Skip to main content

Custom CRM Development in Stevens Point

Purpose-built CRM for Stevens Point, WI businesses. No per-seat fees. No templates. Just software that works the way your team does.

Home to UW-Stevens Point, Sentry Insurance Group headquarters, Ascension St. Michael's Hospital, and the Central Wisconsin Convention & Visitors Bureau.

Stevens Point businesses deserve a CRM that fits how they operate, not a generic platform designed for a hypothetical company in a hypothetical market. We build custom CRM systems from the ground up around your workflows, your integrations, and your team. No per-seat fees that punish growth. No template that sort of works. Just a system built for you.

Key Industries in Stevens Point

EducationInsuranceHealthcare
Stevens Point

Why Stevens Point Businesses Choose Custom CRM

Built for Education, Insurance, Healthcare and every industry in between.

Built for Stevens Point's Industries

From Education to Healthcare, your Stevens Point business has processes that don't fit a template. We build around your actual operations.

Zero Per-Seat Fees

Add your entire Stevens Point team without increasing your CRM cost. Ten users or a hundred, the price is the same: nothing extra.

Direct Integrations

Connect your CRM to QuickBooks, Shopify, Slack, and the tools your Stevens Point business depends on. Direct API, no middleware fees.

You Own Your Data

No vendor lock-in. Your CRM, your data, your infrastructure. Leave anytime, but you won't want to.

Industry Compliance

HIPAA, SOC 2, FINRA: whatever compliance your Stevens Point business requires, it's built into the architecture.

Ongoing Support

When you need help, you talk to the team that built your CRM, not a tier-one support agent reading a script.

Client Reviews

What Our Clients Say

Case management for 400+ youth participants with outcome tracking for our funders. The custom dashboards show real impact metrics that help us win more grants.

Samantha Reed

Program Manager, Youth Thrive Alliance

Kansas City, MO

Patient recall, treatment plan follow-up, and new patient marketing all automated. Our hygiene schedule hasn't had an empty slot in 6 months.

Dr. Kevin O'Malley

Practice Owner, Bright Horizons Dental

Scottsdale, AZ

Bilingual patient communication, culturally competent intake forms, and community health worker tracking. They built a CRM that understands our community.

Rosa Martinez

Director, Esperanza Community Health

San Antonio, TX

Reservation management, private event booking, and loyalty program in one system. Regular customers get recognized and rewarded. Our repeat business is through the roof.

Laura Fitzpatrick

Owner, Fitzpatrick's Pub & Restaurant

Boston, MA

Customer service went from reactive to proactive. The CRM flags at-risk customers before they churn and triggers personalized win-back sequences automatically.

Sophia Nguyen

Head of CX, Bloom & Petal

Portland, OR

Enrollment pipeline from inquiry to accepted student, fully automated. Parent communication, campus visit scheduling, and financial aid tracking in one place.

Dr. Ellen Martinez

Head of Enrollment, Westbridge Academy

Scottsdale, AZ

Executive search requires deep relationship management over years. Our CRM tracks every interaction so when the right role comes up, we know exactly who to call.

Brandon Hayes

Owner, Hayes Executive Search

Dallas, TX

Matter management, conflict checking, and client communication all in one system. Our attorneys actually use it because it was built around how they work.

Daniel Kim

Operations Lead, Summit Legal Consulting

Denver, CO

Ready to Build Your CRM in Stevens Point?

Book a discovery call and we'll scope a CRM solution tailored to your Stevens Point, WI business. No obligation, no sales pitch. Just a conversation about what you need.