Custom CRMs · Built around how you work

Custom CRMs, built around how you work

Your leads, clients and follow-ups in one place.

Off-the-shelf tools make you work their way. We build the admin around yours: the pipeline you actually run, the records you need, the emails you send and the people you hire. Your data stays yours, and you can export it any time.

  • Task Force BuildsA lead pipeline, client records, email campaigns and job postings in one admin, with a written guide
  • Skyway FriendsJacob’s own organization: members, events with waitlists, scheduled broadcasts and volunteer tracking

01 / What it does

One admin for the work you already do.

  • Lead pipelineA board from new to contacted, proposal sent, in progress and completed, with notes on every lead
  • Client recordsLeads become client records that keep where they came from
  • Email campaignsTo clients, leads or both, with templates and a newsletter composer
  • Hiring and applicationsJob postings and their applications, in the same admin
  • Members and eventsMembers with search, quick-add and welcome emails; events with guests, capacity caps and a waitlist
  • Volunteers and an audit logEach organizer gets a page and a QR code, with a live leaderboard

02 / The work

Two admins, built for two different jobs.

  • Task Force BuildsA lead pipeline, client records, email campaigns and job postings in one admin, with a written guide
  • Skyway FriendsJacob’s own organization: members, events with waitlists, scheduled broadcasts and volunteer tracking

03 / Questions

Four things people ask first.

Why not use an off-the-shelf CRM?
If one fits how you work, use it. A custom one makes sense when you’re bending the way you work around a tool, or juggling three of them.
Can it take in the leads from my website?
Yes. Your site’s inquiries can go straight into it. On Task Force Builds, every new inquiry emails the owner and sends the lead an auto-reply.
Will my team know how to use it?
It’s built around the way they already work, and it can come with a written guide. Task Force Builds’ admin did.
Can I get my data out?
Yes. Your data is yours, and you can export it any time.

Next step

Tell us how you work. We’ll build around it.

Thirty minutes with the person who builds it: what you need, what we’d build, and what it would do for you.

Where next

Seven places, one map. Pick one.

Get started today with a 30-minute consultation.

Let's talk
Open·CivLet's talk