A custom CRM, built around how you actually sell
One place for every lead, job and customer, with only the fields and steps you use. Built to fit, owned by you, no per-seat fee.
A custom CRM is software that keeps every lead, job and customer in one place, built around how your business actually works. Because it's made to fit, your team picks it up fast, you own it outright, and there's no growing monthly fee per person.
Most businesses outgrow spreadsheets and a shared inbox. Things get missed, only one person really knows how it all hangs together, and off-the-shelf CRMs make you bend your process to fit their boxes. A CRM built around you fixes that, without the per-seat bill.
What your CRM does
Your pipeline
Your real stages, from first enquiry to won, so you always know what's where and what needs chasing.
Everything on one record
Every call, email, quote and note against each customer, so anyone can pick it up without asking around.
Follow-up built in
Reminders and automatic nudges so no lead goes cold while you're busy with the work.
Reporting that's ready
See where deals are, what's landing and what's stuck, without building a spreadsheet.
Roles and permissions
Your team sees what they need to, and the sensitive bits stay locked down.
Joined to your tools
Website forms, email, calendar and accounting wired in, so nothing gets typed twice.
Off the shelf makes you fit the tool. We build the tool to fit you.
Off-the-shelf CRMs are built for the average of everyone, so you pay monthly, per person, for features you'll never use, and your process has to bend to match how the software thinks. When you want a change, you wait for a company that's never heard of you.
A custom CRM has only the fields, steps and screens your business uses. It's a one off build cost instead of a fee that never stops, and when you want something adjusted, you ask the person who built it.
We run our own business on one
SwitchUp's own CRM, built in house, runs the business: leads, clients, follow-up and the tools behind these very sites. I didn't buy it off a shelf, I built it, because nothing off the shelf fit how I wanted to work. That's exactly what we do for you.
No two businesses run the same way, so we don't build as if they do
A lot of software asks you to change how you work to suit the tool. We do it the other way round. We start with how your business actually runs, then build the system to fit that, so your team picks it up quickly and it earns its keep from week one.
That means the fields, the steps and the screens are the ones you actually use, with nothing you don't. Made to fit, built by the person who'll still be there when you want it changed.
Tell me what you needBuilt to be yours, not to tie you in
- You own everythingThe system, the code, the data and the accounts are in your name from day one.
- No contractsYou stay because the system is working, not because you're locked in.
- No one held to ransomWe build things to be handed over and maintained, not to keep you dependent on us.
- No jargon wallsEverything explained in plain English, so you know exactly what you're paying for.
- Your data stays yoursSet up properly and privately, in accounts you control.
- One person, start to finishYou work directly with Morgan, not a rota of account managers.
Common questions
Why build a custom CRM instead of using an off-the-shelf one?
Isn't a custom system expensive?
Do I own the system and the data?
Can it connect to the tools I already use?
Tell me where the spreadsheets are
If a spreadsheet or someone's memory is holding the business together, there's usually a better way. Let's have a look.
Book a callLet's work out what to build
Tell me what's slowing the business down, or where a system could help, and I'll tell you honestly what's worth building and what isn't. No jargon, no pressure.
- You own everything we buildIn your name from day one, on no contract.
- You work directly with MorganNo account managers, no handovers.
- An honest view, fastI'll tell you if a build isn't worth it yet.