A CRM shaped like your week.
Off-the-shelf CRMs stop fitting in predictable ways. You pay per seat for features nobody opens. Your job stages don't match their deal stages. The real numbers end up back in a spreadsheet, and someone keeps the two in sync by hand.
A custom CRM costs more up front. Whether it costs more over five years depends on your numbers, so let's look at those.
- Oct 06 09:12Call logged · Asked about rooftop unit noise
- Oct 06 11:40Quote #Q-1042 sent · $2,840
- Oct 03 15:05Photo added · RTU-2 nameplate
- Sep 18 08:30Job scheduled · Spring filter change
What it costs
MVP from $16,000 · expect $16,000–$35,000 for most scopes
Where yours lands depends on a few things: how many systems it has to talk to, how many kinds of user need different permissions, how messy the data migration is, how many reports you need, and whether people use it on phones out in the field.
It starts with a discovery sprint: $1,500 fixed, 5–8 business days, credited in full if the build starts within 60 days. That's how the price becomes fixed instead of hopeful.
Prices updated October 2026
Starting prices. The final price is set in a written proposal.
How long
Discovery takes 5–8 business days. An MVP usually takes 8–16 weeks after that. The proposal gives you a timeline for your build. It's an estimate, and it depends on feedback and access as much as on me.
What's usually in the first version
- A pipeline or jobs board with your stages, not someone else's
- Customer records with history: calls, quotes, jobs, files, notes
- Quotes and invoices, or a hand-off to your accounting tool
- Roles and permissions, so the office sees what the office needs
- Search and filters that match how people actually look things up
- A CSV import of your current spreadsheet
- An audit trail of who changed what
- Backups, and admin docs for whoever runs it next
What I'll need from you
Your current spreadsheets, warts and all. A walk-through of a real week: where a lead comes in, who touches it, where it goes wrong. One person who decides. The list of tools it has to talk to. And an hour or two for the midpoint review, which is where anything that looked right on paper and isn't shows up.
What I'd build it with
Laravel (PHP) with MySQL or PostgreSQL, and React where the screens need it, or plain server-rendered pages where they don't. It's hosted on a server or managed platform you pay for. None of this is exotic, and that's deliberate: it's widely known, cheap to run, and your next developer will be able to read it.
- Oct 06 09:12Call logged · Asked about rooftop unit noise
- Oct 06 11:40Quote #Q-1042 sent · $2,840
- Oct 03 15:05Photo added · RTU-2 nameplate
- Sep 18 08:30Job scheduled · Spring filter change
- Sep 02 16:22Invoice #4471 paid · $385
- Sep 02 14:10Invoice #4471 sent · $385
- RTU-2 compressor diagnosis
- Quarterly filter change
The 5-year math
This isn't a claim. It's the sum I'd do with you on the intro call, using your numbers, not mine.
Subscription: seats × price per seat per month × 60, plus add-ons, plus the hours someone spends on admin and workarounds.Custom: build price, plus hosting, plus a care plan if you want one, × 60 months, plus any changes you add later.
Try it with your numbers
Starts at 16,000. Use the top of your estimator range if you have one.
An illustration using the numbers you typed. It leaves out admin time, price increases and growth, and it isn't a quote.
When I'd tell you not to build one
If you're a team of three and a $15-a-month tool does the job, keep it. If your process is still changing every week, wait until it settles; software sets things in concrete. And if the problem is really one annoying copy-paste, an automation for $1,800 might fix it.
CRM questions
Can you import our spreadsheet?
Who hosts it, and what does that cost each month?
Can it connect to QuickBooks?
What if we need changes after launch?
Can staff use it on a phone?
Related sample
Field-service CRM
A concept CRM for a fictional 12-person heating and plumbing company. Pipeline, records, quotes, a tech schedule and a QuickBooks sync.
See the sample
Tell me about the spreadsheet
The one everyone's afraid to sort. That's usually where a CRM starts.