How We Build Your CRM
A proven, collaborative process that keeps you in the loop from day one. No black boxes, no surprises. Just clear milestones and real results.
From First Call to Launch
Every CRM we build follows the same battle-tested framework. It keeps projects on time, on budget, and aligned with what your business actually needs.
Discovery & Strategy
We learn your business inside and out. Through workshops, interviews, and process mapping, we identify exactly what your CRM needs to do, and what it shouldn't.
What Happens
- Stakeholder interviews and workflow analysis
- Current tech stack and data audit
- Requirements documentation and prioritization
- Project scope, timeline, and investment estimate
Design & Prototype
Before writing a single line of code, we design interactive prototypes you can click through. You'll see exactly what your CRM will look and feel like, and we'll refine until it's right.
What Happens
- Data model and architecture design
- Interactive UI prototypes for key workflows
- User experience testing with your team
- Revisions until the design is exactly right
Build & Iterate
We develop in 2-week sprints with demos at the end of each one. You see real, working features every two weeks and can provide feedback that shapes the next sprint.
What Happens
- 2-week development sprints with regular demos
- Continuous integration and testing
- Data migration and integration development
- Your feedback incorporated in real time
Launch & Evolve
We handle deployment, data migration, and team training. After launch, we monitor performance and continue optimizing based on real-world usage data.
What Happens
- Production deployment and data migration
- Comprehensive team training and documentation
- 30-day post-launch support included
- Ongoing optimization and feature development
Total Timeline: 8-16 Weeks
Most projects launch within 8 to 16 weeks depending on complexity. You will see working features from week 2, not week 16.
What Our Clients Say
“Immigration cases have a thousand moving parts. Our custom CRM tracks every form, every deadline, every government response. Nothing gets missed anymore.”
Priya Sharma
Director of Operations, Sharma Immigration Law
San Jose, CA
“Tracking client services, donor relationships, and volunteer hours across 3 programs was impossible in spreadsheets. This system has transformed our operations.”
Father Thomas O'Brien
Director, St. Francis Community Services
Boston, MA
“Patient retention increased 28% since we implemented automated appointment reminders and personalized follow-up sequences through our custom CRM.”
Dr. Angela Foster
Medical Director, Coastal Women's Health
Jacksonville, FL
“The client portal they built is a game changer. Clients can see their entire relationship with us (documents, meeting notes, action items) without a single phone call.”
William Fitzgerald
Founder, Fitzgerald & Associates
New York, NY
“Guest preferences, booking history, and loyalty status all in one profile. Our front desk staff deliver personalized experiences that keep guests coming back.”
Maria Santos
General Manager, The Waverly Hotel Group
Miami, FL
“Trip planning, supplier management, and client preferences all in one place. Our travel advisors deliver incredibly personalized itineraries because the CRM remembers everything.”
Isabella Moreno
Founder, Wanderlust Travel Co
Miami, FL
“We doubled our inquiry-to-enrollment conversion rate in one year. The automated nurture sequences keep prospective families engaged through the decision process.”
Ryan Cooper
Director of Admissions, Horizon Learning Center
Raleigh, NC
“Cross-selling advisory services to our tax clients was ad hoc before. Now the CRM flags opportunities based on client profile and we've grown advisory revenue 40%.”
Howard Chen
Principal, Chen & Partners
New York, NY
Ready to Get Started?
Book a free discovery call. We'll map out your requirements and show you exactly what your custom CRM could look like.