Your spreadsheet stopped keeping up. I build what replaces it.
One screen for customers, jobs, quotes, and invoices, built around how your business actually works, on a platform I own and keep running.
30 minutes, no pitch. If a $30 a month tool would do, I will say so.
Start from a working platform, not a blank page.
Customers and contacts
Projects and jobs
Quotes, invoices, payments
Booking and online store
Automations
Client portal and AI assistant
A consulting firm with five service lines, one database.
An Ontario consulting firm ran its business across Asana, Pipedrive, Mailchimp, spreadsheets, and a shared inbox. Each department kept its own version of the customer.
They quoted a large off-the-shelf ERP first. What they needed was narrower and more particular: a grants pipeline with over a thousand live tasks, safety training records, client properties on a map, and a way for five departments to see one customer.
Phase one is live on my platform: CRM with departments and lead routing, their Asana projects imported as they were, Microsoft 365 mail sync. QuickBooks and the client portal follow, each phase priced before it starts, and they own the custom modules outright.
Priced in phases, built in the open.
- Discovery. I sit with each department and write down what they actually do. That becomes the spec and firms up every price.
- Phase one. The foundation: contacts, pipeline, projects. Your team is using it within weeks, not after launch day.
- Following phases. Integrations, portals, reporting, whatever discovery ranked next. Each priced before it starts.
- Run and improve. Hosted and monitored by me, with a monthly plan that covers support and updates.
Your data, your modules, no lock-in.
- 01Unlimited staff accounts. The price does not climb with headcount.
- 02You own the custom modules built for you, with full source delivered.
- 03Your data exports any time. Contacts sync to your phones over standard protocols.
- 04Direct access to the developer who built it. No account manager between us.
Is this for you?
Good fit
- 3 to 40 staff and one process everyone hates.
- Your customer record lives in three places and none of them agree.
- You have outgrown the tools but not the business.
Not a fit
- You want Salesforce with a different logo.
- You need it next week. Phase one takes weeks, done properly.
- Nobody on your side will own it once it is live.
Outgrowing your spreadsheets and subscriptions?
Tell me what you use today and where it hurts. I reply myself, usually the same business day.