Stop Fighting Your System. Start Working With One Built For You.
A complete CRM transformation: custom workflows that match how YOU work, branded to your company, with a task management system that turns your daily grind into a streamlined machine.
Not the other way around.
Your CRM came with default settings that have nothing to do with your business. You are working around the system instead of with it.
Tasks scattered across pipelines, calendars, and sticky notes. No way to see everything at once or power through your follow-ups efficiently.
You are doing the same repetitive steps over and over because nothing is automated. Every process requires your manual attention.
Everything you need to turn your CRM into a custom-built business operating system.
Automation built around YOUR processes, not generic templates.
Your CRM should look and feel like YOUR company.
A custom-built task system modeled after HubSpot's best features.
This is not just a task list. It is a productivity machine.
See every task across your entire system in one place. No more hunting through pipelines or checking multiple screens.
Click "Start Tasks" and watch your productivity transform. Each task loads the contact's full information right in front of you.
We built a complete transaction management and analytics system for a real estate brokerage. Here is what comprehensive CRM customization looks like:
Transaction Management Automation
Performance Analytics Automation
Every business has unique workflows. Here are just a few possibilities:
Client onboarding sequences, appointment reminders, follow-up automation, and service completion workflows.
Project intake forms, client approval workflows, deliverable tracking, and automated status updates.
Discovery call booking, proposal delivery, contract signing sequences, and session scheduling automation.
Lead qualification workflows, pipeline progression triggers, follow-up sequences, and deal stage automation.
Tenant communication, maintenance request routing, lease renewal reminders, and inspection scheduling.
Patient intake, appointment reminders, follow-up care sequences, and review request automation.
Every custom CRM starts with understanding YOUR business. The discovery call is where we map out exactly what you need and ensure we are aligned before any build begins.
After purchase, you will receive a link to schedule your discovery session.
We identify your core workflows, pain points, and priorities together.
You receive a detailed scope document before any build work begins.
A complete CRM transformation package.
Everything included in your custom CRM package.
Stop fighting your system. Start working with one that was built for YOUR business.
Get Your Custom CRM - $2,500Day 12 of The 12 Days of Business
All custom work is defined during the discovery call. A detailed scope document will be provided and approved before build work begins. Typical delivery is 2 to 4 weeks after scope approval. Some integrations may require third-party accounts or paid API access, which are the responsibility of the purchaser. The included GHL subaccount is valid for one year from activation. By purchasing, you acknowledge that you have read and agree to these terms.
Catch up on previous days from The 12 Days of Business
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