CUSTOM CRM · BUILT IN-HOUSE

Tell us how your business works. We’ll make TabletCRM work that way.

Custom fields, screens, documents, workflows, reports and integrations — designed and built by the same in-house developers who write TabletCRM. No outside consultants. No hand-offs.

✓ First developer hour free    ✓ No-code self-service included    ✓ Built by the people who wrote it

YOU ASK. WE BUILD.
Real requests we hear every week
“Can every work order get a job-site tab?”
✓ YES
“Can a quote warn us when margin drops too low?”
✓ YES
“Can our POs print the vendor’s part number?”
✓ YES
“Can we get a dashboard just for commissions?”
✓ YES
THE IN-HOUSE DIFFERENCE

A CRM built to fit your business — by the team that built the CRM.

Most CRMs make you bend your process to match their software. We do the opposite, and we do it ourselves.

Built by the people who wrote it

Your customizations are designed and coded by TabletCRM’s own developers — the same team that builds the platform. They know exactly where every change belongs.

No consultants. No middlemen.

You talk directly to the developer doing the work. Nothing gets lost in translation between a reseller, a consultant and a programmer you never meet.

Dial it in that last 10%

Out of the box, TabletCRM covers most of what you need. Our programmers close the gap so the system fits the way you actually work — not the other way around.

WHAT CAN YOU CUSTOMIZE?

Just about everything your team touches.

What your team sees, how records flow from one step to the next, what prints, what e-mails, and what the numbers report on.

Data & screens

Documents & workflows

Reports & integrations

CONCIERGE SERVICES

More than customization — a team that sees it through.

Conversion, programming, project management and training from one in-house team, so your rollout has a single point of accountability.

Data conversion

Time to throw those legacy systems into the dust bin. We move your data in from Salesforce, NetSuite, ACT!, GoldMine and custom or legacy systems.

Data cleanup & organization

We help organize scattered data stores into one central database — scrubbing, de-duplicating and structuring it along the way.

Custom programming

Microsoft .NET, ASP.NET/IIS and SQL Server specialists, from stored procedures and performance tuning to API automation.

Project management

Honestly, don’t you have a business to run? Our project team guides your integrated CRM/ERP rollout from start to finish, with developers on hand for every tweak.

Vendor coordination

We contact the right vendor at the right time, tell them exactly what’s needed and when, and follow through — and we’ll point out cheaper processing or e-commerce options along the way.

Personalized training & go-live support

Training sessions built for each of your departments so staff hit the ground running — and after go-live, help from people who know your whole workflow.

HOW IT WORKS

From wish list to working system.

STEP 1

See it in action

Book a demo and walk us through how your business runs today.

STEP 2

Your first hour is free

Sit down with a TabletCRM developer to outline changes and start building.

STEP 3

We build, you review

Customizations are built against your real data and reviewed with you.

STEP 4

Go live with backup

Train your team, switch on, and keep us on call as needs evolve.

YOUR CLOUD OR OURS

Ready for the cloud — or would you rather host your own?

Your customized TabletCRM can run on our hosted cloud, on a dedicated server you control, or on-premise behind your own firewall.

Hosted

The perfect choice for those just getting started

BYOC — Be Your Own Cloud

A unique hybrid approach

On-Premise

Total control, on your own hardware

Safe and secure managed access — on every option

CUSTOMIZATION PRICING

Straightforward pricing. No surprises.

You’ll know what a customization costs and what you’re getting before any work begins.

Self-service customization

Free

For teams who like to do it themselves.

First developer hour

Free

Get a head start with a TabletCRM developer.

Pay-per-use enhancements

$170/hr

For quick fixes and smaller projects.

MOST COMPLETE

Dedicated enhancement plan

$320/mo

An in-house developer who knows your business.

QUESTIONS

Custom CRM, answered.

Who actually does the customization work?

TabletCRM’s own in-house developers — the same team that builds the platform. We don’t farm work out to consultants or resellers.

Can I make changes myself?

Yes. Self-service tools let you add custom fields, adjust layouts and set alerts without any programming. When you want more, a developer is a call away.

What does the free first hour include?

A one-on-one session with a TabletCRM developer to outline your ideas, start building, and map out a plan for anything larger.

Can you bring in data from our old system?

Yes. We convert data from Salesforce, NetSuite, ACT!, GoldMine and custom or legacy systems, and can clean it up along the way.

LET’S GET THE BALL ROLLING

There’s no better time than right now.

Bring us your wish list. In a 30-minute demo we’ll show you what TabletCRM does out of the box — and exactly how our developers would tailor the rest.