Custom pipelines
Match your real sales process — not whatever HubSpot/Salesforce thinks you should do.
Custom CRM systems
A CRM that fits your business.
Stop bending your workflow around someone else's CRM. We build custom pipelines, contact management, automations, and reports — exactly the way you actually run sales.
- Built around your pipeline
- No per-seat pricing forever
- Integrates with your tools
- You own the data
What's included.
Smart automations
Auto-create tasks, send follow-ups, route hot leads, trigger when a deal goes stale.
AI assistant built in
AI summarizes calls, drafts follow-up emails, flags risk, suggests next steps.
Integrations
Gmail/Outlook, calendar, phone (Twilio/Aircall), Slack, Zapier, your accounting system.
Reports your way
Custom dashboards for revenue, pipeline velocity, rep performance, cohorts, forecasts.
Mobile-ready
Full-feature on phone & tablet — your team logs activity from the road.
Questions, answered.
Can't find what you need? Email shaun@phantomconsulting.net.
Why not just use HubSpot/Salesforce?+
If they fit, use them. We build custom CRMs when your process is unusual, per-seat costs are out of control, you have unique data models, or you've outgrown a generic tool.
Can we migrate from an existing CRM?+
Yes — we've migrated from HubSpot, Salesforce, Pipedrive, Airtable, spreadsheets, and homegrown systems. Data, history, automations.
Cost?+
Custom CRMs range $25,000–$80,000 depending on complexity. Pays back vs. enterprise CRM seats within 18–24 months for teams of 10+.
Outgrown your CRM? Let's talk.
We'll audit your current setup, identify the friction, and outline what a custom build would look like.
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