Custom CRM Build
A purpose-built CRM for the way your company actually sells, priced at twice the serious custom-build benchmark.
Most companies either cram their process into someone else's CRM or spend months negotiating a custom quote. We build the CRM around your actual revenue motion: accounts, contacts, deals, custom objects, handoffs, follow-ups, dashboards, permissions, and the weird business rules that make your company yours. Public custom CRM pricing guides commonly put initial development at $50k to $150k+ before maintenance. This offer deliberately doubles the high-end benchmark. It is for operators who want to own the system of record, not rent a compromise.
Published custom CRM pricing commonly lands around $50k–$150k+ for initial development, plus maintenance. This pack is intentionally priced at 2x the serious build anchor.
Best for: Companies with a sales process, partner model, service workflow, or account structure that keeps breaking generic CRMs.
The automations.
- Lead, contact, account, and deal intake from forms, inboxes, imports, and existing systems
- Custom pipeline rules: assignment, stage movement, next actions, stale-deal alerts, and manager escalation
- Inbox-aware follow-up drafting using live account history, deal status, and rep notes
- Data hygiene: duplicate detection, missing-field reminders, enrichment queues, and weekly cleanup reports
- Custom objects for the parts of your business generic CRMs flatten: locations, assets, partners, projects, vendors, renewals, or jobs
- Role-based dashboards for owners, managers, reps, ops, and support
- Revenue, activity, and pipeline reports with scheduled executive summaries
- Codex-maintained operating runbook so the CRM can keep evolving after launch
What ships.
- Custom CRM web app on your domain
- Discovery, data model, role map, workflow map, and implementation spec
- Contact, company, pipeline, activity, note, task, and reporting modules
- Custom objects and automations matched to your sales or service process
- Migration plan from spreadsheets, HubSpot, Salesforce, Airtable, or your current stack
- Admin controls, audit trail, backups, and permission model
- Operator walkthrough, CRM runbook, and 60 days of fixes
Order to operating in three steps.
Kickoff.
A working call within one business day of your order: your stack, your catalog or niche, your approval preferences.
Install.
We sanitize and adapt the production system to your business — agent skills, workflows, schedules, and integrations — and wire it to your accounts.
Handover.
A walkthrough of every automation, an operator runbook, and 30 days of fixes while it runs on your real workload.