A CRM shaped likeyour business.
Your pipeline, your fields and your lead forms, not a template you bend your process around. It deploys into your own accounts, and your team can ask Claude about any deal, contact or forecast in plain language.
A practical 30 minutes: what fits, what to do first, and who does what.
Why a custom CRM now makes sense
For years a custom CRM was a bad idea: expensive to build, painful to maintain, and always behind the big platforms. AI coding changed the first two, and MCP flipped the third.
We run our own company on a CRM we built, and we have built them for clients who were paying for seats they did not use, fields that did not fit, and add-ons to get the one report they needed. A focused CRM, shaped to how you actually sell, is now a matter of weeks rather than a year.
The part the big platforms cannot match is ownership. It deploys into your own database and hosting. We are a collaborator on your accounts, not the landlord. If you stop working with us, you keep everything and it keeps running.
And because it speaks MCP, Claude can read and update it directly. Ask for the deals that went quiet this week, draft the follow-ups, log the call. Your data, answering in plain language.
What we build
Pipelines and fields that fit
Stages, fields, and views modeled on how your team actually works, including the odd parts every business has.
Migration from what you have
Contacts, companies, deals and history moved over from HubSpot, Salesforce, spreadsheets or wherever they live. Week one is a data audit, so nothing surprises anyone later.
Lead forms and automations
Website forms, routing, sequences and Slack alerts wired in, with attribution kept intact from first visit to closed deal.
Claude access over MCP
Your team works the CRM from Claude: search, update, log activity, draft outreach. Permissions follow the same roles as the app.
Integrations
Google sign-in, calendar, email, payments and the other tools you depend on, connected rather than exported to.
Deployed in your accounts
Your database, your hosting, your domain. We hand over admin access on day one and stay on as maintainers for as long as you want us.
Wondering if a custom CRM fits your team?
Leave an email and tell us what you use today. We will send back an honest read on whether building makes sense for you, or whether you should stay put.
Who this is for
It fits best when the CRM you have is costing more than it gives back.
How it runs
Pilot
A branded working instance with your real data and your top three workflows. Your team uses it before anyone commits to the full build.
Build
Full migration, pipelines, forms, integrations and Claude access, shaped by what the pilot taught us.
Train
Hands-on training for the team, and a short admin guide for whoever owns it internally.
Run
Hosting, backups, updates and fixes handled. New features are quoted before they are built.
Who does what
- Build, deploy and document the CRM
- Migrate and verify your existing data
- Keep it running: updates, backups and fixes
- Train your team and your internal admin
- Own the accounts it deploys into
- Name an internal owner for the pilot and launch
- Walk us through how your team really sells
- Approve each migration step before cutover
Frequently Asked QuestionsWhat teams ask us before they start.
What happens if we stop working with you?
Can you migrate us off HubSpot or Salesforce?
How does the Claude integration work?
Is a custom CRM right for a small team?
What does it cost?
Talk to us about a CRM that fits
Thirty minutes. Show us what you use today and what it gets wrong. We will tell you whether a custom build is worth it, and what the pilot would look like.