A CRM that fits,
not one you fight.
Off-the-shelf CRMs box your team into someone else's process. We build custom CRM tools shaped around how you actually work, connected to your entire stack.
Everything your team runs on, in one place
Open pipeline
$2.4M
38%Win rate
62%
We custom-connect to everything you already run on
Trusted by field service teams at
The everyday tax
Still stitching your business together by hand?
Generic CRMs lock you to one tool and leave the rest of your stack disconnected. So your team pays for it every single day.
Endless re-entry
The same customer typed into five tools that never agree.
Nothing's connected
Quotes, jobs and invoices that don't talk to each other.
Siloed teams
Sales, ops and finance each working from their own version.
Paying for bloat
Buried features your team never opens, and still can't bend.
See every deal clearly
Close more, guess less.
A pipeline shaped around how your team actually sells, your stages, your fields, your rules. Drag-and-drop deals, instant forecasts, and nothing buried in someone else's template.
Custom deal stages
Model your exact sales motion, not a generic funnel.
Smart views & filters
Slice the pipeline by rep, region, value or risk in a click.
Live forecasting
Weighted projections that update the moment a deal moves.
Platform rollout
Northwind
Annual renewal
Lumen Co
Enterprise seats
Vertex
Add-on modules
Orbit
Let the system do the work
Let the busywork run itself.
Every repetitive step, follow-ups, assignments, handoffs, reminders, wired into automations built for your process, so your team sells instead of doing data entry.
Visual workflow builder
Trigger-and-action flows anyone on the team can read.
Instant assignment & routing
Leads land with the right rep the second they arrive.
Proactive reminders
Nudges and tasks fire automatically so nothing slips.
New lead created
Trigger · web form
Assign to owner
Round-robin · West team
Send intro sequence
3 emails · over 5 days
Create follow-up task
Due in 2 days
Customer onboarded
Synced to QuickBooks
One source of truth
One record for every customer.
Contacts, companies, emails, calls, notes and deals unified into a single timeline, so anyone can open a record and instantly know the whole story.
360° customer profiles
Every interaction in one clean, complete view.
Full activity timeline
Calls, emails and notes logged automatically.
Connects to your stack
Sync email, calendar, billing and support out of the box.
Dana Park
VP Operations · Vertex
Lifetime
$310k
Open deals
2
Since
2021
Activity
Decisions backed by data
Run on real numbers.
Dashboards built for your KPIs, not a vendor's. See revenue, conversion and rep performance in real time, board-ready reporting without exporting a single spreadsheet.
Real-time dashboards
Pipeline, revenue and activity, always up to date.
Custom reports
The exact metrics your team measures, your way.
Team performance
Spot what's working and coach to it early.
Closed revenue
$1.18M
27%To target
108%
More integrations, fewer silos
Custom-connected to your entire stack.
Most CRMs lock you to a single accounting tool. We custom-connect your CRM to everything you already run on, real-time, two-way, and reach 8,000+ more apps through Zapier and an open API.
Accounting & finance
Real-time, two-way sync, not a brittle one-way export.
QuickBooks · Xero · Stripe
Email & calendar
Log every message and meeting against the right record.
Gmail · Outlook · Google Calendar
Payments & e-sign
Quote to cash without leaving the customer's record.
Stripe · Payment gateways · E-signature
Marketing
Capture leads and trigger campaigns straight from the CRM.
Mailchimp · Web-to-lead · Ads
Support & messaging
Tickets and chats on the same timeline as the deal.
Intercom · Zendesk · Slack
8,000+ more apps
Anything else you run on, through Zapier and an open API.
Zapier · REST API · Webhooks
One system, every team
Every role, on the same page.
Owners
See the whole operation in one place, and stop being the middleman.
Sales
Move faster from first touch to paid, with the busywork automated.
Operations
Turn real-world work into a repeatable, trackable flow.
Finance
Keep the books accurate without the double entry or chasing.
Why custom
A CRM your team actually wants to open.
The difference
Why teams drop spreadsheets and generic CRMs.
Without Pavado
- Re-keying data across disconnected tools
- Customizations that break on the next update
- Sales, ops and finance in separate silos
- Rigid templates you have to bend to
- Locked to a single integration
With Pavado
- One source of truth, synced both ways
- Built around your exact workflow
- Every team working from the same record
- 250+ integrations across your whole stack
- Expert build, migration and ongoing support
How it works
Built around you, end to end.
Discover
We map how your team really works, the pipeline, the handoffs, the spreadsheets holding it together, and where the friction lives.
Design
We architect a CRM around that workflow: the stages, fields, automations and views your team will actually want to open.
Build
We build it custom, wire up your entire stack, and migrate your data cleanly, no duct-taped plugins, no compromises.
Launch & iterate
We roll it out, train your team, and keep refining, turning your CRM into an advantage that compounds.
Questions
Good to know.
Who is a custom Pavado CRM for?
Operational businesses that have outgrown generic, off-the-shelf CRMs, teams whose real workflow doesn't fit a rigid template and who are tired of stitching tools together by hand.
How is this different from an off-the-shelf CRM?
We build the CRM around how you already work instead of forcing your team into someone else's process. Your stages, your fields, your automations, and it connects to the rest of your stack rather than locking you in.
What can it integrate with?
Accounting (QuickBooks, Xero), email and calendar (Gmail, Outlook, Google Calendar), payments and e-sign, marketing tools, support and messaging, plus 8,000+ more apps through Zapier and an open API.
Does it sync with QuickBooks and Xero?
Yes, real-time, two-way sync so your CRM and your books always match, with no double entry and no third-party duct tape.
How long does it take to launch?
Most teams go from kickoff to a first live build in around six weeks, then we keep refining from there as your team uses it.
How does pricing work?
Because every build is scoped to your workflow, we price each engagement to what you actually need. Book a demo and we'll walk you through it.
Ready for a CRM that fits your team?
Tell us how your team works today and we'll show you what a CRM built around that workflow looks like, your pipeline, your automations, your data.
Book a demo
Grab a time with the founders.
Pick a slot that works for you — we'll walk through your goals and show you exactly what we'd build.