Number of user roles
Owner-only is cheaper than office + techs + customers. Each role is another set of screens and permissions to design and test.
Pricing
Custom CRM cost, explained straight.
Custom CRM cost depends on scope. Every project gets a fixed quote in writing before the build starts, and the first scoping call is free. No hourly meter, no surprise invoice at the end.
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What moves the price
Four things that move a quote up or down
Every quote is scoped from the same handful of variables. Two of them matter more than the rest.
Integrations
QuickBooks, Gmail, website forms, Google Calendar, phone and SMS. Each connection adds real work, so we only build the ones that earn their keep.
Portal or no portal
A customer-facing portal is a second surface with its own login, permissions, and design. Skipping it is cheaper. Adding it later is normal.
Data migration
Bringing your history over from a spreadsheet, Jobber, or an old CRM. Small and clean is quick. Big and messy takes real cleanup time.
Project sizes
Three shapes we quote most often
Scope only, no dollar figures. Every quote is built for your specific situation on the scoping call.
Starter
One pipeline or one portal
The smallest useful custom CRM. One clear workflow, one user role, a handful of screens. Good for a small team that wants to stop running the business out of a spreadsheet.
- One pipeline (leads and quotes), or one focused customer portal
- One user role
- Basic reporting
- Your data hosted in Canada
Standard
CRM plus portal plus automations
A full first version. Internal CRM for your team, a customer-facing portal, and the day-to-day automations that stop nothing from falling through.
- Contacts, pipeline, quotes, follow-ups
- Customer portal with request intake and status
- Automations for lead replies, quote follow-ups, status updates
- Two or three user roles
Extended
Multi-role CRM with integrations
A CRM shaped around a whole operation. Office, techs, owners, and customers each see the right view. Connected to the tools you already use.
- Multiple user roles with tailored views
- QuickBooks, Gmail, calendar, phone/SMS integrations
- Dashboards and custom reports
- Data migration from spreadsheets or an old platform
Care plan
Ongoing care, flat monthly fee
Optional, and only if you want it. Most clients start without a care plan and add one once the CRM is in daily use.
A care plan covers hosting, small changes, and new automations for a flat monthly fee. No hourly meter. If you want a new field, a tweaked form, or another automation, we add it in the same month and you pay the same fee.
- Hosting, backups, and monitoring
- Small tweaks and copy changes
- New automations as your workflow shifts
- Priority response for anything urgent
Own vs rent
Why one-time beats per-user over three years
A quick way to think about it, described in terms of the pricing model, not specific dollars.
A six-person service company on a per-user SaaS platform pays every month, per seat, forever. Add a part-time hire and the bill grows the same week. Every renewal comes with a price increase you didn't agree to. Over three years, that per-user bill grows faster than the team does.
A one-time custom build flips that. You pay to build the CRM around your real workflow. After that, hiring the seventh person costs you nothing in software. Hosting is a small, predictable line item. Any care plan is flat. Over three years, the pricing model is the point: you stop paying more for growing.
Ready for a real quote?
The first scoping call is free. Tell us what your team runs on today and we'll come back with a scoped, fixed price.
(778) 957-4711Call, text, or WhatsApp