Custom CRM Development
Grove Hill Research is a small consultancy that designs and builds custom CRM systems for businesses that have outgrown spreadsheets but don't fit the big one-size-fits-all platforms. Your workflow, your fields, your pipeline — built exactly the way you work.
Every engagement is different, but most of the systems we deliver include some combination of the following.
A centralized database of your contacts, companies, and accounts — with the custom fields, tags, and relationships your business actually uses, plus full interaction history on one timeline.
Visual pipelines with stages that match your real sales process. Deal values, close dates, owner assignment, and win/loss tracking — no forcing your process into someone else's template.
Task lists, due dates, and automatic follow-up reminders tied to contacts and deals, with a daily agenda view so nothing slips through the cracks.
Pipeline value by stage, conversion rates, activity by team member, and revenue forecasting — the numbers you need, on one dashboard, exportable when you need them elsewhere.
Email and opt-in SMS alerts built into your system — sign-in and security notifications, task and follow-up reminders, and service updates, with granular per-user preferences.
We migrate your existing data from spreadsheets or legacy tools and connect your CRM to the services you already use — email, calendars, billing, and more.
We sit down with you to map how your business actually tracks customers today — what works, what doesn't, and what the system needs to do.
We design the data model and workflows around your process, then build iteratively — you see working software early and often, not a big reveal at the end.
We migrate your existing data, train your team, and launch. Your system runs on secure, modern cloud infrastructure with encryption in transit and at rest.
Businesses change, and your CRM should keep up. We offer ongoing support and enhancement retainers so your system evolves with you.
CRM systems we build and operate can deliver account notification text messages — such as security alerts, task and follow-up reminders, and service updates — to users who opt in. Message frequency varies and message and data rates may apply. Users can reply STOP at any time to unsubscribe or HELP for assistance. No mobile information is shared with third parties or affiliates for marketing or promotional purposes. See our Terms and Conditions and Privacy Policy for full details.
Tell us about your business and we'll tell you honestly whether a custom CRM makes sense for you. We typically respond within one to two business days.
josh@grovehillresearch.com