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Custom CRM
Trade your expensive CRM subscription for a more capable and dramatically less expensive custom one that you own.
Combine Lead and Customer tracking into one system that tracks conversation data from the channels you already use. Lead and customer summaries are generated. Appointments and promises are recorded. A generated daily digest then shows who needs attention and when. All automatically.
Sound familiar?
- Customer history lives in texts, DMs, email, and someone's head.
- You reread old threads before every call.
- Follow-ups get missed when things get busy.
What the system handles
- Rereading old threads before every call
- Hunting for notes across apps and inboxes
- Tracking who's due for follow-up
What your people get back to
Better conversations with the customers you already have.
What you get
- Conversation capture from the channels your business actually uses
- A current AI summary for each customer
- Appointments and follow-ups pulled out automatically
- A daily digest combining notes, documents, and recent conversations
- Scheduling gap alerts and automatic backups
How it works
- AssessMap every channel customers use to reach you and where notes live today.
- BuildConnect those channels, set up customer summaries, and schedule the daily digest.
- MeasureTrack call preparation time and missed follow-ups.
- AdjustTune what the summaries capture and what the digest flags.
Built and running in a real business
My coaching clients reach me through Instagram, text, WhatsApp, and email. I built a browser extension that captures those conversations, keeps a summary for every client, pulls scheduled calls into one list, and backs everything up automatically. A separate script produces a daily report combining plan changes, notes, and each client's latest conversation, and another flags scheduling gaps against my calendar.
Nick Orange, founder
A good fit for
Businesses that want to save money by using custom software instead of expensive off-the-shelf products.
Businesses where a wide range of different conversations and relationships run through multiple platforms: texts, slack, DMs, and email.
Questions owners ask
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Every build starts with a written plan for what's stored, who can access it, and how long it's kept. Health, legal, and financial businesses get a compliance review before any customer data is touched.
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That depends on what each platform allows. Official integrations are used wherever they exist.
Where are your people's hours going?
Start with a Business Insight Sprint and find the repetitive work worth handing to a system.