Custom CRM development for small businessesA CRM shaped like
your business.
Off-the-shelf CRMs are built for a typical sales team. If your work revolves around jobs, bookings, projects or field crews, a custom CRM keeps every client, job and conversation in one place, organised the way you actually work.
- Free 30-minute consultation
- Written, scoped proposal
- 30 days of oversight after launch
The problems
we fix
- 01
Paying for what you don’t use
Big CRMs charge per seat for features you never touch, while missing the ones your business actually needs.
- 02
Information in five places
Client details live in the CRM, jobs in a spreadsheet and updates in WhatsApp, and nobody has the full picture.
- 03
Workarounds become the process
The team bends how it works to fit the software, and every new hire learns the workarounds.
What we
build for you
Clients, jobs and pipeline, your way
Records, stages and fields that match how you sell and deliver, not a generic template.
Roles and permissions
Owners, managers and crews each see what they need, and nothing they shouldn’t.
Automations built in
Reminders, follow-ups and status changes happen on their own, without anyone remembering to do them.
Connected to your tools
Email, calendars, accounting and payments linked through their APIs, so data is entered once.
Dashboards that answer questions
See the numbers that matter to your business at a glance, without exporting to a spreadsheet.
Works on every device
Desk tools on desktop, quick updates on a phone for anyone in the field.
Three steps
to launch
- 01
Free consultation
We learn how clients, jobs and information move through your business today, and where it breaks.
- 02
Scoped first release
We design and build a focused first version with clear acceptance criteria, delivered in milestones you can use and review.
- 03
Live, with 30 days of oversight
We launch, move your data across, and stay close for 30 days in production to make sure it works exactly as intended.
The work
behind it
- Event RentalsNantucket Events CompanyAn operations system for an event-rental company: one season calendar across branches and a job card for every event, with crew, timeline, vehicles and a pack list drawn from live inventory.See the case study
- Property ServicesFive-Star PrioritiesAn iPhone app where the owner plans each team’s day as a route of jobs and approves every job before it goes out.See the case study
Questions about custom crm development
Should we build a custom CRM or use HubSpot or GoHighLevel?
If your process is a standard sales pipeline, an off-the-shelf CRM is usually the better buy, and we can automate it for you. A custom CRM pays off when your work revolves around jobs, bookings or crews that standard tools handle badly.
Can you move our existing data across?
Yes. Migrating clients, jobs and history from your current tools and spreadsheets is planned as part of the scope.
How long does it take to build a custom CRM?
It depends on scope. We start with a focused first release delivered in milestones, and your proposal sets out a dated plan.
Who owns the CRM we pay for?
You choose: build and hand over, a managed monthly retainer, or a full IP buyout. In every model you can use the software and hire any developer to change it; only a buyout also lets you resell it.
Can it grow with us?
Yes. We build a scoped first release, then plan later phases once it’s in real use, so the system grows with the business instead of being rebuilt.
Still have a question? Ask us directly. We’re happy to talk it through.
More from custom software
Have something
worth building?
Book a free 30-minute call and leave with a clear next step. Prefer to write first? Send a short brief and we’ll reply with questions and times to talk.
Free 30-minute call · No obligationOr send a brief and we’ll reply by email
Prefer to write? hello@orryvelle.com