Custom Software & CRM Integrations
Custom software, CRM buildouts, and managed dev teams for NY/NJ businesses. From a single Make/Zapier automation to a public-safety-grade ERM application — same MSP, one accountable team.
What's included
- Managed dev teams — engineers under our supervision, billed on monthly retainer
- CRM buildout and migration (HubSpot, Pipedrive, Salesforce, Zoho, Freshworks, Close)
- Custom integrations between business systems and SaaS products
- Workflow automation with n8n, Make, Zapier, or custom code where it makes sense
- Internal tools — admin panels, dashboards, ETL pipelines, AI-assisted workflows
- Mobile and web applications for line-of-business use cases
- API design and consumption — REST, GraphQL, webhooks
- DevOps, CI/CD, hosting on AWS, Azure, GCP, or Cloudflare
- Code review, security audit, and handover for inherited codebases
- Documentation and training so the team you have can run what we build
When the off-the-shelf SaaS doesn’t fit
Most businesses hit a moment when the SaaS stack they pieced together no longer matches how they actually work. Maybe it’s a missing integration between the CRM and the line-of-business app. Maybe a workflow that used to be a 5-minute task now takes 45 minutes across three browser tabs. Maybe the internal “system” is a spreadsheet that 12 people are emailing back and forth.
We bridge that gap. Sometimes the answer is a one-day n8n workflow. Sometimes it’s a multi-month custom application. We start with the workflow, recommend the simplest tool that solves it, and write code only when it’s the right answer.
What we ship
CRM buildouts — Pick the right platform, configure it for your sales/ops process, migrate your data, train your team, integrate the rest of your stack. Most of our buildouts are HubSpot, Pipedrive, or Salesforce. Migrations between CRMs (including lead history and dedupe) are routine work.
Custom integrations — Your CRM talks to your accounting system. Your accounting system talks to your phones. Your phones tag calls in your CRM. Your help-desk system triggers an automation in your CRM when a ticket is escalated. We build the glue between systems, with proper retry logic, error handling, and observability — not a brittle one-off script that breaks on the first edge case.
Workflow automation — n8n (our usual default), Make, Zapier, or custom code. Reduces hours of manual work to a few seconds, with audit trails the off-the-shelf vendors don’t always give you.
Internal tools — Admin dashboards, ops portals, ETL pipelines, AI-assisted document processing. Built on Retool, Appsmith, or custom React/Next.js depending on what fits.
Custom applications — When the project warrants it: full web or mobile applications hosted on AWS, Azure, GCP, or Cloudflare Workers. Architected for the next 5 years, not the next 6 months.
Managed dev teams — Senior engineers managed by us, dedicated to your account on a monthly retainer. You get capacity without recruiting risk, payroll, or benefits overhead.
Inherited code rescue — You have a codebase from a contractor who is no longer responsive, or a legacy app no one wants to touch. We audit it for security and stability, document it, and either maintain it as-is or modernize it gradually.
Why hire us instead of a software shop
We are not the cheapest hourly rate, and we are not chasing scale. We are senior engineers who already know the rest of your stack — because we manage your network, your identity, your cloud, your endpoints. That reduces the discovery time on every project, eliminates the “wait, who has access to that?” questions, and means the same accountable team is on the hook when something needs to be fixed.
We have shipped software for clients ranging from a 12-person dental practice to a NYC public-safety agency’s enterprise-risk-management platform. The principle is the same at every scale: solve the workflow, document the system, hand over the keys, and stand behind it.
Custom Software & CRM Integrations — questions we get
You are an MSP. Why should I trust you with custom software work?
Most MSPs cannot do custom development; most software shops cannot do MSP. Owning both means we have already provisioned the cloud account, secured the identity layer, deployed the network, and managed the endpoints — which is half of the heavy lifting on most internal software projects. We have shipped real software for real clients (including emergency-response software for a NYC public-safety agency), and we run our own internal automations on the same stack we recommend.
What do you mean by "managed dev team"?
You sign a monthly retainer with a fixed scope and capacity (e.g. one full-time engineer, or 80 hours of senior-engineer time). We manage the engineer, handle the standups, code review, sprint planning, and delivery. You get the output without the recruiting, payroll, benefits, performance management, or risk of a bad hire. Easier to scale up, easier to scale down, no severance conversations.
Which CRMs do you implement?
Most often HubSpot (free or paid tiers), Pipedrive, Salesforce, Zoho, Freshworks, and Close. We help pick the right one for your workflow before recommending one. Migrations from one CRM to another — including the lead history, deal pipeline, and contact deduplication — are common.
Do you do AI / LLM work?
Yes — see our [AI Optimization service](/services/ai-optimization/). RAG-backed internal Q&A, document processing, AI-assisted email triage, classification pipelines, and embedding any of those into your existing CRM or internal tooling. We start with the workflow, not the model.
Will I own the code?
Yes. All custom code is delivered to a Git repository you control, with full IP assignment and documentation. No vendor lock-in beyond standard SaaS choices we make together.
Do you maintain what you build?
Optional but recommended. Most clients add a maintenance retainer covering monitoring, dependency updates, security patching, and minor changes. The cost is typically 10-20% of the build price per year.
Other services we deliver
AI Optimization & Workforce Automation
Workflow automation (n8n, Make.com), RAG, custom AI agents, and AI workforce planning — built and deployed, not just pitched.
Read more about AI Optimization & Workforce AutomationManaged IT Services
Helpdesk, monitoring, patching, and vendor management under one flat monthly bill.
Read more about Managed IT ServicesvCIO & vCISO
Fractional IT and security leadership: roadmaps, budgets, QBRs, risk assessments, and compliance strategy.
Read more about vCIO & vCISO
Ready for IT that does not surprise you?
A 30-minute call. No slide deck. We will tell you what looks healthy, what looks risky, and what we would do first.