CRM · ERP · Client portals

The system your business actually runs on.

Custom CRMs, ERPs, and client portals for law firms, HVAC companies, wholesalers, clinics, and teams that have outgrown spreadsheets and rigid GoHighLevel setups. Built around how your business works — and owned by you.

client-operations
Custom CRM dashboard with projects, tickets, invoices and team modules

The problem

When the business grows, the tools stop keeping up.

Spreadsheet chaos

Client data, jobs, and money scattered across tabs no one fully trusts — and nothing talks to anything else.

Rigid GoHighLevel / SaaS

You bend your process to fit their template, pay every month forever, and still can't get the one feature you need.

Nothing is owned

Your data lives on someone else's platform. They raise prices or change terms — you have no say and no exit.

What goes inside

Modules built to fit, not to fill a feature list.

Clients & contacts

One record per client with full history, notes, and communication in one place.

Invoicing & payments

Raise invoices, track what's owed, and see financial health at a glance.

Tickets & requests

Assign, prioritise, and resolve requests without losing them in an inbox.

Project pipelines

Kanban boards that show exactly what stage every job is at.

Team calendars

Shared scheduling so resources and bookings never collide.

Roles & permissions

Control precisely what each person can see and change.

Client portals

Secure logins where clients see timelines, files, and updates in real time.

Activity & reporting

Track what's happening across the system and report on what matters.

Build vs rent

Custom build vs GoHighLevel vs HubSpot.

Growth CanvasGoHighLevelHubSpot
Fits your exact workflowBuilt around itRigid templatesGeneric setup
You own the code & dataYes — fullyRentedRented
Ongoing costOne build, then hosting$97–$497/mo foreverScales fast with seats
Vendor lock-inNoneHighHigh
Custom featuresAnything you needLimited add-onsPaywalled tiers

Deciding between them? Read Custom CRM vs GoHighLevel and Custom CRM vs HubSpot.

Recent systems

Dashboards, built.

Client operations dashboard
Client operations dashboard
BroadSheet CRM
BroadSheet CRM
FactoryFlow ERP
FactoryFlow ERP
JS Operations
JS Operations

Replace the spreadsheets. Own the system.

Book a scoping callFiverr escrow · milestone billing · you own the code