Custom CRM · By industry

A CRM built for how your trade actually runs

A roofer's job runs through an insurance claim. A med spa lives on rebooking. A law firm cannot book before a conflict check. Generic CRMs make every one of them work like a sales team. We build the one that fits, and you own it.

Quick answer

A custom CRM is your pipeline, client records, proposals, invoices and follow-up in one admin, built around the stages your business uses. Ours start at $4,500 as a one-time build, with no per-seat fees, and you own the code and the data.

Roofing

A custom CRM for roofing companies

Roofing jobs move through more hands than most trades: the homeowner, the inspector, the adjuster, the crew. A generic sales CRM tracks the first call and loses the rest.

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Cosmetic Dentistry

A CRM for cosmetic dental practices

Implant and veneer cases are worth thousands, and most of them are lost between the consult and the yes. That gap is a front-desk problem, not a clinical one.

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Med Spa

A custom CRM for med spas

A med spa grows on repeat visits more than first ones. The money is in the client who comes back on schedule, and most software forgets them after checkout.

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HVAC

A custom CRM for HVAC companies

HVAC runs two businesses at once: urgent service calls and big replacement sales. The maintenance agreements between them are where the steady money is.

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Law Firm

A custom intake CRM for law firms

Most firms do not lose cases at trial. They lose them at intake, to the firm that called back first.

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Solar

A custom CRM for solar installers

A solar sale is only the start. Between the signature and the system switching on there are surveys, financing, permits and the utility, and every one of them can stall a project quietly.

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Chiropractic

A CRM for chiropractic clinics

Chiropractic practices grow when patients finish their care plans and come back when they need to. Both depend on follow-up the front desk rarely has time for.

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Screens from CRMs we have built

Laptop showing a dark CRM dashboard with the open-pipeline total circled, labeled 'Pipeline worth, live'.
Our own CRM · demo dataThe whole pipeline, worth in dollarsOpen deals by stage, money collected this month, and who is worth a call today. Shown with invented businesses and numbers.
Laptop showing a CRM deal board with the Proposal column total circled, labeled 'Each stage, priced'.
Our own CRM · demo dataEvery deal on one boardMove a deal to its next stage and the column totals follow. Invented demo data.
Laptop showing a CRM lead inbox with the Waiting filter circled, labeled 'No lead left waiting'.
Our own CRM · demo dataNo lead sits unansweredNew leads wait in one inbox, oldest first, until someone qualifies or converts them. Invented leads shown.
Laptop showing a CRM payments list with the outstanding total circled, labeled 'Collected vs. owed'.
Our own CRM · demo dataInvoiced, collected, outstandingEvery invoice with its status, and the money still owed at the top. Demo data shown.
Laptop showing a demo CRM change-order list with the pending total circled, labeled 'Every change, priced'.
Groundwork · demo CRMChange orders, priced and chasedEvery field change from request to approved value, with days outstanding, so none goes unbilled. Demo CRM shown.
Laptop showing a demo CRM job-cost report with the net variance circled, labeled 'Over budget, caught early'.
Groundwork · demo CRMOver budget, caught earlyLabor and material against budget on every job, so a loss shows up while there is time to fix it. Demo CRM shown.

Every name, business and number in these screens is invented demo data.

Not on the list?

These are the trades we see most. If you run a service business with a pipeline, we can map yours on a call.

Book a free call What does a custom CRM cost?