Problem Process Pricing

Custom CRM / Built Around How You Work

Your pipeline.
Your data.
Finally yours.

We build custom CRM systems for small businesses — built around how your team actually works, delivered in two weeks, and priced at a fraction of what an agency would charge.

See how it works →
14 business day delivery
No licence fees, ever
Your data, your account
AI-assisted build process
Keel / Sales Pipeline
Prospecting 6
Hartley Foods
Specialty Foods
$4,200
Pacific Spirits
Beverage Dist.
$8,900
Mercer Supply
Wholesale
$3,500
Proposal 3
Riverbend Co.
Food Service
$12,400
North Trade
Distribution
$7,800
Won 4
Schenk Wines
Wine Import
$18,600
Delta Fresh
Produce Dist.
$9,100
$64k
Pipeline value
87%
Data complete
12
Follow-ups due
14 days
Delivery guarantee
or your setup fee is waived
$0
Licence fees
ever, on any plan
100%
Data ownership
all scripts, all data
1mo
Cancellation notice
no long-term contracts
01 / The Problem

We don’t build one product for every business. We build one system for yours.

We are not competing with Salesforce. We serve the businesses Salesforce ignores. Founder-led companies with 1 to 20 staff who need a system that works the way their business works — not the other way around.

Distribution Wholesale Food & Beverage Trades Professional Services Field Sales
01“I cannot see at a glance who I need to call this week.”
02“Our data is in three different places.”
03“We pay for Salesforce but only use it to log calls.”
04“The last person who managed this left and took the knowledge with them.”
05“My team just does not use it.”
02 / What Keel Is
Feature 01
Live in 14 business days.

If your Sprint CRM is not live and handed over within 14 business days of scope sign-off, the setup fee is waived in full. AI-assisted build means faster delivery and fewer errors from day one.

Clients are typically live and running within 3 weeks of first contact — audit and scoping included.

14-day guarantee
Feature 02
We build it. You own it.

Built on Google Sheets and Apps Script. If your team uses Gmail, they’re already set up — no new software to install, no training curve. You own the data outright. Cancel with one month’s notice and keep everything — all scripts, all documentation, all data.

Full admin access from day one. Cancel anytime — your data, scripts, and documentation leave with you.

Zero lock-in
Feature 03
Built around how you work.

Accounts, territories, reorder cycles, visit logs. Every module is built around how your business actually works — not how the average business works. There is no average setting.

Teams report adoption rates 3× higher than off-the-shelf tools — because no retraining is required.

Exact fit
Feature 04
Grows as you grow.

After handover, your business will change. New territories, new reporting needs, new team members. The monthly retainer covers all of this without raising a new quote for every request.

One flat retainer covers all updates as you grow. Clients save an average of 5+ hours per week on admin and reporting.

Ongoing support
03 / How It Works

From first call to live system in four steps.

Every engagement follows the same four-step process. You know the cost before we start, and you see the system before you sign off.

1

Free CRM Audit

A focused session to map your current data setup, identify exactly what isn’t working, and specify what your CRM needs to do. No charge. No obligation.

Free / 45 minutes
2

Scoping & Proposal

A written proposal delivered within 48 hours of the audit. Exact cost, exact deliverables, exact timeline — before a line of code is written.

Fixed price / 48 hours
3

Build & Handover

We build, test, and document your CRM, using AI throughout to accelerate delivery and improve accuracy. Full walkthrough with your team on handover. You own everything from day one.

14 business day guarantee
4

Ongoing Support

Monthly retainer covers updates, new fields, report changes, and priority access. Your CRM improves as your business grows. Cancel with one month’s notice.

No contract
04 / Pricing

Simple, transparent tiers.

One-time setup fee plus a monthly retainer. No per-seat licences. No annual contracts. Cancel with one month’s notice.

