CRM development
One platform for customers, deals, and AI that drafts, scores, and summarises the work.
Overview
A CRM shaped around your pipeline — with AI in the flow
Generic CRMs force your process into someone else's fields. Teams end up keeping the real work in spreadsheets alongside it, and the reporting stops meaning anything.
A custom CRM starts from how you sell and deliver — then adds AI where it saves hours: drafting follow-ups, scoring leads, and summarising calls without leaving the record.
- Your pipeline stages, not a vendor's
- AI drafting, scoring, and summaries where they help
- Email, calendar, and telephony integrated
- Role-based access for every team
- Data migrated from whatever you use today
What’s included
What a build usually covers
Contact and account model
Companies, people, and relationships mapped the way your business thinks about them.
AI in the pipeline
Lead scoring, email drafts, meeting notes, and next-best actions with human review.
Pipeline automation
Stage rules, reminders, and handoffs so deals stop stalling silently.
Communication history
Email and call logging attached to the record, searchable months later.
Reporting and forecasts
Dashboards built on your definitions of pipeline, revenue, and churn.
Integrations
Accounting, support, marketing, and the internal systems already in place.
Process
How the engagement runs
-
01
Map the process
- Interview each team
- Document current stages
- Agree AI use cases
-
02
Build in slices
- Core records first
- Automation and AI next
- Reporting last
-
03
Migrate and adopt
- Data import and checks
- Team training
- Iterate on real usage
Stack
Tools we reach for
- Ruby on Rails
- Hotwire
- PostgreSQL
- Sidekiq
- OpenAI / Anthropic
- Elasticsearch
- Twilio
- Stripe
Let's talk about the AI you want to ship
Tell us where you are — an idea, a half-built product, or a system that needs AI that earns its keep. We will reply with a practical next step.
