Configure your Custom CRM
Everything you pick here becomes your Build Agreement — the exact scope both of us sign off on before payment.
1Standard features (included)
These ship with every Custom CRM build and are covered by the base price.
- Contact and company management with custom fields
- Lead capture and qualification pipeline
- Visual deal pipeline with drag-and-drop stages
- Activity timeline (calls, emails, meetings, notes)
- Task and follow-up reminders
- Email logging and templates
- Sales reporting and conversion dashboards
- Role-based access control (admin, manager, rep)
- Import/export of contacts (CSV)
- Global search and filtering
- Audit log of record changes
- Duplicate detection and merging
2Custom features
Describe anything beyond the standard scope. Each is priced by complexity and added to your total live.
Final complexity is confirmed in your Build Agreement — never after payment.
3Your business details
Your system is branded and personalized with these. Only the business name is required — everything else stays editable in your system's admin settings after delivery.
Team / key people (optional)
Roles and names change over time — your system ships with an admin page to update them any time.
4System languages
Your system ships in English. Add up to 3 more at no extra charge — the whole UI is translated during the build.
✓ English — always included
0/3 additional languages selected
5Design ideas (optional)
Upload screenshots, sketches, or apps you like the look of. Add notes about colors, branding, or layout.