✓ AI-assisted build process

Sprint
Sprint
Core CRM, live in 14 days.
$2,500
$100/mo retainer · cancel anytime
  • Account & contact database
  • Pipeline & opportunity tracker
  • Activity & visit log
  • Up to 5 custom views
  • 14-day delivery guarantee
  • Team handover & documentation
Most Popular
Build
Build
Fully custom, deeply integrated.
$5,500
$200/mo retainer · cancel anytime
  • Everything in Sprint
  • Territory management
  • Reorder & buying cycle tracking
  • Email & calendar integration
  • Custom reporting dashboard
  • Branded, mobile-optimised interface
  • Priority support
Platform
Platform
Multi-user, mission-critical.
From $10k
From $500/mo retainer · setup quoted
  • Everything in Build
  • Multi-user & role-based access
  • Automated reporting & alerts
  • ERP / inventory integration
  • Onboarding training programme
  • Dedicated account management
  • SLA-backed support

A team of 5 on HubSpot Sales Pro pays $500–600/mo in licence fees alone — before setup, training, or customisation. Keel’s Build plan costs $200/mo flat, with no per-seat fees, no lock-in, and a system built around how your team actually works. Questions about which plan fits? Email mike@keelcrm.com and get a straight answer.


05 / The Comparison

Why not just use HubSpot?

The honest answer. Generic CRMs are built for the average business. Yours is not average.

What MattersGeneric CRMsKeel
Workflow fit You adapt to the tool Built to spec, for you
Ongoing cost$200–500+/mo per seat$100–200/mo flat
Data ownershipVendor-held — leave and lose access100% yours — all scripts, all data
SetupWeeks of configuration, still wrongWe handle everything
Training burdenHigh — new interface, new logicLow — your team already knows it
Licence fees$115–500+/mo per seat, ongoingNone, ever
14
14 Day Guarantee

If we miss the deadline,
you don’t pay for the build.

Every Sprint engagement comes with a 14-day delivery guarantee. If your CRM is not live and handed over within 14 business days of scope sign-off, the setup fee is waived. No caveats. No negotiation.

06 / What Clients Say

Built for businesses like yours.

We were paying $400 a month for Salesforce and using about 10% of it. Keel built us exactly what we needed in under two weeks. Our whole team actually uses it now.

Operations Manager
Distribution — 12 staff

The audit alone was worth it — they identified three gaps in our pipeline we didn’t know we had. The CRM paid for itself within the first month of use.

Founder
Food & Beverage Wholesale — 8 staff

We’d tried HubSpot and Monday.com. Neither stuck. This one did — because it was built around how we actually work, not how a software company thinks we should.

Sales Director
Trade Supplies — 18 staff
07 / Common Questions

Honest answers to the questions we hear most.

If something is still unclear after reading this, email mike@keelcrm.com and you’ll get a direct reply.

You might not need to. Some businesses are well-served by HubSpot. We typically work with teams who are paying for features they don’t use, spending hours configuring workflows, or finding that the tool simply doesn’t match how their business operates. If your team uses it and it works, keep it. If adoption is low or the cost is hard to justify, that’s when we’re worth a conversation.

Google Workspace uses the same infrastructure that powers Gmail, Google Drive, and Google Meet — trusted by over 10 million businesses worldwide, including many in regulated industries. Data is encrypted in transit and at rest, and you control access permissions at the user level. For most founder-led businesses, it offers stronger data governance than the CRM platforms they’re currently using.

You give one month’s notice and the retainer stops. Everything stays with you — the Google Sheets, the Apps Script code, all your data, and all documentation. We hand over full admin access from day one, so there’s nothing to transfer and nothing to lose. You are never dependent on us to access your own data.

We use AI throughout the development process to write and review Apps Script code faster and with fewer errors. This means a build that would traditionally take four to six weeks can be delivered in fourteen days without cutting corners on quality. You get the benefit of faster delivery — the AI is a tool we use, not something your team needs to interact with.

Founder-led businesses with one to twenty staff, typically in distribution, wholesale, food & beverage, professional services, or trades. The common thread is that they manage a real sales pipeline and customer relationships, but the tools they’ve tried either don’t fit or don’t get used. If that sounds like you, the audit is a good starting point.

08 / Get Started

The fastest way to find out what Keel can build for your business.

  • 45-minute session to map your current setup
  • Written gap analysis — yours to keep
  • Fixed-price proposal within 48 hours if you proceed
  • No charge. No obligation.

A CRM your team actually uses — because it fits how you work.

Book a Free CRM Audit

45 minutes. A written gap analysis. A fixed-price proposal within 48 hours if you want to proceed.

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