Build Your Custom CRM
Select the features you need. We'll automatically bundle them into the most cost-effective tier.
Your Foundation CRM
Every build starts with 10 core sales-ready features included.
Contacts & Leads
Add unlimited custom data fields to contact and deal records
Log calls, meetings, and notes per contact with timestamps
Embeddable web form that auto-creates leads in the CRM
Bulk import contacts via CSV; export full contact list
Link contacts to a parent company record; company profile page
Flags duplicate contacts on creation; merge duplicates
Score leads 1–100 based on custom rules (activity, fields, tags)
Pipeline & Deals
Rename, reorder, add/remove pipeline stages at any time post-setup
Required "reason" field when marking a deal as lost; lost-reason report
Separate pipelines for different products, teams, or processes
Assign win probability per stage; revenue forecast view
Tasks & Activities
Email and browser reminders for upcoming tasks
Auto-log all emails, calls, and notes per contact and deal
Monthly/weekly view of all tasks and activities
Set tasks to repeat daily, weekly, or monthly
Log call outcomes (answered, voicemail, callback needed)
Shareable booking link; syncs with Google/Outlook calendar
Email & Communication
Saved reusable email templates with merge fields
2-way sync: send/receive Gmail inside CRM; auto-log emails
2-way sync: send/receive Outlook inside CRM; auto-log emails
See when a contact opens or clicks links in sent emails
Reporting & Dashboards
Deals won/lost, revenue by period, conversion rate
Calls made, emails sent, tasks completed per rep/period
Deals by stage, average deal size, time-in-stage
Set monthly/quarterly revenue or activity targets; progress bar
Team ranking by deals closed or revenue (for multi-user teams)
User Roles & Permissions
Add team members, each with their own login
Roles: Admin, Sales Rep, Viewer — controls what each can see/do
Assign leads and deals to specific team members
Automations & Workflows
Auto-assign leads by rule, auto-create task on stage change
Send email/Slack alert when deal stage changes or task is overdue
Integrations
Post deal and task notifications to a Slack channel
Sync Calendly bookings as activities and leads in CRM
Connect CRM to 1000+ apps via Zapier or Make webhooks
Data & Compliance
Attach files (PDF, images) to any contact, deal, or note
Data export per contact, right-to-delete, consent timestamp logging
Build Summary
Foundation (10 Core Features) + 0 Custom Features
One-time Setup Fee
$1,500
Select at least 3 features to unlock the Starter Tier pricing.