We learn your process, then build software that fits it. Your fields, your stages, your follow-ups, your reports. No workarounds, no paying for features you'll never touch.
Track what matters to you: job site, plan links, bid due date, square footage.
Name them the way your team talks: Bidding, Awarded, Measured, Installed.
Follow-up emails that go out on the right day, from the right person.
The numbers you actually check every Monday, one click away.
You'll always know what's happening, what it costs and when it'll be done.
A free consultation, then a working session with your team. We look at your spreadsheets, emails and paperwork to see how work really flows today.
We map out your screens, fields, stages, automations and reports, then agree on scope and a fixed price before any building starts.
We build in short cycles and show you progress every week. You test early, give feedback and we adjust as we go.
We import your existing data, train your team and go live. After that, we're a phone call away with an optional fixed-rate support plan.
One flat price, agreed before we start. You own the finished software — no per-seat license fees, ever. Financing available.
Small teams replacing spreadsheets
Example: A 4-person landscaping company tracking leads, quotes and follow-ups.
Established businesses with a defined process
Example: A wholesale installer with a 40-field project tracker and automatic follow-up emails.
Larger or multi-department operations
Example: Sales, operations and service teams sharing one system, plus a customer portal.
| Extra integration | $1,500 ($3,000+ if complex) |
|---|---|
| Extra record type beyond your tier | $750 each |
| Changes after launch without a support plan | $150 / hour |
| Financing (builds of $5,000+) | 25% down, the rest over 6 months at 0% — or 12 months at 0% with a support plan. |
Your scope — record types, pipelines, automations and integrations — is written down before we start. Anything added later is quoted separately, so your price never creeps.
Add a fixed monthly plan for hosting, updates, fixes and small changes. Cancel anytime. Without a plan, changes are $150/hour.
Keep cash in the business. Pay a small setup fee, then a simple per-user monthly price. Hosting and storage are billed at our cost, with no markup.
Buy out anytime for the matching Built & Owned price, minus your setup fee and half of the subscription fees you’ve paid. 12-month minimum term.
Book a free consultationNot sure which fits? That's what the first call is for. We'll compare both with real numbers for your team.
A few of the things we regularly shape around a business. If it's not on the list, ask.
Your CRM should talk to the tools you already rely on. Depending on your setup, we can connect things like:
You shouldn't lose years of history just to get better software. We move it for you.
A wholesale window-coverings supplier and installer was tracking every bid in a color-coded spreadsheet with around 1,700 rows. We replaced it with a CRM that imported everything, including the colors and plan links, and now sends follow-up emails on each project's action date.
Read the case studyStarter builds are $5,000, Professional $12,000 and Business from $20,000 — one flat price you own outright. Or subscribe for $500 up front plus $19 per user per month and hosting at cost. After a free consultation you get a written scope and a fixed price before we start.
Starter takes about 2–3 weeks, Professional 4–6 weeks and Business 6–10 weeks. We confirm your timeline in the written scope.
For builds of $5,000 or more: 25% down, then the rest over 6 months at 0% interest — or over 12 months at 0% if you keep a support plan.
You can buy your subscription CRM outright at any time. The price is the matching Built & Owned price, minus your $500 setup fee and half of the subscription fees you've already paid. After a buy-out you own the code and the per-user fee ends; you can add a support plan if you'd like us to keep hosting it.
Every build includes 30 days of free bug fixes. After that, support plans start at $249/month (the Growth and Priority plans include hours for changes), or we bill changes at $150/hour.
Yes, 12 months. After that it's month to month, and you can cancel or buy it out anytime.
A free 30-minute call. No pressure, no jargon. You'll leave with ideas either way.