Build a Custom CRM Like Salesforce, Without the Salesforce Price Tag
Get a scalable, secure, and fully-owned CRM platform tailored to your exact business
processes.
Stop paying per-user fees and start investing in an asset that grows with you.
Why Build a Custom CRM? The Strategic Advantage.
Moving beyond off-the-shelf solutions isn't just about cost savings. It's about building a strategic asset that aligns perfectly with your business, giving you an unmatched competitive edge.
Own Your Asset, Don't Rent It
Stop pouring money into perpetual Salesforce licenses. A custom CRM is a one-time investment in a company asset you own forever. This translates to a significantly lower Total Cost of Ownership (TCO) over time.
AI-Powered Workflow Automation
We don't just replicate features; we build intelligent workflows. Our AI-enabled approach automates manual tasks, provides predictive insights, and empowers your team to focus on high-value activities, not data entry.
Fixed Cost, Infinite Users
Your growth shouldn't be penalized. Unlike Salesforce's per-user pricing model, your custom CRM supports unlimited users without any increase in cost. Scale your team with confidence and predictable budgeting.
Enterprise-Grade Security
Your customer data is your most valuable asset. We build your CRM with security at its core, adhering to SOC 2 and ISO 27001 standards. You control your data, your security protocols, and your compliance destiny.
Rapid MVP Launch
Get to market faster. Our agile methodology and pre-built foundational modules allow us to launch a powerful Minimum Viable Product (MVP) in as little as 12-16 weeks, delivering immediate value to your team.
Seamless System Integration
A CRM shouldn't be an island. We specialize in complex integrations, connecting your new CRM seamlessly with your existing ERP, marketing automation, accounting, and other critical business systems for a single source of truth.
20+ Years of Proven Experience
Since 2003, we've delivered over 3000 successful projects. We bring decades of enterprise software experience to your project, ensuring a smooth process and a robust, scalable final product.
CMMI Level 5 Process Maturity
Our CMMI Level 5 appraisal signifies the highest level of process optimization. This means predictable outcomes, fewer defects, and a more efficient, transparent development lifecycle for your project.
100% In-House Expert Team
We never outsource your project. Your CRM will be built by our dedicated, full-time team of vetted architects, developers, and QA engineers, ensuring consistent quality, communication, and accountability.
Your CRM, Your Features: Build What You Need
Start with a powerful core and expand with advanced modules and integrations. We build your platform to be exactly what your business requires—no bloat, no unused features, just pure efficiency.
Sales Force Automation
Equip your sales team with tools that streamline their entire process, from lead to close.
- Customizable sales pipelines and stages.
- Contact, account, and opportunity management.
- Automated task and activity tracking.
Marketing Automation
Nurture leads and engage customers with powerful, integrated marketing tools.
- Email campaign management and automation.
- Lead scoring and grading based on custom rules.
- Landing page and form builders.
Customer Service & Support
Deliver exceptional support with a unified view of every customer interaction.
- Integrated ticketing and case management system.
- Knowledge base and self-service portal creation.
- Service Level Agreement (SLA) tracking.
Advanced Analytics & Reporting
Make data-driven decisions with dashboards and reports tailored to your KPIs.
- Drag-and-drop custom report builder.
- Real-time, role-based dashboards.
- Sales forecasting and trend analysis.
Mobile CRM Access
Empower your team to work from anywhere with a fully-featured mobile application.
- Native iOS and Android application development.
- Offline data access and synchronization.
- Push notifications for important updates.
Quote & Invoice Management
Streamline your sales-to-finance process directly within your CRM.
- Custom quote and proposal generation.
- Integration with accounting systems like QuickBooks or Xero.
- Automated invoice creation from closed deals.
AI-Powered Lead Scoring
Automatically prioritize your best leads using machine learning models trained on your data.
- Identifies leads most likely to convert.
- Continuously learns and adapts from sales outcomes.
- Frees up sales reps to focus on high-potential opportunities.
Intelligent Workflow Automation
Go beyond simple triggers. Build complex, multi-step automations that handle routine business processes.
- Automate approvals, data enrichment, and follow-ups.
- Visual workflow builder for easy process mapping.
- Reduce manual errors and increase operational efficiency.
