CUSTOM CRM & LEAD PIPELINE

Your Leads Deserve Better
Than a Spreadsheet

Custom CRM that actually works. Auto-capture, auto-score, instant alerts. Built for your workflow, not generic SaaS nonsense.

The Pipeline

Every lead tracked from click to contract

lead_pipeline.sh

$ Meta Ad → Click

$ Landing Page → Form Submit

$ CRM → Auto-Scored (budget, timeline, service)

$ WhatsApp Alert → Your Phone (lead name, score, contact)

$ Follow-up Task → Auto-Created with Deadline

$ Consultation → Scheduled

$ Contract → Signed

$ [SUCCESS] Revenue tracked, conversion sent to Meta

Every step tracked. Every lead accounted for. No more "I forgot to follow up."

What The CRM Does

Built for contractors, consultants, and service businesses

01 — AUTOMATIC CAPTURE

Lead Capture From Every Source

Meta ads, website forms, Facebook Messenger, Instagram DMs. Every lead automatically captured and organized. No manual data entry. No missed opportunities.

Facebook Lead Ads
Instagram Direct Messages
Website Contact Forms
Google Business Profile Messages
02 — AI LEAD SCORING

Know Which Leads to Call First

AI analyzes budget, timeline, and service type. Automatically scores leads as HOT, WARM, or COLD. Call the hot ones first.

Budget: $50K+, Timeline: ASAP 🔥 HOT
Budget: $20K, Timeline: 2 months ⚡ WARM
Budget: Unknown, Timeline: Just looking ❄️ COLD
03 — INSTANT ALERTS

WhatsApp Notifications to Your Phone

New lead comes in? You get a WhatsApp message with their name, service, contact info, and score. Respond in minutes, not hours. No app to check. No dashboard to log into.

WhatsApp • Now

🔥 HOT LEAD: John Martinez

Service: Kitchen Remodel

Budget: $75,000

Timeline: Start in 2 weeks

Phone: (786) 555-1234

→ Call him now

04 — KANBAN PIPELINE

Visual Pipeline Management

Drag leads from New → Contacted → Consultation → Proposal → Won/Lost. See exactly where every opportunity stands. Never wonder "Did I call that guy back?"

NEW 7
CONTACTED 12
CONSULTATION 5
PROPOSAL 3
WON 18
05 — TASK MANAGEMENT

Follow-up Tasks with Deadlines

New lead? System creates a task: "Call John Martinez - Due Today." Sent proposal? "Follow up on proposal - Due in 3 days." Never forget to follow up again.

Call Maria Rodriguez (HOT lead) — Due Today
Follow up on $45K proposal — Due Tomorrow
Check in with past lead — Due in 5 days
06 — DASHBOARD & METRICS

Real Metrics That Matter

Conversion rates by source. Average response time. Revenue by service type. See what's working and what's not. Make decisions based on data, not gut feel.

23%
Conversion Rate
18m
Avg Response
07 — META PIXEL INTEGRATION

Track Every Click, Every Conversion

Full Meta Pixel integration. Track custom events across your entire funnel. When a lead becomes a customer, that data goes back to Meta so the algorithm learns who actually buys.

PageView → ViewContent → InitiateCheckout

→ Contact → Lead → Schedule → Purchase

✓ Conversion data uploaded to Meta

08 — CUSTOM WORKFLOWS

Automated Follow-ups & Reminders

Lead fills out form at 2 AM? System sends them a confirmation email immediately. You're not at your desk? Automated reminder email goes out 24 hours later. No lead ignored.

Built for YOUR business. If you have a unique workflow, we code it in. Not generic SaaS with features you don't need.

Why Custom Beats SaaS

Stop renting. Start owning.

SaaS Trap

  • $300-500/month forever — HubSpot, Salesforce, GoHighLevel all charge monthly rent
  • Generic features — built for everyone means perfect for no one
  • Vendor lock-in — stop paying, lose access to your own data
  • Price increases — they raise rates whenever they want
  • Feature bloat — 90% of features you'll never use

Custom Built

  • One-time payment — pay once, own forever. No monthly fees.
  • Built for YOUR workflow — exactly the features you need, nothing you don't
  • You own the data — host it yourself, keep it forever
  • No price increases — hosting costs stay flat (~$50/mo)
  • White-label — YOUR brand, YOUR domain, YOUR system

ROI Breakdown

HubSpot Professional: $890/month = $10,680/year
GoHighLevel Agency: $297/month = $3,564/year
Custom CRM (one-time): $25K-40K
Break-even on GoHighLevel: 8-11 months
Break-even on HubSpot: 2-4 years

After break-even, you save thousands per year. Forever.

TECH STACK

Modern, Fast, Reliable

Not legacy PHP. Real modern infrastructure.

tech_stack.yml

# Frontend

framework: Next.js 14 (React)

styling: Tailwind CSS

state: React Query + Zustand

# Backend

database: Supabase (PostgreSQL)

auth: Row-level security + JWT

storage: S3-compatible object storage

# Integrations

meta_ads: Graph API + Conversions API

notifications: WhatsApp Cloud API

webhooks: Real-time event handling

# Hosting

deployment: Vercel (serverless)

uptime: 99.9% SLA

cost: ~$50/month

Custom CRM Questions Answered

Everything you need to know about building a custom CRM for your Miami business

How is a custom CRM different from Salesforce or HubSpot?

Unlike SaaS platforms with monthly fees and generic workflows, a custom CRM is built specifically for your business process. You own it forever with no recurring fees. It integrates seamlessly with your website, Meta Ads, and existing tools. Most clients save $500-2,000/month compared to enterprise CRM subscriptions while getting exactly the features they need.

How long does it take to build a custom CRM in Miami?

A basic lead capture and pipeline CRM takes 4-6 weeks from discovery to launch. Complex systems with advanced automation, integrations, and reporting take 8-12 weeks. We provide weekly demos so you can see progress and request changes. Most Miami clients are fully operational within 2 months.

Can you integrate with Meta Ads and Google Ads?

Yes. We integrate your CRM directly with Meta's Conversion API and Google Ads API to capture leads instantly. When someone fills out a form or books a call, the lead appears in your CRM within seconds, complete with ad source, campaign, and cost data. Perfect for tracking ROI and optimizing campaigns.

What does custom CRM development cost?

CRM pricing starts at $15,000 for a complete lead management system including capture forms, pipeline management, email automation, and reporting. Advanced systems with AI scoring, payment processing, and multi-user dashboards range from $25,000-$50,000. All projects include training, documentation, and 30 days of post-launch support. No monthly fees ever.

Do you provide training and support after launch?

Every CRM project includes comprehensive training for your team, video documentation, and 30 days of priority support. After that, we offer optional maintenance packages starting at $500/month for updates, feature additions, and technical support. Most clients operate independently after the initial training period.

Stop Losing Leads to Spreadsheets

Get a custom CRM built for your exact workflow. One-time payment. Zero monthly fees. Own it forever.

Get Your Custom CRM Quote

Free consultation • Custom proposal • Honest pricing