Forsyth Development

Custom CRM development

Custom CRM Software Built Around Your Business

Stop forcing your business into software designed for someone else.

Start a Project See our work

Overview

What a custom CRM can include

Every build is different. These are the kinds of things we can build, depending on what your business needs.

  • Customer management

    Customer records and history kept in one place, organized the way you talk about your customers.

  • Scheduling

    Appointments, visits and due dates tied to the customer and the work.

  • Job tracking

    Follow each job from intake to completion, with the statuses your business actually uses.

  • Employee workflows

    Screens and steps for your staff that match how they do the work, instead of generic forms.

  • Inventory

    Track parts or supplies alongside the jobs and customers that use them.

  • Reporting

    Reports built around the questions you ask about your business.

  • Custom dashboards

    An overview screen showing what needs attention today.

  • Automated processes

    Removing repeated manual steps, such as re-entering the same information in more than one place.

  • Third-party integrations

    Connecting to other tools you already use, where those tools allow it. We confirm what is possible during discovery.

Fit

Who this is for

  • Businesses bending an off-the-shelf CRM to fit a process it was not designed for.
  • Teams keeping customers and jobs in spreadsheets, paper files and text threads.
  • Owners who want software that follows their process rather than the other way around.
  • Anyone who wants to work directly with the developer building the software.

How we approach it

We design the CRM around the process your business already has. We do not start from a template and ask you to change how you work.

Discovery comes first. Before anything is built, we talk through how work moves through your business today, who touches it, and where it gets stuck. What we learn decides what the software does.

  • Your existing process is the starting point.
  • Discovery first, then scope, then build.
  • Scope and price are discussed with you before work starts.

Process

How we work

A general outline. Timelines and details depend on each project and are discussed up front.

  1. Plan

    We talk through your business, your goals, and what the project needs to do. Then we outline scope, content, and a practical approach before any build work starts.

  2. Build & launch

    We design and build in stages, sharing progress so you can give feedback. We test across devices, fix what we find, and help get the work live.

  3. Grow

    After launch, we can keep improving and maintaining the product as your needs change.

Portfolio

Custom CRMs we have built

  • RepairMate

    A custom CRM for a bicycle shop that keeps customers and repair jobs organized. This is a private client project, so we describe the functionality only.

    See RepairMate

  • PoolCRM

    A custom CRM for an HOA community pool that keeps resident records and day-to-day pool management organized in one place. This is a private client project, so we describe the functionality only.

    See PoolCRM

Guides

Related reading

  • Does your business need a mobile app or just a website?

    A way to think through app, website or both.

    Read the guide

  • More custom software

    Business tools, web applications and workflow automation beyond a CRM.

    Custom software

FAQ

Frequently asked questions

Why build a custom CRM instead of using an existing one?

An off-the-shelf CRM is designed for a general business. A custom CRM is designed around yours, so the screens, statuses and steps match how you already work. Whether custom is the right choice depends on your situation, and we will tell you honestly if it is not.

How does a custom CRM project start?

With discovery. We talk through how your business works today, then agree on what to build before any build work starts.

Can it connect to the other tools we use?

Often, depending on the tool. Integrations are discussed during discovery, because what is possible depends on what the other tool allows.

How is a custom CRM priced?

Custom software is quoted per project. Contact us with what you have in mind and we will discuss scope and price before work starts.

Will you keep supporting it after it launches?

Yes. Maintenance and support are part of what we offer for custom software, and after launch we can keep improving the product as your needs change.

Do you need to be near me to work with you?

No. Forsyth Development is a fully online business, so we work with clients anywhere by email, forms and video or phone calls.

Related

  • Custom software

    When spreadsheets and off-the-shelf tools no longer fit, we build focused business software and web applications, and keep supporting them after launch.

    Learn more

  • iOS app development

    We design and build iOS apps for businesses and independent creators, and prepare the App Store listing with you.

    Learn more

  • Website design

    We design and build professional websites for small businesses and organizations, and can host and maintain them for you after launch.

    Learn more

  • Website pricing

    Compare website packages and see what the monthly plan includes.

    View pricing

Ready to build around your process?

Tell us how the work gets done today and where it hurts. We will start with a conversation.

Start a ProjectSee our work