Custom CRMs & Business Management Systems
Custom CRMs, client portals and dashboards for Aiken businesses that have outgrown spreadsheets and off-the-shelf software.
Who it’s for
- Businesses tracking customers, jobs or orders in spreadsheets and paper
- Owners paying for software that doesn't fit how they work
- Service businesses that want clients to log in for status, documents and invoices
What’s included
- Client and customer tracking
- Quotes, invoicing and online payments
- Scheduling, tasks and job status
- Dashboards and reports for the numbers you watch
- A branded client portal for documents, approvals and messages
- Secure accounts for you and your team, plus training and written documentation
Timeline
A website with a client portal usually takes 6 to 8 weeks. A full custom system usually takes 8 to 12 weeks after a discovery session.
Our work
Recent work: a custom shop management system for a boat builder, tracking each build from order to delivery. See it on the Portfolio page.
Where we work
Magnolia Grace & Co. is based in Aiken, South Carolina. We meet clients at their business across Aiken, SC, North Augusta, SC, Augusta, GA, Graniteville, SC, Edgefield, SC and Barnwell, SC, and work with clients anywhere by video call.
Frequently asked questions
What is a custom CRM?
A CRM is the system you use to track customers and the work you do for them. A custom one is built around your workflow instead of forcing you into someone else's.
How is this different from Salesforce or HubSpot?
Those are built for every business at once. A custom system includes only what you use, works the way your business already runs, and has no per-seat fees that grow with your team.
How long does it take?
A website with a client portal usually takes 6 to 8 weeks. A full custom system usually takes 8 to 12 weeks after a discovery session.
How much does a custom system cost?
We quote after a discovery session that maps how your business runs. You get a fixed scope and price before the build starts.
Can my clients log in?
Yes. A client portal lets your customers see status, sign off on documents, message you and pay invoices.
Do you work with businesses outside Aiken?
Yes. We meet in person around Aiken, North Augusta and Augusta, and work with clients anywhere by video call.
