How long does a custom CRM take to build?
It depends on how much it needs to do. We scope it on a short call, then give you a fixed timeline and price in the proposal. Most builds go live in phases, so your team starts using the core of it early instead of waiting for everything.
Can you move our data over from the CRM or spreadsheets we use now?
Yes. We scope the move in your proposal and bring your customers, contacts, jobs and history across from your current CRM, spreadsheets or accounting software, so your team doesn't start from zero.
Who owns the CRM and our data?
Your data always belongs to you. The CRM we build is yours to keep once it's paid in full, set up under your own accounts or hosted by us on a care plan, whichever you prefer. If you ever want to move on, you take it with you.
Do we have to replace the CRM we already have?
Not always. If your current CRM mostly works, we can customize it and connect it to your other tools instead. We'll tell you honestly which route makes more sense on the first call.
Will it work on phones for our team in the field?
Yes. Everything we build works on phones and tablets, so your team can update jobs, add notes and photos, and see their day from anywhere.
How much does a custom CRM cost?
Every business is different, so we don't publish one price. After a free 20-minute call we send a clear, fixed-price proposal, and larger builds can be paid in phases.