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Build Your Own Salesloft: Get a Custom Platform, Ditch the Per-User Fees

Stop forcing your sales team into a one-size-fits-all box. We build AI-powered sales engagement platforms that match your unique process, integrate flawlessly, and scale without punishing your budget.

Custom Sales Engagement Platform An abstract illustration representing a custom software dashboard with charts and user icons, symbolizing a bespoke sales platform. User Engagement Conversion Rate
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Stop Renting Your Sales Process. Start Owning It.

Off-the-shelf platforms like Salesloft lock you into their features, their pricing, and their vision. A custom-built platform puts you in control, creating a proprietary asset that drives a true competitive advantage. Here’s how we deliver a solution that’s unequivocally yours.

Escape Per-User Fees

The biggest hidden cost of SaaS is success. As your team grows, your Salesloft bill skyrockets. We build you a platform with a fixed investment, eliminating recurring license fees and delivering a dramatically lower Total Cost of Ownership (TCO) over time.

Workflow-Native Design

Don't change your winning sales process to fit a rigid tool. We design the software around your team's exact workflow, automating the tedious tasks and amplifying what your reps do best. The result is higher adoption and immediate productivity gains.

Seamless Integration

Your sales platform shouldn't be an island. We build deep, native integrations with your entire tech stack—from Salesforce and HubSpot to internal databases and proprietary tools—creating a single, unified source of truth for your revenue team.

Enterprise-Grade Security

In a multi-tenant SaaS environment, your data lives next to everyone else's. We build your platform in a dedicated, secure cloud environment (AWS, Azure) that you control, adhering to SOC 2 and ISO 27001 standards for ultimate peace of mind.

Launch an MVP in Weeks

Worried about a long, drawn-out development cycle? Our agile, AI-enabled process focuses on launching a Minimum Viable Product (MVP) with your core, must-have features in as little as 12-16 weeks, getting value into your team's hands faster.

Own Your Roadmap

Stop waiting for Salesloft to build the feature you desperately need. With a custom platform, you own the development roadmap. You decide what to build and when, allowing you to innovate and adapt to market changes faster than your competition.

Core Features of Your Custom Sales Engagement Platform

We build platforms with all the power of Salesloft, but tailored to your specific needs. Our modular approach allows you to pick, choose, and customize the features that will have the biggest impact on your revenue.

Multi-Channel Cadences

Build and automate sophisticated sales sequences across email, phone calls, and social media touchpoints.

  • Visual drag-and-drop cadence builder
  • Automated and manual task steps
  • A/B testing for messaging and timing

AI-Powered Email Assistant

Empower reps to write better, more personalized emails in a fraction of the time.

  • Generative AI for email drafting
  • Sentiment and tone analysis
  • Real-time personalization suggestions

Conversation Intelligence

Record, transcribe, and analyze sales calls to uncover coaching opportunities and winning patterns.

  • Automated call recording and transcription
  • Keyword and topic tracking
  • AI-driven call scoring and analysis

Integrated Sales Dialer

Streamline outbound calling with click-to-call, local presence dialing, and automated logging.

  • One-click dialing from any screen
  • Pre-recorded voicemail drop
  • Automated call logging to your CRM

Advanced Analytics

Get a 360-degree view of sales activities and performance with customizable dashboards.

  • Cadence and template performance reports
  • Team and individual activity tracking
  • Customizable revenue dashboards

Deep CRM Integration

Ensure perfect data sync and a single source of truth with bi-directional CRM integration.

  • Native connectors for Salesforce, HubSpot, etc.
  • Custom object and field mapping
  • Real-time data synchronization

Build vs. Buy: A Clear-Eyed Comparison

Choosing between a SaaS subscription and a custom build is a major strategic decision. Here’s a transparent breakdown to help you analyze the Total Cost of Ownership (TCO) and long-term value.

Factor Salesloft (SaaS) Custom Platform (with CIS)
Cost Structure High recurring per-user, per-month fee. Costs scale linearly with team growth. Upfront capital investment. Becomes a company asset with low ongoing operational costs.
Total Cost of Ownership (3-5 Yrs) Predictably high and always increasing. No equity value. Significantly lower. The platform becomes a depreciable asset on your books.
Customization & Workflow Limited. You adapt your process to the tool's constraints. Unlimited. The tool is built to perfectly match and enhance your unique sales process.
Integration Restricted to their pre-built marketplace. Custom integrations are complex and costly. Deep, native integration with any system, including proprietary databases and legacy software.
Competitive Advantage None. You're using the same tool as your competitors. Significant. You own a proprietary sales engine that competitors cannot replicate.
Data & Security Your data resides in a shared, multi-tenant environment. Your data is isolated in your own dedicated, secure cloud infrastructure.
Roadmap Control Zero. You are dependent on Salesloft's development priorities. 100%. You control the entire feature roadmap and can adapt instantly to market needs.

Your Platform's Development Cost & Timeline

We provide transparent, tiered pricing based on complexity and feature requirements. Our goal is to deliver maximum value at every stage, from a focused MVP to a full-scale enterprise solution.

