A CRM that makes sure no customer falls through the cracks
Every lead in one place, a clear pipeline, and follow-ups that happen without anyone having to remember them.
Who it's for
Two ways to do it
Most small businesses should start with an off-the-shelf CRM. A custom one is worth it only when it clearly fits your process better or saves you money, and I'll tell you honestly which one you need on the free call.
Off-the-shelf CRM setup
$2,500+
One-time · CRM licenses at cost
- HubSpot or Zoho, chosen for your size and budget
- Set up, connected to your website, and your team trained
- Ready in about 2–4 weeks
- Many teams start on a free plan
Custom CRM
$7,500+
One-time · plus a care plan from $250/month
- Built around how you actually work, with no per-user fees
- You own the system and all of your data
- Automations, client links and an optional AI assistant
- Usually 4–6 weeks, then monitored and improved every month
What's included
How it works
- Free call30 minutes on video. You tell me how you work; I ask questions.
- Fixed quoteA written plan with scope, timeline and a fixed price — no surprises.
- BuildI build and set it up, and you review everything before it goes live.
- Launch & supportWe launch together, I train your team, and I stay available for questions.
Timeline: Usually 2–4 weeks for HubSpot or Zoho, and 4–6 weeks for a custom CRM, including a short training session for your team.
What I need from you: About 1–2 hours a week of your time for questions and testing, your current contact list (a spreadsheet or an export is fine), and access to your website and email. The written quote lists every step week by week.
Questions
Most small teams do well on an off-the-shelf CRM. A custom one makes sense when your process is unusual or per-user pricing gets expensive. I wrote a plain comparison.
The build starts at $7,500. After launch, an AI & automation care plan from $250/month covers monitoring, fixes and improvements. Hosting is usually a few dollars a month, billed at cost. You own the code and the data, with no lock-in.
Yes — from spreadsheets, email or another CRM. We clean up duplicates on the way in.
No. Licenses are billed at cost by the CRM vendor, separate from my fee. Many small teams start on a free plan.
Related services
Let's see if this fits your business.
A free 30-minute video call. You'll leave with a clear plan and a fixed quote — no pressure.
Software subscriptions and usage (CRM licenses, Microsoft 365, texting, AI usage) are billed at cost, separate from my fee.