Your CRM, your modules. Nothing more, nothing less.
Here's the full menu of what a custom CRM can include — 686+ building blocks across 15 categories. You don't get all of it. You get exactly the ones your team will use, built to your spec, with room to add more later. It's your codebase, so the list is never closed.
Base CRM
The core database plus the modules your day-to-day runs on.
+ 3 Customizations
Pick any three modules below and we build them to your exact spec.
Custom Integrations
Connect anything in section 09 — or anything else with an API.
Core CRM database
The foundation: every contact, company, and interaction — modeled the way your team actually thinks about them.
Contact management (31)
Company / account management (18)
Activity timeline (19)
Sales CRM
Everything from first touch to closed-won — leads, pipelines, outreach, and quotes that match how you actually sell.
Lead management (22)
Pipeline & deal management (23)
Sales engagement (23)
Quotes, proposals, CPQ & revenue (21)
Marketing automation
Capture, nurture, and convert — forms, email, campaigns, and ad audiences wired into the same database.
Lead capture (19)
Email marketing (22)
Campaign management (16)
Ads & audiences (11)
Service, support & CX
Inbox, tickets, SLAs, and a knowledge base — so support runs on the same source of truth as sales.
Inbox & conversations (19)
Ticketing (28)
Knowledge base & self-service (15)
Customer success (16)
Workflow automation
Put the busywork on rails — visual workflows, branching logic, and custom code that runs your process for you.
Workflow builder (28)
Advanced automation (12)
AI features
Scoring, drafting, summarizing, and natural-language everything — AI applied where it actually saves your team time.
AI for sales (14)
AI for marketing (11)
AI for service (10)
AI ops layer (9)
Reporting & analytics
Dashboards and reports built on your real data model — not someone else's idea of a standard report.
Standard dashboards (12)
Sales analytics (15)
Marketing analytics (15)
Support analytics (13)
Custom reporting (14)
Data management & operations
Imports, dedupe, enrichment, and a clean data model that keeps the whole system trustworthy.
Import / export (13)
Data quality (14)
Data model (16)
Integrations & ecosystem
Connect the tools you already run — and the open API to connect anything you adopt next.
Native integrations (27)
Developer platform (16)
Admin, permissions & security
Roles, granular permissions, SSO, audit logs, and the compliance controls your data demands.
User management (14)
Permissions (11)
Security (18)
Content, CMS & website
Landing pages, forms, blog, and conversion tools that feed leads straight into the CRM.
Website & conversion tools (21)
Commerce & billing
Products, subscriptions, invoices, and revenue metrics — synced with Stripe and your accounting.
Billing & revenue (26)
Mobile & productivity
Your CRM in your pocket — native apps, push, call logging, and offline access for the field.
Mobile apps & on-the-go (16)
Collaboration
Notes, @mentions, shared views, and approvals — so the whole team works from one place.
Team collaboration (17)
Search, views & UX
Global search, saved views, kanban / table / calendar layouts, and a command palette that makes it fast.
Navigation & interface (21)
Pick the pieces. We'll build the CRM.
Tell us how your team works and which of these you actually need. We'll scope a build that's exactly that — owned by you, running on your infrastructure.