Custom pipeline
Stages that match how you really move a lead from first call to closed and retained.
Service · CRM & pipelinesA CRM shaped
A CRM shaped
like your business.
Custom CRM and pipeline systems built around how you actually win work — not how a generic SaaS thinks you should.
The problem
Where deals go to die
Generic CRMs make your business bend to their model. We build the opposite: a pipeline shaped like your real sales motion, wired to your calendar and your automations, with only the fields you'll actually use.
01
Leads live in a notebook, a phone, and three inboxes.
02
Follow-up depends on memory — so quotes quietly go cold.
03
Two calendars and no sync means double-booked crews.
04
Nobody can answer 'what's in the pipeline?' without guessing.
What's included · 06
What we build.
Lead capture
Forms, calls, and web leads land in the CRM automatically — tagged and ready to work.
Built-in scheduling
A calendar built right into the CRM — conflict handling and round-robin routing across crews or staff, no third-party tool to wrangle.
Automated follow-up
Every stage triggers the right nudge, so no deal sits idle without someone knowing.
Contact & job history
Every call, quote, and job in one timeline — full context before you pick up the phone.
Pipeline reporting
Live visibility into what's open, what's closing, and what's stuck — no spreadsheet required.
How it works
The lifecycle of a customer
01
Capture
Every lead lands in one place, tagged.
02
Qualify
Rules and AI sort the real from the noise.
03
Schedule
Booked into the CRM's own calendar.
04
Close
Follow-up runs until there's an answer.
05
Retain
History stays, so the next job is easy.
Built with
The stack.
Proven, boring-where-it-counts technology — chosen so the system is still maintainable years from now.
Next.jsSupabasePostgreSQLTypeScriptn8nStripe
Proof · shipped & live
Suarez Forestry
Forestry & land servicesLive operations platform on an ongoing retainer covering maintenance, new features, and AI-assisted dispatch.
Visit live site ↗The Directorate
AI agency / Done-for-you systemsContinuous-delivery retainer — new automations, fixes, and integrations shipped on a steady cadence.
Visit live site ↗CRM systems
Let's scope it together.
A CRM should answer one question instantly — what should I do next? Ours does, because it's built around your work, not against it.
Book a discovery call →