Invoices that go straight into QuickBooks
The invoice is made from the finished job and lands in QuickBooks Online under the company’s own accounts. When it’s paid there, the job shows paid too.
See it workingGet the CRM you need, and own it.
We build a CRM around how your company sells and delivers, move your data over and keep it running. You own it.
Book a free CRM fit check
You'll talk to Yusuf, who built and sold a CRM SaaS company.
1. We sketch how you work
2. We build your CRM around it
It starts with how you work.
Your old CRM stays on until your team prefers the new one.
Book a free CRM fit checkFollow one roofing job from the first call to the day it's paid.
This is a sample CRM for a made-up roofing company. Click around it.
Hayes, hail repair · $7,200
Dana Hayes · 4127 Willow Bend Ct, Plano, TX · (214) 555-0147
Step 8 of 11 · Now
Schedule crew
Maria, office
Crew B is free on Tuesday. Book them, and Dana gets a text with the date.
Crew schedule · Apr 20–24Hayes not booked yet
| Mon 20 | Tue 21 | Wed 22 | Thu 23 | Fri 24 | |
|---|---|---|---|---|---|
| Crew AJorge | Foster | Foster | Foster | Owens | Owens |
| Crew BTom | Dawson | Free | Morgan | Free | Free |
| Crew CAna | Ruiz | Ruiz | Ruiz | Ruiz | Ruiz |
What your CRM can do when it's built around you.
Everything you use in HubSpot today comes as standard. Here are three things we've built for other companies.
Reports you can click into
We built the reports the owner asks about. Click any number to see the jobs behind it.
See it workingCalls that log themselves, and follow-ups set for you
Each call is saved on the customer with a short note, and the next follow-up is set for the rep.
See it workingFrom a 20-minute call to a CRM you own.
Free fit check
In a 20-minute call you tell us how your team works, and we sketch it as you talk. Then we show you what a CRM built around it could do.
First workflow
We rebuild the workflow that hurts most, beside your current CRM. A few of your people use it on real work.
The move
We move the rest over piece by piece while your team keeps working, then you turn your current CRM off.
We keep it running
We look after it and make changes when you ask. If you ever leave, you take everything.
Your whole process in one CRM your team actually uses, and someone to keep it that way.
Most companies try to get there by renting HubSpot or Salesforce and paying consultants to make it fit. With us, the building, the move and the changes after it are in the price. It's like having your own CRM person on staff.
We build the part of your process that costs your team the most time, like quote to signed job, beside your current CRM. Before we start, we write down what it includes, the price and the finish date. A few of your people use it on real work. If they don't prefer it, you stop there. You've spent $3,000, not a year's contract.
- We move the rest of your data and process over, piece by piece, while your team keeps working.
- Hosting and support from the people who built it. If something breaks, we fix it, and that's never billed as a change.
- Changes to how it works, like new fields, steps, reports and automations. You tell us, we build it.
- AI that does the admin, like logging calls and drafting quotes. It's in the price, never an add-on.
Adding a whole new part of the business, like running your projects in it, is quoted first, and you can say no.
No price per seat. No long contract: you can stop any month, and you keep the code and your data, so anyone you choose can run it. We plan the move around your HubSpot or Salesforce renewal. If you're locked in for longer, you'll pay both until it ends, so start with step 1 and be ready on the day it does.
Examples of what we'd charge each month
| About $1,000 | A 12-person roofer. Lead to signed job to invoice, connected to QuickBooks. |
|---|---|
| About $1,500 | A 25-person staffing firm. Candidates, placements and client billing, connected to email and QuickBooks. |
| About $2,000 | A 45-person distributor. Quotes, orders and stock, connected to NetSuite, with changes most weeks. |
What sets your price: how many parts of your business run in it, how many systems it connects to and how often you change it. Your business doesn't need to look like these. In the fit check, we tell you which one you're closest to.
Why companies pay consultants, and what you pay with us
| What you need | HubSpot or Salesforce, plus consultants | CRM From Within |
|---|---|---|
| Make it fit your process | A partner sets it up. Often $3,000 to $20,000 or more. | Step 1, then the move in step 2. |
| Connect QuickBooks, NetSuite or your phones | An integrator or add-on apps, each with its own bill. | Part of the build. |
| Change it when your process changes | A consultant at $150–250 an hour, or a ticket and a wait. | In the monthly price. |
| Keep it running when your admin leaves | A new consultant learns your setup on your bill. | We built it, so we run it. |
| Licences alone | HubSpot, 20 people: about $1,800–3,300 a month. Salesforce, 15 people: about $1,500–2,900 a month. | No licences. Usually $3,000, then $1,000–2,000 a month. |
Licence prices are from HubSpot's and Salesforce's own price pages in November 2026. If you pay less than $1,000 a month for your CRM, we'll probably cost you more. We're worth it when the CRM has to run your process, not just hold your contacts.
Ten years of setting up CRMs.
Yusuf Young built FunnelBud, a CRM SaaS company, and sold it in 2025. He and his team set up CRMs for hundreds of companies.
David Lindholm has spent more than seven years testing software before it ships, including for Siemens Energy and Fifth Third Bank.
We're taking our first clients, so you'll work directly with Yusuf and David.
A custom CRM should remove risk, not move it onto you.
“Where do our sensitive data and AI work go?”
Choose the hosting, model providers and access boundaries that fit the risk. Sensitive deployments can use your infrastructure and approved models; exact controls are designed and priced before connection.
Book a free 20-minute CRM fit check.
You tell us how your team works, and we sketch your process as you talk. Then we show you what a CRM built around it could do. If a standard CRM is fine for you, we'll tell you.
Not ready to talk? Ask our assistantOnly what is needed to prepare and follow up is stored. How we handle your information