Custom CRM or off-the-shelf
An off-the-shelf CRM like HubSpot or Pipedrive works well when your process looks standard: lead, call, deal. It’s quick to set up, but you’ll have to adapt to it.
A custom CRM makes sense when your process is unusual: several approval stages, calling through a contact list, a custom quote for each client, your own documents. Then it has only what you use, and there’s nothing to work around. We run our own studio on a custom CRM: leads, calls, negotiations, projects and revenue tracking all live in one system built around our process.



