PrivateAgent
Custom CRM

A CRM that fits how you sell.

Stop bending your sales process to fit generic CRMs. We build a CRM around your pipeline, fields, and automations, so your team adopts it instantly and nothing falls through the cracks.

100%

You Own It

Code, data, everything

$0

Monthly Fees

No platform rent

Custom

Built For You

No templates

4-8 wks

To Launch

Typical timeline

Generic CRMs slow your team down

  • Reps avoid the CRM because it does not match how they work
  • You pay rising per-seat fees for features you never use
  • Important context lives in inboxes and notes, not the system
  • Reporting is clunky and never answers the questions you have

Built around your pipeline, not a template

We model your exact sales stages, fields, and rules, then automate the busywork, follow-ups, assignments, and reminders, so your team spends time selling, not wrestling software.

  • Built around your exact workflow
  • Full source-code ownership
  • No monthly platform fees
  • AI-ready foundation
Capabilities

What your custom crm app can do

Every feature is custom-built around your business. These are the core capabilities we deliver.

Custom Pipelines

Stages, fields, and workflows that mirror your real sales process.

Lead Capture & Routing

Auto-capture leads from forms and channels, then assign by your rules.

Follow-Up Automation

Automated reminders, sequences, and tasks so no lead goes cold.

Activity Timeline

Every call, email, and note in one place for full deal context.

Custom Reporting

Pipeline, forecast, and performance reports that answer your questions.

Integrations

Connect email, calendar, accounting, and marketing tools seamlessly.

Who It's For

Built for businesses like yours

A few of the ways teams put this app to work.

B2B Sales Teams

Multi-stage pipelines, forecasting, and team performance tracking.

Service Businesses

Quote-to-close workflows with automated follow-up and reminders.

High-Volume Lead Gen

Instant lead routing and nurture so speed-to-lead stays high.

All Included

Everything your app needs, built in

No add-on fees. No surprise costs. Every custom app ships with these as standard.

Custom user authentication & roles
Secure admin dashboard
Real-time notifications
Database design & optimization
Third-party API integrations
Mobile-responsive design
File upload & management
Automated email & SMS alerts
Search & advanced filtering
Data export (CSV, PDF, Excel)
Analytics & reporting
Ongoing support & updates

100% Custom Built

No templates, no off-the-shelf software. Every feature is designed for your business.

Own It Forever

Full source-code ownership. No platform lock-in. Host it anywhere, change it anytime.

AI-Ready Foundation

Start now, add AI automation later. Your app is built to grow with you.

FAQ

Frequently asked questions

Can you match our exact sales process?

Yes, that is the entire point. We model your stages, fields, and rules precisely, so the CRM fits your team instead of forcing them to adapt.

Can we migrate data from our current CRM?

Yes. We handle data migration from spreadsheets or existing CRMs, mapping your contacts, deals, and history into the new system cleanly.

Does it automate follow-ups?

Yes. We build automated reminders, task creation, and email sequences so leads get timely follow-up without manual effort.

Are there per-seat fees?

No. You own the software, so you can add unlimited users without rising per-seat costs. Your only ongoing cost is hosting and optional support.

Ready for a CRM your team will actually use?

Get a custom CRM built around your sales process, owned outright, with no per-seat fees ever.