We build the screens a small business runs on: a pipeline that shows every lead and where it stands, a job board for the crew, a money-owed view for the office, and client portals that show customers their project without a phone call.
A custom CRM makes sense when your pipeline doesn't look like the software's. Snow clients sorted by road, rental bookings by event date, crews by job site, land by county and acreage: when the off-the-shelf tool can't show work the way you think about it, people stop updating it and it quietly dies.
If a mainstream CRM or field-service app already fits how you sell and schedule, keep it. We'll say so in the quote call. Where it doesn't fit, a small custom system with three or four screens usually gets used every day, because it shows exactly what your team needs and nothing else.
Every dashboard we build sits on a standard database with exports, so the numbers on the screen, the reports your accountant gets and any future system all read from the same place.
Built first for businesses our founder owns. The private tools aren't linked here, but every description is exact.
Clients grouped by road with a status (prospect, call back, on route, not interested), seasonal or per-trip pricing, paid and owed, and visits used against the season cap. Signed contracts and per-storm money sit on separate tiles so weather money never looks like booked money.
The private quote and booking tool behind a family party-rental business: quote, calendar and people tabs, with every quote saved as quoted, possible, booked or lost, and the full quote inputs kept with it.
Severity-ranked alerts pushed to a phone, a winter-fund target worked out from the slow months' spending, open questions for the accountant, and a CPA package generated as a PDF.
Each client gets a private, unlisted gallery with full-resolution photos, video and a download bundle, and the payment link sends them straight to it once they've paid.
Parcel maps and owner lists for land buyers, filtered by county, acreage, value and owner type, then worked through as an outreach campaign. Offered as a done-for-you service.
Calendar, tasks, contacts, invoices and books on one dashboard, with real-time sync, an audit log and row-level security on every table. The web app is in early access.
Every lead from first contact to signed, with the next step and who owns it. Stale leads surface on their own.
What's on today, who's on it and where, on a phone screen the crew can actually read on site.
Invoices out, payments in, and the short list of who to call this week, so nothing ages past 30 days unnoticed.
The four or five KPIs you'd otherwise rebuild in a spreadsheet every Monday, updated on their own.
Customers sign in to see status, files, invoices and messages, so fewer calls start with 'just checking in'.
A push or text when something needs a person: a new lead, an overdue invoice, a job running long.
Every project gets a set price for the initial build, then a monthly plan for only the services you need, priced to compete with the big names. Request a free quote and you'll know the full scope and price before work starts.
A CRM is where the work happens: every lead, customer and job, with its status, notes and next step. A dashboard is the view on top: the handful of numbers and lists you check every morning. Most small businesses need a little of both, built on the same data so they never disagree.
Usually. Website forms, Stripe, Google Sheets, bank and accounting exports, and most tools with an API can feed the same database. Where a tool has no way in, a scheduled CSV import often does the job.
They will if it's built around the three or four screens they need instead of forty they don't. We start from how your people work today, build for the phone first when they're in the field, and change it once they've used it for a week.
Yes. A client portal gives each customer their own sign-in and shows only their records: project status, files, invoices and messages. Access rules are enforced in the database, not just hidden in the screen.
Every project gets a set price for the initial build, then a monthly plan for only the services you need, priced to compete with the big names. Request a free quote and you'll know the full scope and price before work starts.
The build price depends mostly on how many screens and data sources it has. The monthly plan covers hosting, backups and the changes you ask for.
Usually. We export your records, map them into the new system and run both side by side until you trust it. If your current CRM fits better than anything we'd build, we'll tell you that instead.
Send the spreadsheet you rebuild every Monday or the question you can never answer quickly. We'll come back with a written scope, a set build price and the monthly plan.
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