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Custom CRM software built around your sales process
We build CRMs shaped to your pipeline, your roles and the tools you already use, instead of bending your process to fit an off-the-shelf product. Each one runs on Softr and Airtable, connected to your email, calendar and forms, and your team can change it as the process changes.
Published builds on Softr
Published builds on Airtable
Data-overwrite errors after the MaxOps AI rescue
To build Founders Box Phase 1, as scoped
What is custom CRM development?
Custom CRM development means building a customer relationship system around your own pipeline stages, records and roles, rather than configuring a generic one. You decide what a lead, deal or client looks like, who sees what, and what happens automatically at each stage.
Who this is for
If any of these sound like your week, you're in the right place.
Teams whose pipeline doesn't fit the stages and fields of an off-the-shelf CRM.
Businesses paying for a large CRM suite and using a fraction of it.
Companies tracking clients across a spreadsheet, an inbox and a calendar.
Platforms that need a CRM for their own customers, with each account's data kept separate.
What we typically build
Multi-tenant CRM
A lead-management CRM for real estate brokerages, where each brokerage and agent sees only their own data on shared infrastructure, stabilized from beta with zero overwrite errors, for MaxOps AI.
Pipeline tied to delivery
Families tracked from first inquiry through consultation, enrollment and campus assignment, then on into their tutoring plan, in one system for 310TUTORS.
Investor and fundraising pipelines
A five-table schema for companies, investor firms, contacts, targets and progress updates, scoped so a developer can build Phase 1 in two days, for Founders Box.
Email, calendar and lead routing
Agents send and receive Gmail and Outlook email from the CRM through secure OAuth, Calendly bookings move leads along the pipeline, and new leads are assigned round-robin, as on MaxOps AI.
Vendor and partner relationships
Vendor onboarding with certifications, insurance and references, then proposal tracking and shortlisting, in the WeProgy procurement system.
Relationships across roles
Clients, notaries and employers linked in one base, with each group seeing only its own records, for The Best Notary.
Pipeline that doesn't fit an off-the-shelf CRM?
Show us how a lead becomes a client on a free 30-minute call, and get a fixed quote within 24 hours.
What our CRMs connect to.
Built on Softr and Airtable, wired into the email, calendar and forms your team already uses.
SoftrFRONTEND
AirtableDATABASE
GmailEMAIL
CalendlyBOOKINGS
HubSpotCRM DATA
ZapierINTEGRATIONS
MakeAUTOMATION
SupabaseDATABASEHow it works
- PHASE ONE01
Map the pipeline
A short call on how a lead becomes a client today, who touches it and what gets lost. Fixed quote within 24 hours.
- PHASE TWO02
Design the data and roles
Records, stages and permissions agreed on a schema and wireframe before building, as we did for Founders Box.
- PHASE THREE03
Build and migrate
The CRM built, your existing contacts and deals imported and checked, and integrations switched on.
- PHASE FOUR04
Hand over
Your team walked through it, with documentation for whoever administers it.
Builds we've shipped
Real projects that used this, each linked to its full case study.
MaxOps AI
Multi-tenant CRM and lead-management SaaS for real estate agents and brokerages — stabilized from beta and scaled with integrations and automation.
Zero data-overwrite and Kanban-reversion errors after the rescue, on shared multi-tenant infrastructure.
SoftrAirtable
Zapier
Make
CustomJS
TypeformCalendly
Gmail
310TUTORS Multi-Campus Staff Operations Portal
A role-based internal staff portal for a multi-campus Los Angeles tutoring company, replacing a Monday.com, Jotform, and Make.com stack with a single Softr application built on custom React blocks, six normalized tables, and campus-level record scoping across six staff roles.
Monday.com, Jotform and the automations between them replaced by one portal, with every staff member scoped to their own campus.
CustomJSMake
Claude
OpenAI
Mailchimp
Founders Box , Fundraising Cockpit (Phase 1)
A documented, developer-ready Airtable schema and Softr app architecture (ERD, table/field definitions, wireframes, visibility/role model, automation opportunities and a prioritized Phase 1-3 backlog) enabling a 2-day Phase-1 build for founder-facing fundraising cockpits.
An ERD, schema, wireframe and phased backlog for a fundraising cockpit, scoped so Phase 1 is a two-day build.
AirtableSoftrHubSpot
Google SheetsMakeZapierCustomJSSupabase
WeProgy RFP & Vendor Management System
A centralized internal tool for managing RFPs, vendor onboarding, and procurement workflows, streamlining the entire proposal and evaluation lifecycle for organizations.
The whole RFP lifecycle in one interface, from a structured buyer form through vendor onboarding to shortlisting and automated notifications.
AirtableSoftrMakeCustomJSGmailFixed prices. Fixed timelines.
No surprises.
Pick the tier that fits, or talk to us if you're not sure.
Answer five questions and we'll tell you which fits. No email required.
Portal Starter
Best for solo founders, small teams
Fixed price and date agreed before we start
Portal Pro
Best for growing teams, agencies
Fixed price and date agreed before we start
Custom Build
Best for marketplaces, complex logic
Fixed price and date agreed before we start
MVP Sprint
Best for founders validating an idea
Fixed price and date agreed before we start
Who builds your CRM
All three of us work on a CRM build, and you talk to each of us directly.
Maps your pipeline and roles, and sets the fixed quote.
Builds the Softr pages your team and clients work in every day.
Reviews for the builders who'd build your CRM
Verified Upwork reviews left for the people on this page.
"Vaibhav saved me. I tried everything to fix my Softr/Airtable portal and he got it sorted straight away, at a very reasonable rate. He finished exactly when he said he would and was great to deal with. I plan to hire him again for future automations."
"Vaibhav delivered on a very tight timeline and got our Softr app polished and launch-ready. He handled multiple pages and made sure the product felt consistent and mobile-first. Communication was clear, and he had a strong eye for UI/UX. Would hire again."
"Excellent to work with. Vijay Thapa delivered high-quality work quickly. Would definitely recommend "
Talk directly to the people who'll build it
Vaibhav scopes every build himself, with Vijay and Mehtab on the work.
Frequently asked questions
Not covered here? Bring your current pipeline stages to the call.
See internal tools & CRM development for dashboards, trackers and back-office apps beyond the sales pipeline.
Industries our CRM builds serve
Ready for a CRM that fits your process?
Tell us how a lead becomes a client today. You'll have a fixed quote within 24 hours.