Custom CRM development for how you work
Our business solutions start with custom CRM development: one system for the tools you already use.
Free systems call: the tools you use and what to connect first
- We reply within one business day (Mon to Sat)
- A call at a time you pick
- A written plan with every price
Request sent. We reply within one business day (Mon to Sat) to set up the call.
An example
A CRM built around a plumbing company
Echelon, the system we run our agency on, is the base; we shape it around your trade. Drag a job, check the day's schedule, send a quote and watch the follow-up run.
Example: a CRM built for a plumbing company
Sample data- Open work
- $4,901
- To invoice
- $310
- Paid this week
- $860
Drag a job to a later column (on a phone, press and hold first), or use its Move menu.
Kitchen sink clogged
Linda Furtado · Mystic
$185No hot water
Paul Ricci · Groton
$129
No new calls. They land here.
Water heater replacement
Erin Walsh · Charlestown
$2,532Sump pump replacement
Mark Desrosiers · Norwich
$1,180
No open quotes.
Sewer camera inspection
Hannah Lyons · New London
$325RQOutdoor faucet replacement
Carl Morin · Groton
$260RQToilet rebuild
Joe Saunders · Charlestown
$290DM
Nothing booked yet.
Kitchen faucet install
Tom Gallagher · Narragansett
$310DM
Finished jobs wait here for payment.
Main line drain cleaning
Beth Carvalho · Westerly
$395RQGarbage disposal install
Rich Daly · Stonington
$465KB
Paid jobs collect here.
Burst pipe
Diane Petrarca · Westerly
Pick a job on the schedule to see its address, notes and status.
Kitchen faucet install
Tom Gallagher
31 Boon St, Narragansett
7:30 AM to 9:30 AM, Dan Medeiros
Customer supplied the faucet. Old supply lines replaced.
DoneWater heater replacement, 40 gal
Steve Arruda
260 Main St, Wakefield
10:00 AM to 1:00 PM, Dan Medeiros
Electric to electric. Permit pulled Monday. Haul away the old tank.
On siteToilet rebuild
Joe Saunders
14 Old Post Rd, Charlestown
2:00 PM to 3:30 PM, Dan Medeiros
Runs all night. Flapper and fill valve kit on the van.
ScheduledBathroom sink drain cleaning
Gail Thibodeau
44 Granite St, Westerly
8:00 AM to 9:00 AM, Rosa Quintal
Hair clog in the trap. Cleared and tested.
DoneSewer camera inspection
Hannah Lyons
118 Ocean Ave, New London
9:30 AM to 11:30 AM, Rosa Quintal
Slow drains on the first floor. Cleanout in the basement. Record the run for the customer.
On siteOutdoor faucet replacement
Carl Morin
9 Fort Hill Rd, Groton
12:30 PM to 2:00 PM, Rosa Quintal
Frost-free sillcock, 10 inch. Shut off at the main, no inside valve.
ScheduledShower valve cartridge
Joyce Almeida
5 Pierce Ave, Wakefield
2:30 PM to 4:00 PM, Rosa Quintal
Drips when off. Single-handle valve, cartridge on the van.
ScheduledGarbage disposal install
Rich Daly
72 Water St, Stonington
8:30 AM to 10:00 AM, Kyle Brennan
Paid on site by card.
DoneLow water pressure check
Ana Costa
16 Pearl St, Mystic
10:30 AM to 12:00 PM, Kyle Brennan
Pressure low upstairs only. Check the PRV and the aerators first.
En routeWater softener service
Frank Oliveira
201 Broad St, Norwich
1:00 PM to 2:00 PM, Kyle Brennan
Care plan visit. Resin check and salt top-up.
ScheduledToday's route for Rosa Quintal
The phone shows the same stops: what a plumber taps between jobs.
- Stop 1Done
8:00 AM to 9:00 AM
Bathroom sink drain cleaning
Gail Thibodeau
44 Granite St, Westerly
Hair clog in the trap. Cleared and tested.
- Stop 2On site
9:30 AM to 11:30 AM
Sewer camera inspection
Hannah Lyons
118 Ocean Ave, New London
Slow drains on the first floor. Cleanout in the basement. Record the run for the customer.
- Stop 3Scheduled
12:30 PM to 2:00 PM
Outdoor faucet replacement
Carl Morin
9 Fort Hill Rd, Groton
Frost-free sillcock, 10 inch. Shut off at the main, no inside valve.
