Custom CRM Build
A CRM or client portal built around how you sell: your stages, your fields, your client view. Built on the Workspace369 backend, or fully custom on your own stack. It starts with a written scoping that ends in a fixed quote.
Step 1: Scoping, $450
- Your pipeline, stages, fields and roles, written down
- Which path fits: the Workspace369 backend or fully custom, and why
- The screens, the data and the tools it must connect to
- A fixed price and timeline for the build, within 3 business days
Step 2: The build
- The screens and flows in the agreed scope: pipeline, client pages, tasks, reports
- Sign-in and roles, so each person sees what they should
- Imports from your spreadsheet or old CRM, and the integrations named in the scope
- Deployed to your own accounts, with the code in your repository
- Handover notes and 14 days of written fixes for defects in the agreed scope
Not included
- Your Workspace369 plan, hosting and third-party service costs
- Migrating years of history beyond the import named in the scope
- Native mobile apps (quoted separately)
- Features outside the written scope
Delivery
Scoping in 3 business days. The build timeline is in the written quote and starts from your yes.
You pay only the $450 scoping here. The build is quoted in writing and starts only with your yes.
Simon builds and runs Workspace369, a CRM, proposal, invoicing and payments platform for client work.
Not sure it fits? See who it fits, or email a question about this offer; we reply by email, usually within one business day.
