I will build a custom CRM, sales pipeline and follow up automation

They are flexible, quick to deploy and suitable for businesses that do not need a large enterprise CRM. I build only the fields, stages and workflows your team actually uses. Depending on the selected tools and usage, third-party fees may still apply.

Yes, where your website or form provides a supported webhook, API or integration method. Please send me the platform name before ordering so I can confirm the connection and package required.

Yes. Email or SMS can be triggered by an agreed event, such as a new lead, status change or upcoming follow-up date. Sending accounts, Twilio, email platforms and usage charges are not included unless stated.

One automation is one agreed business workflow with a defined trigger and outcome—for example, sending an email and updating the CRM when a lead moves to “Contacted.” A separate trigger or business process counts as another automation.

Data migration is included in Standard and Premium within the package limits, provided the source data is supplied in a clean CSV, Excel or Google Sheets file. Data cleaning, deduplication or complex field mapping may require an extra charge.

Yes. A Softr, Airtable Interface or custom portal can be quoted separately after reviewing the users, permissions, pages and login requirements.