Custom CRM development

A CRM shaped around how your team actually sells.

Stop bending your process to fit someone else's software. We build CRMs on Laravel with the pipelines, automations, and reporting your business runs on, connected to the tools you already use.

Scope, budget, and timeline before development begins. Built by the team behind QikCMS, which runs 250+ live sites.

Sample CRM pipeline view with New lead, Qualified, Proposal, and Won stages, plus automations that assign reps, create follow up tasks, and sync won deals to billing
When a custom CRM is the right call

You are probably here because one of these is true.

Your process lives in spreadsheets

The CRM holds contacts, but the real pipeline runs in a shared sheet nobody outside the team can read.

You pay per seat for features you never use

The bill climbs with headcount while the one workflow you actually need sits behind a higher tier or does not exist.

Data is scattered across five tools

Leads in one system, jobs in another, invoices in a third. Nobody has a single view of a customer.

Your industry does not fit the template

Roofing jobs, ministry records, course enrollments, and service routes do not look like B2B software deals.

Reporting takes a person a day

Leadership asks a simple question and someone spends hours exporting and reconciling to answer it.

You cannot get your data back out

The platform owns your history, the export is unusable, and switching feels impossible. That is by design.

What we build into it

The modules that make it yours.

We only build what your operation uses. This is the menu most CRM engagements draw from.

Pipelines and stages

Stages named the way your team names them, with the fields, requirements, and exit rules that apply at each step.

Contacts and companies

Records built for your relationships, whether that is households, congregations, properties, students, or accounts.

Automations and triggers

Assignment rules, follow up tasks, status changes, and notifications that fire on real events instead of reminders in someone's head.

Scheduling and jobs

Bookings, estimates, dispatch, and calendars tied to the same records as the pipeline, powered by QikSchedule where it fits.

Reporting and dashboards

The numbers leadership asks for, on screen, current, and exportable. No overnight reconciliation.

Roles and permissions

Reps see their book, managers see their team, finance sees the money. Sensitive fields stay locked to the people who need them.

Data migration

Your history comes with you. We map, clean, and import existing records so day one is not a blank system.

Mobile access

Field teams work from a phone. With NativePHP the CRM can ship as a real iOS and Android app with push notifications.

Integrations

Payments, texting, email, accounting, and marketing tools wired in so the CRM is the center of the workflow, not another island.

Two ways to get there

Start on our platform, or build from the ground up.

Most companies do not need a CRM invented from scratch. We will tell you honestly which path fits, and the mapping phase is where that gets decided.

Built on QikCMS

Most common. Typically 6 to 12 weeks.

We start with the CRM, ecommerce, scheduling, and content engine already running under 250+ sites, then build the modules your business needs on top of it.

  • Faster to launch and lower cost
  • Hosting, security, and updates included
  • Your site, CRM, and bookings share one database
  • Can ship as a native mobile app with NativePHP

Ground up Laravel build

Fully bespoke. Typically 3 to 6 months.

For operations with requirements no platform covers: unusual data models, heavy integrations, compliance constraints, or software you intend to sell.

  • Architecture designed entirely around your process
  • You own the code and the roadmap outright
  • Host with us or anywhere you choose
  • Built to become a product if that is the goal
Proof

We have done this in production.

TBA Marketing

QikCMS. Built and hosts over 250 client sites on our platform, running their entire agency production model on the same CRM and CMS foundation.

Berkley Chapel

Migration. Moved off Planning Center onto a customized QikCMS build when the off the shelf tool could not match how the ministry actually operates.

RIG Roofing

QikSchedule. Uses QikSchedule for online booking, moving estimate scheduling out of phone tag and into a self serve flow tied to the customer record.

How the build runs

Four phases, no mystery months.

Every phase ends with something you can open, click through, and respond to.

Phase 01: Map

We walk your sales and service workflow end to end, interview the people using it, and document what the system has to do. You get scope, budget, and timeline before code.

Phase 02: Prototype

Clickable pipelines, record screens, and reports. Your reps react to real screens while changes still cost a conversation.

Phase 03: Build

Short cycles on a staging environment you can log into any time. Data migration and integrations run alongside the build, not after it.

Phase 04: Launch and support

We migrate the data, train your team, and stay on for hosting, monitoring, and the next round of features.

Connected to your stack

If it has an API, it can be part of the CRM.

Integrations we build with regularly. Anything not listed here is a conversation, not a roadblock.
Stripe
Twilio
Mailchimp
Mailjet
Zapier
Google Analytics
Google Tag Manager
AgencyZoom
Zoom
Google Meet
Cloudflare
Firebase
QikSchedule
QikRev
QikCheckout
Roobrik
TalkFurther
Printful
Questions

Custom CRM development, answered.

Custom CRMs are quoted per project after the mapping phase, because the price depends on how many modules, integrations, and records are involved. A CRM built on top of QikCMS starts lower than a ground up build and includes hosting. You get a firm number before development begins, not a range that moves.

A CRM built on the QikCMS foundation typically takes six to twelve weeks. A ground up Laravel build typically runs three to six months depending on integrations, data migration, and how many teams use it.

Yes. Data migration is part of the build, not an add on. We map your existing fields, clean the records, and import your history so the system is useful on day one. We have migrated clients off platforms including Planning Center.

You do. The code, the database, and the roadmap belong to your business. Nothing about the arrangement locks you in or lets a vendor change terms and break your operation.

Yes. Every build is responsive, and with NativePHP we can package it as a native iOS and Android app with push notifications so field crews get assignments without opening a browser.

No. The point of a custom CRM is that it connects to the rest of your stack. We regularly integrate Stripe, Twilio, Mailchimp, Zapier, Google Analytics, AgencyZoom, QikSchedule, and QikCheckout, and we build against any documented API.

We host, monitor, patch, and keep developing. Most clients move to a retainer so the CRM keeps growing with the business instead of freezing on launch day.

Yes. TBA Marketing has built and hosts over 250 client sites on our platform. Agencies bring the relationship and the brief, we handle architecture and development under your brand or ours.

Start a project

Tell us how your team sells today.

Send the rough shape of the problem and we will come back with an honest read: whether QikCMS already covers it, what a custom build would involve, and what it would take to get there.
  • Response time - one business day, from a developer
  • First call - a working session, not a sales pitch
  • Deliverable - scope, budget, and timeline before code
Related services

Often built alongside a CRM.

CMS and web platforms

Put the CRM behind a site that shares the same database, with ecommerce, memberships, and events.

Online ordering systems

For food service operators, QikCheckout ties orders and customers into the same record as the CRM.

Mobile app development

Ship the CRM to field crews as a native iOS and Android app with push notifications.