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ServicesCustom CRM

A system built the way the shop already works.

A scoped build around your own stages, fields, and roles: contacts, jobs or deals, a daily board, and the integrations named in the quote. You own the system and the data.

Start a projectWhat is included
Jobs board, today
  • Quote requestedYour stage one3 open
  • ScheduledCrew assigned5 this week
  • On the jobIn progress2 today
  • InvoicedSent to QuickBooksSynced
Illustration. Not client data.

What it ends

The software was built for somebody else's business.

  1. The stages are not yours.

    Lead, qualified, proposal, closed. None of that is how a job moves through your shop, so nobody updates it.

  2. The board lives on a wall.

    The whiteboard works until someone is out, a photo of it is a week old, or two people need it from two places.

  3. You rent your own records.

    Years of customers and jobs sit in a tool that raises its price and makes it hard to leave.

How it runs

Custom CRM

  1. Scoped around the work

    We write down your stages, fields, and roles as they are today, and quote the build against that.

  2. Built and connected

    Contacts, jobs or deals, and a daily board, connected to what the quote names: often a form, email, or QuickBooks.

  3. Kept running

    A monthly care plan covers hosting, fixes, and small improvements as the shop changes.

The promise

A jobs and client system that works the way the shop already works. Not another generic pipeline they will ignore.

What is included

  • A scoped build around your stages, fields, and roles
  • Contacts, and jobs or deals
  • A daily board
  • The integrations named in the quote, often a form, email, or QuickBooks
  • Ownership of the system and the data
  • A monthly care plan: hosting, fixes, and small improvements

What it is not

This is not a six-figure enterprise CRM, and it is not a replacement for ISN or OpenInvoice.

A good fit when

A shop that has tried a packaged CRM, watched the crew ignore it, and still runs on a whiteboard and a spreadsheet.

Start a projectBook a call
Price
From $7,500 setup, quoted by scope, then from $697 a month. Quoted by scope after a working conversation, and confirmed on a written proposal. Setup is half to start and half on delivery. The monthly plan begins at handoff.
Timeline
About 21 to 42 days, depending on scope.

How we price

Questions

Custom CRM, answered plainly.

Start a project
What is a Custom CRM from Innerstand?

A jobs and client system built around the way your shop already works: your stages, your fields, and your roles. It holds contacts and jobs or deals, shows a daily board, and connects to the tools named in your quote.

What is included?

A scoped build, contacts, jobs or deals, a daily board, the integrations named in the quote (often a form, email, or QuickBooks), and a monthly care plan for hosting, fixes, and small improvements. You own the system and the data.

How much does a custom CRM cost?

A Custom CRM starts at $7,500 for setup and is quoted by scope, then from $697 a month for care. The figure for your shop is confirmed on a written proposal.

How long does it take?

About 21 to 42 days, depending on how many stages, roles, and integrations are in scope.

What do you need from us?

An hour or two to walk us through how a job moves from first call to paid, an export of your current customers and jobs if you have one, and one person who will be the day-to-day owner of the system.

What does it not do?

It is not a six-figure enterprise CRM and it does not replace ISN or OpenInvoice. If the problem is wider than jobs and clients, a Custom Overhaul is the better conversation.