A CRM Built Around How Your Operation Actually Runs
For construction, field service, logistics and B2B production teams that outgrew spreadsheets but don't need a heavy ERP. One system for clients, quotes, orders, field work and documents — owned by you. The engineer who designs your system writes and reviews its code.
*Audit fee: Over $1,000 only if we review multiple workflows. 100% credited toward the CRM build ($15k–$35k) if you start within 60 days.
Built for Businesses That Deal With the Physical World
If your margins depend on physical measurements, materials, dispatched crews, and inventory movement, generic sales CRMs leave the hardest parts in fragile spreadsheets.
Construction, installation & field service
Roofing, HVAC, glazing, metal structures. Site measurements turn into priced quotes, material takeoffs and crew schedules without re-typing.
Logistics, warehousing & distribution
Shipment tracking, carrier claims and returns, warehouse status, and accounting reconciliations organized in one unified screen.
B2B manufacturing
Order intake, production stages, Bill of Materials costing, and job specifications for teams too complex for Sheets and too lean for SAP.
Good fit
- Teams of 10–200 people operating in the physical world (construction, trade, manufacturing, logistics).
- A proven business process that currently runs on spreadsheets, team chats, and manual copy-pasting.
- You want a fixed-scope platform ($15k–$35k) and no per-seat fees.
- Your workflow rules or quoting math are non-standard and give you a competitive advantage.
Not a fit
- You only need a standard top-of-funnel sales pipeline (HubSpot or Pipedrive will serve you better and cheaper).
- Your company has fewer than 5 people and one single bottleneck process. See Focused Micro-Systems
- You do not have a defined process yet and change how you operate on a weekly basis.
What Your CRM Is Made Of
Each module is shaped by your process map from the Operations Audit. Nothing generic, nothing you pay for and never use.
One Database, One Truth
Clients, orders, materials, job stages and payments live in a single PostgreSQL database. No more reconciling three separate spreadsheets before a management decision.
Dashboards That Answer Real Questions
Open jobs, stuck orders, technician workload and real gross margin per job — calculated dynamically from data your team already enters in their daily work.
Granular Role-Based Access
Estimators, dispatchers, accountants, field crew and external contractors see exactly what their role requires. Strict boundaries with an append-only audit log — changes are logged, never overwritten.
Documents in One Click
Quotes, invoices, work orders and specifications generated as branded PDFs from live data. Optional e-signature integration via DocuSign or Dropbox Sign.
Calculations by Code
Your proprietary estimating logic — waste factors, cut lists, labor rates — turned into an automated engine calculated by code. The same inputs always give the same figure, and every figure traces back to the rule that produced it.
Integrations Where They Matter
Typically 1–2 core integrations in base scope: QuickBooks, Xero, Stripe, Shopify, Twilio, or Google Workspace. Additional connections scoped as transparent add-ons.
Designed to Prevent Errors, Not Just Record Them
We approach software the way industrial engineers approach a production line: identify defect sources, then design them out of the system.
Poka-yoke (mistake-proofing)
Required inputs, physical range validations, and enforced approval gates make the most common costly data-entry mistakes impossible to submit.
Full Audit Trail
Financial records and status changes are never silently overwritten. Every mutation records who changed what, the exact timestamp, and the previous state.
No Redundant Steps
Every screen maps directly to a value-generating step in your physical operations. If a step adds no operational value, we eliminate it instead of digitizing it.
From Audit to Go-Live in 6–12 Weeks
Live working demos every 1–2 weeks with fast async feedback loops to keep your launch date on track. You inspect and test working software on a staging environment, not an abstract slide deck.
Operations Audit
Workflow bottleneck mapping · Clickable core-flow prototype (5–6 screens) · Written fixed-price build specification. Yours to keep, whoever builds it.
Data Model & Core Screens
Relational PostgreSQL data model, roles, permissions, and core functional screens built directly from the approved prototype. Live working demos every 1–2 weeks with fast async feedback loops to keep your launch date on track.
Modules, Calculators & Integrations
Automated document generation, calculation engines, manager dashboards, and external API sync, verified against your real test cases.
Data Migration, Training & Go-Live
Migration of active records via structured import templates (deep cleanup of multi-year legacy spreadsheets is scoped separately), role review, hands-on team training, and production rollout with 30 days of included warranty.
Renting Software vs Owning It
Real economics for an operational team of 20 people over a 3-year horizon.
| Dimension | Commercial SaaS (Salesforce, HubSpot) | SolviLab Custom Operational CRM |
|---|---|---|
| 3-Year Total Cost | ~$36,000–$108,000 in recurring per-seat fees (20 users × often $50–$150/mo), plus custom consultant fees | $15,000–$35,000 one-time fixed build + hosting paid directly to your provider ($20–$100/month, with no markup) and optional care plan |
| Adding a new team member | Requires an additional monthly license upgrade | $0. No per-seat fees on your private infrastructure |
| Operational Fit | You must adapt your operations to the vendor's rigid database model | Engineered 100% around your proprietary workflows, terminology, and math |
| Code & Data Ownership | Data exportable on vendor terms; logic and UI remain locked on their cloud | Full source code, relational PostgreSQL schema, and deployment scripts handed over to you |
| Best Choice When… | You run a standard digital sales funnel and need an off-the-shelf tool today | You run operations-heavy workflows with physical materials, dispatch, and custom estimating |
Custom Operational CRM
Base Scope Includes:
- Relational PostgreSQL database architecture
- Role-based access & permissions (RBAC)
- Core operational workflow screens
- Automated PDF documents & contracts
- Live manager dashboards & work queues
- 1–2 integrations included
- Migration of active records via structured import templates (deep cleanup of multi-year legacy spreadsheets is scoped separately)
- Hands-on team training & 30-day warranty
Add-Ons, Quoted Separately:
- Client and partner portals
- E-signature (DocuSign / Dropbox Sign)
- Extra integrations (ERP, carrier or billing systems)
- Offline mode for remote field sites
- Optimized 2D nesting & cleanup of messy multi-year data
TernFlow — Refunds & Disputes Workspace for Multi-Store Shopify
Engineered solution: Role-based operations workspace with append-only audit trail, automated carrier tracking lookups, and multi-store financial reconciliation.
You're Never Locked In — Including to Us
Your system doesn't live with us: code, documentation and access are in your accounts from day one, with a runbook any developer who knows our standard stack can follow.
Your Repo From Day One
The code lives in your repository from day one. Full rights to everything we write for you transfer on final payment. Open-source components keep their own licenses.
Standard Open Stack
Laravel, PostgreSQL, Vue 3 / Nuxt, TypeScript, Docker; Python for AI document pipelines. Mainstream technologies any competent developer can maintain.
Complete Documentation
Relational schema documentation, Docker deployment instructions, and administrator runbooks delivered with the system.
Direct Builder Access
The engineer who designs your system writes and reviews its code. No account managers or junior handoffs.
Frequently asked questions
Straightforward answers about custom CRM architecture, fixed milestone delivery, and code ownership.
Click Through Your System Before You Commit to the Build
In 5–7 working days you get workflow bottleneck mapping, a clickable core-flow prototype (5–6 screens), and a written fixed-price build specification — 100% credited toward your Custom CRM build.