Custom CRM & Operations
An internal system built to run a growing service business — contacts, projects and reporting in one place, replacing the spreadsheets and guesswork.
In production
A growing service business was running on spreadsheets, scattered notes and the memory of its best people. Client information lived in several places, projects were hard to see at a glance, and reporting meant hours of manual assembly at the end of every month.
We built a single internal system to replace it: contacts, projects, tasks and reporting in one place, with permissions that match roles and an audit trail that makes ownership clear.
At a glance
How we approached it
01
Built around their process
We started by mapping how the business actually runs — the rules that made sense only to them — and encoded those rules into the system, instead of forcing them into an off-the-shelf CRM.
02
One source of truth
Every record lives in one place with clear ownership. Team members stop answering “where is that file” and start answering “what’s next”.
03
Reporting without the scramble
Dashboards replaced the month-end spreadsheet sessions. What used to take hours is now a view that is always current.
What changed
One source of truth instead of ten spreadsheets. Hours of manual work removed every week, clear ownership of every record, and tools the team actually uses — because they fit how the team works.
Tell us what you're trying to build.
We reply within 24 hours with an honest assessment and clear next steps.