01/ 04
Custom CRM
Contacts, deals and tasks shaped around your process.
Deal boardLive
- ✓New: 4
- ✓Proposal: 2
- ✓Won: 1
Example
Service 06
CRMs & Tools
CRMs, dashboards and internal tools built around how your team actually works, with automations and an AI assistant where it saves time.
The stack
The tools behind CRMs & Tools.
The platforms we connect to, and the developer tools we build with. We pick what fits your project and document all of it.
CRMs & data
HubSpotHubSpotZohoZohoNotionNotionAirtableAirtableGoogle SheetsGoogle SheetsGmailGmailSlackSlackStripeStripeHubSpotHubSpotZohoZohoNotionNotionAirtableAirtableGoogle SheetsGoogle SheetsGmailGmailSlackSlackStripeStripe
Developer tools
Next.jsNext.jsTypeScriptTypeScriptPrismaPrismaTailwind CSSTailwind CSSNode.jsNode.jsDockerDockerGitHubGitHubGitHub ActionsGitHub ActionsNext.jsNext.jsTypeScriptTypeScriptPrismaPrismaTailwind CSSTailwind CSSNode.jsNode.jsDockerDockerGitHubGitHubGitHub ActionsGitHub Actions
Signature · live CRM
A pipeline you can actually use.
Drag deals between stages, click one for the AI's next step, and draft the follow-up. Demo data, real interactions.
Open pipeline
$61.5k
Won this month
$21k
Win rate
14%
Follow-ups due
4
Lead 2$25k
NorthwindAK
Booking app
$18k1d in stage
HotUmbrellaSR
3D product page
$7k3d in stage
Qualified 2$21.5k
GlobexJM
Support agent
$12k2d in stage
Call bookedStark RetailAK
Order dashboard
$9.5k5d in stage
Proposal 2$15k
InitechSR
Internal tools
$9k4d in stage
Follow-up dueSoylentJM
Crypto alerts
$6k6d in stage
Won 1$21k
HooliAK
CRM rebuild
$21kclosed
SignedWatch it work
A CRM that works the way you do.
Watch a lead arrive, get scored, move through your pipeline and get a suggested next step, without anyone updating a spreadsheet.
See the Pipeline concept →Example · Website form
1/3
How it works
From first contact to closed deal.
Every lead lands in one place and moves forward on its own.
Now running
AI next step
A suggested next action for every deal.
Run log · exampledone ✓
- ●TriggerLeads
- ●ContextCRM
- ●AI stepScoring · Pipeline · Automations
- ●ActionsAI next step · Reports
Under the hood
What happens when a lead arrives.
Each step is automatic and visible.
Example
A new enquiry comes in through the website form.
Contact created, scored 82, assigned to Sara with a 2-hour call task, and added to Monday's report.
Total time
0.00s
- CaptureForm saved as a contact—
- EnrichCompany matched—
- ScoreFit 82 · high intent—
- AssignOwner: Sara · round-robin—
- TaskCall within 2 hours—
- NotifySlack message to Sara—
What we build
What we build for teams.
Scroll through the tools teams ask us for most.
02/ 04
Internal dashboards
Live numbers from all your tools on one screen.
DashboardLive
- ✓Revenue this month
- ✓Open deals
- ✓Team activity
Example
03/ 04
Desktop apps
Windows and Mac apps for teams that work offline.
Desktop appLive
- ✓Works offline
- ✓Syncs when online
- ✓Installer included
Example
04/ 04
Reports & pipelines
Automatic reports from spreadsheets, APIs and databases.
Monday reportLive
- ✓Sent to 5 people
- ✓PDF + link
- ✓No manual work
Example
Industries
Built for how you work.
Connects to your tools
Connected to how your team works.
Email, calendar, forms and chat feed the CRM, so nobody types the same thing twice.
Email sync
Conversations attached to the right deal.
Automations
Tasks and follow-ups created for you.
AI assistant
Next steps and summaries for every deal.
Imports
Bring your spreadsheets and old CRM data.
GmailOutlookGoogle CalendarSlack
WhatsAppTypeformStripeExcelZapierClaude
Your CRM
Build · Launch · Improve
How we deliver your CRM.
Built around your process
- ✓We map how you sell today
- ✓Pipeline stages and fields to match
- ✓Import your existing data
SetupExample
- Pipeline stages6
- Contacts importedfrom Excel
- Custom fields12
- Roles3
What you getHandover pack · CRMs & Tools
- ✓Full source code in your accounts
- ✓Tests and documentation
- ✓Deployment to your hosting
- ✓Handover call and video walkthrough
- ✓30 days of fixes and tweaks
Yours from day one
Code · Docs · Accounts · Data
Built with
HubSpotZohoNotionAirtableGoogle SheetsGmailSlackStripeSupabasePostgres
We choose tools that fit your project and your team, and document everything so anyone can maintain it later.
Studio work
Related concept
Our own product in this area, built the same way we'd build yours.
FAQ
CRMs & Tools: common questions.
1Can you import our existing data?+
Yes. Spreadsheets, old CRMs and databases can be migrated as part of the scope.
2Will my team actually use it?+
We design it around your current process and train the team at handover.
3Can it connect to email?+
Yes. Gmail and Outlook, plus most tools with an API.
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