01
Step 1 / 4
Workflow map
Workshop to capture how work actually flows. Output: an annotated flowchart of every stage and handoff.
CRMs built around how you actually work.
Bespoke admin systems for teams that have outgrown spreadsheets and refuse to bend their workflow to fit HubSpot. No per-seat fees, no platform lock-in, no compromise.
- 4–10 weeks
- Timeline
- On request
- Pricing
How a crms built around actually gets built.
02
Step 2 / 4
Schema design
Translate the workflow into a data model. Figma mockups of the key views. Sign-off before build.
03
Step 3 / 4
Build
Weekly demos. Real users on staging by week 3. Feedback loop until it feels right.
04
Step 4 / 4
Ship + train
Production deploy, data migration from old tools, team onboarding session, written runbook.
Who it's for
Teams sick of paying per-seat for software that almost fits.
Best fit: service businesses managing recurring client work, agencies with bespoke pipelines, property/estate teams, trades with engineer scheduling, and any operation where 'we made it work in HubSpot but it's painful' is the daily reality. If a team member has built a colossal Notion or Airtable to compensate — it's time.
What's in the box.
01
Workflow mapping
Half-day workshop to map how your team actually moves work through your business — pipelines, statuses, handoffs, edge cases.
02
Custom data model
Schema designed around your real entities (clients, jobs, projects, properties — whatever you call them), not generic 'contacts' and 'deals'.
03
Roles & permissions
Owner, manager, member, read-only — fine-grained access so the right people see the right things.
04
Search, filtering, views
Saved views, smart filters, bulk actions. The 'find me everything that…' query you keep running gets one click.
05
Integrations
Email, calendar, Slack, Stripe, your accountancy tool, your phone system — wired in if it's part of the workflow.
06
Your data, your infra
Hosted on infrastructure you control. Export everything any time. Full code ownership. No vendor renegotiations.
Pricing on request. Always honest.
Book a free 15-minute call. We'll ask the obvious questions about scope, and you'll get a straight answer on cost and timeline — even if the answer is “we're not the right fit”.