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A CRM built around how you sell, or the one you have, connected.

We build custom CRMs when off-the-shelf tools do not fit, and connect the CRM you already use to proposals, billing, scheduling and the rest of your tools, so one record follows each client from first enquiry to final invoice.

Best for: Teams whose client journey spans several tools: hospitality and events, agencies and professional services, solar installers and sales teams.

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What we build

Bookings, proposals, staffing and invoices each land somewhere different, so the team copies details between tools and checks several places before answering a client.

  • 01

    A custom CRM and operations platform

    One record and one current stage for every client or event, replacing the tools that only covered part of the journey.

  • 02

    Your CRM, connected

    Proposals, documents, billing and calendars driven from CRM data, such as Aurora Solar projects creating signature-ready PandaDoc proposals.

  • 03

    Data that stays clean

    Records enriched and tagged on stage change, and tag drift between systems corrected on every update.

  • 04

    Migrations without losing history

    Staged, sandbox-tested moves between platforms with relationships intact.

How it works

Built inside the tools you already use. Each step has an owner, and the system tells a person when something needs them.

When something goes wrong: Every stage has an entry condition and an owner. Missing information is flagged instead of pushing incomplete work forward, and pricing or staffing decisions stay with your team.

  1. 01A client or event enters the pipelineForms · bookings · CRM
  2. 02One record moves through defined stagesCustom CRM · HubSpot · GoHighLevel
  3. 03Documents and invoices generatedPandaDoc · QuickBooks · Stripe
  4. 04People and schedules assignedStaffing rules · calendars
  5. 05Approval gates for commercial decisionsYour team

Work we have delivered

Hospitality · Reese Villa, private chef and villa events

From booking to post-event review in one platform

One event touched a booking tool, forms, a project board, a staffing app, several documents and a string of reminders. Admin took several hours a day.

Daily admin dropped from several hours to close to nothing.

Custom platform · Google Calendar · OpenAI · Stripe · Make · Twilio

Read the case study
  • n8n workflow that checks for an existing company and contact, then creates or updates each record in NocoDB

    CRM lead enrichment pipeline

    Deals are enriched and tagged on stage change, rate-limited to respect API quotas.

    GoHighLevel · Clay · n8n · NocoDB · Supabase · 8 weeks, first call to handover

    More projects like this
  • n8n workflow: a webhook receives an update, fetches the record, edits fields in code, checks a condition and updates the tags

    CRM tag reconciliation service

    Corrects tag drift between systems on every update.

    n8n · REST APIs · JavaScript · Webhooks · 2 weeks, first call to handover

    More projects like this

  • Aurora Solar to PandaDoc proposals

    Solar project data generates signature-ready proposals automatically.

    Make · Webhooks · Aurora Solar · PandaDoc · 4 weeks, first call to handover

    More projects like this

  • Trello to ClickUp inventory migration

    A staged, sandbox-tested platform migration with relationships intact.

    Make · 5 weeks, first call to handover

    More projects like this

Tools we use for this

  • HubSpot
  • GoHighLevel
  • Zoho CRM
  • Monday.com
  • Airtable
  • Supabase
  • PandaDoc
  • n8n
  • Make

Questions about CRM and connected systems

Usually keep it. We only recommend a custom build when the client journey does not fit an off-the-shelf CRM, as with Reese Villa's eleven-stage event pipeline.

Bring one process to a 15-minute call.

  • We tell you plainly whether automation is the right fix
  • If it is, you get a written scope and quote before anything is built
  • Most first builds are handed over within 4 to 8 weeks
Book a 15-minute call