01 / BUILD
Your leads deserve better than a spreadsheet.
A custom CRM that actually works. Auto-capture, auto-score, instant alerts. Built for your workflow, not generic SaaS.
The pipeline
Click to contract, every step tracked
Every lead accounted for. No more "I forgot to follow up."
$ 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
Capabilities
What the CRM does
Built for contractors, consultants, and service businesses.
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
Know which leads to call first
AI analyzes budget, timeline, and service type, then scores each lead HOT, WARM, or COLD. Call the hot ones first.
- Budget $50K+, timeline ASAP
- HOT
- Budget $20K, timeline 2 months
- WARM
- Budget unknown, just looking
- COLD
WhatsApp alerts to your phone
A new lead triggers a WhatsApp message with the service, budget, timeline, contact info, and score. Respond in minutes, not hours. No app to check, no dashboard to log into.
WhatsApp / now
HOT LEAD: Kitchen remodel
Budget: $75,000 / Start in 2 weeks
Phone and email attached. Call now.
Visual pipeline management
Drag leads from New to Contacted, Consultation, Proposal, and Won or Lost. See exactly where every opportunity stands.
NEW 7 / CONTACTED 12 / CONSULTATION 5 / PROPOSAL 3 / WON 18
Follow-up tasks with deadlines
New lead? The system creates a task due today. Sent a proposal? A follow-up lands in 3 days. Nothing slips.
Real metrics that matter
Conversion rates by source. Average response time. Revenue by service type. Decisions from data, not gut feel.
Track every click, every conversion
Full Meta Pixel integration across the funnel. When a lead becomes a customer, that data goes back to Meta so the algorithm learns who actually buys.
PageView → ViewContent → Contact → Lead → Schedule → Purchase
Automated follow-ups and reminders
A form fill at 2 AM gets an instant confirmation email. No response in 24 hours triggers a reminder. If your workflow is unusual, it gets coded in.
Stop renting
Why custom beats SaaS
The SaaS trap
$300-500/month forever
HubSpot, Salesforce, and GoHighLevel all charge monthly rent.
Generic features
Built for everyone means perfect for no one.
Vendor lock-in
Stop paying and you lose access to your own data.
Price increases
They raise rates whenever they want.
Feature bloat
90% of the features you will 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 do not.
You own the data
Host it yourself, keep it forever.
No price increases
Hosting costs stay flat, around $50/mo.
White-label
Your brand, your domain, your system.
ROI breakdown
The math on ownership
After break-even, you save thousands per year. Forever.
- HubSpot Professional
- $890/month = $10,680/year
- GoHighLevel Agency
- $297/month = $3,564/year
- Custom CRM (one-time)
- $25K-40K
- Break-even vs GoHighLevel
- 8-11 months
- Break-even vs HubSpot
- 2-4 years
Tech stack
Modern, fast, reliable
Not legacy PHP. Real modern infrastructure.
# 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
In production
CRMs already running
TB Construction FL
Custom CRM with lead scoring, Kanban pipeline, and automated WhatsApp alerts for every lead and DM.
Proper Solutions
AI voice qualification feeding a custom CRM where reps book meetings with auto-created Meet links.
Nation Capital
Lending platform with a master portal, deal pipeline tracking, and multi-role dashboards.
Complete system
The CRM works best with the full stack
Meta Ads Management
Generate leads with Meta ads. The CRM captures them automatically the moment they submit.
Automation Workflows
Automate follow-ups, appointment scheduling, and everything between lead and customer.
Website Development
Custom website with forms that feed directly into your CRM. No Zapier delays.
Part of 01 / BUILD.
Common questions
Custom CRM questions answered
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 directly 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. I 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. I 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 in-depth training for your team, video documentation, and 30 days of priority support. After that, I offer optional maintenance packages starting at $500/month for updates, feature additions, and technical support. Most clients operate independently after the initial training period.
01 / BUILD
Stop losing leads to spreadsheets
A custom CRM built for your exact workflow. One-time payment. Zero monthly fees. Own it forever.