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Custom CRM & Website Integration

Custom CRM and website integration case study

CASE STUDY

Custom CRM & Website Integration

Software Multi-department company

We designed and hand-built a custom CRM, fully integrated with the company's website, that connects every department in one system, with AI built in to automate routine work. Our team wrote all the code from scratch, so it fit their exact workflow and made day-to-day operations far simpler.

The Challenge

Every department, estimation, sales, design, HR, admin, accounts, marketing, and social media, was working in its own silo: scattered spreadsheets, disconnected tools, and slow, manual handoffs between teams. There was no single system that reflected how the company actually worked, and it was slowing everything down.

What We Did

  • Designed a custom CRM around the company's real, end-to-end workflow.
  • Wrote all the code in-house from scratch, no off-the-shelf template.
  • Built dedicated modules for every department: estimation, sales, design, HR, admin, accounts, marketing, and social media.
  • Integrated the CRM directly with the company's website.
  • Integrated AI to automate routine tasks, speed up repetitive work, and surface useful insights across departments.
  • Connected the data so it flows cleanly from one department to the next.

The Results

  • Every department working together in one connected system.
  • AI handling routine work, so the team focuses on what matters.
  • Smoother handoffs and a much faster overall flow.
  • No more scattered spreadsheets and disconnected tools.
  • Software built exactly around how the company works, not the other way round.

Want results like these?

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