JedBolthock

Custom CRM

I will build a custom CRM shaped around how your team actually sells

Jedidiah Gabriel
Jedidiah GabrielProduct engineer ยท Kaduna, Nigeria ยท Replies within 24 hours
Custom CRM flyer: The CRM that fits how you sell.

About this gig

If your team works around your CRM instead of in it, the CRM is the wrong shape.

I build CRMs around how your team sells: the stages you use, the fields you care about, and the channels your customers reply on. WhatsApp and email conversations land on each contact's timeline, follow-ups get assigned automatically, and managers see the pipeline without asking for a report.

What you get:

  • Contacts and companies imported and deduplicated
  • Pipelines and stages that mirror your process
  • Email and WhatsApp conversations logged on each contact
  • Tasks, reminders and automatic assignment
  • Reports on pipeline, conversion and response times
  • Optional AI summaries, quotes and invoices, and a mobile app

I'm the founder of WeSelling, a business operating system with customers, orders and staff in one multi-tenant platform, and I've built AI agents that research and track leads for sales teams.

Tell me how a lead becomes a customer in your business, step by step.

Use cases

Real estate

Listings, leads, viewings and offers tied together.

Travel agencies

Enquiries, quotes, bookings and passenger details per trip.

B2B distribution

Accounts, orders, credit limits and rep visits.

Admissions

Applicant pipeline from enquiry to enrolment with documents.

Agencies

Clients, retainers, projects and renewals.

Churches and NGOs

Members, donors, giving history and follow-ups.

Field sales

Visit logging with GPS and photos from a mobile app.

Migration

Move off HubSpot, Zoho or spreadsheets without losing history.

What changes

Today

  • Off-the-shelf CRMs have two hundred features and miss the three you need
  • Customer history is split across WhatsApp, email and notebooks
  • Per-seat pricing grows faster than your team
  • Leads go cold because nobody owns the follow-up

After

  • Pipelines and fields that match your sales process
  • WhatsApp, email and call notes on each contact's timeline
  • Follow-up tasks assigned and reminded automatically
  • An AI summary of each contact's history before every call

How it works

  1. 01Lead arrives
  2. 02Assigned to a rep
  3. 03Conversations logged
  4. 04Follow-up reminded
  5. 05Deal won, invoice sent

Compare packages

PackageStarter$650Business$1,550Scale$3,600
What it isContacts, one pipeline, tasks and a dashboard, with your data importedSeveral pipelines, email and WhatsApp logging, automations and reportsCustom modules, AI summaries, quotes and invoices, integrations and a mobile app
Pipelines1Up to 4Unlimited
Contact import and deduplicationโœ“โœ“โœ“
Tasks and remindersโœ“โœ“โœ“
Email loggingโ€“โœ“โœ“
WhatsApp loggingโ€“โœ“โœ“
Automatic assignment and follow-upsโ€“โœ“โœ“
Reportsโ€“โœ“โœ“
AI contact summariesโ€“โ€“โœ“
Quotes and invoicesโ€“โ€“โœ“
Mobile appโ€“โ€“โœ“
Delivery10 days18 days30 days
Revisions234

Add-ons

  • Faster delivery+30% of the package
  • One extra integration (any tool with an API)+$80
  • Matching mobile app screens (React Native)+$600
  • 90 days of support and small changes+$240

Built before

WeSellingMy own business operating system: storefront, inventory, HR, geofenced attendance, card and stablecoin payments.weselling.store
Trade-show outreach agentPrivate build for a travel company heading to WTM London 2026: finds and scores prospects, drafts emails in the owner's voice into Zoho Mail, then handles follow-ups.Private build ยท walkthrough on a call

Who it's for

  • Real estate firms
  • Travel agencies
  • B2B distributors
  • Agencies
  • School admissions teams

What I'll need from you

  • Your sales stages, from first contact to paid
  • An export of your current contacts and deals
  • The channels your customers reply on
  • Team members and what each can see

Questions, answered

Why build a CRM instead of using HubSpot?

If HubSpot fits, use it. A custom CRM makes sense when your process is unusual, your team lives on WhatsApp, or seat pricing has become your biggest software bill.

Can you migrate our existing data?

Yes, from spreadsheets, HubSpot, Zoho, Pipedrive or GoHighLevel, with duplicates merged.

Who owns the code and accounts when we finish?

You do. Code goes to your repository, and services run on accounts in your name, so you are never locked to me. I hand over logins, keys and a short guide.

What if my project doesn't fit a package?

Send a message describing what you need. I reply with a custom offer priced to the actual scope, often after a short call.

The thinking behind it

Tools and tags

  • Next.js
  • PostgreSQL
  • Prisma
  • WhatsApp Cloud API
  • Gmail API
  • OpenAI
  • Twilio
  • Zoho CRM API
  • HubSpot API
  • Pipedrive API
  • React Native
  • Metabase
  • #customcrm
  • #crmdevelopment
  • #salespipeline
  • #crmsoftware
  • #leadmanagement

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