Trellee
Engineering

Custom CRM development

Pipeline, dispatch, billing, and reporting, one system, built around how your team actually works.

EngineeringAIFeatured
custom-crm/schema.ts
model Job {
  id        String   @id
  client    Client
  stage     Stage    @default(NEW)
  techId    String?
  invoice   Invoice?
  scheduled DateTime?
}
01 / The problem

Off-the-shelf isn't built for you.

Off-the-shelf CRMs make you bend your business to their software. You pay per seat for features you don't use, export to spreadsheets for the ones you do, and glue tools together with manual work. We build the system your team would design if they could code, the screens, fields, and automations that match how you actually operate.

02 / Our approach

Three principles.
No exceptions.

01

Map the real workflow

We spend the first weeks watching how the work actually happens, not reading the org chart. The system is shaped around that reality.

02

Own it outright

The repo, the database, and the infrastructure are yours. No per-seat fees, no lock-in, no renewal that holds your data hostage.

03

Ship in slices

You see a working piece every week in staging. We adjust as you use it, so the finished tool feels obvious, because you shaped it.

04 / Deliverables

What you get.
In writing, by week one.

Workflow + data model

A documented map of your process and the data model the CRM is built on.

Role-based app

A secure, role-aware web app with the pipelines, records, and dashboards your team needs.

Integrations

Connections to the tools you already use, payments, accounting, comms, calendars.

Handover + support

Repo, docs, and a walkthrough, plus support while the team settles in.

06 / Questions

The honest answers.

Yes, the repository, database, and infrastructure are all yours. No per-seat fees and no lock-in.

Almost always. If it has an API, payments, accounting, comms, calendars, we can connect it.

Because it's your codebase, it changes with you. We can hand off the docs so your team extends it, or stay on to help.

Engage

Ready to start?

30-minute discovery call. No deck, no sales script. Bring the problem and we'll bring the questions.

Book a discovery call