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Software

Custom CRM Development With AI Built In

Off-the-shelf CRMs bend your process to their data model. We build CRMs around how your business actually sells and delivers, with AI doing the work inside: scoring and enriching leads, drafting follow-ups, logging calls from our voice agents, and surfacing what needs attention today.

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Who This Is For

Built for teams that outgrew their CRM or never fit one

  • Companies paying per seat for a CRM that half the team avoids because it does not match the process.
  • Businesses with a process too specific for standard pipelines: multi-party deals, projects, properties, claims, or matters.
  • Operations that need the CRM connected to phone, WhatsApp, email, documents, and back-office systems in one place.
  • Growing teams that want AI in the CRM to work for them, not another dashboard to fill in.

What We Build

A CRM shaped by your process

Data model and pipelines built for you

Accounts, contacts, deals, properties, projects, or matters modeled the way your team thinks, with stages, fields, and permissions that match reality.

AI lead scoring and enrichment

Leads scored from behavior and fit, enriched from your data and approved sources, and prioritized so the team calls the right person first.

Follow-up automation

Drafted emails and messages, scheduled tasks, reminders, and sequences that adapt to replies, with people approving anything sensitive.

Voice and chat inside the CRM

Calls from our voice agents logged with transcripts and outcomes; WhatsApp and email threads attached to the record; agents acting on CRM data.

Reporting that answers questions

Pipeline, activity, and forecast dashboards plus an assistant that answers questions like which deals stalled this week and why.

Integrations and migration

Accounting, marketing, calendars, telephony, and document systems connected; data migrated from your current CRM with cleanup.

A CRM that matches the work

The best CRM is the one the team actually uses. That happens when the data model matches the business: a real estate operator thinks in properties and showings, a contractor in bids and projects, a firm in matters and engagements. Standard CRMs force those into generic deals and contacts, and the workarounds start. DPI builds the model your team already has in its head and then puts AI to work inside it.

AI as part of the workflow

Lead scoring and enrichment run when a lead arrives. Follow-ups are drafted in your tone and sent or queued for approval. Calls handled by our voice agents are logged with transcripts and outcomes; WhatsApp and email threads attach to the record. Stalled deals and overdue tasks are surfaced each morning. An assistant answers questions about the pipeline from the data itself. None of this requires the team to fill in extra fields; the system does the recording.

Engineering you can keep

We build on Node.js, TypeScript, React, Next.js, and PostgreSQL, with Redis for queues and caching, containers on Kubernetes or AWS, and CI pipelines on GitLab or GitHub. Language models are hosted or self-hosted depending on your data policy. The code, the data, and the infrastructure are yours, and your engineers can take over at any point.

Delivery in increments

The core pipeline ships first so the team starts using it; automations, integrations, and AI features follow in releases every few weeks. Migration from your existing CRM includes cleanup and deduplication. After launch, the CRM evolves with the business rather than with a vendor's roadmap.

How It Works

How we build a CRM

  1. Process discovery

    We map how leads arrive, how deals move, who touches them, and what reporting you need, with the people who will use the system daily.

  2. Design and prototype

    Data model, screens, automations, and AI features prototyped and reviewed with the team before the build starts.

  3. Build in increments

    Core pipeline first, then automations, integrations, and AI features, released every few weeks with real users.

  4. Migration and launch

    Data migrated and cleaned, team trained, old system retired on a date you choose, with support through the first cycles.

  5. Evolve

    New fields, reports, automations, and AI capabilities added as the business changes, without waiting for a vendor roadmap.

Stack & Integrations

Stack and integrations

We build on a modern, maintainable stack your own team can work with later, and connect to everything the CRM needs to see.

Node.js, TypeScript, Python React and Next.js PostgreSQL, Redis OpenAI, Anthropic Claude, AWS Bedrock, self-hosted LLMs Asterisk voice stack, WhatsApp Business API, Mailgun email Google Calendar and Google Workspace Accounting and ERP APIs Docker, Kubernetes, AWS, Cloudflare GitLab and GitHub pipelines

Industries

Custom CRMs by industry

Real Estate

Leads, showings, properties, leases, and owner relationships in one system.

Financial Services

Applications, underwriting stages, documents, and compliance tracking.

Engagement Models

Engagement models

CRM discovery

Two to three weeks: process map, data model, integration inventory, AI feature plan, and a build roadmap with releases.

Build and launch

Incremental delivery from core pipeline to AI features, migration, and launch, with a fixed scope per release.

Evolution and operations

Ongoing development, hosting, monitoring, and AI operations for the CRM as your process changes.

FAQ

Questions about custom CRM development

Why build a CRM instead of buying one?

When your process fits a standard pipeline, buy one and we will integrate it. When it does not, teams work around the tool, data quality collapses, and per-seat fees grow. A custom CRM fits the process, costs no per-seat license, and can have AI built into the workflow rather than bolted on.

What does AI actually do inside the CRM?

Scores and enriches leads, drafts follow-ups and summaries, logs and summarizes calls from voice agents, flags stalled deals, answers questions about the pipeline, and automates the routine steps between stages, with people approving anything that matters.

Can it connect to our phone system and WhatsApp?

Yes. Our voice agents run on an Asterisk-based stack connected to your telephony, and WhatsApp Business API and email threads attach to the record, so every conversation lives with the contact.

Who owns the code?

You do. The CRM is built on Node.js, TypeScript, React, and PostgreSQL with documented pipelines, and can be maintained by your team or by DPI.

How long does it take to build?

A core pipeline with the essential integrations typically reaches the team within weeks of discovery; automations and AI features follow in subsequent releases. Discovery sets the roadmap and dates.

Can you migrate our data?

Yes. Migration from your current CRM or spreadsheets is part of the build, including cleanup, deduplication, and mapping to the new model.

Related

Next Step

Bring one workflow. Leave with a production plan.

Tell us where calls, tickets, documents, or approvals pile up. We map the workflow, size the impact, and propose a deployment you can measure.

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