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Custom CRM

Software built around your business, instead of the other way around.

Off-the-shelf field software makes every company run the same way, then charges you per seat for the privilege. We build a CRM around how your company actually quotes, schedules, invoices and gets paid, because we built one for our own companies first.

Every workaround your crew uses today is a feature your software is missing. We build the missing features.

What you get

Custom CRM, built properly.

Quotes, jobs, scheduling, invoicing and payments, shaped to your workflow.

crm · pipeline
Open quotes14
Jobs this week23
Unpaid$3,120
Test Client · Gutter guard installQ-1088Viewed
Sample Co. · Spring cleanupJ-2041Scheduled
Example Home · Furnace tune-upI-3310Overdue
Demo Account · House washI-3311Paid
Example data. Every CRM we build is shaped around the client's own workflow.

Leads from everywhere, in one place

Website forms, calls, texts and AI reception all land in the same inbox, tagged by where they came from, so you finally know which marketing works.

Quotes customers approve online

Branded estimates with options and add-ons. Customers view, approve and sign from their phone, and you see the moment they open it.

Scheduling and routes

A calendar and route board built for how your crews actually move, from one-off jobs to recurring visits.

Invoices and online payments

Card and bank payments through Stripe, card on file and autopay for recurring work, and reminders that go out without anyone remembering to send them.

A portal for your customers

Clients see their quotes, invoices and upcoming visits, pay online and request new work without calling the office.

Numbers the owner can trust

Revenue, open quotes, unpaid invoices and close rates in one view, built from your real data rather than a spreadsheet someone updates on Fridays.

Texts and email built in

Two-way texting, appointment reminders and follow-ups from your business number, logged on the customer record.

Security that takes it seriously

Two-factor sign-in, role-based access and an audit trail of every change, because your customer list is the most valuable thing your company owns.

Included

What's in the build.

Everything is set up in your company's name. You own the accounts, the data and the work.

Get a free system quote
  • Discovery sessions with you and your office
  • A CRM shaped to your services, pricing and workflow
  • Import of your existing customer list and history
  • Stripe payments with your own account
  • Text and email from your own number and domain
  • Training for your office and crews
  • Ongoing improvements as your business changes
By industry

Custom CRM for your trade.

Every trade books work differently. See how custom CRM fits yours.

All industries
What you keep if you leave

Stop working with us, and this stays yours.

It's the same ownership list as on how pricing works, and it goes in writing on every quote.

  • Your CRM: the code, the database and every customer in it
  • Every login, in a password manager you control

For comparison: Jobber's terms of service (last updated September 22, 2026, read November 2026) keep a cancelled account open until the end of the billing cycle, say termination may include removal of or restricted access to the records and data in your account (section 18), and make you responsible for keeping your own backups (section 5.6).

Questions

Custom CRM, answered.

Why custom instead of Jobber, Housecall Pro or ServiceTitan?

Those are solid products built for the average company, and you pay for them every month, often per user, forever. A custom CRM fits the way you already work, includes only what you use, and doesn't change price or features because a software company decided to. We built ours because the off-the-shelf tools kept forcing our own companies into workarounds. If you're weighing an all-in-one bundle instead, read Thryv vs HighLevel: prices, terms and what you keep.

What does a field-service CRM cost elsewhere?

As listed on the vendors' own pricing pages on November 3, 2026: Jobber Core for one user is $29 a month billed annually or $49 with no commitment, and extra users are $29 a month each. Housecall Pro Basic is $59 a month billed annually or $79 monthly, with one user included. ServiceTitan shows no price; every plan says "Request Pricing" and the page describes per-technician pricing. Those fees run every month for as long as you use the software. A custom CRM is a build, then hosting and upkeep; run your own numbers in the 3-year cost of rented software calculator. We quote ours in writing.

Can you move my data out of my current software?

Usually, yes. Most field software lets you export clients, quotes, jobs and invoices as spreadsheets. We map that history into your new system so nothing is lost and nothing is entered twice.

Who owns the data?

You do. It lives in a database set up for your company, and you can export it whenever you want. If an agency set up your current CRM, find out what it really is first: is my agency's CRM really HighLevel, and what do I keep if I leave.

How do payments work?

Payments run through your own Stripe account, so money goes straight to your bank. We set up card and bank payments, card on file and autopay for recurring customers where it fits.

What if my business changes?

That's the point of custom software. When you add a service, a crew or a new way of billing, the CRM changes with you instead of making you work around it.

When we're not the right call

Sometimes the cheaper tool is the right one.

If one of these is you, buy it instead. We'd rather say so now than quote you something you don't need.

You're one or two people and a standard workflow fits

Off-the-shelf costs less to start. Jobber Core is $29 a month billed annually for one user, and Housecall Pro Basic is $59 a month billed annually (both read November 2026).

You need software running this week

A custom build starts with discovery sessions with you and your office, so it won't be running this week. Jobber offers 14 days on its Grow plan with no credit card (read November 2026), so you can try it the same day.

Find out what your leads really cost.

Get a free system quote: we look at your site, your Google profile, how your calls get answered and what you spend on leads, then put what we'd build and what it costs in writing.

Get a free system quote