CRM & business systems

Custom CRM and business systems built around how you sell and deliver.

Site & Wire builds custom CRM systems and business software — lead pipelines, client portals, project tracking, payments, and dashboards — shaped around your actual sales and delivery process instead of forcing your team into generic software.

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CRM & Business Systems specialties

Each page covers one topic in depth, with links back here and to related services.

CRM — custom development

Custom CRM Development

Custom CRM systems built around a business's own process.

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CRM — client portals

Client Portals

Secure client, customer, employee and subcontractor portals.

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CRM · Lead management

Lead Management Systems

Capture, assign and follow up on every enquiry from one pipeline.

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CRM · Project management

Project Management Systems

Projects, phases, tasks and files connected to your CRM and portal.

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CRM · Employee portals

Employee Portals

Role-based staff workspace: tasks, schedules, documents, requests.

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CRM · Subcontractor portals

Subcontractor Portals

Scoped sub access to jobs, schedules and document collection.

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CRM · Dashboards

Internal Business Dashboards

Live owner dashboards from CRM, projects and payments.

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CRM & Business Systems

Systems we build

Custom CRM development

A pipeline, contact records, tasks, and follow-up shaped around your stages — owned by you, not rented per seat.

Contractor CRM systems

Leads, estimates, jobs, subcontractors, and invoices in one place for builders and trades.

Lead management systems

Every enquiry captured with its source, assigned, followed up, and tracked to won or lost.

Client and customer portals

A private place for clients to see progress, files, messages, invoices, and next steps.

Employee and subcontractor portals

Role-based access so crews and partners see their jobs, documents, and schedules — nothing else.

Customer payment portals

Invoices with secure online payment, card-on-file memberships, and automatic payment tracking.

Project management systems

Milestones, tasks, files, and status updates that your team and clients can both follow.

Internal business dashboards

Pipeline, revenue, and operations numbers pulled together into one view for owners and managers.

Questions

Common questions

Why build a custom CRM instead of using off-the-shelf software?: Off-the-shelf tools work well for standard processes. A custom CRM makes sense when your stages, quoting, portals, or reporting don't fit, or when per-seat pricing and add-ons keep stacking up.
Can my clients log in?: Yes. Client portals give each client a secure login to see their own project, files, messages, and invoices.