Looking for a custom CRM solution?


One of our most frequently-requested services is the creation of custom CRMs for businesses looking for an:

  • alternative to project management software as their workflows don’t fit a traditional sales cycle
  • alternative to task management software as they need additional data to be included in each task request
  • alternative to sales tracking pipelines as they have unique business needs
  • alternative to enterprise software as they need a better visual representation of their processes to inform key stakeholdersโ€‹

What can a custom CRM provide?

By using hosted software to create a custom CRM, your business is able to:

  • Set permissions based on internal & external user roles
  • Reduce the use of email through better use of notifications and task filtering
  • Customise the display of business data to ensure common terminology is used in all business areas
  • Create a dynamic set of Standard Operating Procedures to keep your processes up-to-date
  • Track prospects, incoming leads and ongoing clients through their business lifecycle
  • Reduce the cost of running enterprise software
  • Provide a more visually-appealing way to manage projects & key business processes

About the author

Rich Peterson

I've spent the last 10 years planning, mapping & reimagining the processes of hundreds of SMBs. Whether the goal is more money, more time, more clarity or more customer smiles, my insightful process is worth every minute for my successful clients.
Disclaimer: I use affiliate links on my website and only recommend what I use, have used or have vetted in the best interest of my readers. I may earn a commission if you click on an affiliate link, but it wonโ€™t cost you extra.

By Rich Peterson


For the past 10 years, weโ€™ve worked with hundreds of clients and tens of thousands of students to help them get a clear picture of how to systemise their business. Weโ€™re not fans of spam, cheap mass-marketing tactics or automating your business to within an inch of itโ€™s life. We are fans of a customer experience where humans deal with humans, skills are appreciated, personality is maintained and where clients get more value than they expected. Weโ€™re also fans of automating any process that doesnโ€™t deliver client-facing value in a simple, easy-to-maintain way.

In a nutshell, we provide advice, implementation support & training to small to medium, service-based businesses to help them deliver a better customer experience & a more automated workflow. Everyone on the same page, moving in the same direction with a clear picture of who does what.

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