A pipeline that fits your business
Define your own lead stages, customer fields, assignments, and follow-up tasks. Give each team member access appropriate to their role.
CUSTOM-BUILT. AI-POWERED. CONNECTED.
Your business.
Your workflow.
Your own AI CRM.
A CRM shaped around how your team sells and serves customers. Bring your leads, email, calendar, payments, and AI assistance together—with a scope designed to keep costs focused.
Custom workflows. Familiar tools. Setup and ongoing costs agreed before you start.
DATAVINE / YOUR CRMINTERACTIVE CONCEPT
Jamie CarterExample customer · Recurring service inquiry
Website chatbot → CRM
A new inquiry, already organized.
Jamie asks about a recurring cleaning service. The conversation, contact details, and requested service appear together in the customer record.
Assigned to a salesperson · Follow-up task created
ONE PLACE TO KEEP WORK MOVING
Built for the way you work.
Start with the capabilities your team needs today. Shape the screens, workflows, and AI assistance around the people using them.
Conversations with context
Scope a connected inbox so your team can find customer emails, notes, and chatbot conversations alongside the opportunity they belong to.
AI that helps move work forward
Prepare replies, summarize conversations, and suggest next steps using your business information. Choose which actions need your team's approval.
Scheduling and service workflows
Plan appointments, assign work, and keep follow-ups visible. Adapt the workflow for office teams, salespeople, and staff working in the field.
Quotes, invoices, and payments
Connect the steps from an accepted quote to payment status. Select the payment provider and financial workflows your business needs.
A clear view of the business
Build dashboards around the questions you actually ask: which leads need attention, what is booked, and which invoices are still outstanding.
YOUR TOOLS, WORKING TOGETHER
Choose the connections
your business runs on.
We scope each integration around the information and actions you need in your CRM.
Gmail & Outlook
Associate customer emails with contact records and prepare replies from the CRM. Mailbox access and sync behavior are agreed during setup.
Integration option · Scoped per projectGoogle Calendar & Microsoft calendars
Bring appointments into the customer timeline and coordinate scheduling with your team's calendars.
Integration option · Scoped per projectStripe & Square
Connect payment links and payment status to the right customer or invoice, based on your provider and account capabilities.
Integration option · Scoped per projectShopify
Bring customer and order information into your CRM so sales and support can work with the same context.
Integration option · Scoped per projectYour website & AI chatbot
Capture inquiries, answer questions from approved business information, and hand conversations to your team with the details attached.
Integration option · Scoped per projectOther business tools
Tell us what you already use. We assess direct integrations, supported connectors, and custom development before committing to a scope.
Integration option · Scoped per projectAvailability depends on provider APIs, account permissions, and plan requirements. Third-party subscriptions, transaction fees, and custom connector work are identified in your proposal.
CUSTOM FIT. CLEAR COSTS.
An alternative to paying
for more CRM than you need.
If you are comparing HubSpot or another CRM, let’s price the workflows your business actually uses. A focused custom system can cost less than a larger software package, depending on your needs.
We start with a shared CRM foundation and tailor it to your team. That keeps the build focused while giving you room for the features that matter.
Compare my CRM options- 1. A scoped setupYour workflows, branding, fields, data import, and agreed integrations.
- 2. An ongoing service planHosting, maintenance, and support with clear usage and service allowances.
- 3. Extras agreed in advanceAdditional development, AI usage, messaging, and third-party fees clearly identified.
BEFORE YOU SWITCH
Good questions. Clear answers.
Can this replace HubSpot or another CRM?
It can be a fit when the workflows you need can be delivered within a focused custom scope. We compare your current features, data, integrations, and total costs before recommending a switch. Existing CRM automation is also an option if keeping your current system makes more sense.
Is a custom CRM cheaper?
It can cost less than a larger CRM package when you need a focused set of features and integrations. Savings depend on your current plan, team size, setup, support, and usage. We provide a scoped quote; we do not promise a fixed percentage saving or feature-for-feature parity.
Are all these integrations already included?
No. These are integration options to assess and scope for your project. Each connection needs configuration and testing; some require custom development, provider approval, or a paid third-party plan. Your proposal identifies what is included, what data syncs, and any ongoing fees.
Can we use the same plugins as HubSpot?
We can assess connections to many of the same services, but HubSpot marketplace apps do not automatically install into a custom CRM. We confirm a suitable integration route for each tool you need.
Can you move our existing customer data?
We can scope an import from your current CRM or spreadsheets. We review exports, map fields, resolve duplicates, and test a sample before the agreed migration. Historical emails, files, and complex relationships may require additional work.
What happens after launch?
Your proposal defines hosting, maintenance, backups, access controls, support, and usage allowances. Additional integrations and workflow changes are scoped separately so the ongoing commitment is clear.
Already happy with your CRM? Explore CRM automation or AI for sales.
LET’S DESIGN YOUR CRM
Tell us what your
CRM should do.
Share your team size, current tools, and the work you want to simplify. We’ll follow up to define the scope and prepare a quote.
- Your workflows and must-have features
- The integrations and data you need
- Setup, support, and ongoing costs
Prefer to talk? Book a 15-minute intro call.
YOUR CUSTOM CRM REQUEST
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