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Custom CRM Development in Austin, TX

Austin is a founder town. The SaaS pipeline along MoPac, the venture money that followed Tesla and Oracle, the East Austin coffee shop full of pre-seed builders — they share one specific problem: they need a CRM that grows with the product and doesn't lock them into HubSpot Sales Hub Enterprise the moment they hit Series A. We build the CRM that ships with the MVP and scales with the company.

The problem with off-the-shelf CRMs in Austin

Off-the-shelf CRMs force your team to work the software's way. Custom fields fill up. Workflows get bolted on. Your reps stop logging activity because the tool is in their way. Meanwhile your AE pulls deals into a spreadsheet, your operations lead manages a parallel Notion board, and your founder still can't get a clean revenue forecast.

A custom CRM puts the database schema, the UI, and the automation layer around how you actually sell. No Salesforce object-model tax. No per-seat ratchet. No vendor-defined report types when the report you need is one SQL view away. For Austin operators specifically, that means a CRM modeled on SaaS startup MVP CRMs — not a generic template.

What we build for Austin companies

MVP-grade pipeline + customer record

What investors want to see in week one — clean data model, real reporting, no vapor demoware.

Self-serve + sales-assisted hybrid

Product-led growth signals (sign-up, activation, expansion) joined to the SDR queue so the AE sees PQL state, not a dead lead list.

Stripe Billing + usage-based pricing CRM hooks

Plan, seats, usage, and dunning state visible on the customer record without exporting a CSV.

Postgres-native reporting

Founder-readable dashboards on SQL views — no Looker license, no Tableau seat, no 'ask data team' tickets.

Tech stack

Next.js 15 + App Router
TypeScript
PostgreSQL
Prisma
Node API layer
Stripe
QuickBooks API
Twilio / SMTP
Docker

Hosted on Vercel, AWS, or your own infrastructure. PostgreSQL is the source of truth for everything; the rest of the stack defers to it.

Reference builds

J5 Sales OS is our reference SaaS-founder build — a sales operations platform with contact deduplication, outreach presets, dual-mode lead flow, and embedded reporting. We dogfooded the platform on our own sales motion before shipping the pattern. Same architecture works for an Austin pre-seed building a CRM-first product, a Series-A SaaS shifting from HubSpot to in-house, or a bootstrapped founder who just wants the thing to work.

What you get

  • Full source code repository (yours, no lock-in)
  • Production deployment + staging environment
  • Admin and user documentation
  • 30-day post-launch support included
  • Data migration from your existing CRM or spreadsheets
  • Integrations with Stripe, QuickBooks, Gmail, Calendar, Slack, Twilio as scoped

Austin CRM FAQ

Will you work with pre-seed Austin founders?

Yes — most of our SaaS engagements are pre-seed through Series A. We size the build to your actual runway, not a notional enterprise price.

Can the CRM grow into a product-led growth motion?

Yes. We model self-serve signups, activation events, and expansion signals alongside the traditional pipeline from day one — no rip-and-replace at scale.

Do you have East Coast or Central time overlap?

Georgia HQ — full ET overlap, which lines up cleanly with Austin's CT working hours. Most calls land 9-3 CT.

Stop fighting your CRM in Austin.

Call William Beltz directly at (770) 652-1282 or book a 20-minute scope call to walk through your sales process. Founder-led from quote to handoff.