A system built around your business. Not the other way around.
Custom CRM, quoting, and operations platforms for service businesses that have outgrown off-the-shelf tools. We design it, build it, and run it for one monthly price. Your workflows, your data, always current.
§ THE GRADUATION
Most of our clients start on a platform. Some outgrow it.
We've spent years building monday.com and Make.com systems, 21 engagements at five stars, and for most businesses that's exactly the right answer. But platforms have a ceiling. Per-seat pricing that punishes growth. Automations that can't express your pricing logic. Data models that almost fit.
When a client hits that ceiling, we build them their own system: the same boards, pipelines, and views their team already knows, minus the limits and the per-seat bill. That's the work this page is about.
What a custom system can include.
- 01Pipelines and CRM shaped to your exact sales and delivery motion
- 02Quoting and proposal engines with live pricing rules, PDF generation, and e-signature workflows
- 03Client and supplier portals with controlled access
- 04Finance views, reconciliation, and reporting on live data
- 05Integrations with the tools you keep: email, accounting, carriers, calendars
- 06Role-based permissions, audit trails, and an interface your team already understands on day one
Live systems, not mockups.
Clinzo
Multi-tenant booking and client-management platform for aesthetics businesses, built and operated by Vanta Flows.
Proposal & pricing engine
A custom quoting platform running a US manufacturer's entire proposal flow: live carrier shipping rates quoted inside the configurator, versioned proposals, e-signature with automatic locking, and change orders. Built to replace a manual PDF-and-email process.
MoveM8
Native iOS app live on the App Store. Full build: design, backend, payments, store submission.
One system. Two ways to pay.
Subscribe
Onboarding from $2,500, then from $750/month for a custom CRM, or from $1,500/month for a full operations platform with finance modules.
Includes: hosting and infrastructure, maintenance, monitoring, and a monthly allowance of improvements, so the system evolves with the business.
12-month minimum, quarterly reviews. Buyout option available if you ever want to take it fully in-house.
Own it
A fixed-price build with full handoff: documentation, training, and a 30-day support window. Quoted after the audit. Right for teams with in-house technical ownership.
Exact pricing is confirmed in the audit call. You own your data in both tracks, always.
Audit → Blueprint → Build → Live.
Audit
We map your current tools and where work falls through. Written diagnosis either way.
Blueprint
Data model, screens, pricing logic, integrations, on paper before we build. You approve first.
Build
Weekly shippable milestones on the real system, not a black box.
Live
Your team onboards, the subscription starts, and the system keeps improving month over month.