Bespoke CRM · New York City
Track each job from first contact.
A custom CRM keeps customer work in one place. I build it around the steps your team follows. You own the system.
Before any code is written, I map your entire customer journey, from first contact to closed job, so the software matches how your team thinks.
A visual kanban-style board built around your stages and statuses, not a generic template. Drag a card, update a job, see everything at once.
Timed reminders and outreach triggers so no lead goes cold. Set the rules once and the system handles the nudges.
A clear view of your pipeline health, conversion rates, and team activity. Built around the three or four numbers that actually drive your decisions.
Your CRM connects to the calendar, email, invoicing, or scheduling tools you already rely on, so data flows without manual copying.
I walk your team through the system and leave written documentation so anyone you hire later can get up to speed without calling me.
Fit the system to your work
Most CRM platforms are built for mid-size sales teams, not for a ten-person moving company in Astoria or a plumbing contractor juggling thirty open jobs in the Bronx. You end up paying a monthly fee for fifty features you will never touch, while the two things you actually need, a clear job queue and automated follow-up reminders, require a paid add-on or a workaround that breaks every other month.
A large CRM can force a small team to change how it works. A custom system uses the team's own vocabulary from the first day.
Every build starts from your workflow, not a feature grid. We map exactly what the system needs to do, in your team's own vocabulary, before I write a single line of code.
Track work from first inquiry to completed job
At its core a CRM is a pipeline, a way of moving a contact from stranger to paying customer and keeping track of every step along the way. But what those steps look like depends entirely on your business. A med spa in Midtown follows a different path than a gallery in Williamsburg or a general contractor in Staten Island. Your custom CRM maps to your actual process, not a made-up sales funnel from a software company in San Francisco.
Beyond the pipeline, a good CRM surfaces the things you would otherwise forget. It can send a follow-up text or email three days after a quote goes out. It can alert you when a job has been sitting in one status for too long. It can show you, at a glance, which of your leads came from a referral versus Google versus a door hanger you put up in Flushing last spring. That kind of visibility is what turns a busy operation into one that actually grows.
- Visual pipeline board showing every lead and job at a glance
- Automated follow-up reminders so no contact goes cold
- Custom fields that match your actual intake form, not a generic template
- Full contact history including notes, calls, emails, and attachments
- Dashboard reporting built around the numbers that matter to your business
- Role-based access so staff see what they need and nothing more
Match the system to your daily work
New York is not one market. A restaurant in Park Slope runs on word of mouth and Google reviews. A moving company in Woodside wins repeat business from property managers who need a crew they can trust on short notice. A law firm in lower Manhattan needs airtight intake tracking and conflict checks before a new matter ever opens. A gym in Harlem wants to know which members are at risk of churning before their billing date hits. The right CRM knows which of these you are.
A custom CRM keeps useful customer history available to the team. When a customer calls again, the previous conversation is easy to find.
I built a custom CRM for a New York moving company. It gives the team one place to track each inquiry.
Keep control of your data
When you use a SaaS CRM, your customer data lives on someone else's server, subject to their terms of service, their pricing changes, and their decisions about what features to sunset next quarter. I have watched small businesses lose years of customer history when a platform raised prices past their budget and they had no clean way to export. A custom CRM built for you runs on infrastructure you control. You can take it anywhere.
Data ownership is not just a philosophical point. It affects what you can build on top of your data. When the records belong to you, I can build integrations with your invoicing tool, your scheduling software, your email platform, or a custom reporting layer, without waiting for a marketplace app that may or may not exist. Every integration and reporting layer I build starts from data the business owns outright. That is what ownership makes possible.
Connect the tools you already use
A CRM often needs to exchange data with another system. I include required connections in the initial scope. This reduces manual copying.
Useful software can stay in place. We identify each required connection during the first call. I have shipped production systems including EVE OS, which has more than 4,000 monthly users.
Before any code is written, I map your entire customer journey, from first contact to closed job, so the software matches how your team thinks.
A visual kanban-style board built around your stages and statuses, not a generic template. Drag a card, update a job, see everything at once.
Timed reminders and outreach triggers so no lead goes cold. Set the rules once and the system handles the nudges.
A clear view of your pipeline health, conversion rates, and team activity. Built around the three or four numbers that actually drive your decisions.
Your CRM connects to the calendar, email, invoicing, or scheduling tools you already rely on, so data flows without manual copying.
I walk your team through the system and leave written documentation so anyone you hire later can get up to speed without calling me.
We discuss what needs to change.
I send a fixed proposal before work begins.
I share the work as it takes shape.
I launch the site with you. You leave knowing how to run it.
Tell me where a lead gets stuck. I will show you what a custom tracker could change.