A CRM built around how you sell, that you own outright.

It gets scoped on its own every time, because the honest answer depends on how your team sells, how much data has to move, and what else the CRM has to talk to. After a strategy call you get a written scope naming every deliverable and what it costs. There's no package, and no starting-at figure that turns out to mean something else.

Yes. We export everything the platform lets you export (contacts, companies, deals, notes, activities, and attachments where they come out at all), map every field to its new home in a document you sign off before anything moves, and merge the duplicates on the way. The source export is kept as a rollback. And we don't delete anything from the old system until you've confirmed the new one is right.

Yes. Microsoft 365 and Google Workspace both expose APIs for mail and calendar. Sent and received email lands on the contact record, meetings show up on the deal, and nobody's forwarding or logging any of it by hand. Outbound email goes out under your own domain.

Yes. Everything we build is mobile-responsive and installs on a phone as a progressive web app, so a rep can check a contact, update a deal or send a quote from a parking lot before the meeting. The screens that matter in the field are built for a thumb. Everything they don't need out there stays out of the way.

We know all three well. We were a partner to the Zoho and monday.com programs for years and ran the implementations, and we've worked with Pipedrive inside a client's project system without ever carrying a badge for it. Then we canceled those partnerships, because a CRM built for every business at once will always ask yours to bend. If one of them genuinely fits you, we'll say so on the call and point you at it. The platform pages here say plainly where each one is right and where it falls over.

That gets decided in discovery, long before launch. Reps abandon a CRM when it asks for data that doesn't help them sell, or when logging a deal takes more clicks than the spreadsheet they were already using. So the build starts from what a rep does in a day. The screens stay short, and the fields that exist only to satisfy a report get filled in automatically or dropped. During the beta there's a feedback tool inside the app itself, which is how we catch the screen that confuses somebody before not using it turns into a habit.

Yes, and that's usually why a company outgrows an off-the-shelf CRM in the first place. Tiered pricing, volume breaks, option dependencies, margin floors, regional variations, approval thresholds for anything unusual. All of it lives inside the quote rather than in a spreadsheet beside it. The quote your customer signs comes out of the same rules, so the number in the CRM, the number on the document and the number on the invoice are one number.

Both come out of the same data as the pipeline, and there's no export step in between. The system holds your real stages and your real definition of a qualified deal, so a forecast rests on what your team means by committed instead of a probability field somebody guessed at. Leadership gets a dashboard. Sales managers get the list behind every number on it, so when somebody doubts a figure they can click it open.

No. Your email history lives in Microsoft 365 or Google Workspace, and the CRM was only ever showing you a copy of it. A new system connects to the same mailbox through the same APIs and rebuilds the link to the contact and the deal. What doesn't come across from most CRMs is sequences, templates and lead scoring rules. Those have no clean export, so they get rebuilt, and we tell you which is which before you commit.

Through the same APIs a platform would use. The difference is that you own both ends. Accounting goes to QuickBooks Online, payments to Stripe, e-commerce to Shopify, and the operations side of the business connects to whatever runs the work. Because the CRM is yours, an integration doesn't have to fit inside a vendor marketplace or an add-on tier. It also doesn't stop working the month your subscription level changes.