Predictive Sales Forecasting
Leverage historical data and AI to generate more accurate and reliable sales forecasts.
- Analyzes pipeline health and deal velocity.
- Identifies deals at risk and suggests interventions.
- Provides data-backed confidence levels for forecasts.
Conversational AI & Chatbots
Engage website visitors 24/7, qualify leads, and schedule meetings automatically.
- Seamless integration with your website and CRM data.
- Natural Language Processing for human-like conversations.
- Automatically create new leads and log conversations.
Custom API Development
Build a robust API layer to connect your CRM with any other application, internal or external.
- Secure, well-documented RESTful APIs.
- Enable custom integrations and future extensibility.
- Full control over data access and permissions.
Third-Party System Integration
Create a unified tech stack by connecting your CRM to the tools you already use and love.
- ERP (SAP, Oracle), Accounting (QuickBooks, Xero).
- Email & Calendar (Office 365, Google Workspace).
- E-commerce platforms (Shopify, Magento).
Data Migration & Cleansing
Ensure a smooth transition from your old system with our expert data migration services.
- Securely migrate data from Salesforce, HubSpot, or legacy systems.
- Data de-duplication, cleansing, and validation.
- Zero downtime and guaranteed data integrity.
Ongoing Support & Evolution
Your CRM is a living asset. We provide continuous support and development to ensure it grows with your business.
- Dedicated support plans with guaranteed response times.
- Proactive security monitoring and performance tuning.
- Phased development for new features and modules.
Salesforce vs. Custom Build: A Clear Comparison
Understand the key differences in ownership, flexibility, and long-term value to make the right strategic choice for your business.
| Feature | Salesforce | CIS Custom CRM |
|---|---|---|
| Total Cost of Ownership (TCO) | High & Recurring (Per-user/month fees) | Lower (One-time build cost + optional support) |
| Customization | Limited to platform constraints | Unlimited, tailored to your exact workflow |
| Scalability | Cost increases with every new user | Unlimited users with no extra cost |
| Data Ownership & Control | Hosted on Salesforce servers | You own and control your data completely |
| Feature Set | Often includes unused, bloated features | Lean, efficient, and built for your needs |
| Integration | Reliant on AppExchange or costly custom work | Built to integrate seamlessly with your stack |
| Competitive Advantage | Using the same tool as your competitors | A unique asset that supports your unique process |
| Final Verdict | A powerful but expensive rental | A strategic, long-term asset |
Estimate Your Custom CRM Development Cost
This interactive calculator provides a preliminary estimate based on common project scopes. For a detailed, fixed-price quote, please contact our solution architects.
Enterprise-Grade Technology Stack
We build your custom CRM on a foundation of modern, scalable, and secure technologies to ensure long-term performance and reliability.
From Concept to Reality: Our Success Stories
We've helped businesses across industries break free from off-the-shelf limitations and build CRM platforms that drive real growth.
FinTech Startup Automates Complex Underwriting with a Custom CRM
Client Overview: A fast-growing FinTech lender was struggling to manage their complex loan origination and underwriting process using a combination of spreadsheets and a generic CRM. The process was slow, error-prone, and couldn't scale with their business.
Our Solution: We designed and built a custom CRM from the ground up, focused on automating their unique workflow. The platform included custom modules for document collection, compliance verification, and an AI-powered risk assessment engine that integrated with third-party credit bureaus.
"CIS didn't just build software; they built a core part of our business. Our loan processing time has been cut in half, and our underwriters can now handle double the volume. It's been a complete game-changer."
- Michael Harper, COO, FinSecure CapitalMid-Market Manufacturer Replaces Salesforce for Seamless ERP Integration
Client Overview: A manufacturer with a complex supply chain was paying exorbitant Salesforce fees but still couldn't get a unified view of their customers and inventory. Their sales team had no visibility into production schedules, leading to inaccurate delivery estimates and frustrated customers.
Our Solution: We developed a custom CRM with a deep, two-way integration into their existing SAP ERP system. The new platform provided the sales team with real-time inventory levels, production status, and shipping information directly within the customer account view.
"We were drowning in data silos. CIS built the bridge between our sales and operations teams. Now, everyone is working from a single source of truth, and our quote accuracy has improved dramatically. We're saving over $150k annually on licensing fees alone."
