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Custom CRM Development

A custom customer relationship manager allows business operators to manage leads, clients, and workflows within a single system built around the way they actually work. It is the point at which branding becomes a functioning business engine, and at which the relationship between a studio and its client becomes long-term rather than project-based. As a CRM development agency and an experienced FileMaker Pro developer, we design each system to reflect your processes rather than forcing your processes to fit a generic product. The result is a platform that your team will adopt readily because it mirrors their own methods.

Secure, HIPAA-Compliant CRM Development

Secure and HIPAA-compliant: Built to safeguard sensitive client and patient information in accordance with regulatory standards.
Offline capability: Continue working without a connection, with your records available whenever you require them.
Designed to your workflow: Every screen, field, and process is configured to your specifications.
Document generation and account management: Produce documents and administer accounts from one unified system.

From Brand to Business Infrastructure

A tailored CRM completes the journey that begins with your logo, connecting your identity to the operational systems that sustain your growth.

CRM Demos

CRM Solutions

Simple CRM

Standard CRM

Deluxe CRM

Add CRM Table

Add CRM Field

Single User FileMaker Pro Hosting

5 User FileMaker Pro Hosting

Small Office Package

Midsized Office Package

Large Office Package

CRM Q&A's

Q: What is a custom CRM, and how is it different from off-the-shelf software?

A: A custom CRM development project is built around your organization’s actual workflow, rather than requiring your team to adapt to a generic product’s structure and limitations.

Q: Is your CRM development HIPAA-compliant?

A: We offer HIPAA compliant CRM development for organizations that require it, incorporating safeguards appropriate to the handling of sensitive client and patient information. Final compliance depends on deployment and your organization’s own data-handling practices.

Q: Can the CRM be used without an internet connection?

A: Yes. Our systems are built with offline capability, allowing your team to continue working and accessing records without an active connection.

Q: What platform do you use to build custom CRM systems?

A: As an experienced FileMaker Pro developer, we build each system on the FileMaker Pro platform, configured entirely around your specific processes and requirements.

Q: Can the CRM generate documents and manage client accounts?

A: Yes. Document generation and account management are built into every system, allowing your team to produce records and administer accounts from within a single unified platform.