- Stop 4Scheduled
2:30 PM to 4:00 PM
Shower valve cartridge
Joyce Almeida
5 Pierce Ave, Wakefield
Drips when off. Single-handle valve, cartridge on the van.
Erin Walsh
88 Old Post Rd, Charlestown, RI 02813
Customer since 2019
Equipment notes
- Gas water heater, 50 gal
- Installed 2019. Leaking at the base (Nov 10 visit): replacement quoted.
- Sump pump, 1/3 HP
- Installed 2021. Tested Oct 2026, working.
- Water softener
- Salt every two months. Resin checked Mar 2026.
- Main shutoff
- Basement, north wall, behind the stairs.
Next maintenance
Annual plumbing check, care plan visit
Due March 2027
Home care plan, $19 a month. Renews Apr 2027.
Service history
- Nov 10, 2026Water heater diagnosis$129Dan M.
- Oct 3, 2026Sump pump test, care plan visitPlanRosa Q.
- Mar 18, 2026Water heater flush, care plan visitPlanKyle B.
- Aug 9, 2025Kitchen drain cleaning$185Rosa Q.
- Jun 2, 2021Sump pump install$940Dan M.
Quote Q-1042
Replace the 50 gal gas water heater
Erin Walsh, 88 Old Post Rd, Charlestown, RI
| Item | Qty | Price | Amount |
|---|---|---|---|
| Gas water heater, 50 galStandard vent, 6-year tank warranty | 1 | $1,355 | $1,355 |
| Thermal expansion tankRequired by code on a closed system | 1 | $105 | $105 |
| Venting and gas fittingsFlex connector, sediment trap, vent pipe | 1 | $140 | $140 |
| Labor, remove and installTwo plumbers, about 2 hours | 4 hr | $165 | $660 |
| Haul away the old tankDrained and recycled | 1 | $75 | $75 |
| Town permitCharlestown plumbing permit | 1 | $85 | $85 |
- Parts
- $1,600
- Labor
- $660
- Permit and disposal
- $160
- RI sales tax, 7% on parts
- $112
- Total, one-time
- $2,532
Kitchen faucet install
Tom Gallagher, Narragansett. Finished by Dan at 9:20 AM.
Invoice INV-2318 sent, $310
Card or bank payment link, by text.
Review request sent, two hours after the job
Hi Tom, thanks for having Halyard out today. If Dan did a good job, would you leave us a quick review? It takes a minute and helps a small shop a lot.
Tom left a review
“Dan showed up on time, explained the options and left the kitchen cleaner than he found it.”
Paid, $310 by card
The job moves to Paid on the board.
This example needs JavaScript to click through. Here is its jobs board as it stands.
A concept, not a client's system: Halyard Plumbing & Heating is made up, and so are the people, addresses and prices. Nothing here is sent anywhere; a reload starts it over.
What you get
What our custom CRM development builds
Custom CRM
Clients, leads and the pipeline, built around your work.
Process automation
Follow-ups, reminders and hand-offs that run on their own.
Internal tools and dashboards
Your numbers and tasks on one screen for your team.
Integrations
Your forms, calendar, email and invoices connected.
Echelon CRM
The CRM we built to run our own agency.
How the work runs
Four steps for business solutions
- AssessThe tools you use, the steps you repeat and where records get lost.
- AlignThe system on paper: what it holds, what it automates, who uses it.
- ExecuteWe build it in stages and connect the tools you already use.
- AnalyzeWe watch how your team uses it and fix what slows them down.
FAQ
Business solutions questions
What is custom CRM development?
Building a CRM around how your business works: your clients, your pipeline, your steps and your reports, instead of bending your work to fit an off-the-shelf tool.
Do you build other custom business software?
Yes. Process automation, internal tools and dashboards, and integrations between the tools you already run on, such as forms, calendars, email and invoicing.
What is Echelon CRM?
The CRM we built to run our own agency: clients, the pipeline, proposals clients read and accept in the browser, monthly reports from live numbers, and our booking page.
What is Echelon Ops?
The next product in the Echelon family, for operations and back-office management. It is coming soon.
What does custom CRM development cost?
It depends on the scope. After the free call you get a written plan with every price, one-time or monthly.
Or talk first
Rather talk it through?
Book a call at a time that suits you, or call us. We reply within one business day (Mon to Sat).