CRM Hub

A CRM Built Exactly Around How You Work

Custom CRM dashboards that match your pipeline, your fields, and your team — not what Salesforce thinks you need.

Starting at$5,900

Start a conversation See pricing

Outcomes

Replace $100–$300/user/month SaaS CRMs

Close rate up 20–40% with faster follow-up

Own your customer data — forever

Who this is for

You should read this if…

  • Sales + ops teams paying $100–$300 per user per month for software they don't fully use
  • Founders who need the CRM to match their pipeline, not the other way around
  • Teams whose data lives in spreadsheets and nobody trusts it

Problems we solve

The usual pains

  • Per-seat pricing that punishes you for hiring
  • CRMs that don't match your actual sales stages, forcing workarounds
  • Integrations priced as "premium add-ons" with vendor lock-in
  • Your customer data held hostage when you want to leave

What’s Included

Everything you get with CRM Hub

Your Pipeline, Your Stages

Custom kanban with the stages you actually use. Drag-to-advance, per-stage automations, SLA tracking.

Lead Capture

Form submissions, email forwards, webhook imports, phone call logs — all captured and deduped automatically.

Auto-Tagging Rules

Rules that tag leads by project type, source, or content. High-value leads surface immediately.

Email Integration

Send from your domain, track opens/clicks, auto-reply templates, scheduled follow-up sequences.

Team Collaboration

Notes, @mentions, task assignments, activity timeline. Multiple seats with granular permissions.

Full Data Ownership

Postgres under the hood. Export everything to CSV anytime. No lock-in, no seat tax.

CRM Hub Process

How a crm hub project runs

Every step below is what actually happens — from first message to launch and beyond. Who does what, what you'll see, and how long each phase takes.

  1. 1
    Step 1 of 8 · Same day

    Inquiry

    You do

    Share how your current pipeline / CRM works (or doesn't).

    We do

    Screen for fit. Reply with a call link.

    DeliverableAcknowledgment + call link
    Next stepCall booked.
  2. 2
    Step 2 of 8 · 45–60 minutes

    Process discovery

    You do

    Walk through the current process, pain points, ideal workflow.

    We do

    Document stages, fields, integrations, team seats. Scope + price.

    DeliverableWritten proposal
    Next stepDeposit paid.
  3. 3
    Step 3 of 8 · 3 days

    Data model + pipeline map

    You do

    Review + approve the stages, fields, roles, and automations.

    We do

    Lock schema, automation rules, email templates, permissions.

    DeliverableData model + pipeline doc
    Next stepModel approved.
  4. 4
    Step 4 of 8 · 5 days

    Dashboard mockup

    You do

    Try the clickable mockup from your actual devices.

    We do

    Design the kanban, lead detail, inbox, reports.

    DeliverableLive clickable mockup
    Next stepMockup approved.
  5. 5
    Step 5 of 8 · 2–3 weeks

    Build + integrations

    You do

    Supply webhook URLs / API keys / existing CSV exports.

    We do

    Build backend, connect integrations, import historical data.

    DeliverableStaging CRM + imported data
    Next stepQA-ready.
  6. 6
    Step 6 of 8 · 3–5 days

    QA + training

    You do

    Walk your team through staging. Surface issues.

    We do

    Fix bugs, add missing fields, tune automations, record training walkthroughs.

    DeliverableProduction-ready CRM + docs
    Next stepLaunch approved.
  7. 7
    Step 7 of 8 · 1–2 days

    Launch + training

    You do

    Add your team. Start real use.

    We do

    Cut over. On standby for the first 72 hours.

    DeliverableLive CRM
    Next stepTeam operational.
  8. 8
    Step 8 of 8 · 30 days

    Support + tuning

    You do

    Use it daily. Report friction.

    We do

    Small adjustments + additional automations based on real use.

    DeliverableStable CRM + handoff
    Next stepOptional managed retainer.

Pricing

CRM Hub start at $5,900

See the full breakdown on the pricing page, or tell us what you’re building and we’ll come back with a scoped quote within one business day.

Full pricing Get a custom quote

CRM Hub FAQ

Common Questions

Specifics people ask before starting a crm hub project.

Yes. We build one-time migration scripts from their CSV exports or APIs. Contacts, deals, notes, activity — everything comes over.

Keep exploring

Other ways we help

Websites

Custom-built sites designed around your conversion goals — not a template stretched to fit.

AI Automations

Build custom AI agents that handle repetitive work, trigger on events, and compound your team's output.

Mobile Apps

Cross-platform iOS + Android apps built with React Native or Expo — one codebase, native performance.

AI Chatbot

Chatbots trained on your docs, pricing, and policies — not generic answers that embarrass your brand.

Site Modifications

Keep your traffic, your SEO, your CMS. Upgrade the parts that are holding you back.

SEO Analysis

Technical, on-page, and content audit with prioritized fixes you can actually ship.

Let's Connect

Tell us about
your project

We reply within one business day. If the scope is clear we can usually start inside of a week.

Free consultation call
Custom project roadmap
No commitment required

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