Custom CRM
A CRM built around how a company sells, bills and gets paid
A typical build replaces a prospect spreadsheet, a subscription invoicing tool and hours of matching deposits to invoices. The screens here are from one of those builds, for a services firm.
The CRM we build for companies
2
weeks from the first commit to invoicing and bank feeds
111
commits in its first eleven weeks
3
financial statements that drill down to the transaction
Where they started
The firm tracked prospects in a spreadsheet whose columns kept drifting, invoiced through a subscription tool, and matched bank deposits to invoices by hand.
What we built
A pipeline with a rep desk and a full record for every account.
Estimates and invoices, shared with clients by signed links.
Bank feeds, and deposits split across many invoices, with matches suggested where the amounts line up.
Highlights
Built around how this firm sells
The deal stages, the shared pool reps claim prospects from and the ranked outreach channels all come from how the company actually sells.
Arithmetic a finance lead can trust
Money is stored in whole cents, tax and totals are frozen when an invoice is issued, and three financial statements drill down from the same rows.
Hardened for production
The bank sync recovers from a partial failure and from a bank that quietly revokes access to one account. Access is closed by default, and the highest privilege can't be granted from inside the app.
Migration treated as part of the job
The invoicing history came across matched to the cent, through an import that runs as a dry run first and is safe to run again.
Screens
Work by stage
Deposit matching
Quote to paid
Profit and loss drill-down
How it fits together
- Pipeline and rep desktoClients and accountswon deals become clients
- Clients and accountstoEstimates and invoicesestimates and invoices
- Estimates and invoicestoSigned share linksshared by link
- BanktoBank feed synctransactions synced
- Bank feed synctoTransactions and categoriessorted by rules
- Transactions and categoriestoEstimates and invoicesdeposits matched to invoices
- Transactions and categoriestoStatementsthe same underlying rows
Worth knowing
This build has no proposal builder, e-signature or client portal, and it doesn't process payments.
It has no AI features. Suggested deposit matches are exact-amount arithmetic.
The books are cash-basis and category-driven, with no double-entry journal, payables, payroll or tax filing.
It's single-tenant, sends no notifications, and is proven at the scale of a small firm.
Related services
Get started
Start with a free systems audit.
We map how orders, stock and money move through your company today, and every place your team types the same thing twice. Then we turn that into a phased plan with a fixed price for each phase.
Based in Grand Rapids, Michigan. Or email dev@bravuramarketing.com.
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