Custom CRM development · San Diego
Orcatec does custom CRM development in San Diego for companies whose sales and service process does not fit a standard CRM. We built the CRM inside our own field service platform, so we know how customers, jobs, estimates and invoices need to connect.
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A CRM designed around your pipeline, roles and reports, with no per-user license fees and no features you never use.
Custom objects, workflows, integrations and apps when a standard CRM fits most of your needs and only some parts need to change.
Customers, properties, equipment, service history, estimates, scheduling and invoicing in one system, with a mobile app for technicians.
Connect the CRM with your website forms, phone system, email, accounting software, payment provider and marketing tools.
Move contacts, deals, history and files from spreadsheets or an old CRM, with duplicates removed and fields mapped correctly.
Customer portals and mobile apps that read from and write to the same CRM data.
Both are valid. The right choice depends on how unusual your process is and how many people will use the system.
| Criteria | Customized HubSpot / Salesforce | Custom CRM |
|---|---|---|
| Best for | Standard sales pipelines and marketing automation | Unique processes, field operations or industry-specific data |
| Time to launch | Faster | Longer, built step by step |
| Ongoing cost | Per-user subscription that grows with your team | Hosting and support, no per-user fees |
| Flexibility | Within the platform’s limits | Anything your process needs |
| Data ownership | Stored on the vendor’s platform | Stored in your own database |
Orcatec’s field service platform includes a CRM that links customers and properties to estimates, jobs, invoices and payments. We designed and built it, and we maintain it every week.
We designed, built and still run Orcatec, a field service management platform used by home services companies to sell, schedule, dispatch, invoice and get paid, in the office and in the field.
Read the case study →Share a few lines about your process and current tools. We’ll reply within one business day with questions and a rough estimate.
We map how leads, deals, jobs and support requests move through your company today.
We compare a customized HubSpot or Salesforce with a custom build and recommend one, with costs for each.
Two-week sprints with a working version your team can try early.
Data migration, user training and a planned switchover from the old system.
Every CRM is different, but these modules come up in most projects. We include only the ones your team will use.
Deal or job stages that match how your team actually works, with required fields at each step.
Quotes built from your price book, sent for e-signature and turned into orders or jobs once approved.
Calendars, reminders and assignments for sales reps, office staff and field crews.
Calls, emails and texts logged on the customer record, so anyone can pick up a conversation.
Each person sees the customers, fields and reports they need, and nothing else.
Revenue, conversion, response time and team performance from one source of truth.
Cost depends on modules, integrations and the amount of data to migrate. We usually start small and grow the system with you.
from $32,000
The core CRM modules your team needs to switch over, with a fixed price and timeline.
$50–70 per hour
A monthly plan for new modules, integrations, hosting and updates.
You get a written estimate after a free discovery call.
We are a San Diego County company that builds and sells its own CRM-based platform. That gives us practical experience with the hard parts: permissions, duplicate records, reports people trust and integrations that stay in sync.
You work with one team in your time zone, can meet us in person and own the code and data from the start.
Orcatec’s field service software already includes a CRM with estimates, scheduling, dispatch, invoicing and QuickBooks sync, with no custom development required.
How much does custom CRM development cost?
Should we build a custom CRM or customize HubSpot or Salesforce?
Can you migrate our data from an existing CRM or spreadsheets?
Can a custom CRM work for a field service company?
Do you offer custom CRM development in San Diego with on-site meetings?
How long does it take to build a custom CRM?
Who owns the CRM and the data?
Web applications, SaaS products, internal tools and integrations built around how your business actually works.
Learn more →Workflow automation, integrations, document processing and AI automation that remove manual work from daily operations.
Learn more →AI strategy, agents, chatbots and automation built into the tools your team already uses, from first use case to production.
Learn more →Custom apps, portals and integrations for HVAC, plumbing, electrical, cleaning and other field service companies.
Learn more →Tell us what you want to build. We’ll reply within one business day with questions and next steps.