Your process didn't come from a Salesforce template. It came from years of figuring out how your reps actually book, qualify, follow up, discount, get approval, and close.
Salesforce, HubSpot, Pipedrive, and Zoho make you bend to their stages and fields. So reps keep a shadow process in notes, texts, and memory.
We build a CRM where your actual stages, required fields, follow-up rules, and approval chains are enforced in code. Can't skip steps. Money stops leaking between stages.
Stages named "Qualified" that mean nothing. Reps push deals without decision maker, budget, or timeline.
Can't move Discovery -> Proposal without decision maker cell, budget confirmed, competitor named, next step booked.
Follow-up lives in memory. Manager finds out 3 weeks later deal died.
No contact in 48h triggers task + nudge + manager view. Auto-escalation enforced.
Discount approval via Slack screenshot.
Discount >15% or net >30 locks deal, routes to owner, logs approval timestamp.
$125/user/mo + CPQ + sequences. 22 users = $33K/year rent.
One build, own it. Add users without adding rent.
You started on Pipedrive or Zoho, moved to HubSpot, then Salesforce. Now you pay $150-$185 per seat plus add-ons for sequences, CPQ, reporting - and still run the real process outside the system.
We don't build "CRM with custom fields." We build the system that makes reps do it your way every time.
Stage move blocked until completed:
System nags, not you:
Stop finding rogue discounts in Stripe:
Close is where churn starts if handoff sucks:
Most teams have 7-9 gates but hide them in spreadsheets because Salesforce charges per field. We build your gates as first-class objects.
Enrichment pulls firmographics, tech stack, headcount. Auto-score on ICP: region, deal size, title match, inbound channel. Unqualified routes to nurture, not closers. Qualified needs booking link clicked + calendar accepted + pre-call email sent.
Discovery checklist enforced: current workflow, pain cost, decision process, procurement, legal Y/N. Proposal auto-generates from scope variables + pricing rules + discount guardrails. Can't send without manager-approved scope and margin threshold.
Proposal view tracking + auto-reminder. Verbal needs next steps: procurement call date, legal contact, invoice timing. Closed-Lost forces reason code: no budget, lost to competitor (name it), bad timing. Commission auto-calcs with splits, accelerators, clawback if churn in 90 days.
Tabs for splits, accelerators, clawbacks, referral fees, and "Ask Jen about March." That's where payroll disputes start. We bake it into the close.
Salesforce, HubSpot, Pipedrive, Zoho charge per head to use your process. Custom flips it. Pay once, own it.
$95-$185/user/mo + CPQ + sequences + reporting. 18 sales + 5 managers = ~$3,400/mo plus $15K generic implementation.
Custom CRM $9K-$14K typical. One-time build. Own code, data, docs. No per-user from us.
Real logic needs consultants, Flow hacks, $200/hr admin. Process changes wait weeks.
Your approval chains, follow-up rules, required fields, commission logic in code. Changes priced when needed, not rented.
Data locked. Export is CSV mess. Leave and automations die.
Your DB, your repo, hosted where you want. Leave anytime, it still runs.
22-person org: $1,850 Salesforce Enterprise + $850 HubSpot sequences + $400 call logging + $600 reporting = $3,700/mo = $44,400/year. Plus 12h/mo manager admin ($900/mo).
Custom build $11,500 v1: lead scoring, 7-stage pipeline with gates, auto follow-up, discount approvals, commission calc, Stripe/QBO sync. Add 10 users? $0 extra. Payback ~2.5 months.
It will. Generic makes change expensive. With your own codebase, new stage, approval rule, or required field ships in days, not quarters. No Flow hell. No waiting on admin certified in their ecosystem.
Yes. Owner over 15%, CFO over net-60, legal for redlines, partner split approval. Deal locks until approved. Timestamped who/when/what margin shown. Auditable.
You'll gain reporting you use: forecast weighted by gate completion %, stuck deals by gate+owner, conversion by gate, discount reason breakdown, source ROI with CAC. Export to Sheets if you want.
We map fields, de-dupe companies/contacts, preserve owner history, import deal history with stage timestamps, bring attachments and notes. V1 launches clean with timeline intact. No CSV hell.
Choose a date, pick a time, and tell us a little about the broken part of the process. The request lands in the backend so you can review it.