Custom CRM Studio

Custom CRMs, forged for your business.

Your business isn't generic — your CRM shouldn't be either. We build operator-grade CRMs for service businesses: pipeline, lead generation, campaigns and analytics shaped around how you actually work, then supported month after month.

The demo is the actual product — no signup, fictional data.

The product

This is what we hand you the keys to

Every screenshot below is the real interface, running on live demo data — the same software you can click through at /demo.

Pipeline kanban board with drag-and-drop deal cards across stages

A pipeline that moves the way deals do

Drag-and-drop kanban with stage totals, owner handoffs and an activity trail on every deal. Inbound leads land here automatically through a token-secured capture webhook.

Drag-and-drop dashboard builder with KPI, chart and list widgets

Dashboards you assemble, not settle for

Twenty-plus widgets — KPIs, revenue, funnel, tasks, meetings, MRR — on a drag-and-drop grid. Every operator arranges their own board; layouts persist per user.

Campaign approval queue showing the human approval gate before sending

Outreach with a human hand on the switch

Automated discovery finds prospects and drafts the emails; nothing sends until a person clicks approve. Suppression lists, bounce handling and CAN-SPAM compliance are built in.

Contacts table with instant search, tags and company columns

Every relationship, one keystroke away

Contacts, companies and clients with instant search, tags, imports from CSV or Excel, and duplicate detection that reports instead of silently merging.

Analytics with revenue, funnel, payments, loss and churn sections

Numbers your accountant will believe

Collected vs. contracted MRR, win rates, loss and churn analysis — reconciled against real Stripe and PayPal payments, not hand-entered guesses.

Under the hood

Engineering you can read

Three excerpts, verbatim from the codebase your CRM is built on.

-- Helper: is the current user a member of the given workspace?
create or replace function is_workspace_member(ws uuid)
returns boolean language sql stable security definer
as $$
  select exists (
    select 1 from workspace_members m
    where m.workspace_id = ws and m.user_id = auth.uid()
  );
$$;

-- Generic workspace-scoped policies for domain tables.
foreach t in array array[
  'companies','contacts','pipeline_stages','leads','activities','tasks',
  'email_templates','email_messages','meetings','content_items'
]
loop
  execute format(
    'create policy %1$s_rw on %1$s for all
       using (is_workspace_member(workspace_id))
       with check (is_workspace_member(workspace_id));', t);

Row-level security on every table

No data leaves your workspace — every domain table is scoped by membership at the database layer, not in application code.

supabase/migrations/0001_init.sql

/**
 * Pluggable email integration. The SimulatedEmailProvider is used in demo
 * mode; a GmailEmailProvider / MicrosoftEmailProvider can implement the same
 * interface later without any UI changes.
 */
export interface EmailProvider {
  readonly id: string;
  send(db: SupabaseClient, input: SendEmailInput): Promise<EmailMessage>;
  /**
   * Poll a provider thread for an inbound reply newer than `afterISO`.
   * Read-only: reply detection must never send anything.
   */
  threadHasReply?(workspaceId: string, threadId: string, afterISO: string): Promise<boolean>;
  listTemplates(db: SupabaseClient, workspaceId: string): Promise<EmailTemplate[]>;
  getStats(db: SupabaseClient, workspaceId: string): Promise<EmailStats>;
}

Integrations behind one interface

Email, calendar and payments are pluggable providers — your CRM runs day one on clearly-labeled simulations, then swaps to Gmail, Calendly or Stripe with zero UI changes.

src/lib/integrations/email/types.ts

export function canSendCampaign(campaign: CampaignGateInput): GateResult {
  if (!campaign.approved_by) {
    return { ok: false, reason: "Campaign has not been approved by a human." };
  }
  if (campaign.status !== "approved" && campaign.status !== "sending") {
    return { ok: false, reason: `Campaign status is "${campaign.status}", not approved.` };
  }
  return { ok: true };
}

A human approves every send

Automated outreach drafts, but never sends. The batch sender refuses any campaign without an explicit human approval — there is no flag or code path around it.

src/lib/agency/campaigns.ts

What you get

Built in from day one

Pipeline + lead capture

Kanban pipeline with a secure webhook that turns website forms into deals.

Drag-and-drop dashboards

Personal, persistent widget boards — no two operators need the same view.

Automated lead generation

Nightly discovery, enrichment and scoring, with a human approval gate before any outreach.

Email campaigns, compliantly

Bulk sends from a verified domain with suppression lists, one-click unsubscribe and CAN-SPAM footers.

Gmail, Calendar & Calendly

Real integrations behind swappable provider interfaces — connect when ready, simulate until then.

Analytics & forecasting

Revenue, funnel, churn and payment reconciliation, plus rules-based predictive scoring.

White-label branding

Your name, logo, colors and pipeline stages — editable in settings, no deploys.

Multi-company from one login

Run several businesses side by side, each fully isolated by row-level security.

How it works

From first call to launch — and beyond

We sell a build plus a monthly retainer. You get software that fits on day one and keeps fitting as your business changes.

01

Scope & design

We sit with how your business actually runs — your pipeline, your services, your follow-ups — and spec the CRM around it. Fixed scope, no surprises.

02

Forged for you

We build on a proven, security-hardened base and shape every screen to your operation. You watch it take form in a live environment from week one.

03

Launch & retainer

We migrate your data, train your team and stay on. The monthly retainer covers hosting, support, and a steady stream of improvements as you grow.

Pricing is scoped per build — contact us and we'll talk specifics.

The pipeline board from the interactive demo

Interactive demo

Stop reading. Start clicking.

Open the demo

Contact

Tell us what you're running.
We'll tell you what we'd forge.

A short note about your business is enough — what you sell, how work comes in, where the spreadsheets hurt. We'll come back with a concrete take, usually within one business day.

Prefer email? Antonio@icarusforged.com

We reply to every inquiry within one business day.