CUSTOM CRM DEVELOPMENT: EMPOWERING YOUR BUSINESS PROCESSES
Experience full ownership, scalability, and simplicity through a system tailored exclusively for your business needs.
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TRANSFORM YOUR BUSINESS WITH A CUSTOM CRM: REDUCE COSTS, SAVE TIME
STOP LETTING YOUR CRM EXPENSES LIMIT YOUR GROWTH
When you've worked so hard to grow your business beyond 10 employees, the last thing you want is for your CRM costs to become a roadblock to your continued growth.
If you're like many business owners, at least one of the following is true:
- You have to pay for every user that needs access to the software
- You're getting charged for too many CRM features that you don't need or use
- You're constantly having to adapt your business process to fit the way your CRM features work
- You have ideas for features that your CRM doesn't have or can't support
- You're wasting valuable time switching between multiple systems rather than viewing everything in one place
We believe that you shouldn't have to pay extra money every time you need to add a new user to your software system.
Instead, what if you invest in creating your own application that works for your specific business or industry for a fraction of the cost?
DESIGNED FOR YOUR BUSINESS, LOVED BY YOUR TEAM
SAY GOODBYE TO EXPENSIVE MONTHLY FEES
Unlike other SaaS companies like Salesforce or HubSpot, what we offer is NOT a prebuilt solution. In our CRM development process, we work closely with you to identify what your ideal system needs to do.
With us, every line of code is uniquely tailored to your business needs. All you need to do is share the challenges your business is facing. We'll then collaborate with you to craft and implement the perfect solution that resolves those issues efficiently and effectively.
Here's just some of the most popular custom CRM features people request:
- Contact Management
- Fully manage a list of Leads, Clients/Customers, Referrals, & more
- Prevent duplicate contact issues
- Include as much client information as you'd like
- Add new contacts in record time with rapid client import
- Delegate contacts to employees or teams so everyone is accounted for
- Set and manage a contact's status throughout the customer lifecycle
- Employee Management
- Establish tiers of users and define their permissions
- Easily grant or revoke permissions
- View pages or data as another employee
- Track the employee metrics that matter most so you know who's working on what and how much time is being spent
- Opportunity Management
- Manage a timeline of business stages and visualize your business at a glance
- Trigger tasks or reminders at every stage to ensure things keep moving
- Create email or SMS automations for each stage so you can update clients instantly
- Generate quotes when documents or needs lists are completed so you can close deals faster
- Task Management
- Help your employees work more efficiently and cohesively with a robust task management system
- Get notified whenever a task you assigned is completed, or whenever a new task is assigned to you
- Leave comments and track the history of the task items so your team is always on the same page
- Scheduling Automation
- Automatically schedule a series of tasks, reminders, or documents whenever milestones are met or certain actions are taken
- PDF Form Automation
- Autofill those time-consuming PDF form fields with data you already entered into the system
- Cut out the guesswork by letting the system generate all the forms that are needed for a specific type of transaction
- Document Storage
- Upload, store, and retrieve client documents quickly and easily whenever you need them
- Business Process Automation & Simplification
- Automate communication to assigned employees when a client reaches a new status or milestone
- Leverage smart tech to expedite your approval and review processes
- Analytics & Reporting
- Track employee performance and lead conversions
- View and filter data quickly and easily
- Export your data as a .xls or .csv file
- Invoicing & Payment Processing
- Create client invoices and track their due dates
- Send invoices automatically via email or SMS
- Manage subscriptions or collect payment via Stripe integration
- Communication
- Automate your routine client communication via email or SMS
- Allow your team to communicate effectively with Slack integration
- Track and manage client calls more effectively with Twilio integration
Became the #1 new construction real estate agent in San Antonio with a custom CRM
Christopher Marti,
Rebate HausDEFINE YOUR BUSINESS SUCCESS WITH TRUE CUSTOM SOFTWARE
BREAK FREE FROM COOKIE-CUTTER SOLUTIONS
Finally, you get to call the shots and only pay for CRM features you need.
Want to start with a simplified CRM system and come up with any features you'd like in the future? We can help you do that!
Want to rebuild your favorite features from Salesforce into your own system and start paying less in recurring fees every month? We can do that too!
We enjoy working with clients long term. By taking the time to understand the ins and outs of your business process, we're more than just a team of developers–we see ourselves as partners that can help your business thrive.
Perhaps you're envisioning a custom system that you can proudly present to clients or even market to other industry leaders. Whether your ambitions extend to an internal system, a client-facing application, or both - we're the expert team that can make it happen.
EMBRACE YOUR INNOVATIVE FUTURE WITH A CUSTOM CRM SOLUTION
YOUR JOURNEY TOWARDS INNOVATION STARTS HERE. DON'T MISS OUT.
"As the leader of our passionate development team, my priority is to ensure our clients receive nothing but the best. A truly custom CRM solution isn't just about creating innovative software - it's about understanding your business needs, your ambitions, and how we can pave the way to your success. We're not just a service provider - we're your dedicated partner."
– Jonathan Richter, Winnona Partners CEO
We understand that creating a custom CRM is a journey - one that requires time, expertise, and unwavering commitment. That's why we're selective about the projects we take on. We limit ourselves to just 2-3 projects at a time, ensuring that each of our clients receives the individualized attention they deserve and the quality they expect.
As a result, you won't just get a piece of software. You'll get a tool that fits seamlessly into your business, one that empowers your team, streamlines your processes, and enables you to become an innovative leader in your industry.
Imagine: No more paying for features you don't use. No more adapting your workflow to fit the constraints of an off-the-shelf CRM. Instead, you'll have a system tailored to your business, one that grows and evolves with you.
Remember, our project slots are limited. Don't miss your chance to redefine how you do business. Click below to schedule your free consultation today, and take the first step toward your future.
Successfully Onboarded 300+ Employees Across the Nation Within 6 Months Post-Development
