Because Your Operations Should Be Done Your Way
You face unique challenges when managing projects, service calls, equipment, and team schedules—especially if you have crews spread out geographically and employees who are not tech experts. A one-size-fits-all CRM isn’t built for the realities of interior construction, heavy equipment rentals, cleaning services, or elevator repairs. That’s why a custom CRM solution can make all the difference. We developed our own tool to streamline customer relationships, simplify project management, and keep scattered teams focused. Now we want to help you build a similar tool for your business and the way it works.
Ready for a CRM That Matches Your Industry?
If you’re interested in having your own custom CRM designed to address the specific needs of your sector — whether that’s tracking equipment rentals, managing cleaning schedules, coordinating repairs, or beyond — fill out the contact form at the end of the page.
Originally designed for collaborative environments, our project tracking tool reduces the need for juggling multiple apps and ensures teams stay on task—without the clutter of too many platforms. For businesses in interior construction, heavy equipment rentals, cleaning, and elevator services, managing jobs, schedules, and customer interactions from a single platform can be a game-changer.
The Challenge with Generic CRMs Today
A lot of generic CRMs require you to piece together multiple systems—spreadsheets, email threads, chat tools—just to stay on the same page. Not only is this time-consuming, it’s risky: important details can slip through the cracks, and less tech-savvy team members may struggle to keep up.
- Lost Efficiency: Switching between tools and copy-pasting information creates bottlenecks and confusion.
- Fragmented Data: When project updates live in emails while billing data is in spreadsheets, errors can happen.
- Unnecessary Complexity: Not everyone on your team is a tech whiz. Generic CRMs often cram in features you don’t need and bury the ones you do.
With a custom CRM, you get a solution that molds to your day-to-day workflows. No more forcing your processes into a system that doesn’t fit.
Even better, you can word everything according to your team’s way of work.
One Unified Platform
Our CRM combines CRM basics, project management, team communication, and more into one place—tailored to your specific workflows. Whether you manage supply orders for renovation projects, dispatch cleaning crews to various locations, or coordinate elevator repair calls, a custom system lets you:
- Track customer interactions and sales cycles in real-time
- Communicate within the platform—no separate chats or emails needed
- Manage documents (quotes, contracts, invoices) without switching between spreadsheets
- Automate repetitive tasks like follow-ups or recurring service schedules
Custom CRM – Built for Your Industry, Designed for Flexibility
We know your daily operations can be complex—handling last-minute changes to a construction schedule, scheduling heavy equipment rentals across different sites, or dispatching cleaning crews to multiple client facilities. That’s why we design CRMs that adapt to your workflows.
Scalable and Modular: Whether you add new service offerings or expand to additional regions, your CRM grows with you.
What sets us apart
Private Installations: Host it on-premises or in a secure cloud—whatever fits your security and compliance needs.
Tailored to Your Needs: One-size-fits-all doesn’t work for specialized fields. We collaborate to adapt the CRM to your exact workflow.
Iterative Development: We see our clients as partners who help refine the tool to ensure it meets real-world challenges.
From Pilot to Full Deployment
We understand trust is earned over time. That’s why we introduce our solution in phases:
- Phase 1: Personal Pilot
Deploy the CRM for a small group or specific department. Let them test its capabilities and offer feedback. - Phase 2: Refine & Trial
We optimize the CRM based on initial feedback and roll it out more broadly, letting more teams explore its features in day-to-day tasks. - Phase 3: Full Rollout
Once it’s proven effective, we fully deploy the CRM across your organization so every department benefits from streamlined project management and customer relationship tracking.
Different Teams, Different Focus – One Tool That Works for Everyone
Whether you’re dispatching construction crews, renting out heavy equipment, managing cleaning staff, or scheduling elevator repair technicians, each role has a unique perspective. Our tool ensures all teams stay organized without extra hassles.
Sales Teams
Track Leads, Customer Interactions, Generate Offers
- Monitor Leads and Customer Interactions: Keep track of potential clients, build quotes, and handle contracts.
- Centralized Project Creation: Add service details, materials needed, or equipment reservations in one place.
- High-Level Summaries: Quickly see project or job health without sorting through endless threads.
Managers
Track Progress, Generate Reports, and Keep Teams Aligned
- Real-Time Progress: Check on team activities, service schedules, and equipment usage in one dashboard.
- Reporting Made Easy: Generate detailed reports at the click of a button—no more exporting data into spreadsheets.
- Keep Communication Aligned: View and moderate team conversations, ensuring everyone is on the same page.
Field teams
Stay on Top of Requests, Update Progress, and Collaborate
- Simplified Task Lists: Access job details directly on-site—great for low computer literacy or mobile-only work.
- Real-Time Updates: Mark progress, send photos, and confirm job completion instantly.
- Task-Specific Communication: Keep job discussions organized, so relevant notes and updates don’t get lost in email threads.
By aligning each role’s unique needs under one tool, you reduce the chaos of multiple apps and overwhelming email chains. Everyone—from business owners to field technicians—stays productive and focused on results.
And you will have visibility into all that goes on in the business.
Let’s Work Together on a Custom CRM
If your construction, cleaning, equipment rental, or elevator services business is ready to move beyond the clutter of too many apps, we’re here to help. We specialize in crafting user-friendly, on-premises or cloud-hosted CRM solutions, custom-made for teams that span multiple locations and skill levels. Let’s streamline your customer management, unify your communications, and help you deliver top-notch service every day.