Custom CRMs · New York City

A CRM your team actually uses.

A custom CRM is a customer relationship system built around your exact sales process, data and team, rather than a generic template. _1 builds AI-powered CRMs — or automates the one you already have — so calls, emails and meetings are logged automatically, leads are scored and follow-ups are drafted for you.

Starting at: $8,000
Timeline: 3–8 weeks
Based in: New York City
Ownership: 100% yours

Book a free AI audit See pricing

Outcomes

What changes for your business.

01
Zero manual data entry — activity logs itself
02
Every lead scored and routed the moment it arrives
03
Pipeline reporting that is accurate without chasing reps

Use cases

Custom CRMs we build in New York.

Real estate & brokerages

Listings, showings, buyers and landlords in one place with automatic follow-up sequences.

Agencies & consultancies

Leads, proposals, retainers and renewals tracked with AI-written status updates.

Professional services

Intake, conflict checks, engagement letters and billing triggers in a single flow.

Field & home services

Quotes, jobs, crews and invoices synced between office and mobile.

What you get

Deliverables.

Fixed scope, fixed price. Here is what’s included in a typical custom crms engagement.

Typical stack

HubSpot
Salesforce
GoHighLevel
Attio
Supabase
Next.js
OpenAI
Twilio

Pipeline and data-model design workshop
Custom CRM app or configured HubSpot / Salesforce / GoHighLevel
Email, calendar, phone and form integrations
AI lead scoring, call summaries and follow-up drafts
Migration of your existing contacts and deal history
Role-based dashboards for owners, managers and reps

Process

How we deliver.

01 · Week 1
Audit
We map your workflows, tools and data, then rank every AI opportunity by ROI and effort. Free 30-minute call; deeper paid audit optional.
02 · Week 1–2
Blueprint
A fixed-scope plan: what we build, how it connects, the guardrails, the timeline and the price. No surprises.
03 · Week 2–8
Build
We ship in weekly increments you can click, test and give feedback on. Senior engineers review every line.
04 · Go-live
Launch
Staged rollout with monitoring, human approvals where needed and hands-on training for your team.
05 · Ongoing
Optimize
We measure results, tune prompts and models, and add the next highest-value automation.

Industries

Custom CRMs by industry.

Real Estate

Instant lead response · Showing coordination

Law Firms

Intake agent · Document automation

Medical & Dental Practices

AI receptionist · No-show reduction

Restaurants & Hospitality

Reservation agent · Events pipeline

Financial Services

Onboarding automation · Document extraction

Home Services & Contractors

24/7 AI dispatcher · Quote follow-up

E-commerce & Retail

Support agent · Product content

Agencies & Professional Services

Proposal generator · Automated reporting

FAQ

Custom CRMs: common questions.

Can’t find your answer? Ask us directly — a human replies within one business day.

Should I build a custom CRM or use HubSpot or Salesforce?

If your process fits a standard sales pipeline, configuring and automating HubSpot or Salesforce is usually faster and cheaper. A custom CRM makes sense when your workflow is unusual, you are paying for many seats you barely use, or you need deep integration with your own product.

Can you migrate our data from spreadsheets or an old CRM?

Yes. _1 cleans, de-duplicates and migrates contacts, companies, deals and history from spreadsheets or any CRM with an export or API.

Available across New York

Custom CRMs for businesses in New York City, Manhattan, Brooklyn, Queens, The Bronx, Staten Island, Long Island, Westchester, Hudson Valley, Albany, Buffalo, Rochester and Syracuse.

Free AI audit · New York

Plant the first seed.

Book a free 30-minute AI audit. We’ll map the three automations that would save your team the most time — and tell you honestly if AI isn’t the answer.

Book your free audit See pricing

Fixed-scope quotes
You own the code
Reply within 1 business day