MVP (Essential)

$50k - $80k

Timeline: 3-4 Months

Ideal for startups and teams needing core functionality quickly. Focuses on essential features to prove concept and drive immediate ROI.

  • Core Cadence Engine (Email, Call)
  • Basic Sales Dialer
  • Standard CRM Integration
  • Activity Tracking & Reporting

Growth (Professional)

$80k - $150k

Timeline: 5-7 Months

Designed for scaling teams that need advanced automation and analytics to optimize their sales process.

  • All MVP Features
  • AI Email Assistant
  • Conversation Intelligence
  • Advanced Analytics & Dashboards
  • A/B Testing Capabilities

Enterprise (Custom)

$150k+

Timeline: 7+ Months

A fully bespoke solution for large organizations with complex security, compliance, and integration needs.

  • All Growth Features
  • Custom Security & Compliance
  • Proprietary Algorithm Integration
  • Multi-Region & Language Support
  • Dedicated Support & Maintenance

From Idea to High-Performing Platform: Our Agile Process

We've refined our development process over 20+ years to be transparent, collaborative, and focused on delivering business value at every step. You're not just a client; you're a partner in the build.

01

Discovery & Strategy

We dive deep into your sales process, user personas, and technical requirements to build a comprehensive project blueprint and strategic roadmap.

02

UI/UX Design & Prototyping

We create intuitive, high-fidelity wireframes and interactive prototypes, ensuring the platform is loved by your sales reps from day one.

03

Agile Development Sprints

Working in two-week sprints, our AI-enabled developers build and deliver functional pieces of the platform for your review, ensuring continuous progress and feedback.

04

Rigorous QA & Testing

Our dedicated QA team performs comprehensive testing—functional, performance, and security—to ensure a bug-free, reliable, and secure application.

05

Deployment & Training

We handle the full deployment to your cloud environment and provide thorough training and documentation to ensure a smooth rollout and high user adoption.

06

Ongoing Support & Evolution

Our partnership doesn't end at launch. We provide ongoing maintenance, 24/7 support, and continuous development to evolve the platform as your business grows.

Real-World Results: From SaaS Cost Center to Strategic Asset

We've helped companies across various industries break free from SaaS limitations and build sales platforms that drive measurable growth. Explore their stories.

Mid-Market SaaS Company

Industry: Technology / SaaS

Goal: Reduce escalating Salesloft costs while improving integration with their Salesforce CRM.

30%
Reduction in Annual Software Spend
15%
Increase in Meetings Booked
50%
Faster Reporting & Analytics

Client Overview

A rapidly growing B2B SaaS company was struggling with the prohibitive costs of Salesloft as they scaled their SDR team from 15 to 50 reps. The platform's rigid structure also created data silos and reporting headaches with their heavily customized Salesforce instance.

"CIS didn't just build us a tool; they built us a financial lever. We've reinvested the six-figure savings from Salesloft licenses directly into hiring more reps. The platform paid for itself in 14 months."
Avatar for Aaron Welch
Aaron Welch VP of Sales, ScaleUp SaaS Inc.

The Problem

Their annual Salesloft bill was projected to exceed $120,000, consuming a significant portion of their sales budget. The standard connector couldn't handle their custom Salesforce objects, forcing reps to spend hours on manual data entry and leading to inaccurate activity reporting.

Our Solution

  • Developed a custom sales engagement platform focused on core email and call sequencing.
  • Built a deep, bi-directional integration with their specific Salesforce custom objects and fields.
  • Created a lightweight, intuitive UI that mirrored their existing sales workflow, minimizing training time.
  • Deployed a flexible analytics module that pulled data directly from Salesforce for real-time, accurate reporting.

Enterprise Financial Services

Industry: Finance / Wealth Management

Goal: Implement a highly secure, compliant sales platform with auditable communication trails.

100%
FINRA & SEC Compliance Met
20%
Faster Rep Onboarding
99.9%
Platform Uptime

Client Overview

A large wealth management firm needed a sales engagement solution for their financial advisors but found that public SaaS platforms like Salesloft could not meet their stringent FINRA and SEC compliance requirements for data residency, archiving, and security.

"Security and compliance are non-negotiable for us. Off-the-shelf tools were a non-starter. CIS built us a fortress. It's a secure, auditable platform that our compliance team loves and our advisors actually use."
Avatar for Abel Hammond
Abel Hammond Chief Revenue Officer, SecureWealth Partners

The Problem

The firm required all client communications to be archived for 7 years in a specific format, with granular access controls and audit logs. Multi-tenant SaaS platforms presented an unacceptable risk of data co-mingling and lacked the necessary customization for compliance workflows.

Our Solution

  • Deployed the platform in a private, single-tenant AWS environment with end-to-end encryption.
  • Engineered a custom, immutable archiving system that automatically captured and stored all communications.
  • Built a robust admin panel with role-based access controls and detailed audit logging for compliance teams.
  • Developed pre-approved communication templates and playbooks to ensure advisors stayed within compliance guidelines.

