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Services / CRM

A customer list built around how you sell

Leads, deals, contracts and renewals, without the fields you never fill in.

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Sound familiar?

  • The pipeline is a spreadsheet, and the spreadsheet is out of date.
  • You bought a CRM and stopped using it. Too many clicks.
  • Renewals get missed because the reminder was a formula.

What we build

A pipeline you can drag
Your stages, your words, nothing extra.
Renewals that warn you
Lapsing contracts surface on their own, with a one-click renewal.
Type it once
A number entered once feeds the dashboard, the forecast and the commission.
Your documents
Proposals and agreements generated from the record, from your own templates.

From our work

All our work

Agricultural LendingBuilding now

Integrated CRM and Loan Platform

For a regional agricultural lender serving family farms

The problem
Five systems, and the same names and numbers keyed into all of them. Leads on a project board, applications as loose PDFs and spreadsheets, underwriting in one enormous workbook, and loan documents produced by a…
What we built
The workbook rebuilt as a credit memo you can actually use: balance sheet, income and expense, cash flow, crop plan, collateral, risk rating, and a roll forward into next year rather than a fresh copy of last year's…
Read the whole story

Government AffairsBuilding now

Contract Lifecycle & Revenue Platform

For a government-affairs and policy firm

The problem
One spreadsheet held 109 contracts, with the renewal warnings written as formulas inside it.
What we built
A registry with a renewal radar on the front page: what is lapsing, what is inside its notice window, and a one-click renewal on each.
Read the whole story

From discovery to ownership

About 90 days from the first call to software you own.

  1. Weeks 1-2

    Discovery

    We sit with the people who do the work and write down how it actually runs.

  2. Weeks 3-4

    Plan and price

    Screens, data and a fixed price, agreed before we build.

  3. Weeks 5-10

    Build

    Working software every week. You change direction while it is cheap to.

  4. Weeks 11-12

    Handover

    Code, data, documentation and training. It is yours. No recurring fees.

Questions we hear

One price, agreed before we build. You own the code. Support afterward is optional.

Can you bring over our spreadsheet?

Yes. We import it, clean it, and show you what did not fit before anything goes live.

Why not just use Salesforce?

Sometimes you should, and we will say so. We build when the off-the-shelf tool asks your team to work its way instead of yours.

What happens after launch?

It is yours. Keep it as it is, change it yourself, or hire anyone to work on it. If you want us to keep adding to it, we offer an optional monthly retainer. Nothing is required.

Tell us what takes too much time.

A free 30-minute call with one of our developers. If software isn't the answer, we'll tell you.

Book a callor call (888) 902-0973