Custom CRM systems
Customer relationship management,
built for the way you work.
A customer relationship management (CRM) system keeps your people, schedules, applications and records in one secure place. We build custom CRM systems for businesses, municipalities and nonprofits across the Adirondacks, ADA/WCAG compliant for everyone who uses them.
Custom CRM systems
One place for the people and details you manage
Spreadsheets, email threads, paper forms and sticky notes work until the season gets busy. Then a volunteer shift goes uncovered, an application gets lost, or someone asks for a report that takes a day to put together.
A CRM brings all of it into one system built around your organization. Sign-ups, applications, bookings and records come in through your website and land in the right place, ready to review, schedule and follow up.
What a CRM manages
Everything you keep track of, in one system
Volunteers
Volunteer sign-up and scheduling
Volunteers sign up online, choose their shifts and get reminders. Coordinators see who is covering what, at a glance.
Vendors
Vendor applications
Vendors apply online and upload the documents you require. Applications are reviewed, approved and answered from one list.
Events
Attractions and schedules
Activities, locations and times kept in one schedule, and shown on your website from the same records.
Bookings
Bookings and reservations
Visitors choose a date and time online, and every booking appears in one calendar.
Applications
Applications and secure files
Grant, program and membership applications with file uploads, stored securely and deleted on a schedule you choose.
Records
Records and reports
Contact details, history and notes for every person you work with, and the reports you need without the spreadsheet work.
Why custom
Built around your work, not the other way around
Off-the-shelf CRM software is usually designed for sales teams and priced per user, every month. Small businesses, municipalities and nonprofits end up paying for features they never use, then working around the ones they need.
- Only the features you need, laid out in the order your work happens
- No per-user monthly fees, so adding volunteers or seasonal staff costs nothing extra
- Your forms, your fields, your wording and your approval steps
- Connected to your website, so sign-ups and applications go straight into the system
- Room to grow, with new features added as your needs change
- Your data belongs to you
Accessible for everyone
ADA/WCAG compliant for staff and volunteers too
Accessibility is often an afterthought in the screens staff use behind the scenes. Your staff and volunteers use the system every day, and some of them use screen readers, magnification, voice control or a keyboard instead of a mouse. We build every screen of your CRM to WCAG 2.2 AA, from the public forms to the staff dashboards.
- Every form field labeled, with clear instructions and error messages (WCAG 2.2 success criteria 3.3.1 and 3.3.2)
- Everything works from the keyboard, with a visible focus indicator (2.1.1 and 2.4.7)
- Text and controls with enough color contrast to read easily (1.4.3 and 1.4.11)
- Tables, calendars and schedules that screen readers can follow (1.3.1)
- No time limits that rush people through a form (2.2.1)
- Tested by hand with JAWS, NVDA, VoiceOver and TalkBack, the screen readers people with disabilities use every day
Privacy and security
Private information, kept private
A CRM holds names, phone numbers and addresses, and sometimes much more. Registrations can include accommodation requests, health details or financial documents, information people trust you to protect.
- Encrypted connections for every form and every sign-in
- Each person sees only what their role requires
- Uploaded files stored securely and deleted automatically when they are no longer needed
- Forms that ask only for the information you actually need
- Activity records that show who changed what, and when
- Regular backups
Public agency
Franklin County Land Bank
Property listings, an online grant application and secure file handling. Applicants upload their documents, and the files are deleted automatically once they are no longer needed.
Nonprofit
Adirondack Carousel
An online booking system, and an accessible quiz that awards a certificate to everyone who completes it.
CRM questions
What clients ask us
What is a CRM?
CRM stands for customer relationship management. A CRM keeps track of the people you work with, such as customers, members, volunteers, vendors or applicants, along with everything connected to them: sign-ups, schedules, applications, bookings, messages and notes.
Why not use off-the-shelf CRM software?
Off-the-shelf software can suit a sales team. For many small businesses, municipalities and nonprofits it means monthly fees for every user, features that get in the way and forms that do not match how you work. A custom CRM includes what you need and nothing else.
Does the CRM work with our website?
Yes. We build the CRM together with your website, so volunteer sign-ups, vendor applications, bookings and other forms go straight into the system.
Is the CRM ADA/WCAG compliant?
Yes. Every screen, including the ones only your staff and volunteers see, is built to WCAG 2.2 AA and tested by hand with JAWS, NVDA, VoiceOver and TalkBack.
How do you protect sensitive information?
We collect only what you need, encrypt every connection, limit each person to what their role requires, and can delete uploaded files automatically on a schedule you choose.
How much does a custom CRM cost?
Every system is different, so the price depends on what it needs to do. Complete the Quote Request Form and we will prepare a detailed proposal with itemized pricing, so you know exactly what you are getting before any work begins.
Ready to bring it all together?
Tell us what you need to keep track of and we will give you a clear, honest proposal.