Custom CRM
We set up a full-featured CRM on a proven open-source foundation and shape it to how you sell: your stages, your fields, your permissions.
Unlimited users, from $29 a month.
Bookings are managed by Haab Calendar, our client and trusted partner.
A sales pipeline, stage by stage
Lead2
Proposal1
Negotiation1
Won1
The essentials
A full-featured CRM that covers the basics, set up for your team.
Every client, contact, and company in one place.
A drag-and-drop board with the stages you choose.
Follow-ups with due dates, so nothing slips.
Record the details of every call and meeting, so nothing gets lost.
Emails, notes, tasks, and deals in one timeline.
Bring your spreadsheets in. Take your contacts out any time.
Built to grow
Included in every CRM we set up.
Sign in with Google, Azure, Keycloak, or Auth0.
Connect it to the other systems you use.
Custom fields, your brand, and an interface in English, Spanish, or both.
Copy the CRM on an email and it’s saved as a note.
Talk to your CRM
Connect Claude, ChatGPT, or the agents we build for your team. They find contacts, review the pipeline, log notes, and move deals, with the same permissions as the person asking.
A conversation with your CRM
“Which proposals haven’t moved in two weeks?”
Halden Foods: Annual audit, $36,000. The proposal went out 16 days ago, with no activity since. Should I create a follow-up task?
“Yes, for Friday.”
Done. “Follow up on the audit proposal” is due Friday, assigned to you.
Task createdCustomization made easy
Admins change currency, deal stages, pipeline statuses, and more without a developer. Changes apply to the whole team right away.
Need something bigger?
Tell us what you need. We build it, test it, and explain what changed.
Quoted before we start.
Why this CRM
Add the whole team. The price doesn’t change with headcount.
Built on an open-source CRM, so your budget goes into your process, not into rebuilding the basics.
Import your spreadsheets on day one. Export your contacts whenever you want.
New pages, fields, and integrations beyond the base plan are scoped and quoted after the review.
Your team signs in with Google, Azure, Keycloak, or Auth0 accounts, so access follows your company accounts.
Admins manage users and settings. Stricter rules, like manager-only deletion, are set to match your policies.
Patient or client financial data? Where it lives and which agreements apply are settled before anything is imported.
How it works
We map your sales process, your pipeline stages, and the data you have today.
We configure stages, fields, and permissions, and import your contacts.
Your team signs in with the accounts they already use, and we walk them through it.
Change stages and settings yourself. New pages, fields, or integrations are quoted, then built.
Built with
Open-source tools, maintained by large communities.
Pricing
Base plan
$29a month
or $290 a year. Two months free.
Prices in USD.
Book a CRM reviewCustom work
Quoted after the review
When you need more than the base plan, we scope it with you and quote it before we start.
Start with a CRM review
In 20 minutes we map your pipeline, the data you have today, and what your team needs on day one.
Bookings are managed by Haab Calendar, our client and trusted partner.
Prefer another channel?
Message us on WhatsApp +1 347 326 1975hello@brilliant.dev