Diagnostic
A 30-minute call on how prospects arrive today and where they get lost. You leave with a written scope and a fixed price within 48 hours.
Custom CRM implementation, built around how you actually sell.
Most CRMs fail because they force your team into someone else's process. We build the pipeline around yours: how prospects arrive, who owns each stage, and what has to happen before a deal moves.
What the implementation includes.
You get a working commercial CRM on your own domain: a pipeline that matches your stages, an owner for every opportunity, the full history of every conversation, and forms that land in the CRM instead of an inbox.
- Conversion website (up to 10 pages) on your domain
- Pipeline, stages and owners that mirror your real process
- Forms and inbox wired into the CRM
- Contact and history migration
- AI prospecting agent that qualifies before a human steps in
- One training session plus 30 days of tuning
From chat chaos to an ordered pipeline.
When leads arrive through WhatsApp, email, Instagram and referrals, nobody knows what was promised to whom. The CRM puts every conversation in one place, tied to a company and an owner, with the next step written down. Nothing depends on someone remembering.
This is not about control. It is about not losing the fourth follow-up because the first three happened on a phone that is now in a drawer.
The CRM organizes; selling stays human.
A CRM does not close deals. It removes the reasons a deal dies silently: no follow-up, no owner, no next step, no idea what happened last time. Your team keeps selling; the system makes sure the ground does not move under them.
That distinction matters when you evaluate tools. If you expect software to sell, no CRM will satisfy you. If what you want is that nothing falls through the cracks, this is exactly the tool.
What you will be able to measure.
Once every opportunity lives in one place, the questions that used to be arguments become numbers: how many opportunities are open, at which stage they die, how long a deal takes from first contact to signature, and who is actually following up.
- Open pipeline by stage and by owner
- Conversion rate between stages
- Average time to first response
- Aging of stalled opportunities
- Origin of the deals that actually close
Two frequent needs.
Teams usually start from one of two places: leads that arrive on WhatsApp and die there, or small sales teams that need structure without enterprise overhead. We have a dedicated page for each.
- WhatsApp connected to the CRM so conversations become pipeline
- A CRM sized and priced for small and mid-size teams
Custom CRM vs a per-user license.
Per-user tools charge you more every time you hire, and you rent the software forever. With a custom CRM you pay once, the system is yours, and adding a user costs nothing. From year two you only cover an annual fee for server, backups, support and maintenance.
Over three years the arithmetic is not close, especially for a team that plans to grow. And you are not exposed to a price increase decided by someone else.
Connected to what you already use.
We integrate what you keep: your website, your email, your accounting or an existing tool that works. The CRM becomes the center where the commercial truth lives, not one more island to check.
Pricing.
The CRM is part of the NEOS tiers: Launch from $7,500 USD, Growth from $12,000 and Scale from $16,000. Year-one annual fee is included in the one-time payment; from year two it covers server, backups, support and maintenance. There is no monthly rent for the system.
Eight signs you already need it.
- Leads arrive in more than two places and nobody owns them
- You cannot say how many opportunities are open today
- Follow-up depends on memory or a personal phone
- Two people contact the same prospect without knowing
- You do not know which stage loses the most deals
- Reporting means exporting a spreadsheet every month
- New hires take weeks to understand the pipeline
- Your best salesperson is also your database
What the CRM does not replace.
A CRM does not replace a sales process that nobody has defined, and it does not fix a product the market does not want. If your team cannot agree on what qualifies a prospect, the first part of the diagnostic is that conversation, not a configuration screen.
It also does not replace a commercial conversation. The system makes sure the right person talks to the right prospect at the right time; what is said in that conversation is still your team's job.
CRM today, ERP tomorrow.
Most companies start with the commercial side because that is where the money leaks fastest: leads with no owner, follow-ups forgotten, pipeline nobody can see. Once the pipeline is stable, the same platform can absorb the operational side — inventory, purchasing, invoicing — without a second project.
- Start with the pipeline and the agent
- Add inventory and invoicing as modules
- Keep one record per customer across both
- No migration when the operation grows
How we work with your team.
We do not hand over a manual and disappear. During the first month we sit in your weekly review, watch where the team hesitates, and adjust the pipeline to how they actually work. That is the difference between a CRM that gets used and one that becomes an empty form your salespeople resent.
If someone on the team is resisting the system, the fix is usually a field to remove, not a training session to add. We treat adoption as part of the delivery, not as something that happens after it.
Common objections, answered.
The first is usually cost: a custom build sounds more expensive than a cheap per-user tool. Over three years, with a growing team, it usually costs less — and you end up owning the system instead of renting it. The second is time: people fear a project that consumes their quarter, which is why we deliver visible software every two weeks. The third is adoption: the honest answer is that a CRM only works if the pipeline matches how your team already sells, which is exactly why we start there.
How implementation works.
Pipeline design
We model your real stages, owners and rules. Not a template: the stages you already use, written down and made explicit.
Build and connect
Forms, inbox, WhatsApp and your website wired into the same record. We migrate contacts and open opportunities.
Migration and training
Your contacts come across with their history. One training session, and 30 days of tuning while the team works.
Run and adjust
We watch where the team hesitates and adjust the pipeline. After 30 days the system is yours to operate.
Custom CRM vs. per-user SaaS.
| Design X AI (custom) | Per-user SaaS | |
|---|---|---|
| Pricing model | One-time payment, plus an annual fee from year two | Monthly subscription, per user, forever |
| Cost of hiring | Adding a user costs nothing | Every headcount adds a seat |
| Process fit | Built around your stages and rules | You adapt to the vendor's workflow |
| Data ownership | Your database, exportable at any time | Your records live in the vendor's cloud |
| Customization | Changes are part of the project | Requests go to a roadmap you do not control |
| AI agent | Qualifies and books inside your pipeline | Usually a paid add-on or a separate tool |
| Exit | You keep the code and the data | You migrate out or start over |
Before you decide.
How much does a custom CRM cost?
NEOS tiers start at $7,500 USD (Launch), then $12,000 (Growth), $16,000 (Scale) and $22,000+ (Enterprise). It is a one-time payment, not a monthly license.
Do you charge per user?
No. The system is yours; adding users later costs nothing. From year two you only pay the annual fee.
How long does implementation take?
Typically four to eight weeks from the approved scope, including migration and one training session.
Can we migrate our current data?
Yes. We migrate contacts, companies and open opportunities from spreadsheets or your current CRM as part of the scope.
Does it work with WhatsApp?
Yes. WhatsApp wiring and the full AI agent are included from the Growth tier; Launch covers the CRM, pipeline and forms.
Is there a monthly fee?
No. The system is paid once. From year two the annual fee covers server, backups, support and maintenance. Only social media is an optional monthly service.
What happens if we want to leave?
You keep the code and the data. There is no lock-in and no migration project to escape us.
Do you promise more sales?
No. We deliver a system that stops leads from being lost. Results depend on your offer, your pricing and your team's follow-through.
Get a written scope in 48 hours.
Tell us how prospects currently arrive and where they get lost. We return a fixed-scope proposal with no commitment.