
SaaS Conversational AI Chatbot Development for Startup
- 12 weeks
- 4x
Salesforce and HubSpot are built for the average sales process. If your sales cycle, your deal stages, or your customer relationships don't match the template, you spend more time configuring the CRM than using it.
We build custom CRM software that matches your actual sales process, the pipeline stages, the automation, the reporting, and the integrations your team needs to close deals and retain customers.
CRM designed around your sales process, not a generic pipeline template
Custom pipeline stages, deal fields, and automation rules for your workflow
Integration with your email, calendar, ERP, marketing tools, and data sources
100+ products shipped including custom sales and customer management systems
Recent outcomes
Custom CRM · B2B food order management platform
Built multi-platform order management with custom deal stages and ERP integration. Order errors dropped to zero.
3x revenue in 16 weeksCRM automation · Referral and sales platform
Built automated pipeline with lead scoring and follow-up sequences. Conversion rate doubled within 3 months.
250% sales liftCustomer platform · Booking and account management
Built direct booking CRM with guest account management and channel integrations. Direct bookings tripled.
3x direct bookingsRecognition
Your sales team is working around your CRM instead of inside it?
Paying for a CRM licence while using 15% of its features?
The short answer
RaftLabs builds custom CRM software for B2B teams in the US and UK. Custom pipeline stages, deal fields, and automation replace generic Salesforce or HubSpot templates. A core CRM ships in 12 to 16 weeks, typically costing $30,000 to $70,000.
Custom Software Development · Updated June 2026
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It's a fit problem. Generic platforms are built for the median sales team, with the median pipeline, selling a median product. If your sales motion is different, long cycles, multiple decision-makers, custom deal structures, industry-specific compliance, the CRM becomes a burden instead of a tool.
Custom CRM starts from your process. The stages your deals actually go through. The data your reps actually track. The reporting your managers actually need to run the number.
For businesses that also need ERP and finance modules connected to the CRM, see ERP development. For automating the manual steps in your sales and customer operations process, business process automation covers the workflow layer.
Capabilities
Custom pipeline stages that match your actual sales process. Deal fields that capture the information your team tracks. Stage-based automation that triggers the right actions at the right time. Visual pipeline views your reps will actually use every day.
Unified contact and company records with the fields that matter for your sales motion. Relationship mapping for multi-stakeholder deals. Activity history, notes, and communication logs in one place. Search and filter that surfaces the right contacts at the right moment.
Automated follow-up sequences, task creation on stage changes, lead assignment rules, and deal scoring. Reminders that keep deals moving without manual chasing. Workflows that handle the repetitive parts of your sales process so your reps focus on selling.
Bi-directional sync with Gmail and Outlook. Emails automatically logged against contacts and deals. Meeting scheduling with calendar sync. Email templates and sequences sent from within the CRM. Communication history visible to the whole team without manual logging.
Pipeline reports, win/loss analysis, activity metrics, and sales forecasting built around the metrics your team actually tracks. Dashboards for individual reps, team leads, and management. Scheduled reports delivered to the right people without anyone having to pull them manually.
Integration with your ERP for order and invoice data, marketing platforms for lead flow, telephony for call logging, and data enrichment services for prospect intelligence. Your CRM connected to your stack, not isolated from it.
We'll design a CRM that fits it, and give you a fixed cost before we build.
Process
We start by understanding how your team actually sells, not how you'd like them to. We map every deal stage, every data field your reps track, the approval steps that slow deals down, and the reporting your management needs to run the number. The CRM design starts here, not from a feature list.
Current CRM audit and pain point documentation
Deal stage and pipeline mapping with your sales team
Data field and reporting requirements by user role
Fixed-cost scope with milestone delivery dates
We design the data model around your deal structure, your customer relationships, and your contact hierarchy before writing code. Multi-team pipelines, complex deal field requirements, and account hierarchies are designed in from the start, not bolted on when you try to grow.
Contact, company, and deal data model design
Pipeline architecture with custom stage logic and field dependencies
User role and access control model
Integration architecture for email, calendar, ERP, and marketing tools
We build the core pipeline, contact management, and automation rules in 2-week sprints. Every sprint delivers working software your reps can use and give feedback on. Stage-based automation, lead assignment rules, and follow-up sequences are built and tested alongside the pipeline, not added after.
2-week sprints with working CRM demos at the end of each
Pipeline, contact management, and deal fields built against agreed specifications
Automation rules: stage triggers, task creation, assignment logic, follow-up sequences
Automated tests for business rules and workflow logic
We connect the CRM to your email and calendar, your ERP for order and invoice data, your marketing platform for lead flow, and any other system in your stack. Bi-directional sync where needed. Data mapped to the right fields on both sides without manual re-entry.
