A CRM that fits your business. Not the other way around.
Salesforce makes you adapt to its logic. We build a CRM around yours — your pipeline stages, your terminology, your workflow, your team size. You own the code.
What's included
Custom Pipeline Builder
Pipeline stages, deal properties and status transitions built around your actual sales process — not a generic template you have to shoehorn your deals into.
Lead & Contact Management
Lead capture from all your sources (website, ads, referrals), de-duplication, scoring, assignment rules and activity tracking in one clean interface.
Client Portal
A branded portal where clients can view project status, upload documents, sign contracts, approve work and message your team — without logging into your internal tools.
Automated Follow-Ups
Sequence-based follow-up automation: email, SMS and WhatsApp triggered by pipeline stage, time elapsed or client action — so no lead falls through the cracks.
Reporting & Dashboards
Real-time dashboards showing pipeline value, conversion rates, team performance and forecast — built on your actual data, not sample reports.
Third-Party Integrations
Bi-directional sync with your email, calendar, phone system, accounting software and any tools your team already uses — the CRM fits into your existing stack.
Common questions
Why build a custom CRM instead of using Salesforce or HubSpot?+
Generic CRMs charge $50–200+ per seat per month and force your team to adapt to their logic. A custom CRM is a one-time build cost with zero per-seat fees, matches your exact workflow, and you own the code. For teams of 5–50, a custom CRM typically breaks even within 12–18 months.
Can you migrate data from our current CRM?+
Yes. Data migration is part of every CRM project — we clean, map and import your existing contacts, deals, notes and activity history from Salesforce, HubSpot, Pipedrive, spreadsheets, or any exportable source.
How long does a CRM build take?+
A focused CRM for a team of 10–30 users typically takes 4–6 weeks from kickoff to production — including data model, pipeline, integrations, reporting and team training.
Does TrueCodeAI provide ongoing CRM support?+
Yes. Post-launch, we offer a monthly retainer that covers new features, integrations, performance tuning and ongoing support as your team grows and your process evolves.
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Scope your custom CRM
Tell us what you need — we scope it for free and reply within 24 hours with a plan and fixed price.
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