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

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
- 01Lead arrives
- 02Assigned to a rep
- 03Conversations logged
- 04Follow-up reminded
- 05Deal won, invoice sent
Compare packages
| Package | Starter$650 | Business$1,550 | Scale$3,600 |
|---|---|---|---|
| What it is | Contacts, one pipeline, tasks and a dashboard, with your data imported | Several pipelines, email and WhatsApp logging, automations and reports | Custom modules, AI summaries, quotes and invoices, integrations and a mobile app |
| Pipelines | 1 | Up to 4 | Unlimited |
| Contact import and deduplication | โ | โ | โ |
| Tasks and reminders | โ | โ | โ |
| Email logging | โ | โ | โ |
| WhatsApp logging | โ | โ | โ |
| Automatic assignment and follow-ups | โ | โ | โ |
| Reports | โ | โ | โ |
| AI contact summaries | โ | โ | โ |
| Quotes and invoices | โ | โ | โ |
| Mobile app | โ | โ | โ |
| Delivery | 10 days | 18 days | 30 days |
| Revisions | 2 | 3 | 4 |
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
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



