SALES SYSTEMS
Create a single source of truth for your sales and operations
I build sales and operations systems around the way your team actually works, so every deal, conversation and invoice lives in one place. Follow-ups stop being forgotten, forecasts stop being guesses, and adding a team member does not add a subscription.
Overview
This is worth building when your process is unusual, when per-seat pricing has outgrown the value you get, or when the reports you need are the ones your current tool will not give you.
Moving your existing data across, including history and attachments, is part of the project.
- Custom pipelines and record types
- Automations and notifications
- Reporting dashboards
- Data migration from the existing CRM
- Service
- Custom CRM development
- Typical timeline
- 6 to 16 weeks
- Starting from
- $8,000
- Your partner
- Md Sabbir Ahmed
- Based in
- Austin, TX, United States
What is it?
I build sales and operations systems around the way your team actually works, so every deal, conversation and invoice lives in one place. Follow-ups stop being forgotten, forecasts stop being guesses, and adding a team member does not add a subscription.
Who is it for?
- Business owners and founders
- Consultants and coaches
- Law firms and professional service firms
- Agencies and studios
- Startups and SaaS founders
- Growing small and mid-sized businesses
Delivered remotely across United States, United Kingdom, Canada, the Gulf states and the wider MENA region.
When should you use it?
- Pipeline lives in inboxes, notes and separate spreadsheets.
- Forecasting depends on asking people what they think will close.
- Generic CRMs do not fit how your business actually sells or delivers.
What results can you expect?
- One place where sales and operations see the same data.
- Follow-ups and reporting that happen without chasing.
- Forecasts based on activity, not on memory.
What are the alternatives?
An honest comparison of the other routes, including the ones that do not involve me.
Off-the-shelf CRM
Fastest start, adapt your process to the tool.
CRM plus heavy customisation
Common middle path, watch licence and consultant cost.
Custom CRM
Right when your sales or delivery process is unusual or a core advantage.
What does implementation look like?
- STEP 1
Diagnose
A working session to find the real constraint, the cost of it, and the measure that will prove it moved.
- STEP 2
Scope
A written plan with fixed scope, quote and timeline before any build starts.
- STEP 3
Build
Two-week sprints with a live preview at the end of each, so direction can change before it gets expensive.
- STEP 4
Launch
Migration, training and documentation, then a monitored go-live.
- STEP 5
Improve
Measure against the agreed metric and iterate, or hand over fully. You own the code either way.
Business outcomes
Fewer deals lost to follow-up
Reminders, assignment and alerts run without anyone remembering.
Forecasts you can act on
Any report you need, from data you actually own.
Costs do not grow with the team
Add users without adding subscription fees.
One record per customer
Quote, job and invoice in a single place instead of four tools.
Where this creates leverage
Agency pipelines
Proposals, retainers and renewals in one view.
Field sales
Mobile-first entry with offline support.
Service businesses
Quote to job to invoice in a single record.
Multi-brand teams
Separate pipelines with shared reporting.
Related case studies
A single source of truth for sales and operations FAQs
Should I build a custom CRM or use HubSpot?
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Use HubSpot or a similar tool when your process is standard. Build custom when your pipeline, data model or reporting cannot be expressed in the vendor's system, or when per-seat cost has outgrown the value.
Can you migrate our existing CRM data?
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Yes, including contacts, deals, activity history and attachments, with a verification pass after migration.
Can the CRM connect to email and calendar?
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Yes, Google Workspace and Microsoft 365 both integrate for email, calendar and meeting logging.
How long does CRM development take?
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Six to sixteen weeks depending on the number of pipelines, automations and integrations.
More questions are answered on the full FAQ page.