Your own CRM — built for you, run by AI.

A done-for-you build of a custom CRM your business actually owns — pipeline, contacts, companies, collateral — wired into the systems you already use and kept current by an AI agent. Typical price: $3,000–$5,000 depending on features.

$3,000–$5,000Typical price
About 3 daysTypical timeline
Fixed quoteAfter a feature scoping call
Scope My CRM

Why build your own CRM

Most teams pay per seat, every month, forever, for a CRM they barely use — and still end up doing the data entry themselves. Building your own flips both problems. You own the software and the data outright: no per-seat rent, no plan tiers, no features held hostage. And because an AI agent operates it, it can run as a ghost CRM — the system stays current in the background. The agent files new contacts, logs the calls and emails, moves deals through stages, and flags what needs a human. Nobody has to 'live in' the CRM for the pipeline to be true.

Change it by asking

This is the part that makes a custom CRM practical: you don't need a developer to maintain it. We set it up on a structure you can change by speech or a typed prompt. Talk to your CRM — 'add a field for referral source,' 'add a stage for site visits booked,' 'show me deals with no activity in two weeks' — and it builds the feature you asked for. We do the heavy lifting up front: the plumbing, the integrations into your email, calendar, phone, and forms, your data brought in clean, and your initial features built and working. You get it off the ground already wired into how your business runs.

Built through an interview, not a spec.

There's nothing to prepare and nothing technical to write. The build runs as an interview: we ask, you answer, and your CRM takes shape from the conversation.

Step 01

We tell you what we need

Before anything starts, we lay out exactly what we'll ask you for. No requirements documents, no specs, no homework.

Step 02

You talk, we build

You engage with the interview the way you'd talk to a colleague — how you sell, what a deal looks like, what you want to see. We turn those answers into your pipeline, fields, and features.

Step 03

Ideas can come later

Nothing is locked when the interview ends. If you think of something after the fact, it's easy to add in later.

A gateway project

Like our website migration, a CRM build is a contained first step for a business that wants to become more AI-forward: fixed scope, a system your team touches every day, and an AI agent already operating inside your business when it's done.

Who it's for

Teams paying for a big-name CRM but using a fraction of it
Businesses whose 'CRM' is a spreadsheet and a prayer
Owners who want their pipeline current without anyone doing data entry

What's included

Custom pipeline, contacts, companies, and collateral views built to your sales process
Integrations into email, calendar, phone, and forms
Your existing data imported clean
An AI agent trained to file, log, and move deals in the background
The talk-to-it structure so you can add features by prompt
Pricing fixed after a feature scoping call — typical range $3,000–$5,000, delivered in about 3 days
For most clients this is the first AI-operated system in their business — the pipeline stays true without anyone living in the CRM.
Scope My CRM

Get your CRM scoped.

Tell us how you track deals today — we'll come back with a feature list and a fixed price.