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Custom software and CRM

Stop working around your CRM.

We own a production CRM platform. Not a template — the data model, stages and rules are built around the business it serves.

Thirty minutes · no predetermined package

Search leadsRachel M.
Inbound
Pipeline
Dialer
OPERATIONS
Routing rules
SLA monitor
INTELLIGENCE
Eligibility
Attribution
Inbound queue
24 waiting · ordered by SLA
FilterWork next
BusinessSourceStatusResponse
Meridian Freightpartner apiassigned14s
Halewood Dentalweb formassigned09s
Corvo Logisticspaid searchrouting—
Anders Roofingreferralassigned22s
Pilar Foodsoutboundqueued—
Brightline HVACpartner apiassigned11s
Weighted capacity routing
workload, tier and conversion
LIVE · RECORDING
Call in progress
04:12 · Relay assisting
Four approaches

Building is the last option, not the first.

Most engagements never reach one.

01 — Configure

Keep and improve

The system is right, the setup isn't.

Stage settings
Qualified
Sent app
Underwriting
Funded
02 — Integrate

Connect what exists

The CRM stays. We build what moves data around it.

Your CRM
Lead 0142stored
Dialer
Lead 0142synced
03 — Extend

Build alongside

Modules for what it will never cover.

Platform
Accounts
Pipeline
Reporting
Underwriting
Commissions
Portal
04 — Build

Replace it

Configuration has run out. Build and own it.

Built for you
Inbound14s
Routing
Eligibility
Speed to lead

An owner in seconds, chosen on merit.

Round robin assumes every lead and every rep is equal. Ours weighs live capacity, tier and six months of conversion, then starts an SLA clock the moment the record exists.

inbound queue
Meridian Freightassigned14s
Halewood Dentalassigned09s
Corvo Logisticsrouting—
What sits inside

The parts that make a platform, not a database.

✓

Routing and SLA

Assignment, coverage, escalation, breach clock.

✓

Eligibility scoring

Components as rows. No bare score stored.

✓

Dialer and cadences

Own book only. Compliance gate on every attempt.

✓

Documents and e-signature

Application, collection, chase, audit trail.

✓

AI assistant

Texts as the rep. Stands down when a human replies.

✓

Security

Encryption, 2FA, access logging, config audit.

Before and after

Same tools. One of these is a system.

Nothing gets thrown away. The difference is that everything now has a direction, an owner and a place the numbers land.

Before

Everything connected to everything

Seventeen tools, no direction of travel, and connections that lead nowhere at all.

CRMSpreadsheetDialerInboxReportingAd platformWeb formsDocs
Owner of a leadwhoever notices
After

One path, end to end

Six sources in, one system, three places the work lands — and a loop that closes back to the spend.

SOURCESONE SYSTEMWHERE IT LANDSWeb formsPartner APIPaid searchPaid socialReferralOutboundValidate & routeowner in 14 secondsQualify & scorecomponents, not a guessContact & convertdialer, Relay, documentsRep workspaceClient portalReportingMILESTONES BACK TO THE AD PLATFORMS, DAILY
Owner of a leadassigned in 14 seconds
Ownership and support

Nine commitments, published.

Inconvenient to publish. That's the point.

The repository is yours

In your organisation from the first commit — not transferred at the end.

No software commission

No commission or margin on anything we recommend.

Export rights, always

Your data leaves in a usable form, whenever you ask.

Questions

What people ask about a custom CRM.

Isn't buying always cheaper than building?

Usually, and we'll say so. Building earns its place when the workarounds already cost more than the system does.

What happens to our existing CRM data?

Migrated against a mapping you sign off first. The old system stays readable until you're confident.

Can it integrate with what we already run?

Yes — usually most of the work. Dialer, messaging, documents, ad platforms, accounting, partners.

Stop working around your CRM.

Describe what your team does that the software can't.

In production
Lending platform, replacing Salesforce
Median response
14 seconds to owner
Code
Yours from commit one
After launch
Same engineers