Custom Agile CRM
A custom CRM with all the features of mainstream tools, but smaller and more agile — built to adapt to industry-specific needs that off-the-shelf software can't reach.
- Inventory across channels
- Always in sync
- Client
- A guitar dealer selling across a storefront, a website, and Facebook Marketplace.
- Status
- Live · in daily use
Where the hours were going.
Selling the same inventory in several places is great for reach and terrible for bookkeeping. When a guitar sold in the store, its Marketplace listing stayed up. Buyers messaged about instruments that were already gone, and staff spent hours reconciling spreadsheets against listings.
Mainstream CRMs were either too big, too expensive, or simply didn't understand how a used-instrument business works — one-of-a-kind items, trade-ins, consignments, and listings on platforms they don't integrate with.
The AI-enhanced workflow.
We built a CRM sized to the business: customers, inventory, deals, and follow-ups in one place, without the bloat of enterprise tools.
The standout feature is Marketplace awareness. The system detects the dealer's Facebook Marketplace listings, matches them to inventory records, and updates or modifies them when an item's status changes — so a sold guitar stops showing as available.
Because it's custom, it keeps adapting. New fields, workflows, and sales channels are added as the business needs them, not when a vendor gets around to it.
What it does.
Lean CRM core
Contacts, inventory, deals, and tasks — the features that matter, without the overhead.
Marketplace detection
Facebook Marketplace listings are detected and matched to the right inventory item.
Automatic reconciliation
Inventory status is kept consistent across the store, website, and Marketplace.
Built to change
Industry-specific fields and workflows added on request, not on a vendor roadmap.
From friction to system.
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Step 01
Audit the channels
We mapped every place inventory lived and where it drifted out of sync.
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Step 02
Build the core
A focused CRM around the dealer's actual sales process.
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Step 03
Connect Marketplace
Listing detection and matching tie Marketplace back to the inventory record.
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Step 04
Automate the sync
Status changes flow out to every channel automatically.
What changed.
- No more sold instruments still showing as available
- Hours of weekly spreadsheet reconciliation eliminated
- A CRM that fits the business instead of the other way around
Common questions.
- Why build a custom CRM instead of buying one?
- When a business has industry-specific needs — like syncing with Marketplace — a lean custom tool can cost less and do more than a large platform that doesn't fit.
- Does it work with other sales channels?
- Yes. The same reconciliation approach extends to websites, other marketplaces, and point-of-sale systems.
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Need something like this?
Tell us where the friction lives — we'll blueprint an AI-enhanced version for your business.