Before you hire another Salesforce consultant, find out if you should stay at all. We connect what's missing so it finally fits, or move you to a custom CRM you own.
Your team likes the CRM, but it doesn't talk to the rest of the business. We build the missing pieces around it and connect them through its own API. You keep Salesforce or HubSpot. Real examples:
You're paying for a big team and using a fraction of the product. We build a custom CRM around how you sell, move every contact, deal and note over, run both side by side, and then you cancel.
We're an independent developer, not a Salesforce or HubSpot partner. That's the point: we have no reason to keep you on either.
| Plan | Per user / month | 20 users, 5 years |
|---|---|---|
| Salesforce Starter Suite | $25 | $30,000 |
| Salesforce Pro Suite | $100 | $120,000 |
| HubSpot Sales Hub Pro + $1,500 onboarding | $90 | $109,500 |
| HubSpot Sales Hub Enterprise + $3,500 onboarding | $150 | $183,500 |
Sources: Salesforce Sales Cloud pricing and HubSpot Sales Hub pricing. Add-ons, extra products and consultants are not included.
| What you have | What happens to it |
|---|---|
| Contacts, companies and deals | Exported with their history, duplicates merged, imported and counted against the original |
| Custom fields | Each one mapped to the new system; the ones nobody filled in are dropped |
| Workflows and automations | Rebuilt to do the same job, usually simpler, and tested with real records |
| Reports and dashboards | Rebuilt as live dashboards on the phone and the computer |
| Emails, notes and attachments | Moved over and kept on the same customer and deal |
| Users and permissions | Each person sees what their job needs, nothing more |
Leaving makes the most sense when you pay for 10 or more seats, use a small part of the product, and keep paying someone to customize it.
Either way, we'll show you the numbers first. See what custom software costs.
If you have a full-time admin, use the advanced features, and your team is happy in it, keep it. We'll build the missing pieces around it instead.
See how we connect tools you keep.
If you need a simple CRM, a lower-priced off-the-shelf tool may be enough. If you need it to work exactly like your business, with your own stages, intake, portal and reports, a custom CRM you own is the alternative, with no per-seat fee.
Yes. Both let you export your records. We map every field, clean duplicates, import into the new system and check the counts before you cancel anything.
No. We're an independent developer. We can connect to both through their APIs, but we don't resell or earn commissions on either.
No. Keep paying until the new system is running and your team is using it. We run both side by side first.
Custom CRMs start at $7,500. Bigger systems with portals, payments and intake are quoted in parts after the $1,500 Systems Audit, which is credited to the build.
No. Emails, notes and files are exported with the records they belong to and attached to the same customer and deal in the new system. We check them before you cancel.
Often, yes. If your team likes it, we build the missing pieces around it, like intake forms, a client portal, a phone dashboard or a QuickBooks sync, and connect them through its API. We're not a certified Salesforce consultant for admin setup inside the platform; we build what goes around it.
Bring your current bill. The Systems Audit shows the 5-year math for fixing, leaving, or staying put.
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