Venture-Backed Startup

Industry: AI / MarTech

Goal: Create a unique sales platform that embedded their proprietary lead scoring algorithm.

40%
Lift in Lead-to-Meeting Conversion
25%
Improved Forecast Accuracy
x2
Higher Valuation in Next Funding Round

Client Overview

An innovative MarTech startup had developed a unique AI algorithm for predicting purchase intent but struggled to operationalize it for their sales team using generic tools like Salesloft. They needed a platform that could turn their data science into a practical sales weapon.

"Our 'secret sauce' was stuck in a spreadsheet. CIS turned our algorithm into the core of our sales process. It's now our single biggest competitive differentiator and was a key factor in our Series B funding."
Avatar for Abigail Hollis
Abigail Hollis Founder & CEO, Predictiv.ai

The Problem

Their proprietary lead score was manually calculated and difficult for reps to use in their daily workflow. They couldn't prioritize outreach effectively, and their unique data advantage was being wasted. They needed to embed their IP directly into their sales tool.

Our Solution

  • Built an MVP platform with a central API to integrate their AI model's output in real-time.
  • Designed a "Priority Queue" dashboard that automatically surfaced the highest-intent leads for reps to engage.
  • Created dynamic cadences that adjusted outreach based on changes in the lead's intent score.
  • Developed coaching tools and analytics that correlated sales activities with the AI-driven scores, proving the model's effectiveness.

Technology That Powers Performance

We build robust, scalable, and secure platforms using a modern, enterprise-grade technology stack. Our expertise ensures your application is not only powerful today but also ready for the innovations of tomorrow.

Trusted by Revenue Leaders

Don't just take our word for it. Hear from sales and technology executives who partnered with us to build their own high-performance sales platforms.

"The TCO analysis was an eye-opener. We were burning cash on Salesloft licenses. Building our own platform with CIS cut our 3-year software spend by 40% and gave us a tangible asset. It was a strategic no-brainer."

Avatar for Adelaide Benson
Adelaide Benson CFO, GrowthStage Tech

"Our sales process is unique, and forcing it into a generic tool was killing productivity. The CIS team took the time to understand our workflow and built a tool that feels like it was designed by our own top reps. Adoption was instant."

Avatar for Aiden Kirby
Aiden Kirby VP of Sales Operations, InnovateCo

"As a CTO, I was concerned about security and scalability. CIS's commitment to best practices, from their CMMI Level 5 processes to their secure cloud architecture, gave me complete confidence. The platform is rock-solid."

Avatar for Alex Royce
Alex Royce CTO, Enterprise Solutions Inc.

Frequently Asked Questions

Clear answers to the tough questions you should be asking before investing in a custom sales engagement platform.

Isn't building custom software much more expensive than buying Salesloft licenses?

While the upfront investment for a custom build is higher, the long-term Total Cost of Ownership (TCO) is often significantly lower. SaaS platforms like Salesloft have recurring per-user fees that grow exponentially with your team. A custom platform is a one-time capital expense that becomes a valuable company asset, free from punishing license costs as you scale.

How long will it take to build? We need a solution now.

We specialize in an agile MVP (Minimum Viable Product) approach. We can launch a platform with your most critical, core features in as little as 12-16 weeks. This allows your team to start generating value quickly while we iteratively add more advanced functionality based on their real-world feedback.

What kind of support and maintenance is included after launch?

We offer flexible and comprehensive support plans. This includes everything from 24/7 PagerDuty for critical incident response to ongoing maintenance, bug fixes, security patches, and a dedicated block of hours for new feature development. We ensure your platform remains secure, performant, and continues to evolve with your business.

How do you ensure our sales team will actually adopt and use the new platform?

Adoption is at the core of our process. We conduct in-depth workshops with your sales reps and leaders during the UI/UX design phase. By building the platform around their existing, successful workflows—rather than forcing them to change—we create an intuitive experience that they are excited to use because it makes their jobs easier and more effective.

Can a custom platform be as reliable and secure as an established player like Salesloft?

Absolutely. In many ways, it can be more secure. We build on world-class cloud infrastructure like AWS and Azure and implement enterprise-grade security protocols. Unlike a shared multi-tenant SaaS, your platform runs in a dedicated, isolated environment. Our CMMI Level 5 and ISO 27001 certifications ensure a mature, reliable, and secure development process from start to finish.

Ready to Own Your Sales Engine?

Let's talk numbers. Schedule a free, no-obligation consultation with one of our solution architects. We'll help you:

  • Calculate Your 3-Year TCO: Compare the real cost of your current SaaS licenses versus a custom build.
  • Map Your Ideal Workflow: Outline the core features for an MVP that delivers immediate impact.
  • Receive a Detailed Proposal: Get a transparent, fixed-price quote and project timeline for your custom platform.

Fill out the form, and let's build the asset that will power your revenue growth for the next decade.

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