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CUSTOM CRM

Build The CRM Around How Your Business Works.

Connect leads, contacts, pipelines, tasks and activity in a CRM configured around your real sales and operational workflow.
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Custom Pipelines

Match stages to the real process.

Connected Contacts

Keep people, companies and activity together.

Tasks & Follow-Up

Make the next action visible.

Business Integrations

Connect the systems that feed the workflow.

CRM BUILT AROUND THE BUSINESS

Stop Working Around A Generic CRM.

Shape stages, records and follow-up around the way your team actually sells and operates.
EXPLORE Custom CRM
Generate more leads

Capture The Opportunity

Bring leads into one structured workflow.

Improve sales

Move The Work Forward

Use stages, ownership and tasks to keep momentum visible.

Automate your business

Keep The Context

Store notes, value and activity around every relationship.

CONNECTED CRM OPERATIONS

One CRM. Four Connected Workflows.

Bring customer records, pipeline movement and team actions into one clearer operating system.

Contacts & Companies

Keep customer and business records connected to the work around them.

Custom Pipelines

Configure stages around the process instead of forcing one generic pipeline.

Tasks & Activity

Keep notes, actions and relationship history visible.

Integrations & Reporting

Connect lead sources and keep operational information easier to review.

PIPELINE WORKSPACE

See Every Opportunity And What Happens Next.

Keep leads organized by stage, owner and next action.
  • Pipeline Stage: See where each opportunity stands.
  • Opportunity Value: Keep commercial context attached.
  • Ownership: Make responsibility clear.
  • Next Action: Know what should happen next.
EXPLORE THE PIPELINE
Custom CRM lead capture workspace showing incoming leads, lead sources, qualification status and customer details.
Custom CRM sales pipeline workspace showing opportunities across stages with owners, values, tasks and next actions.

CUSTOMER CONTEXT

Keep The Relationship In One Clear Record.

Bring contact details, notes, activity and open work together.
  • Contact Profile: Keep identity and company information close.
  • Activity Timeline: See what has happened across the relationship.
  • Notes & Tasks: Keep useful team context attached.
SEE CUSTOMER CONTEXT

CONNECTED LEAD FLOW

Bring New Leads Into The Right Workflow.

Capture incoming opportunities from connected customer journeys and move them into a clear pipeline.
EXPLORE LEAD FLOW
Custom CRM review workspace showing pipeline health, recent activity, team workload and opportunities needing attention.

CRM WORKFLOW

From New Lead To Clear Next Action.

Keep the customer journey organized from capture through follow-up.
Capture Bring the lead
into the CRM.
Organize Add the right stage
and context.
Assign Give the work
a clear owner.
Advance Move the opportunity
and complete tasks.
Review Track activity and keep
the pipeline clear.

CUSTOM CRM PRICING

Start With The CRM Your Workflow Needs.

CRM scope depends on the pipelines, users, integrations and business processes that need to be connected.

For focused support teams.

Starter

A practical starting point for businesses that need one clear customer or sales process.

$79

per month

  • Custom pipeline setup
  • Contacts & companies
  • Tasks & notes
  • Activity tracking
  • Core reporting
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For growing support operations.

Professional

Build a richer CRM around multiple sources, roles and follow-up processes.

$79

per month

  • Everything in Starter
  • Multiple workflow stages
  • Lead-source integration
  • Assignment & ownership
  • Expanded reporting
  • Data import / migration planning
  • Business-specific configuration
EXPLORE PROFESSIONAL

For more advanced operations.

Growth

Extend the CRM around deeper integrations, custom workflows and broader operational requirements.

$79

per month

  • Everything in Professional
  • Advanced workflow configuration
  • Custom integration requirements
  • Expanded permissions
  • Broader reporting needs
  • Migration planning
  • Custom implementation scope
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Need somethig more specific?

View full plan details, limits and available options.

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CONNECTED PRODUCTS

CRM Works Better When The Journey Stays Connected.

Connect lead capture, customer conversations and follow-up around one shared operating workflow.

Website assistance

AI Website Assistant

AI Website Assistant

Guide visitors, answer questions and capture useful customer context.

Email & sales

AI Email CRM

AI Email CRM

Bring lead generation, qualification, filing and follow-up into one flow.

Customer conversations

Reception AI

Reception AI

Calls, enquiries, appointments and follow-up in one smarter front door.

Software development

Custom Software

Custom Software

Purpose-built applications and workflows shaped around the business.

CUSTOM CRM + OPERATIONS

Build The Workflow Around The Business.

Connect customers, pipeline stages, tasks and activity in a CRM designed around how your team actually works.
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