CRM

Your team doesn't use the CRM because it wasn't built for them.

Off-the-shelf CRMs are built for a sales team of forty with a defined pipeline. You have six people and a process that doesn't fit the fields. So the approved sample data lives in a spreadsheet and someone's inbox.

Why people build custom

Per-seat pricing for features you'll never open.

You're paying monthly, per person, for a platform where you use eight percent of it and had to bend your process to fit the rest. Adoption fails, data goes stale, and reporting becomes fiction. A CRM shaped like your actual workflow gets used, because using it is easier than not.

What's in it

Eight modules. Adoption is the design goal.

  • A pipeline with your stages.

    Named what you call them, not what a SaaS company decided.

  • Contacts and companies with your fields.

    Including the ones that don't exist in standard products.

  • Activity history that fills itself.

    Calls, emails, notes, logged automatically where possible. Manual logging is where CRMs go to die.

  • Tasks and reminders tied to records.

    Follow-ups that surface instead of being remembered.

  • Email integration.

    Both directions, threaded against the contact.

  • Roles and permissions.

    Who sees what. Necessary the moment you have contractors or multiple teams.

  • Reporting on your numbers.

    The three metrics you actually check, on a dashboard, not a report builder nobody opens.

  • Import from wherever you are now.

    Spreadsheets, another CRM, or the mess in between. Deduplicated on the way in.

Modules are conditional capabilities. Providers, data handling, permissions, integrations, evaluation and human review are confirmed in the written scope.

How it works

Four steps, about five days.

  1. 01 — One call.

    How work actually moves, including the workarounds.

  2. 02 — We build the pipeline first.

    On a staging link, free, with your real stages.

  3. 03 — You run a real week through it.

    One feedback round on what's missing.

  4. 04 — Live.

    Data imported, team onboarded.

Recent work

Work examples are being prepared.

No client logo or project image is published without a complete record and permission.

No permissioned proof record is currently published.

Who builds this

Where this fits.

Related service: Mobile Apps

How this starts

We build your pipeline first. Free.

One clickable prototype and one feedback round are free. If you stop there, no payment is due and you keep the feedback; the prototype remains Kollabit property unless the engagement proceeds, subject to our Terms.

Book a Free Consultation

The short version

What it costs.

200
CAD per day, per AI Product Engineer.
5
days to a working CRM with your data in it.
100%
Custom project deliverables transfer after final payment, subject to our Terms. Pre-existing Kollabit materials and third-party tools keep their existing ownership or licences.

Simple and typical estimates are non-binding. Final scope is confirmed before billing; taxes and third-party costs are additional.

Order your days

Questions

The ones we get asked.

How much does a custom CRM cost?

$200 CAD per day, per engineer. About five days, so roughly $1,000. No per-seat fee. Simple and typical estimates are non-binding. Final scope is confirmed before billing; taxes and third-party costs are additional. Availability depends on suitable provider access or APIs, account permission, approved scope and testing; confirm before committing.

Why build instead of using HubSpot or Salesforce?

If they fit, use them. Building wins when your process doesn't match their fields or when per-seat pricing outgrows the value.

Can you import my existing data?

Potentially. from spreadsheets or another CRM, deduplicated on import. Availability depends on suitable provider access or APIs, account permission, approved scope and testing; confirm before committing. Collection, provider configuration, retention, access, deletion, human review and regulated-data handling are confirmed in the written privacy/security scope.

Will it connect to my email?

Potentially. both directions, threaded against contacts. Availability depends on suitable provider access or APIs, account permission, approved scope and testing; confirm before committing.

What about mobile?

Web-based and phone-first. If your team needs a native app, see our Mobile Apps page.

Can it connect to my accounting or booking software?

Usually yes, if there's an API. Name the tools and we'll confirm before you commit. Availability depends on suitable provider access or APIs, account permission, approved scope and testing; confirm before committing.

How long until the team can use it?

Five days to build. If it needs training, we built it wrong. Simple and typical estimates are non-binding. Final scope is confirmed before billing; taxes and third-party costs are additional. Collection, provider configuration, retention, access, deletion, human review and regulated-data handling are confirmed in the written privacy/security scope.

What if we need changes in six months?

Additional work is scoped in engineer-days; minimums and availability are confirmed in writing. No outcome is guaranteed; the free prototype tests the direction before billing. One clickable prototype and one feedback round are free. If you stop there, no payment is due and you keep the feedback; the prototype remains Kollabit property unless the engagement proceeds, subject to our Terms.

Who owns the data and the code?

Custom project deliverables transfer after final payment, subject to our Terms. Pre-existing Kollabit materials and third-party tools keep their existing ownership or licences.

What if the team still doesn't use it?

You'll find out during the free prototype, not after paying. That's the point. No outcome is guaranteed; the free prototype tests the direction before billing. One clickable prototype and one feedback round are free. If you stop there, no payment is due and you keep the feedback; the prototype remains Kollabit property unless the engagement proceeds, subject to our Terms.

What's the spreadsheet everyone actually uses?

Show us that, and we'll build the pipeline around it. Free, before you commit.

Book a free consultation

No obligation. It’s free. We give good advice.