CRM & Business Systems

Custom CRM development that fits the way you sell.

Leads in one inbox, customers in a spreadsheet, quotes in another tool. We build CRM and business systems that bring it together around how your team actually works. We work with businesses in Atlanta, across Georgia and the U.S.

02 · CRM & Business Systems

  • Leads & pipeline
  • Customer profiles
  • Quotes & estimates
  • Tasks & follow-ups
  • Dashboards & reports
  • Loyalty & engagement

CRM & Business Systems

What your CRM can do

Every project is scoped around your business. These are the pieces we build most often.

  • Leads & pipeline

    Capture leads from every channel and move them through stages that match your sales process.

  • Customer profiles

    Contact details, history, jobs, documents and notes in one place your whole team can see.

  • Quotes & estimates

    Create, send and track quotes without rebuilding them from scratch every time.

  • Tasks & follow-ups

    Reminders and assignments so no lead or customer falls through the cracks.

  • Dashboards & reports

    See pipeline, conversion and team activity without exporting to a spreadsheet.

  • Loyalty & engagement

    Points, rewards and repeat-customer programs connected to the same customer data.

Honest advice

Custom CRM or off-the-shelf?

If a standard CRM fits your business, we will tell you. A custom system makes sense when your process is what sets you apart, or when you are paying for several tools that still do not talk to each other.

  • Your workflow does not fit standard stages
  • Your team works around the tool instead of with it
  • Data lives in several disconnected apps
  • You need a report no tool gives you

Our work

See all case studies
A&A Landscape — Landscape ATL website, Desktop view
A&A Landscape — Landscape ATL website, Mobile view

Home Services · Landscaping

A&A Landscape — Landscape ATL

Lead-generation website · North metro Atlanta, Georgia

A bilingual lead-generation website for a landscaping and concrete company serving north metro Atlanta, built to turn local searches into estimate requests.

View website · landscapeatl.com (opens in a new tab)

How we work

How the project runs

  1. 01

    Discover

    We learn how your business works, what is slowing it down and where technology can create value.

  2. 02

    Design

    We turn requirements into a clear digital experience and technical roadmap.

  3. 03

    Build

    Our team develops, tests and integrates the solution around your business.

  4. 04

    Grow

    We continue improving your technology as your business evolves.

FAQ

Questions we hear often

Can you move us off spreadsheets?

Yes. Importing and cleaning your existing data is part of the project, so your team starts with real information on day one.

Will it work with the tools we already use?

Where your tools offer an API or integration, we connect them: website forms, email, calendars, messaging and accounting are common examples.

Can our team use it on their phones?

Yes. We design for mobile browsers, and when field teams need more, we build a companion mobile app.

Let's talk

Tell us what you want to improve.

Have an outdated website? Losing leads? Managing your business with spreadsheets? Need a CRM or custom software? Let's build a better system.