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Services · Custom CRM

Custom CRM for small businesses

A custom CRM is one dashboard that tracks your customers, leads, orders and follow-ups. TC2 Studio builds them around how your business already runs, for small businesses in Orange County and across the US, so it fits you instead of the other way around.

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What it looks like

One dashboard for everything

Your Business / PipelineSyncedExample
Illustration only. Every CRM is designed around your business.
Custom CRM

What a custom CRM does for you

  • Every customer in one place

    Contact info, past orders, notes and conversations, all on one screen instead of scattered across your phone.

  • Never miss a follow-up

    Reminders for callbacks, quotes and check-ins, so no lead slips through because you were busy.

  • Leads and orders, tracked

    See every lead and order move from first contact to finished, and know exactly where things stand at a glance.

  • Only what you need

    No paying for a giant software package and using a tenth of it. Your CRM has the features your business uses, and nothing in the way.

  • On your phone or computer

    Check a customer, update an order or add a note from the office or on the go.

  • Grows with your business

    Need a new feature, a new team member or a new location? The CRM changes as you do.

How it works

Five steps, start to launch.

  1. 01Discovery callA free 30-minute call to learn what you need.
  2. 02ProposalScope and timeline, in writing.
  3. 03DesignBuilt around your business and brand.
  4. 04RevisionsUntil it's right, within the agreed scope.
  5. 05LaunchLaunch and handoff.
Questions

Custom CRM FAQ

What is a custom CRM?

A CRM keeps track of your customers, leads, orders and follow-ups. A custom one is built around how your business already runs, so it fits you instead of the other way around.

Why not use an off-the-shelf CRM?

No paying for a giant software package and using a tenth of it. Your CRM has the features your business uses, and nothing in the way.

Can I use it on my phone?

Yes. Check a customer, update an order or add a note from the office or on the go.

Can it change as my business grows?

Need a new feature, a new team member or a new location? The CRM changes as you do.

How much does a website or design project cost?

Every project is quoted individually after a free discovery call, based on what you need. No guesswork, no surprise fees. I work with all budgets, so don't hesitate to reach out.

How do I schedule a consultation?

Book a free 30-minute discovery call through the calendar on the Contact page, or send a project inquiry and I'll follow up.

More questions and answers

Ready to get organized? Let's talk.

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Start your project

Tell me what you're working on.

Whether you're starting from scratch or ready to give your current brand a refresh, I'd love to hear what you have in mind. Tell me a little about what you need, and let's figure out the next step. I work with all budgets.

01What can I help you with?

What can I help you with? (required)

Pick all that apply.

02About you

03Best way to reach you

Preferred contact method

I reply within 1 business day.