Custom CRM & Tooling Integrations
Your website should do more than collect form submissions. We build CRMs directly into the sites we make — every lead captured, routed, and answered from one place, connected to the calendars, email, and ad platforms your team already uses.
One System of Record, No SaaS Treadmill
Off-the-shelf CRMs charge per seat, force your process into their boxes, and hold your customer data hostage. A custom CRM lives in your own database, speaks your team's language, and integrates with your existing tools instead of replacing them.
- ✓ Every Lead, One Timeline Website forms, ad-platform leads, and email replies all land on the same contact record — nothing lives in a rep's personal inbox.
- ✓ Integrations That Never Block Calendar and email connections are best-effort by design: a third-party outage is logged and skipped, never shown to your customer as an error.
- ✓ Your Data, Your Database Postgres with row-level security and least-privilege API access — auditable, exportable, and yours.
Integrations We've Shipped
- → Microsoft 365 shared calendars via Microsoft Graph
- → Branded transactional email & two-way reply threads (Resend)
- → Facebook & Google lead-ad webhooks with deduplication
- → Drag-and-drop email campaign builders with delivery tracking
- → Calendar-file (.ics) meeting invites clients can accept anywhere
How Two of Our CRMs Are Built
These aren't hypotheticals — both systems are in production today for Metro Atlanta businesses you'll find in our portfolio.
Showroom CRM
European Kitchen & BathWorks — luxury kitchen & bath showroom, Atlanta
- 1. Capture & assign Every consultation form and showroom-lunch booking becomes a CRM lead, automatically assigned to a sales rep.
- 2. Route by department The client's product interest routes notifications to the right team — bath & plumbing or cabinetry — while the client gets a branded confirmation email.
- 3. Land on the shared calendar Microsoft Graph creates the appointment on a shared "ShowRoom Calendar" and invites the assigned rep — it arrives in their own Outlook as a normal meeting invite.
- 4. Reply without leaving the CRM Staff answer clients from the lead's page with branded email — attaching real calendar invites when needed — and each lead's dedicated reply address routes the client's answer back into the same conversation thread.
Venue CRM & Campaign Tooling
The Artisan: A Gathering Place — event venue, Metro Atlanta
- 1. Ingest from everywhere Booking inquiries from the website and lead ads from Facebook and Google arrive through webhooks, deduplicated so the same person never becomes two leads.
- 2. Work the pipeline Leads move through a clear status flow — new, assigned, contacted, qualified, proposal, won or lost — with tasks and activity history on every record.
- 3. See the season at a glance A built-in month calendar shows every booking inquiry by its preferred date, so the team spots conflicts and open weekends without cross-checking spreadsheets.
- 4. Run campaigns from the same place A drag-and-drop email builder sends campaigns to tagged contacts through a durable send queue — with per-recipient unsubscribe links and open/click tracking flowing back into the CRM.
Frequently Asked Questions
Ready to Own Your Customer Data?
Tell us how leads reach you today and which tools your team lives in. We'll map the integration structure that fits — and show you what it would replace.