A bespoke business OS — CRM, marketing, ops, management, and accounting in one.
Stop bolting six tools together. Pivot CRM starts as a proven core and gets shaped to your process, your fields, and your brand — live in days, not quarters.
Five pillars. One source of truth.
Replace the patchwork of CRM, mailer, project tool, ops sheet, and accounting export. Everything talks to everything — because it's the same system.
CRM
Contacts, companies, pipeline, tasks and full communication history — the heart of every customer relationship.
- Contacts & companies
- Visual deal pipeline
- Tasks & follow-ups
- Activity timeline
Marketing
Capture leads, segment your audience, and run campaigns from inside the same system that closes them.
- Lead capture forms
- Segments & lists
- Email campaigns
- Attribution back to deals
Operations
Turn won deals into work. Track projects, jobs, inventory or service delivery — whatever your business runs on.
- Projects & jobs
- Workflows & automations
- Inventory or services
- SLA & status tracking
Management
Team-level visibility on what's happening, what's stuck, and who's doing what — without another weekly meeting.
- Role-based access
- Team dashboards
- Targets & forecasts
- Audit log
Accounting
Quotes, invoices, payments and revenue reporting that stay in sync with your deals and projects.
- Quotes & invoices
- Payments & reconciliation
- Revenue reports
- Accounting export
+ Whatever your business needs
Custom modules — bookings, memberships, fleet, support desk, partner portals. If your business does it, we can model it.
Tell us what you needOff-the-shelf power. Custom-fit feel.
Generic SaaS makes you mould your business around the software. Custom builds take a year and cost a fortune. Pivot CRM does both — a polished core you can stand on day one, shaped to fit before you go live.
- Step 1
Start from a proven core
Your build begins on the same battle-tested foundation — CRM, auth, roles, reporting — that every customer gets.
- Step 2
Tailored to how you actually work
We adapt fields, pipelines, workflows and dashboards to your terminology and process. No retraining the team.
- Step 3
Connected to your stack
Email, calendar, accounting, payments, e-sign — wired into the modules you use so data flows in one direction.
- Step 4
Live in days, not quarters
Because the foundation is ready, the custom work is the only work. Most clients are live and onboarding in under two weeks.
Built like enterprise. Priced and shipped like a small team.
Your data, your tenant
Every client runs on an isolated database with row-level security. No noisy-neighbour, no shared schema.
Roles done right
Admin, sales, viewer, custom — permissions enforced at the database layer, not just the UI.
Reports that don't lie
Because pipeline, projects, invoices and activity live in one model, the numbers actually line up.
Visual pipeline
Drag deals across stages your team named. See value, probability, and what's gone cold.
Nothing falls through
Tasks, follow-ups and SLAs tied to the contact, deal, or project they belong to.
Full history, instantly
Every call, email, note and status change against a contact — in one chronological view.
Common questions.
- How is this different from generic CRM SaaS?
- Generic CRMs give you the same product as everyone else. We start from a proven core and shape it to your workflow, terminology, and brand — so it fits your business instead of the other way around.
- What exactly is 'bespoke' — am I waiting six months?
- No. The core (CRM, auth, roles, pipeline, reporting) is ready today. The custom work is the only work — typically fields, pipelines, modules, integrations and branding. Most builds are live within two weeks.
- Can it really cover marketing, ops, and accounting too?
- Yes. Each pillar is a module — turn on what you need now, add the rest later. Because they share one data model, your marketing leads flow into deals, deals flow into projects, and projects flow into invoices.
- Who owns the system and the data?
- You do. Your tenant is isolated, your branding is on the product, and you can export your data at any time. We support and evolve the system — but it's yours.
- What does it cost?
- A one-time build fee for your customisation, plus a flat monthly platform fee that doesn't punish you for adding seats or records. No per-seat traps, no module upgrade walls.
Stop duct-taping tools together.
Book a 30-minute call. We'll map your process, show you the core, and quote a bespoke build — so you know exactly what you'd get and when.