Custom CRM and Portal Development

When a custom CRM or portal makes sense

A custom build makes sense when off-the-shelf software forces your team to work around it: duplicate data entry, spreadsheets on the side, or member and customer information split across tools. Often the answer is both: an off-the-shelf core with a custom portal or integration around it.

Portals and CRMs we build

Member portals

Member portals with sign-in, profiles, event registration, renewals and resources. We built the membership portal for the Progressive National Baptist Convention, membership management for SCEDA, and a members portal where Kolstad Audio Services clients manage bookings and view event history.

Employee portals and job boards

Secure employee portals with internal resources, HR tools and dashboards, plus job boards that post openings and manage applicants. We built these for PAL Technologies, and an employee portal with case management tools for MBA Nonprofit Solutions.

Customer portals and dashboards

Customer accounts and admin dashboards: Memorial Media Links lets families create and manage memorial pages, and Custom Vending manages client accounts and service requests from one dashboard.

Custom CRM development

Contacts, pipelines, booking, invoicing, workflows and AI agents built around your process. We built and run our own CRM, the GRAYMATTER Business Suite (graymattersuite.com), which shows the depth of what we can build for a client.

Built to be secure and maintainable

Portals hold personal data, so access control is designed in from the first sprint. In our recent builds that has meant role-scoped admin areas, hashed passwords, queries scoped to each organization so one client's data is walled off from another's, and containerized hosting behind a TLS reverse proxy.

Long-running portals need a team that stays. We have maintained the PAL Technologies platform since 2004 and supported the Progressive National Baptist Convention since 2010.