DASHBOARDS & CRM · YOUR WHOLE BUSINESS ON ONE SCREEN
Custom CRM and dashboards built around how you actually work
Stop duct-taping five SaaS tools together and paying for features you never touch. We build the CRM, client portal, and analytics your team actually uses — owned by you, on infrastructure you control.
Built in 4–8 weeks · You own the code · No seat fees
THE PROBLEM
Spreadsheets and duct-taped SaaS are costing you more than money.
When your pipeline lives in a 14-tab spreadsheet and your client notes are in three different apps, deals slip through the cracks — not because your team is bad, but because the tools weren't built for how you work.
Deals lost to silence
No follow-up reminder. No alert when a hot lead goes cold. It just disappears into the spreadsheet.
Status calls instead of status pages
Every client check-in is a Zoom call to answer "where are we?" — a question a portal would answer instantly.
Paying for 80% you don't use
Salesforce, HubSpot, Monday.com: $400/mo for a system your team learns to work around, not with.
Data scattered across five tools
Email here. Notes in Notion. Documents in Drive. The real picture of a deal is in no one place.
Reporting built for someone else
The default dashboards never show the numbers your owner actually asks about in Monday morning meetings.
Zero ownership
When you cancel the subscription, your data is held hostage. Export is a CSV nightmare. You built nothing.
WHAT WE BUILD
Four surfaces. One system.
Each piece works alone, but they're designed to work together — so your pipeline, your clients, your data, and your automations all talk to each other.
Pipeline CRM
Track every deal, contact, and conversation in a single view built around your actual sales stages — not a template someone else designed.
Analytics Dashboards
Live charts and KPI tiles your whole team can read at a glance. Revenue by source, conversion by stage, lead velocity — the numbers you actually use.
Client Portals
Give each client a secure, branded window into their project status, documents, invoices, and milestones. Fewer status calls, faster trust.
Workflow Automations
Auto-assign leads, trigger follow-up tasks, send status updates, and escalate stalled deals — without anyone touching a button.
EXAMPLE SURFACES
What your system looks like on day one.
Every build ships with a working dashboard and a documented component library. Here are the three core surfaces — pipeline, analytics, and client portal — rendered as stylized mock-ups of the real UI.
RECENT BUILD · TITLE & ESCROW
Trident Title — closing pipeline off spreadsheets
Portal + pipeline CRM replacing a 14-tab spreadsheet workflow for a Washington County title & escrow team.
INTEGRATIONS
Connects to the tools you already use.
We scope every integration during your workflow session. No integration tax, no app store, no middleware fees.
- SupabaseDatabase & auth
- StripeBilling & payments
- TwilioSMS & voice
- ResendEmail delivery
- Google CalendarScheduling
- DocuSignE-signatures
- Zapier / WebhooksAny REST API
- OpenAI / ClaudeAI features
+ any REST or webhook-capable tool. If it has an API, we can connect it.
SECURITY & OWNERSHIP
You own it. Fully.
We build on open infrastructure so the system you pay for is the system you keep — no vendor lock, no exit tax, no surprise price hike.
Row-Level Security
Supabase RLS policies ensure each user sees only what they're allowed to see — enforced at the database layer, not just the UI.
You own the keys
Your Supabase org, your Vercel project, your source repo. We never sit between you and your data.
No SaaS seat tax
No per-user fees. No module unlocks. No annual contract renegotiations. Your system, on infrastructure you control.
Audit logs
Every state change is timestamped and attributed. Know exactly who moved a deal, changed a price, or sent a message.
FAQ
Common questions about custom CRM builds.
Most CRMs ship in 4–8 weeks depending on complexity. We start with a mapped workflow session, build a working prototype in week 2, and iterate to a production system. You're using real data in production before the engagement ends.
Yes — data migration is part of the build. We extract from Excel, Google Sheets, HubSpot, or any CSV-exportable tool, clean it, and load it into your new system. You never start with an empty database.
Supabase (Postgres + Auth + Row-Level Security) for the backend, Next.js for the front end, hosted on Vercel. You own the Supabase org and Vercel project from day one — we are never a vendor lock.
All code is in your repo. You can hire any developer to extend it. Haestus offers retainer maintenance packages, but there is no forced dependency — we build open, documented systems.
Commonly: Stripe, Twilio (SMS/calls), Resend (email), Google Calendar, DocuSign, and any REST or webhook-capable SaaS. We scope integrations during the workflow session and build only what you actually use.
Off-the-shelf CRMs are built for every business, which means they fit your business imperfectly. They charge per seat, per module, per integration. A custom system built on open infrastructure has no per-seat fee, no surprise module unlocks, and maps exactly to your pipeline — not someone else's template.
You do. The database, the source code, the Vercel deployment, and the Supabase project are all in accounts you own. Haestus retains no admin access after handoff unless you retain us for maintenance.