- Emily Snow, VP of Operations, Precision Parts Inc.Healthcare Network Enhances Patient Engagement with HIPAA-Compliant CRM
Client Overview: A multi-location clinic network needed a centralized system to manage patient relationships, appointments, and communications while adhering to strict HIPAA regulations. Off-the-shelf solutions were either not compliant or too rigid for their patient care workflows.
Our Solution: We engineered a secure, HIPAA-compliant patient relationship management (PRM) platform. The system featured encrypted communications, role-based access controls, a patient portal for appointment scheduling, and automated follow-up reminders, all logged in a secure audit trail.
"Patient data security is our top priority, and CIS understood that from day one. They built a platform that is not only incredibly secure but also so intuitive that our staff adopted it immediately. Our patient no-show rate has dropped by over 30%."
- Dr. Anna Hudson, Medical Director, HealthFirst ClinicsWhat Our Clients Say
We pride ourselves on building long-term partnerships. Here's what our clients think about our work.
"The custom CRM CIS built for us is the backbone of our sales organization. It's intuitive, fast, and has every feature we need without the clutter. The ROI was clear within the first six months."
"As a CTO, I was impressed by their technical expertise and commitment to security. They delivered a scalable, well-documented platform on AWS that our internal team could easily build upon. True professionals."
"We were hesitant to move away from a big-name CRM, but it was the best decision we ever made. CIS understood our unique business logic and built a system that has tangibly increased our team's productivity."
"The data migration process was flawless. The CIS team handled our sensitive data with extreme care and ensured there was zero disruption to our operations during the transition. Highly recommended."
"Their AI lead scoring module is incredibly accurate. It's allowed our sales team to focus their efforts effectively, leading to a 25% increase in our conversion rate from qualified leads."
"The level of communication and project management was top-notch. We always knew the status of our project, and they were incredibly responsive to feedback. It felt like a true partnership."
Frequently Asked Questions
Clear answers to common questions about building a custom CRM with CIS.
While the initial investment for a custom build is higher, the long-term Total Cost of Ownership (TCO) is often significantly lower. Salesforce charges high, recurring per-user fees that scale with your team. A custom CRM is a one-time capital expenditure. For a team of 50 on a typical Salesforce Enterprise plan, you could be paying over $90,000 every year. A custom build can often pay for itself in 2-3 years, after which it becomes a cost-free asset.
The timeline depends on complexity, but we specialize in rapid delivery. We can typically launch a core, functional Minimum Viable Product (MVP) with key features like contact and deal management in just 12-16 weeks. More complex features, AI modules, and integrations are then rolled out in subsequent phases, allowing you to get value quickly and evolve the platform over time.
We offer flexible and comprehensive support and maintenance packages. This includes bug fixes, security patches, performance monitoring, and regular updates. We also provide retainer-based agreements for ongoing feature development and enhancements, ensuring your CRM evolves with your business needs. You get a dedicated team that knows your system inside and out.
Security is paramount in our development process. We are a SOC 2 and ISO 27001 certified company. We implement security best practices at every stage, including data encryption at rest and in transit, role-based access control, regular security audits, and secure coding practices (OWASP Top 10). For industries like healthcare and finance, we build to specific compliance standards like HIPAA and PCI DSS.
Absolutely. This is one of the primary advantages of a custom build. We specialize in creating seamless, two-way integrations with a wide range of systems, including ERPs (SAP, NetSuite), accounting software (QuickBooks, Xero), marketing platforms (HubSpot, Marketo), communication tools (Slack, Office 365), and any other software with an available API.
Three key things: Our verifiable process maturity (CMMI Level 5), our 100% in-house team of over 1000 experts, and our AI-first approach. We don't just write code; we architect enterprise solutions. Our mature processes reduce risk and ensure predictable outcomes. Our large, dedicated team provides a depth of expertise you won't find in smaller shops. And our focus on AI means we build systems that are not just functional, but intelligent.
Ready to Own Your Growth Engine?
Let's discuss how a custom CRM can transform your business. Schedule a free, no-obligation consultation with our solution architects to get a detailed proposal and a fixed-price quote.
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