Agency systems
Custom CRM or off-the-shelf: what should your agency own?
Compare buying, configuring and building an agency CRM, including process fit, migration, integrations, ownership and operating costs.
Read articleServices Custom CRM
For recruiting & marketing agencies
A custom CRM you own.
Your team shouldn't have to bend its sales process around somebody else's software. We build a CRM around the way your agency wins and manages clients. And you own it.
Under $10,000
our average custom CRM build cost
An average, not a fixed package price. Features, integrations, migration and ongoing support are scoped and quoted before work starts.
Built for you. Owned by you.
Stop renting the tools.
Start owning the advantage.
HubSpot and Salesforce aren't your only options. You can own a CRM built around your agency, rather than keep adapting your business to somebody else's platform.
Your CRM. Your way.
We map how your team works, then build the tool around it. Your process becomes the starting point, not a workaround.
⌂Own your system
Stop renting your CRM. Own one built for your agency.
We build a CRM around how your agency actually sells. Your stages, your fields, your dashboards. A custom system built for your team, and owned by your agency instead of rented from HubSpot or Salesforce.
Your agency CRMOwned by you
Click a card to move it. Click a stage name to rename it.
Make it yours
Make it yoursWhat renting costs you
$9,600 a year
That's $28,800 over three years, for software you never own. Set the sliders to your real bill.
Grow → Own → Won
Where this supports your growth.
For both agency verticals, your CRM connects the sales journey: client relationships, opportunities, proposals and next steps. Owning a system built around your process helps your team manage more opportunities without losing the follow-up that closes deals.
See the connected growth systemThe approach
Your pipeline. Your process. Your system.
Start with what your team needs to see and do each day. We map the path from target account to signed client, then build the records, stages, reminders and reporting around it. Recruiting firms can connect client development with job orders; marketing agencies can connect opportunities with proposals and retainers.
What we build and manage
The detail behind the service.
01
Accounts and contacts
Keep the companies, decision makers, notes and relationship history your agency relies on in one place. Define the fields that matter to your market.
02
A pipeline that matches your sales process
Build your own stages for outreach, discovery, proposals and close. Track deal value, ownership and next steps without forcing your team into a generic workflow.
03
Follow-up and task automation
Scope reminders, assignments and stage-based actions around your team's handoffs. Automate the repeatable work while keeping the important decisions visible.
04
Useful reporting
See pipeline value, activity, conversion and stalled opportunities in dashboards designed for your agency's managers and salespeople.
05
Connections to the tools you use
We assess outreach, email, calendar and other integrations during discovery. Existing data can be mapped for import; availability and migration effort are agreed in the scope.
06
Ownership and a clear handover
Your agency owns the custom system. We agree access, data export, documentation, hosting and support arrangements before the build, so there are no surprises at handover.
From brief to working system
Here's how the work happens.
Custom CRM01 / 04
Map the real process
Work through your team's day, not a vendor's feature checklist.
- Sales stages and handoffs
- Fields and relationships
- Reporting priorities
The Blueprint
A clearer decision starts here.
Let's talk about your agency