Custom CRM Build

Tell us about the project.

Use this when the customer wants a CRM tailored to their workflow — pipeline stages, custom fields, role-based dashboards. Replaces or supplements Salesforce / HubSpot for industries with unique data models.

Your contact info

First name*Last name*Email*PhoneCompany*Role / job title

Vision

In one sentence, what does this platform do for the customer?*The elevator pitch. We use this as the headline of the kickoff prompt.

What specific problem are we solving today?*Not features — the actual pain. "Sales reps lose 4 hours a week chasing approvals via email."

How will we measure success 90 days after launch?"Cut approval cycle from 4 days to 24 hours." Concrete numbers if possible.

What is the target timeline?*

Users

Who is the primary user?*Job title + a short description of their day-to-day.

How many users do you expect in the first 6 months?

What user roles need different permissions?e.g., admin, manager, employee, customer, read-only auditor.

How should users sign in?

Features

What are the core "things" tracked in this CRM?*e.g., Deals, Accounts, Contacts, Vehicles, Properties, Cases. List 3-7.

Walk us through the pipeline stages.*From first touch to closed. We bake these into the schema.

Must-have features at launch?Bullet list. e.g., email integration, Slack notifications, custom reports, mobile-friendly views.

What reports / dashboards are critical?

Is mobile / responsive required at launch?

YesNo

Tech

Where should this platform live?

Any compliance / regulatory requirements?What other systems does this need to talk to?List any APIs, CRMs, ERPs, payment processors, email providers, etc.

Is there existing data we need to migrate in?Format (Excel / CSV / API export) + rough size.

Brand

What is the platform called?*The product name end-users will see.

How would you describe the tone / brand voice?e.g., "Professional but warm" / "Insurance-industry serious" / "Playful, modern, fintech-y".

Do you have logo + brand assets ready to share?

YesNo

Color preferences?Hex codes if known, descriptive otherwise.

Commercial

What is the build budget (one-time)?

What is the monthly subscription budget?

Will this platform charge end-users (need Stripe / payments)?

YesNo

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