Custom CRM Kit
Track customers and deals in a system shaped to your process, without per-seat fees for features you rarely use.
What it is
The CRM kit gives you contacts, deals, tasks and notes, plus AI that drafts follow-ups and summarizes activity.
Versions below are tuned for different kinds of business.
A good fit if
- Off-the-shelf CRM feels bloated
- You want to own the data and code
- You need AI tuned to your sales steps
What you get
- Core CRM modules
- AI drafting and summaries
- Source code
- Data import help
How we work
- 1
Choose the kit
Tell us the business and the must-have features.
- 2
Configure it
We set up the starter to match your process and data.
- 3
Own it
You receive the source code and a handover so you can run it or have anyone extend it.
Related pages
CRM for Small Business
CRM kit configured for small business.
Learn moreCRM for Startups
CRM kit configured for startups.
Learn moreCRM for Enterprise
CRM kit configured for enterprise.
Learn moreCRM for Open-Source
CRM kit configured for open-source projects.
Learn moreCRM for Sales Teams
CRM kit configured for sales teams.
Learn moreCRM for Healthcare
CRM kit configured for healthcare.
Learn moreCRM for Real Estate Agents
CRM kit configured for real estate agents.
Learn moreCRM for Financial Advisors
CRM kit configured for financial advisors.
Learn moreCRM for Investors
CRM kit configured for investors.
Learn moreCRM for E-commerce
CRM kit configured for e-commerce.
Learn moreCRM for Retail
CRM kit configured for retail.
Learn moreCRM for Manufacturing
CRM kit configured for manufacturing.
Learn moreCRM for Nonprofits and Fundraising
CRM kit configured for nonprofits and fundraising.
Learn moreCRM for Schools
CRM kit configured for schools.
Learn morePricing
Contact us for pricing. Kits are the lowest-cost route to custom software because they start from a working base.
Questions about custom crm kit
Do I own the code?
That is the aim of a launch kit. Ownership and license terms are written into the proposal before you commit.
Can it connect to our other systems?
Usually. Tell us what you use and we will confirm what can be linked.
Figures and timelines are agreed in writing before any work starts. Nothing on this page is a quote.
Find out what AI would cost you
Book a free call. We will map three opportunities and give you a rough idea of cost and payback.