Gmail/Outlook bi-directional sync with automatic activity logging
ERP integration for order, invoice, and account data
Marketing platform integration for lead source tracking and campaign data
Telephony and enrichment service integrations where in scope
We deploy to production, train your sales team and managers, and support the first weeks of live usage. Reporting dashboards are configured for each audience, reps, team leads, and management. Configuration tools let your admin adjust fields, stages, and automation rules without engineering.
Role-specific training for sales reps, team leads, and CRM admins
Production deployment with monitoring and error alerting
Reporting and dashboard configuration per user group
Post-launch support and configuration documentation
Why us
The engineers who assess your problem also build the solution. No bait-and-switch, no offshore handoff after the contract is signed. The team you meet in week 1 ships in week 12.
We scope the work, calculate the cost, and lock it in writing before any development starts. A scope change is a change request: priced, agreed, or dropped. It never absorbs into the project and appears on the final invoice.
Clients include Vodafone, T-Mobile, Aldi, Nike, Cisco, and Lockheed Martin. Track record across AI, SaaS, mobile, automation, and enterprise platforms across healthcare, fintech, logistics, and hospitality.
GDPR, HIPAA, SOC 2 — compliance requirements are scoped in week 1, not retrofitted before launch. We have shipped HIPAA-compliant systems for US healthcare clients and GDPR-compliant products for European markets.
Tell us how your sales process works. We'll design a CRM that fits it and give you a fixed cost.
What clients say
Three-year average engagement. Founders and operators describing the work in their own words. No marketing varnish.

Working with RaftLabs has been amazing. The team is super responsive and quick to address our needs. They built a booking platform that's been a game changer for our team and our guests.
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ERP Development
Connect your CRM to a custom ERP for a unified view of customers, orders, and accounts.
Custom Software Development
Full-stack custom software when you need more than CRM functionality.
Marketplace Development
CRM embedded within a marketplace platform for vendor and customer management.
Business Process Automation
Automate the manual steps in your sales and customer operations workflow.
Generative AI Integration
AI lead scoring, conversation analysis, and sales intelligence in your CRM.
Tell us what's broken. Within one business day you get a straight take on cost, timeline, and the right first step. No deck, no pressure.
Custom CRM development is building a customer relationship management system designed around your specific sales process, customer lifecycle, and team workflows, rather than configuring your team to work inside a generic platform. A custom CRM has the pipeline stages, deal fields, automation rules, and reporting your business actually needs, without the modules and complexity of a platform built to serve every industry at once.
Custom CRM makes sense when: (1) Your sales process has specific stages, field requirements, or automation rules that generic platforms can't represent without heavy customisation. (2) You need deep integration with industry-specific systems that Salesforce connectors don't support well. (3) The platform licence cost per seat is hard to justify given how much of the feature set your team uses. (4) You need CRM functionality embedded inside a product you're building for customers. Custom isn't always the answer, if your sales process is standard and Salesforce or HubSpot fits it well, those platforms are faster to set up. But if the CRM keeps getting in the way, custom is worth the investment.
A typical custom CRM includes contact and company management, lead capture and qualification, pipeline management with custom stages and deal fields, task and activity tracking, email and calendar integration, automated follow-up workflows, reporting and sales forecasting, and user access controls. We scope which features deliver the highest value for your sales process first and build from there. Some customers also need quote generation, contract management, or customer portal features, all buildable within the same system.
Yes. Integrations are usually central to the value of a custom CRM. We build integrations with email and calendar (Gmail, Outlook), marketing tools (Mailchimp, HubSpot Marketing, ActiveCampaign), ERP systems for order and invoice data, telephony platforms for call logging, data enrichment services (Clearbit, Apollo), and any other system in your stack with an API. Custom CRM lets you integrate exactly what you need without paying for connectors you don't.
A core CRM covering contact management, pipeline, automation, and reporting typically takes 12–16 weeks for the first working version. More complex systems with custom integrations, embedded product features, or multi-team workflows run 16–24 weeks. We build in phases, the core pipeline and contact management first, then automation, then integrations and advanced reporting. Your team starts using the system before it's complete.
A core custom CRM system typically runs $30,000--$70,000 depending on the number of integrations, the complexity of the automation rules, and the reporting requirements. Full customer platform builds, including customer portals, account management, and ERP integration, run higher. We scope every project before pricing it.
Work with us
We scope Custom CRM Development Services in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.
FinTech
Compliance-first financial software for lending, payments, and wealth management.
Healthcare
HIPAA-compliant platforms for clinical workflows and patient engagement.
Retail and e-commerce
Custom storefronts, inventory management, and loyalty programs.
Logistics and supply chain
Dispatch automation, fleet management, and supply chain visibility.
SaaS products
Multi-tenant SaaS platforms built to grow without a rewrite.
Hospitality
Booking engines, PMS integrations, and guest-facing platforms.