Custom CRM Program

A CRM built for the way you work

Not another subscription your team has to bend around. I build custom CRM systems that fold your scattered tools into one, automate the busywork, and put AI to work on the admin nobody wants to do.

Live in 21 days You own the code

4 steps, about 5 minutes. No payment until your application is approved.

Pipeline Management Client Portals Workflow Automation AI Assistants Custom Integrations Pipeline Management Client Portals Workflow Automation AI Assistants Custom Integrations

Trusted by Businesses Running on Real Systems

60+
Products Shipped
10+
Years Engineering
Brisbane
Australia

The Tool Tax

Most businesses are paying twice: once in subscriptions, and again in the hours lost moving data between them. Sound familiar?

Death by a Dozen Tools

A spreadsheet for the pipeline, a board for jobs, another app for invoices, and the real history buried in someone's inbox. Nothing talks to anything, so everything gets entered twice.

Someone Else's Workflow

Your business has a process that works. Off-the-shelf CRMs make you abandon it and adapt to theirs, then charge you to bolt the difference back on.

Paying for Seats You Don't Use

Per-user pricing on features your team will never touch. Most teams use a fraction of their CRM and pay for all of it, every month, forever.

Months Lost to Onboarding

Enterprise CRMs take weeks to configure and train on. Your team should be doing the work, not learning software built for someone else.

One System, Not Ten Tabs

Every tool your team switches between is a place data goes to get out of date. Here is what typically folds into a single custom CRM.

Spreadsheets

Client lists, job trackers, and quote calculators become real records with history, permissions, and no broken formulas.

Task Boards

Jobs and projects live next to the client they belong to, so nobody has to cross-reference a board with a folder.

Invoicing Tools

Quotes and invoices generate from the work already tracked, then chase themselves when they go overdue.

Email Threads

Client communication is attached to the record instead of scattered across individual inboxes when someone leaves.

Booking & Calendars

Appointments, site visits, and consults are booked against availability and written straight into the job.

Intake Forms

Onboarding forms, agreements, and e-signatures flow into the same system rather than a download folder.

Built Around Your Business

Exactly the features you need, shaped to your process, with zero waste.

Pipeline Built to Your Stages

Deal and job tracking that mirrors how you actually sell and deliver. Your stage names, your rules, no bloat.

Client Portal

Give clients a branded dashboard for projects, documents, and invoices instead of another round of back-and-forth email.

Quoting & Invoicing

Generate and send invoices from milestones, time tracked, or your own custom triggers, with payments reconciled automatically.

Reporting That Matters

Dashboards designed around the numbers you actually run the business on, not a generic template you have to reverse-engineer.

Integrations

Connected to your accounting, email, calendar, payments, and anything else with an API. One source of truth, everywhere.

You Own All of It

Your source code, your database, your data. Host it yourself or let me manage it. No lock-in, no per-seat ransom.

Automation That Does the Admin

The admin between the real work is where hours disappear. Your CRM should be doing it while you sleep.

Triggered by Events

A deal hits won and the project, task list, kickoff email, and deposit invoice all create themselves.

Follow-Ups on Autopilot

Quote sent three days ago with no reply, invoice overdue, job stalled in a stage - the chase goes out without anyone remembering.

Reminders & Handoffs

The right person gets notified when something needs them, in the tool they already have open.

No More Double Entry

Data written once syncs to accounting, calendars, and Slack. Manual re-keying between systems disappears entirely.

AI Where It Actually Helps

Not a chatbot bolted onto the corner of the screen. AI wired into your data, doing the work your team keeps putting off.

Drafting & Replies

Draft quotes, follow-ups, and client updates in your tone, with the full history of the account already in context.

Account Summaries

Two years of emails, notes, and jobs condensed into a briefing you can read before a call in thirty seconds.

Document Extraction

Inbound POs, applications, and supplier invoices read automatically and turned into structured records.

Ask Your Data

Plain-english search and reporting: which jobs are stuck, who has not been contacted this month, what is unbilled.

Industries I Serve

Custom CRMs for Australian businesses across a wide range of sectors.

Professional Services

Law firms, consulting, accounting, and advisory practices managing client engagements and retainers.

Construction & Trades

Builders, electricians, plumbers tracking quotes, job progress, and client communications.

Real Estate

Agents and agencies managing listings, buyer leads, inspections, and settlement workflows.

Health & Wellness

Clinics, gyms, therapists handling appointments, client records, and billing.

Agencies & Studios

Marketing, design, and creative agencies coordinating campaigns, deliverables, and client approvals.

