Dashhold

CRM Development

CRM development that fits your motion, not the other way around

Custom CRM platforms and pipelines that fit how your revenue team actually sells, with deep integrations across your stack.

Book a Strategy Call See CRM case studies
Capabilities

What we ship

Custom CRMs when your motion is unusual. Platform extensions when it is not. Real models, real workflows.

  • Custom CRM platforms and pipelines
  • Sales, success, and support workflows
  • Salesforce, HubSpot, and Zoho integrations
  • Lead routing, scoring, and enrichment
  • Reporting, forecasting, and revenue dashboards
Integration patterns

A CRM is only as good as its connections

Real CRMs touch every adjacent system in your stack. We design integrations behind clean interfaces so swapping providers later is straightforward, not a project.

  • Two-way warehouse sync via CDC, Fivetran, and Airbyte

  • Marketing automation: HubSpot, Marketo, Customer.io

  • Communication: Twilio, SendGrid, Front, Intercom

  • Billing & subscriptions: Stripe Billing, Recurly, Chargebee

  • Identity: SAML, OIDC, SCIM-based provisioning

  • iPaaS bridges: Workato, Tray.io, Zapier (where appropriate)

Technology stack

Custom or platform, on the right tools

We pick the stack the engagement actually needs. No religion. We have shipped both custom CRMs and Salesforce orgs that scaled past Series C.

Custom CRM

  • TypeScript
  • Next.js
  • tRPC
  • Postgres
  • Prisma

Platform CRMs

  • Salesforce
  • HubSpot
  • Zoho
  • Apex
  • LWC

Data

  • Snowflake
  • BigQuery
  • Segment
  • dbt
  • Hightouch

Workflow

  • Temporal
  • Airflow
  • Workato
  • Inngest
  • n8n

Outcomes

Outcomes the revenue team can feel

A CRM rebuild succeeds when reps trust the data and ops trust the forecast. These are the outcomes we hold ourselves to.

  • Close-rate increases of 15–25% with re-modeled pipelines
  • Reporting cycle compressed from days to minutes via warehouse-native dashboards
  • Forecast variance below 5% with deterministic, auditable models
  • Lead-to-rep routing under 60 seconds, end-to-end
  • Zero data loss during legacy CRM migrations
Selected CRM work

Revenue platforms in production

LeanMedia campaign command centre with creators, briefs, and deliverable timelines in one view
LeanMedia Influencer Marketing / Creator Economy

LeanMedia — Creator-First Influencer Marketing Platform

A unified platform for an influencer marketing agency that pairs in-house production and account management with a creator workspace and campaign command centre.

Read case study
CRM FAQ

What revenue leaders ask us about CRM rebuilds

Do you build CRMs from scratch or extend existing platforms?
Both. We build custom CRMs when off-the-shelf cannot model your sales motion, and we extend Salesforce, HubSpot, and Zoho when the platform is the right base and only the workflows need to fit you.
How do you migrate data from legacy CRMs?
We profile the source data, map every field with the revenue team, run staged migrations in a sandbox, and reconcile counts and totals before cutover. Rollback paths are defined before we start.
Can you integrate the CRM with our data warehouse?
Yes. We sync to Snowflake, BigQuery, Redshift, and Databricks via Fivetran, Airbyte, or custom CDC pipelines. Two-way sync, conflict resolution, and audit logs are part of the default scope.
How long does a CRM rebuild typically take?
A focused rebuild ships in twelve to twenty weeks. Larger migrations with multi-region data and complex automation can run six to nine months, including parallel running and cutover.
Further reading

Field guides and decision frameworks on CRM

Background on the build-versus-buy decision behind every CRM engagement.

Let's build it together

Outgrown your CRM, or never had one that fit?

A 30-minute strategy call to scope the rebuild or extension, with a written summary you can take to your team.

Book a Strategy Call View case studies