Custom CRMs & Operational Systems Built for Velocity
Most CRMs are built for generic software sales—not businesses that quote, schedule, dispatch, and fulfill real work. We build custom CRMs and operational back-offices that connect lead capture, complex quoting, project handoff, field execution, and customer communication in a single seamless pipeline.
Why off-the-shelf tools fail at CRM & Operations
- [✓]Solar, HVAC, construction, and home-service operations
- [✓]B2B and service companies with multi-step quoting or underwriting
- [✓]Teams frustrated by HubSpot, Salesforce, or ServiceTitan complexity and cost
- [✓]Multi-location businesses needing unified pipeline and job visibility
The Sales-to-Operations Handoff Gap
Sales closes a deal in the CRM, and operations has to re-collect site photos, specs, and contract terms to actually deliver the job.
Standard CRMs stop at 'Closed Won' and have no concept of your fulfillment, permitting, or installation workflow.
Low Rep Adoption Due to Cluttered Screens
Sales reps hate logging activity because every update requires clicking through 40 irrelevant fields and slow modal popups.
Bloated enterprise CRMs are overloaded with generic tabs instead of a focused pipeline tailored to your sales motion.
Slow, Inaccurate Quoting & Proposals
Estimators spend hours building quotes in spreadsheets, risking margin errors and losing deals to faster competitors.
Pricing formulas, equipment catalogs, and financing options are not built into the CRM.
From fragmented busywork to one unified flow
- 01Leads sit untouched because routing and follow-up reminders are manual
- 02Reps calculate quotes in an external Excel sheet and attach a static PDF
- 03Closed deals are emailed to ops, who create a duplicate record in a project tool
- 04Leadership has no accurate view of true job profitability vs. original estimate
- 01Instant lead ingestion, automated SMS/email speed-to-lead, and smart territory routing
- 02Interactive quoting engine with live margin guardrails and one-click e-signature
- 03Closing a deal automatically provisions the job board, crew tasks, and customer portal
- 04Real-time pipeline, commission tracking, and job-costing analytics in one view
Production deliverables you own 100%
Custom Lead-to-Cash Pipeline Engine
Stages, required checklists, and automated triggers that match your exact sales and delivery lifecycle.
Built-In Estimator & Proposal Generator
Configure products, labor, financing, and add-ons with instant PDF/web proposals and embedded acceptance.
Dispatch, Scheduling & Crew Portals
Assign technicians, track site checklists, upload field photos, and trigger automated customer status updates.
Executive Revenue & Rep Performance Dashboards
Track close rates, lead source ROI, cycle times, commissions, and gross margin per job in real time.
Systems shipped with this capability
Sozo CRM
A bespoke CRM and operational command center built for solar and field sales organizations—replacing disconnected lead sheets, rep trackers, and install handoff spreadsheets.
Elevate Solar
A conversion-engineered web platform and lead qualification pipeline that educates homeowners, captures utility usage profiles, and routes qualified solar consultations directly into operations.
HR Heating & Cooling
A modern service booking and dispatch web application for HR Heating & Cooling that turns emergency AC/heating searches into triaged, scheduled service calls without phone tag.
Questions about CRM & Operations
Why build a custom CRM instead of customizing Salesforce or HubSpot?
Customizing enterprise CRMs often costs as much in consultants and add-on subscriptions as building a custom platform—yet you still pay steep monthly per-seat fees forever and fight their rigid data model. With a custom CRM, every screen is fast, purpose-built, and owned by you.
Can you migrate our existing contacts, deals, and historical notes?
Yes. We build deterministic migration scripts that clean, deduplicate, and import your historical accounts, contacts, pipeline history, and attachments with zero downtime.
Can customers log in to see their project or order status?
Yes. Because the CRM and customer portal share the same underlying database, you can expose real-time project milestones, documents, and payment links to customers automatically.
Ready to build your crm & operations platform?
Available for businesses across Shreveport, LA, Benton, LA, Marble Falls, TX, Austin, TX, Hughes Springs, TX, Longview, TX, Commerce, TX, Kansas City, MO, and remote nationwide.