Every customer,in one orbit.
Custom CRMs and HubSpot, Zoho and Salesforce implementations shaped around how your team actually sells, serves and bills — with every email, call, quote and invoice in one record.
01 — Why a CRM
Your customer datalives in seven places.
Spreadsheets, inboxes, WhatsApp and sticky notes can't tell you who to call next. A CRM built around your process can.
Before · one customer, seven places
After · one record, every touchpoint
Sarah Chen
Operations director · Northwind Logistics
- Lifetime value
- $184,200
- Open deal
- $96,000
- Next step
- Call · Tue 10:00
Activity · all channels
- Viewed proposal v2 — three times2h ago
- WhatsApp: “Can you call me back?”Yesterday
- Invoice INV-2291 paid in fullMon
- Demo call · 42 min · notes attachedLast week
- Lead captured from website formMar 3
02 — What we build
Everything your team touches,orbiting one record.
Pick the modules you need today and add the rest as you grow. Every one of them writes back to the same customer record.
The customer
record
One source of truth
Contacts & companies
Every person, company and relationship, de-duplicated.
Pipelines & deals
Drag-and-drop stages that match how you actually sell.
Quotes & invoices
Branded quotes to paid invoices without retyping.
Email & WhatsApp inbox
Every conversation logged to the right record.
Reports & dashboards
Revenue, forecasts and team performance, live.
Field & mobile app
Visits, photos and signatures from the road.
Client portal
Customers track orders, documents and tickets.
Automations
Reminders, hand-offs and follow-ups that run themselves.
03 — Build or configure?
An honestcomparison.
We build custom CRMs and implement all three major platforms — so we'll recommend whichever one genuinely fits, even when it's the cheaper option.
| Custom CRMLaravel · our speciality | HubSpotImplementation partner | Zoho CRMImplementation partner | SalesforceImplementation partner | |
|---|---|---|---|---|
| Best for | Unique processes, field teams, complex quoting | Marketing-led sales teams | Cost-conscious growing SMBs | Large, multi-team sales orgs |
| Setup investment | From $18,000 | From $3,500 | From $3,500 | From $8,000 |
| Licence per user | None — you own it | $20–150 / month | $14–52 / month | $25–300 / month |
| Time to launch | 8–14 weeks | 2–4 weeks | 2–4 weeks | 4–8 weeks |
| Flexibility | 5 out of 5 | 3 out of 5 | 3 out of 5 | 4 out of 5 |
| Data ownership | Full — your own servers | Vendor-hosted | Vendor-hosted | Vendor-hosted |
Indicative 2026 pricing · licence costs set by each vendor
Read: HubSpot or a custom CRM? When to build04 — Migration & launch
Move in withoutlosing a thing.
Years of contacts, deals and notes come with you — cleaned, de-duplicated and checked before anyone switches over.
Week 1
Map
We document every field, stage and report you rely on today.
Weeks 1–2
Clean
Duplicates merged, gaps flagged, formats fixed before import.
Week 2
Migrate
Test import first; you sign off on a sample before the real run.
Week 3
Train
Role-based sessions and short videos for every user.
Week 4
Go live
Weekend cut-over, old system stays read-only for 30 days.
- 100% of records migrated
- Zero-downtime cut-over
- Old system read-only for 30 days
- Every user trained before go-live
- Off the spreadsheet: a 30-day CRM migration plan
Priya Nair — COO, Northwind Logistics
05 — Case study · Logistics
Northwind now winsone deal in three.
Twelve reps, three spreadsheets and a shared inbox. We built a custom Laravel CRM with pipelines, quoting, Xero invoicing and a mobile app for site visits — and migrated nine years of data over one weekend.
- Win rate, up from 21%
- 34%
- Shorter sales cycle
- −9 days
- Admin saved weekly
- 12 hrs
06 — Investment
Clear scope.Fixed quotes.
Every project is quoted after a free discovery call. These are typical starting points.
Platform implementation
HubSpot · Zoho · Salesforce
Setup, pipelines, automations, integrations, data migration and training on the platform that fits.
Custom CRM build
Laravel · Vue · your own servers
A CRM designed around your exact process — quoting, invoicing, portals and field apps included as needed.
CRM care & growth
Hosting · support · new features
Monitoring, backups, updates, user support and a monthly block of improvement hours.
07 — FAQ
Before you ask.
Can you migrate us from spreadsheets or another CRM?
Yes. We map, clean and de-duplicate everything, run a test import, and only switch over once you've signed off a sample.
Will our team actually use it?
We design around your current process, train every user before go-live and stay on call for the first month. Adoption is part of the scope.
Do we own a custom CRM's code?
Completely. The code, database and servers are yours — no per-user licence, ever.
Can it connect to our accounting and email?
Xero, QuickBooks, Gmail, Outlook, WhatsApp, Stripe and most tools with an API, with two-way sync where it matters.
Is it secure and GDPR-compliant?
Role-based permissions, audit logs, encrypted backups, and EU or US hosting to match your compliance needs.
What happens after launch?
Our care plan covers hosting, updates, new features and support with a guaranteed response time.
08 — Plan your CRM
Tell us how
you sell.
Share your current tools and team size. We'll reply within one business day with an honest recommendation — custom or platform — and a ballpark.
What happens next
- 01We reply within one business day
- 0230-minute discovery call
- 03Proposal & fixed quote within a week