A custom CRM gives your business a shared operating view instead of scattered notes, inboxes, spreadsheets, and disconnected tools. We build focused customer-management systems around the way your team already sells, estimates, and delivers work. Based in Aurora, with nationwide remote service and local meetings by appointment.
Illustrative CRM concept using sample records and figures, not client results or live integrations. All statuses, metrics, and actions are simulated examples.
Custom is not automatically better. An existing CRM may fit your team with less setup and ongoing maintenance. We review your workflows, supported integrations, data ownership and export options, support needs, and total setup and running costs before recommending a path. Any custom work and ongoing responsibilities are agreed in your written scope.
A custom CRM brings leads, customer history, pipeline stages and follow-up tasks into one place. KerrDM scopes the records and workflows around how your team sells and delivers work, instead of assuming that every business needs the same system.
Connections to website forms, email, SMS, scheduling and accounting tools can be included where supported. We confirm APIs, account access, consent requirements, provider costs and testing before adding each integration to your proposal.
The proposal defines the records, pipeline, permissions, dashboards, integrations, testing and handoff included in the project. Hosting, backups, maintenance, custom-code ownership and offboarding arrangements are defined in the proposal and terms; they should not be assumed from a demo.
Switch between tablet, desktop, and mobile views to explore simulated statuses, metrics, and actions for a potential workflow.
Illustrative CRM concept using sample records and figures, not client results or live integrations. All statuses, metrics, and actions are simulated examples.
Sample client: Summit Home Services
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These potential benefits depend on the agreed scope, supported tools, and how your team uses the system. We discuss your priorities before proposing a workflow.
We can explore this goal during scoping and agree on the features and handoff steps that fit your workflow.
We can explore this goal during scoping and agree on the features and handoff steps that fit your workflow.
We can explore this goal during scoping and agree on the features and handoff steps that fit your workflow.
Potential deliverables are confirmed in your proposal. Optional integrations are configured and tested within an approved scope, subject to supported APIs, account access, consent, provider approval, and third-party costs.
You retain ownership of your client materials. You own the custom front-end design, layout, and copy created for your project upon full and final payment. KerrDM retains pre-existing code libraries, proprietary tools, reusable automation logic, boilerplate components, and internal workflow configurations. See our Terms of Service for ownership details.
Third-party services have their own licenses, terms, and pricing independent of KerrDM. KerrDM ongoing hosting, care, and managed automation services may carry recurring fees agreed in your proposal. Handoff, export, and offboarding arrangements are agreed in your proposal.
Talk through your workflow directly with Justin. We'll examine your current lead process, pinpoint bottlenecks, and scope a tailored website and automation system with fixed pricing.
Request a Free ConsultationYour website, AI assistant, automations, and CRM can share information through optional integrations. We confirm supported connections and configure and test them within the approved scope; each service and connection is agreed in your proposal.
A modern website designed around how customers search and buy, with attention to loading performance and clear navigation.
An optional AI assistant configured around approved service information, response guidance, and human handoff rules.
Optional workflows can connect supported website, phone, CRM, and accounting tools for follow-up and invoicing within the approved scope.