# Custom CRM

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

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.

## What it ends

- **The stages are not yours.** Lead, qualified, proposal, closed. None of that is how a job moves through your shop, so nobody updates it.
- **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.
- **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

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.

## 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.

## 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.

## Questions

### 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.

## Often built alongside

- [Custom Overhaul](https://innerstand.agency/services/custom-overhaul): One staged rebuild of the site, intake, jobs board, and the automations between them. Quoted, not packaged. Quoted. Stage 1 is typically $15,000 to $75,000, then $1,500 to $3,000 a month.
- [Ticket to Cash](https://innerstand.agency/services/ticket-to-cash): A signed field ticket becomes a QuickBooks invoice the same day, and the invoice gets followed until it is paid. From $9,500 setup, then $1,797 a month.
- [First Response](https://innerstand.agency/services/first-response): Every new lead from a form, Google, or a missed call gets a text in about a minute and lands in one simple pipeline. From $1,500 setup, then $497 a month.

## How to start

Tell us about the business at [innerstand.agency/start](https://innerstand.agency/start), or email brian@innerstand.agency. Brian Rivera, the founder, replies himself. A one-page written scope follows the first conversation.

Source: https://innerstand.agency/services/custom-crm. Prices as of 13 November 2026.
