Custom Salesforce builds for small businesses

A better option than hiring a full-time Salesforce admin or signing on with an agency retainer. Every engagement is a fixed-scope, fixed-price project. You know what you're getting before work starts, you own everything when it's done, and nothing locks you in after.

What gets built

Automation
The handoffs, reminders and data entry your team does by hand, built into Salesforce so they happen on their own.
AI connections
Custom MCP setups that let AI tools like Claude work with your Salesforce data, with each tool scoped to one job and running on the user's own permissions, so IT can sign off on it.
Features you're paying for
The parts of Sales Cloud you already pay for but never set up, configured so your team actually uses them.
Custom reporting
Reporting leadership can trust, built for your questions, including Lightning Web Component visuals when the standard report builder can't show it.
Sales process
Lead and opportunity processes that match how your deals really move, not a generic template.
New orgs
Objects, fields, page layouts, stages and permissions set up around how your team actually sells, so it's usable on the first day.

How a project runs

Intro call
30 minutes on how your team sells and what's getting in the way. No charge.
Scope and price
A written scope with a fixed price. You'll have it within 2 to 5 business days of the intro call, depending on the size of the project, so you know what you're getting and what it costs before anything starts.
Build
The work gets done, with check-ins at the points agreed on in the scope.
Handoff
A walkthrough with your team and written notes on what was built and how to keep it running.

What it costs

Projects start at $499. Every project gets a fixed price in writing before work starts.

Not sure you need a custom build? Start with a report pack.