Outlook, and Excel. Zoho for SMB with bundle pricing. Pipedrive for sales-led teams under 50 reps. Custom build for regulated workflows, unique data models, or when per-seat licenses dwarf development cost. We benchmark these against your roadmap on the discovery call.
How long does a CRM implementation take?
Pipedrive: 3 to 8 weeks. HubSpot: 6 to 12 weeks. Zoho CRM: 4 to 10 weeks. Salesforce: 4 to 9 months. Microsoft Dynamics 365: 3 to 8 months. Custom CRM: 4 to 9 months. We commit to dates in writing in the SOW with weekly milestone tracking and hypercare cover for the first 2 weeks post-launch.
Can you migrate from one CRM to another (e.g. Salesforce to HubSpot or legacy to Salesforce)?
Yes. We move contacts, accounts, deals, activities, custom objects, and historical data with deduplication, validation, and dry-run rollback. URL maps preserved where applicable so deep links survive. Typical replatform: 8 to 16 weeks end to end, with a validated dry-run before live cutover and a 2-week hypercare.
Do you build mobile CRMs?
Yes. React Native apps optimized for field sales and service: offline-first sync queues, tap-to-call, geofenced visit logging, signature capture, photo upload, and barcode scan. We typically recommend a PWA for inside reps and native React Native for outside reps who depend on offline.
How do you integrate CRM with our ERP, email, phone, and marketing tools?
Standard connectors for Gmail, Outlook, Exchange, Twilio, Aircall, RingCentral, Mailchimp, Marketo, Pardot, ActiveCampaign, Zendesk, Intercom, Slack, Teams, Stripe, QuickBooks, Xero, NetSuite, SAP, and many more. Custom integrations are event-driven (webhooks + queues) so the CRM never blocks waiting on an external system. Two-way sync with conflict resolution where needed.
How do you handle data security, GDPR, HIPAA, and SOC 2 in CRM projects?
Encryption at rest and in transit, field-level permissions, row-level security, audit logs, and data retention rules built per regulation. For HIPAA, we sign BAAs and design for PHI separation. For GDPR, we implement data subject access, right to be forgotten, and EU data residency on platforms that support it (Salesforce, HubSpot EU, custom builds on EU regions).
Do you offer CRM training and adoption support?
Yes. Role-specific live training (reps, managers, admins) recorded for replay, written runbooks, a 30-day adoption playbook with leading indicators (login rate, log-completion rate, pipeline freshness), and dedicated office hours during hypercare. Adoption is a deliverable, not an afterthought.
What ongoing support do you offer after CRM launch?
Retainer plans from 40 hours per month (admin tasks, small workflow tweaks, dashboards) up to dedicated squads (custom dev, new modules, AI features, complex integrations). 24/7 Sev-1 SLA available for enterprise contracts. Quarterly business reviews aligned to your KPIs.
Can you build AI-powered CRM features?
Yes. We add AI layers to Salesforce, HubSpot, and custom CRMs: meeting summarization from Zoom or Gong transcripts, email sentiment analysis, deal-risk scoring, next-best-action suggestions, and natural-language pipeline queries powered by GPT-4, Claude, or self-hosted Llama. All deployed with PII redaction and audit logging.
Do you build custom CRM from scratch?
Yes. We build ground-up CRMs when platform constraints (data model, pricing, compliance, UX) outweigh the speed advantage of off-the-shelf. Built on Next.js, Node, Postgres, with React Native mobile. Typical scope: 4 to 9 months, $120,000 to $400,000+, source code in your repo from day one.
Who owns the code, data, and platform after launch?
You do. Source code lives in your Git repo. Platform instances (Salesforce, HubSpot, Dynamics, Zoho, Pipedrive) are in your name on your billing from the start. We hand over data model docs, automation diagrams, integration runbooks, and admin training videos. No vendor lock-in to us.
Talk to a developer
Send a brief. Get a CRM audit in 3 days.
A senior CRM developer reads your brief, runs a free 30 minute discovery call, and delivers a written audit with a rough estimate. No deck. No obligation.
Reply within 1 business day
Senior developer on every call (not a sales rep)
NDA signed on request before any detail is shared
Source code, platform instance, and data are yours from day one
30 minute call. Written CRM audit in 3 days. No pitch deck.
Encrypted in transit. NDA on request.
Free 30-minute consultation
Talk to senior developers, not salespeople.
Share your scope. A senior developer reviews it, walks you through the trade-offs, and sends a written summary after the call. NDA before any details are discussed.
Written estimate within 5 business days
Senior developer on the first call
Code stays in your repository
ISO 9001 certified shop
★★★★★4.9 / 5from 2,495 reviews
350+ builds shipped
Talk to Senior Developers
Available
30 minute call. Written summary after. No pitch deck.