Simple, Transparent Pricing

One upfront foundation sprint, then a flat monthly retainer that keeps your CRM evolving. Payment is only required after your application is approved.

What It Actually Costs Over Three Years

Monthly-only “custom CRM” subscriptions look cheaper on day one because the build cost is buried in the subscription. Here is the real maths.

CostThis buildRecommendedTypical $997/mo subscription buildOff-the-shelf CRM, 10 seats + add-ons
Upfront$0$0
Monthly$997from $1,000
Year 1 total$11,964from $12,000
Year 2$11,964from $12,000
Year 3$11,964from $12,000
Three-year total$35,892from $36,000

Figures in AUD. Comparison rates are advertised competitor and vendor list pricing; your own numbers will vary.

The subscription is cheaper for about five months, then it is not - and at the end of three years you own nothing.

You Own What I Build

The source code is yours

Pushed to a repository in your name from day one. You can read it, fork it, or hand it to another developer whenever you like.

Your data is yours

Exportable in full at any time, in standard formats, with no export fee and no waiting on a support ticket.

Hosted in Australia

Your system runs on Australian infrastructure, so your records stay onshore.

Nothing to hold hostage

If you ever leave, you keep a working system and the code. There is no switch to flip that turns it off.

Why a Custom CRM Wins

vs off-the-shelf CRMA ten-seat plan plus the add-ons you need to make it fit runs thousands a year - forever, and you still work their way.
vs hiring in-houseA junior developer costs $70k+/yr before tools and management. This is ~$8,500 in year one - senior output at a fraction of the cost.
vs project agenciesTypical custom builds run $50k+ as one-offs - then you are on your own when the business changes. I stay and ship every month.
vs freelancersNo client portal, no sprint cadence, no long-term accountability. You get structure and visibility.
Live in 21 days

How It Works

A named schedule from the discovery call to a live system your team is trained on, then continuous build from month two.

  1. Day 1-2

    Discovery

    We map your process, the tools you are replacing, and confirm a custom CRM is the right fit.

  2. Day 3-5

    Blueprint & scope sign-off

    Your data model, integrations, and build roadmap written down and signed off before any feature code.

  3. Day 6-17

    Build with weekly demos

    Your CRM comes together in the open, with a working demo every week so nothing drifts from what you need.

  4. Day 18-21

    Launch, migration & training

    Your data is migrated in full, the system goes live, and your team is trained on how they actually work.

  5. Month 2 onwards

    Ongoing build

    The retainer keeps shipping - new features, refinements, and automation as the business changes.

Frequently Asked Questions

Clear answers about custom CRM builds, pricing, timelines, and ownership.

Any business whose process has outgrown spreadsheets and off-the-shelf software - professional services, trades, real estate, clinics, agencies. If your team is switching between several tools and re-entering the same data, a custom CRM is built for you.

A $2,500 AUD foundation sprint, then $500 AUD per month for continuous development. No per-user pricing and no separate quote for every change - the monthly retainer covers your CRM evolving with the business.

A discovery and architecture sprint where we map your workflow properly - the tools you are replacing, your data model, integrations, deployment setup, and a clear build roadmap before writing any feature code.

Most teams are working in an early version within 4-8 weeks of the foundation sprint, then it keeps improving every month. You get weekly demos from the start rather than waiting for one big launch.

Yes. I handle migration from Salesforce, HubSpot, Pipedrive, Zoho, or spreadsheets. Data integrity is a core part of every build.

Automated invoicing and follow-ups, tasks created from pipeline changes, reminders, and syncing to your accounting and calendar tools. On the AI side: drafting replies, summarising long client histories, extracting data from inbound documents, and plain-english reporting across your data.

The program runs on a 12-month initial term so we can deliver a system your business genuinely runs on. After the first year it auto-renews annually and you can cancel with 30 days notice.

Absolutely. You own 100% of the source code, database, and all data. I deploy to your infrastructure or set up managed hosting if you prefer.

Yes - most clients are non-technical. The client portal and weekly demos keep you in the loop without needing to understand code.

A $0-upfront monthly build is the same build cost spread out with margin added on top. You keep paying it for as long as you use the system, and you usually do not own the result at the end. The $2,500 foundation is the build itself, paid once - after that the $500 monthly retainer is development, not repaying the build forever.

Yes, both. The source code is pushed to a repository in your name, and your data is exportable in full at any time with no export fee. You are never locked in.

The core system is live within 21 days of the discovery call - discovery and blueprint in the first week, build with weekly demos through weeks two and three, then launch, data migration, and team training. From there it keeps growing every month.

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