A CRM built around how you sell — that you own outright.
Off-the-shelf CRMs charge $50–$150 per user, every month, forever, and still don't match your process. We build the system your team actually wants to use, then host and support it on AWS.
When does custom beat subscription?
A 10-person team on a mid-tier CRM at $100/user/month spends $12,000 a year — $60,000 over five years — and still pays for automation, e-sign and reporting add-ons. A custom CRM from Provident Design typically costs $25,000–$60,000 once, plus $249/month hosting, and does exactly what your team needs with no seat limits.
We know because we built one: Provident Design's founders replaced subscription CRMs with a custom CRM and online quote-delivery system for a multi-brand commercial insurance agency.
Scope my CRMWhat we typically build in
Contacts & companies
Custom fields, tags, activity timelines, duplicate detection, import from spreadsheets or your old CRM.
Pipelines & deals
Drag-and-drop stages per product line, tasks, reminders, win/loss reasons and forecasting.
Quoting & proposals
Generate branded quotes and proposals, deliver online, capture e-signature and payment.
Automated follow-up
Email & SMS sequences, lead-form intake from all your websites, round-robin assignment.
Reporting
Dashboards for revenue, conversion by source, rep activity and renewals — exportable anytime.
Integrations
Phone systems, calendars, accounting, e-sign, payment processors, carrier/vendor APIs, Zapier/webhooks.
Phased so you're never betting the farm.
Discovery & spec — 2 weeks
We map your pipeline, fields, roles and integrations into a written specification with fixed pricing per phase. Fee: $2,500, credited to the build.
Phase 1 — core CRM (8–12 weeks)
Contacts, pipeline, tasks, lead intake, basic reporting. Your team starts using it.
Phase 2 — automation & quoting
Sequences, quoting, e-sign, payments, integrations — prioritized by revenue impact.
Ongoing — host, support, improve
Application hosting plan with monitoring, backups and monthly development hours.
How much does a custom CRM cost?
Custom CRM systems from Provident Design start at $25,000 and typically range from $25,000 to $90,000 depending on integrations and automation. Hosting and support is $249 per month with no per-user fees.
Who owns the code and the data?
You do — 100%. Source code is delivered to a repository you control and your data lives in a database you can export at any time.
Can you migrate data from HubSpot, Salesforce, GoHighLevel or spreadsheets?
Yes. Data migration is scoped in discovery and included in your Phase 1 quote.
Is a custom CRM secure?
Yes. Role-based access, encrypted connections and storage, hourly database backups, audit logs and a security review before launch, hosted on AWS.
Stop renting your sales process.
Book a discovery call and get a phased, fixed-price plan for a CRM your team will actually use.
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