Custom Pipeline Stages
Pipeline stages built around the actual stages of your sales and delivery process — not a generic sales funnel.
Generic CRM platforms force businesses to adapt their sales process to the software. SommeTech builds CRMs that match your actual pipeline stages, follow-up logic, and reporting needs.
Salesforce and HubSpot are powerful — for the businesses they were designed for. Most service businesses are not those businesses. The result: expensive subscriptions, heavy configuration work, and teams that avoid the tool because it doesn't match their workflow.
Generic CRMs have pipeline stages that don't match how service businesses actually sell and close
Teams avoid CRMs that feel clunky — data goes back into spreadsheets and leads get lost
Reporting built for SaaS companies doesn't surface the metrics a service business actually needs
Follow-up logic in generic tools requires complex workarounds instead of natural workflow configuration
Paying for features never used while missing the specific functionality the business actually needs
Every engagement is scoped specifically — here is what the deliverable set looks like.
Pipeline stages built around the actual stages of your sales and delivery process — not a generic sales funnel.
Know where every lead came from, where it is in the pipeline, and how long it's been there.
Automated follow-up reminders, email sequences, and stage-transition triggers that match your actual follow-up workflow.
Management-level visibility into pipeline health, conversion rates, team activity, and revenue forecasting.
Direct connection between website contact forms and the CRM — leads flow in automatically with full source data.
Connect your CRM to your booking system so scheduled appointments appear in the pipeline automatically.
A structured process produces predictable results. Here is how each engagement runs from start to delivery.
Document every stage of your sales and follow-up process before any configuration begins.
Design the data model, pipeline stages, fields, and automation rules.
Develop the CRM custom — including UI, database, logic, and integrations.
Move existing lead and customer data from spreadsheets or previous tools.
Train the team on the new system before go-live.
Deploy and refine based on real usage — add fields, adjust automations, expand reporting.
The outcomes that matter — and how you will be able to track the impact of this engagement.
Missed Leads
Reduced significantly
Follow-up Speed
Faster
Pipeline Visibility
Real-time
Team Adoption
Higher than generic
Revenue Tracking
Accurate
Outdated template site that couldn't take bookings online, was effectively invisible in search, and gave the owner no system for tracking reservations, drivers, or customer follow-up.
Custom site, custom booking software, custom CRM with email and text blasting, automated email and review-ask flows, full admin dashboard, and a sustained SEO program — search clicks +161% YoY in just the latest 3-month window.
An established veteran-owned North Georgia wine tour company was running on a dated template site that couldn't take bookings online and was effectively invisible in search. The owner had no system for tracking reservations, driver assignments, or customer follow-up — and all outreach (review asks, confirmations, marketing) was manual.
Rebuild the brand and site for conversion, then build the operational backend the business actually needs to run: a custom booking flow tied to driver assignment, a custom CRM with email and text blasting, automated email and review-ask sequences, and a full admin dashboard. On top of that, run a sustained local + national SEO program targeting Dahlonega, Ellijay, and surrounding wine country.
Smaller automations are billed monthly, business systems use a setup-plus-monthly structure, and larger platforms scale with scope.
Answers to the questions most clients ask before starting an engagement.
Book a strategy call and we will map out exactly what your project requires and what results you can expect.