Custom-Built for Your Industry
Whether it's case management for law firms, scheduling for clinics, or client dashboards for agencies — your CRM includes both internal team tools and client-facing portals.
Law Firms
Case management & client portals
Healthcare
Scheduling & patient management
Agencies
Client dashboards & project tracking
SaaS
User onboarding & subscription management
Consulting
Project tracking & client communication
Real Estate
Property listings & client matching
Finance
Client portfolios & compliance tracking
Why CustomCRM.ai?
Built from scratch for your unique business needs, not from templates.
From Scratch
Not templates. Every system is designed around your business.
- ✓ Custom workflows tailored to your processes
- ✓ No feature bloat or unnecessary complexity
- ✓ Scales with your business growth
Internal + Client-Facing
One CRM for your team, one portal for your clients — fully connected.
- ✓ Unified system for teams and clients
- ✓ Real-time updates across both interfaces
- ✓ Seamless communication between parties
AI-Powered
Automations handle intake, follow-ups, reminders, and reporting.
- ✓ Automated lead qualification and routing
- ✓ Smart follow-up sequences
- ✓ Predictive analytics and insights
Grows with your staff and client base
One-time build + lightweight maintenance
Enterprise-grade security & compliance
Dedicated team & ongoing optimization
🚀 Be the First to Get a CRM Built for YOU
Custom internal dashboards for your team. Seamless portals for your clients. All powered by AI.
No spam, just updates about your custom CRM