CUSTOM SOFTWARE — CUSTOM CRM
Staff stop updating a CRM that doesn’t fit how they work.
Your CRM was built for a software sales team — leads, opportunities, forecast calls. Your business does not work like that, so your staff fight it, stop updating it, and the pipeline becomes fiction. This is built around how work actually reaches you and how it closes.
Free · 20 minutes · no commitment
WHO THIS IS FOR
Businesses paying for a CRM licence, holding a pipeline nobody trusts, whose team quietly stopped filling it in.
THE PROBLEM
Once the data is unreliable everything downstream inherits it. Forecasts become guesses, follow-up runs on memory, and whoever leaves takes their pipeline with them. The tool is not really the problem — the mismatch between its model of selling and yours is.
WHAT IT LOOKS LIKE
Quotes
Open quotes · Wednesday
STAGES AND FIELDS NAMED BY THE ESTIMATORS · ERP SYNCED 8:30 AM
Open quotes, by stage
- RFQ in9
- Drawing review4
- Quote out11 · $412,000
- PO in3
- First article2
29 OPEN · A QUOTE COUNTS AS WON WHEN THE CUSTOMER APPROVES THE FIRST PARTS
Q-2291 · mounting bracket
Only the fields the estimators use. When the PO arrives, the job opens in the ERP with the quoted routing.
- Stage
- Drawing review
- Buyer
- A tier-2 auto supplier, Woodstock
- Volume
- 1,200 a month
- Drawing
- Rev C, received Monday
- Material
- 6061-T6 at last week’s mill priceCheck
- Quote due
- Thursday
- Estimator
- Raj
Working days from drawing to quote
4.2 days
Last week. Over the 3 days promised to buyers in 8 of the last 13 weeks.
PROMISED TO BUYERS · 3 WORKING DAYS
No marketing email goes out from it. That is scoped on its own, with its own consent rules.
What you get.
- Stages matching how your work is really won, named in your language.
- Only the fields that get used. Every unused field costs adoption and buys nothing.
- Connections into the systems where the work happens.
- Reporting that reflects your business, not a forecast template.
How it works.
Priced against the scope, after a Diagnostic that is small on purpose. The shape of the work we can tell you now.
- THE SHAPE
- A build, usually preceded by a short look at whether you need one.
- WHAT WE NEED FROM YOU
- The truth about how work really closes here, including the parts in no process document.
- WHAT YOU KEEP
- The code and the data, in your accounts.
What this does not include.
Published because you should know before the call, not after the invoice.
- Replacing a CRM that works. If the problem is configuration we will say so and stop there.
- Marketing automation, which is scoped separately with its own consent obligations.
QUESTIONS
We have a CRM nobody uses. Is this the answer?
Sometimes. First we find out whether it goes unused because it is wrong for the work or because nobody ever configured it. The second is far cheaper to fix, and we would rather tell you that than sell you a build.
Can it work with what we already have?
Yes. It is built to connect to your existing systems, not to replace all of them at once.
MORE UNDER CUSTOM SOFTWARE
Bring us one bad week.
Book a pilot call. Tell us where the week goes wrong, and we’ll tell you what an Operations Diagnostic would map and measure.
The first paid step has a clear scope and an end date, and the pilot after it is one workflow — not a platform, and not an open-ended retainer.
Free · 20 minutes · no commitment