Custom CRM
A CRM shaped to your business, not the other way around.
Off-the-shelf tools make you work their way. We build the pipeline, the automations, and the reporting around how your team actually operates.
Most CRMs sell you a shape and ask you to fit inside it. We do the opposite.
Built around your pipeline
Stages, fields, and views that mirror how you actually sell and deliver, not a generic template.
Automations that match your operation
The follow-ups, reminders, and handoffs your team does by hand, running on their own.
Reporting you actually use
Dashboards showing the numbers you run the business on, updated live.
Same engine. Reconfigured for your industry.
Pick an industry. The pipeline, the fields, and the automations change with it.
Consult pipeline
No-show rescue running
Solhaven, Ridgeline, Dunlap & Sons, Calder & Voss, and Stillwater are our concept builds, here wearing their CRMs.
By industry
Tuned to how your industry runs.
Same craft, very different operations. A closer look at four of the builds above.
Booked calendars, fewer no-shows, more rebookings.
- Lead-to-text in seconds, calendar-synced consult booking
- Treatment history, packages, and membership tracking
- Automated review requests and smart rebooking nudges
AutomationNew lead, instant text, self-book, intake forms, reminders, post-visit review and rebook.
Every quote followed up, every renewal on time.
- Quote-to-bind pipeline with assigned ownership
- Renewal tracking with 60, 30, and 7-day reminders
- Cross-sell triggers, document and compliance trails
AutomationQuote requested, agent assigned, follow-up sequence, bound, renewal reminders, cross-sell play.
Turn trials into paid, and paid into expansion.
- Trial-to-paid pipeline with onboarding sequences
- Usage-based triggers and churn-risk alerts to your CSMs
- Expansion plays plus MRR and pipeline dashboards
AutomationSignup, onboarding emails, activation milestone, low-usage alert, renewal and upsell triggers.
Compliant pipelines from first contact to funding.
- Deal pipeline with stage-gated document collection
- Consent capture, calling-window and DNC rules built in
- Post-close nurture and referral tracking
AutomationLead, consent captured, documents requested, underwriting stages, funded, referral ask.
How automations work
Set the trigger once. It runs every time.
Every workflow is a trigger, the conditions that matter to you, and the actions that follow. Here is a med spa lead, start to rebook.
- 01
Lead lands
Form, call, or DM, all into one inbox.
- 02
Instant reply
Text and email out within 60 seconds.
- 03
Self-book
They pick a consult slot, calendar-synced.
- 04
Forms + reminders
Intake and consent sent, no-shows flagged.
- 05
Review + rebook
Post-visit review ask, rebooking at the right interval.
Same engine, retuned per industry: renewals for insurance, activation for SaaS, underwriting stages for finance.
What every Magnara CRM includes.
01
Custom pipelines
Stages and fields that mirror how you actually sell and deliver.
02
Automations and workflows
Triggers, conditions, and actions that run the busywork for you.
03
Dashboards and reporting
The metrics you run the business on, live and at a glance.
04
Integrations
Your calendar, phone, email, payments, and tools, wired in.
05
Roles and permissions
The right people see the right things, with an audit trail.
06
You own it
Your data, your system, hosted and maintained, with no lock-in.
FAQ
Custom CRM questions.
The practical questions owners ask before replacing spreadsheets or an off-the-shelf CRM.
Book a callCan you migrate us from spreadsheets or another CRM?
Yes. Migration is part of the build: we map your contacts, deals, and history into the new pipelines and verify the counts together before you switch over.
Do we own the CRM and our data?
Yes. The system and the data are yours, and everything exports cleanly. We host, maintain, and improve it for you, but there is no lock-in.
Will it connect to the tools we already use?
That is the point of custom. Calendars, email, texting, phones, payments, and accounting tools are wired in during the build, so the CRM matches how you already operate.
What does a custom CRM cost?
It is scoped on the consultation call and sized to your operation. A dispatch board for a two-truck shop and a multi-team funnel are very different builds, and they are priced that way.
Tell us how you work. We’ll build the system around it.
A short call to map your pipeline, your automations, and what you need to see.
Book a call