Custom CRMs
Custom CRM development for multi-service companies
For companies that sell more than one thing.
A custom CRM makes sense when your sales don't fit a standard tool: several services, different pipelines, a mix of hourly and flat-rate products, or commissions tracked in a spreadsheet. We design how your sales should run first, then build one CRM for every rep and every brand, at a fixed price. We built our own first. If one standard CRM already fits, we'll tell you to use it.
Can't see your business clearly?
Each service or brand lives in its own tool, so nobody can see sales as one picture. You can't compare one rep across brands. Commissions live in a spreadsheet someone rebuilds every month. You're paying for several tools and still deciding on gut feel.
Who is a custom CRM for?
Owners and sales leaders whose company sells several services or runs several brands, and who are paying for multiple tools that still don't add up to one picture. If you sell one product through one pipeline, this page isn't for you. Skip to When don't you need a custom CRM?
What does a custom CRM fix?
Different services need different pipelines
A bookkeeping client, a staffing client and a software client are asked different questions and move through different stages. Most CRMs force them into the same pipeline, or charge per user to build separate ones.
You can't see sales as one thing
When each brand lives in its own system, you can't compare a rep across brands or see how the whole company is doing.
Commissions live in a spreadsheet
Commission tracking sits in the same system, so each rep can see what they've earned and nobody rebuilds the numbers by hand.
What does it look like in practice?
Ami was using Pipedrive, Recruit CRM and JustCall, and paying more than $200 a month for one user. None of them showed sales as one picture across Better Ledgers and Dash Staff. So we designed and built Gold Vault for our own companies.
Gold Vault runs several pipelines and products, some hourly and some flat rate. It has one commission tracker for everyone. You can filter by brand or see the whole company at once. It connects to the tools we still use for specific jobs. It also includes an AI sales trainer and an assistant that answers questions from the CRM's own data (see AI built into your business).
What changed: we can see how a rep performs at one brand versus another, which wasn't possible before. And because a brand is a setting rather than a separate system, adding qewlabs should be a setup task, not a rebuild. Read the Gold Vault story
How is a custom CRM designed and built?
We start with how you sell today: every step, every tool and every handoff. If the right design isn't clear yet, we map it in a System Blueprint (Door A). If you already know what you need, we scope it for free and give you one fixed price (Door B). How a System Blueprint works
What does a custom CRM need from your team?
A custom CRM only works if your team uses it and the data goes in. Before we build, we'll tell you which habits may need to change, such as how calls are logged or how leads are handed over.
When don't you need a custom CRM?
If you sell one product through one pipeline, a tool like Pipedrive or HubSpot is likely cheaper and faster. We'd rather point you there than build something you don't need. Do you need custom software?
Next step
Tell us how you sell today and what you can't see. On the call, we'll tell you honestly whether a custom CRM is worth it.
Book a free intake call