Custom CRM · Pottsville, PA
Custom CRM
Every lead, customer and conversation on one page, built to how you sell, connected to the tools you already use. Freeborn Digital builds it and installs it.
What a CRM is
One page per customer.
A CRM is where every lead and every customer lives: who they are, what they asked for, and everything that has happened since, on one page that fills itself in. Built to how you sell, in your words, by Freeborn Digital.
One customer, start to finish
- In the businessA lead comes in On their pageFrom the website, a call, a text or Facebook, it lands on its own page with the source and what they need.
- In the businessA quote goes out On their pageWritten on that page and sent from it. The follow-ups go out on their own until they answer.
- In the businessThe job is booked On their pageIt is on the calendar, the crew has it, and every photo and note goes on the same page.
- In the businessThe job closes On their pageThe invoice goes out from the page, the payment lands on it, and the review request follows.
You open the page and see where every customer stands. Freeborn Digital builds the whole CRM, moves your data in, and it runs from then on.
How it works
Freeborn Digital builds it for you.
Four steps, from how you sell today to a CRM your team is working in.
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01
You tell Freeborn Digital how you sell
Where leads come from, what happens next, what a quote looks like, which tools you use. A few lines or a call is enough.
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02
Freeborn Digital maps it
Freeborn Digital walks through how you sell today and lays out the pipeline, the pages and the steps that run on their own.
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03
Freeborn Digital builds it
The whole CRM: pipeline, contacts and jobs set up your way, follow-ups, quotes and reminders that run on their own, dashboards for each role. Built by Freeborn Digital, start to finish.
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04
Installed, data moved, team walked through
Your data comes over from your current tools, your email, calendar and phone are connected, and your team is walked through it. Then it is kept running.
Your software
Inside the tools you already use.
Freeborn Digital connects the CRM to whatever you run now, so each thing is entered once and shows up everywhere it belongs.
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01
Accounting
An invoice sent from the system lands in your books. A payment that comes in is marked paid in both.
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02
Email, phone and text
Every message with a customer is on their page, and the system sends from your own address and number.
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03
Calendar
A booking or a scheduled job is on the calendar the moment it is made, and moves when it moves.
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04
Payments
Card and online payments run through it and land where they belong.
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05
Spreadsheets and your website
A form on the site or a row in a sheet lands in the system on its own. Each thing is entered once.
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06
Anything else you run
Compatible with all systems and software, in any industry.
What it holds
Every step a customer takes.
Every step a customer goes through with you is on their page, and the next one runs on its own.
- Leads and where they came from
- Contacts and companies
- Quotes and estimates
- Follow-ups and reminders
- Jobs and their photos and notes
- Contracts and signatures
- Invoices and payments
- Reviews and reports for each role
And anything else your sales process needs. Every CRM is HIPAA compliant, with role-based access and a full audit trail.
Where it fits
CRM, management system, or web app.
Custom software comes in three shapes, and Freeborn Digital builds all three, each one connected to the others and to the tools you already use.
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01
CRM
Every lead, customer and conversation, and the next step for each one.
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02
Management system
The whole operation: jobs, schedule, staff, inventory, money. See management systems
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03
Web apps and client portals
A door for your clients into your system, or any tool you need on a screen. See web apps and client portals
Start a project
Tell Freeborn Digital what slows you down. You'll see what to build first.
You do not need a specification. A few lines about your business and the work that eats your week is enough to start.
- Compatible with all systems and software, in any industry
- Your software and your data stay yours
- Installed inside the tools you already use
Prefer call? 570-617-7655
Prefer text? 570-617-7655
Prefer email? riley@freeborndigital.com
Received
Freeborn Digital reads it and replies by email.
Common questions
Questions about a custom CRM
What is a CRM?
One page per customer, from the first lead to the last invoice, that fills itself in. Every call, quote, job and payment lands on the right page, so you open it and see where things stand. Freeborn Digital builds it to how you sell.
What is the difference between a custom CRM and one I can buy?
Software you buy is built for everyone who buys it. A custom CRM is built for you: your pipeline, your steps, your words, your reports. When the business changes, it changes with it, and it talks to every other tool you run.
Do I have to set it up myself?
No. You tell Freeborn Digital how you sell. Freeborn Digital maps it, builds the CRM, moves your data in, connects your tools, walks your team through it, and keeps it running.
Does it connect to the tools I already use?
Yes. Your accounting, email, calendar, payments, phone and text, spreadsheets and website. Whatever is entered in one shows up in the others on its own.
Can my data move over from my current tools?
Yes. Your contacts, customers, jobs and history come over from the CRM or spreadsheets you use now, so the new one starts full.
Can automations and AI live in it?
Yes. Follow-ups, quotes and reminders run on their own inside it. AI agents can live in the same system, doing the data entry, follow-ups and reporting. Start with the CRM, add the AI, or build both together.
Who owns the CRM and my data?
You do. Code, data and accounts are all yours, hosted on your own cloud, your own servers, or by Freeborn Digital, whichever you choose. Take it in-house or to another team whenever you want.
What happens after I start a project?
Freeborn Digital reads it and emails you to set a call. On the call you walk through how you sell and what eats the week, and Freeborn Digital maps the first build. Then Freeborn Digital builds it, installs it, and keeps it running.
Start with AI Integration, Custom Software, or Custom Websites.