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Your customers and numbers in one clear place.

A CRM or dashboard shaped around your team: every customer, deal, order and follow-up in one place, with reports that update themselves.

Get a free quote
  • Free first call
  • Clear quote first
  • 100% yours

What it is

What is a CRM?

A CRM (customer relationship management) system keeps all your customers, conversations, deals and follow-ups in one place. A business dashboard shows your key numbers, like sales, leads and orders, updated automatically, so you can make decisions quickly.

Good for: Real estate, Wholesalers, Agencies, Training centers.

How it helps

  • Fewer lost leads

    Customers and follow-ups are tracked in one place.

  • Numbers at a glance

    Your key numbers on one screen.

  • Fits your team

    Built around how you already work.

What you get

What we set up for you.

We go through this list together on the free call and leave out anything you don't need.

Ideas

Where it pays off.

Ideas, not case studies. Your version is planned around how your business actually runs.

How it works

How a project usually goes.

You see it working before it goes live, and nothing launches without your OK.

  1. Step 1

    We map your customers, data and reports

  2. Step 2

    We design simple screens with your team

  3. Step 3

    We build, import your data and test

  4. Step 4

    We launch, train your team and support you

Our work

Similar work we have done.

Forge AI · free

See how CRM & Dashboards would work for your business.

Tell us your type of business. Forge AI drafts a simple plan in seconds: what we'd build and the steps.

Or ask Forge AI a question

FAQ

Questions people usually ask.

Why not just use HubSpot or Salesforce?

Those are great for many teams. A custom CRM makes sense when they feel too complex or too expensive, or don't fit your process. We tell you honestly which is better for you.

Can you import my data from spreadsheets?

Yes. We clean and import your existing customers, orders and history.

Can my team use it on their phones?

Yes. It works in any browser on phones, tablets and computers.

Can it connect to my other tools?

Yes. Website forms, email, WhatsApp and accounting tools can send data into it.

How much does a custom CRM or dashboard cost?

It depends on how much data you have, how many people use it and which tools it connects to. We keep prices fair, and you get a clear quote before we start, after a free 30-minute call.

Works well with

Free 30-minute call

Not sure it's right for you yet?

That is what the free call is for. Tell us how your business runs, and we will tell you honestly whether this would help.