Custom CRM & Business Systems

A CRM built around how your business actually works

Off-the-shelf CRMs make you change how you work. We build the system around you: your customers, your pipeline, your jobs, and a live dashboard your team will actually open every day.

We're The Buckeye Branding Company, a family business in Copley, Ohio. We run a real production shop and have spent 20+ years in operations, so we build tools from the owner's side of the desk.

Ready-made industry CRMs with a live dashboard

Each one is a spreadsheet CRM for Excel or Google Sheets plus a live web dashboard with gauges, charts and alerts, and shared team access. One-time price, no monthly subscription. Compare all three levels (planners, live dashboards and full CRMs) on our business software page.

Three ways to start

Do it yourself, from $297. Download your industry CRM, set it up with the Start Here tab, and unlock the live dashboard. Includes 3 team seats.

Done-For-You Setup, $997. We set your industry CRM up for you: your customer list imported (up to 1,000 rows from a spreadsheet or CSV), your pipeline stages, team, goals and branding, a 30-minute setup call, a walkthrough video of your finished CRM, 10 team seats and 30 days of email support.

Fully custom CRM, from $3,000. A system designed from scratch for your workflow: bigger teams, everyone editing their own records online, connections to the software you already use, and support after launch. Starts with a free scoping call and a fixed price and timeline in writing before any work begins.

Need more people on a team? Add 5 team seats for $199, up to 25.

What we build

  • Customer and lead tracking with every call, text, email and quote in one place
  • Sales pipeline with your own stages, deal values and win rates
  • Follow-up reminders so no lead goes cold
  • Job, order and project tracking from quote to paid
  • Live dashboards with charts and gauges for sales, jobs and team activity
  • Your data moved in from a spreadsheet or a CSV export of your old system
  • Team access so everyone works from the same numbers

Industries we build for

Real estate agents and teams: buyer and seller pipelines, transaction deadlines, commission and GCI tracking, past-client follow-up.

Contractors and home services: leads, estimates, scheduled jobs, crews, job costing, invoicing and repeat customers for construction, roofing, landscaping, HVAC and plumbing.

Electricians: service calls and dispatch, projects and estimates, permits and inspections, service agreements and recurring revenue.

Auto repair and service shops: repair orders, car count, ARO, effective labor rate, tech productivity, declined work follow-up and service reminders.

Insurance agencies: households, quotes, policies, renewals, X-dates and retention.

Cleaning, lawn care, pressure washing and dumpster rental: recurring clients, routes, crews, rebooks and equipment availability.

Salons, spas, photographers and print shops: appointments and rebooking, bookings and payment schedules, production and proofs.

Small businesses and service companies: leads, pipeline, jobs and orders, money owed and team results.

Don't see your industry? Tell us how your business runs and we'll show you what we'd build.

How a custom build works

  1. Tell us about your business using the form below.
  2. Scoping call: we walk through how you work today and what you need.
  3. Fixed quote: price, features and timeline in writing.
  4. Build and review: you see it as we build and request changes.
  5. Launch and training: we set up your team and stay on for support.

Request a free scoping call

Tell us your industry, team size, what you use today, and the biggest thing you want your CRM to fix. We'll reply within one business day.