CRM, your way.
Salesforce. HubSpot. Zoho.
Or one you can own.
We implement and customize the CRMs you already know — and build custom AI-native CRMs that cost less than three years of licenses and ship faster than enterprise rollouts.
Trusted By Industry Leaders
Join 300+ leading companies that trust us to deliver exceptional results
The CRMs you already know.Or the one you can own.
We're Salesforce ISV partners with HubSpot and Zoho specialists on the team. And for teams whose workflow fights every off-the-shelf CRM, we build custom AI-native ones — three are in production today.
Three ways custom beats licensed.
We don't just talk it.We ship it.
Three AI-native CRMs we built, deployed, and run in production today — for trucking insurance, restoration claims, and telemedicine. Your custom CRM could be the next one.
Two practices. One team.Both shipped, both proven.
CRM engineering and AI engineering under one roof — backed by 300+ Salesforce projects, three production AI-native SaaS products, and a team that ships every week.
*Statistics as of January 2026
CRM Engineering Depth
15+ years building CRM at production scale — Salesforce ISV Partner, HubSpot and Zoho specialists, and three AI-native CRMs we built ourselves. Engineering, not point-and-click.
Two practices. One bench.Pick the engineer you need.
Hire Salesforce Developers
Senior Salesforce talent. Apex, Lightning, integrations, admin. Dedicated engagement, 1-week trial.
Replace within 2 weeks · no cost- Senior-only floor (no juniors as seniors)
- 1-week paid trial
- Direct access to your engineer daily
Hire AI Engineers
LLM, RAG, agents, MLOps. Engineers who ship AI in real products — not slides or notebooks.
Replace within 2 weeks · no cost- Production AI experience required
- 1-week paid trial
- Direct access to your engineer daily
Industry-Specific CRM & AI BuildsAcross 25+ Sectors
We understand your industry's unique challenges — and we've already shipped production SaaS in three of them. Salesforce, HubSpot, Zoho, or custom AI CRM, tuned to your sector's regulatory and workflow realities.
*Project counts approximate, as of January 2026
Healthcare & Life Sciences
HIPAA-compliant CRM and AI builds connecting patients, providers, and payers. Salesforce Health Cloud, custom telemedicine platforms, and clinical-grade workflows — including our own ScriptShop telehealth product.
Financial Services
CRM and AI for wealth management, banking, and insurance — including our commercial trucking insurance platform Logan. Salesforce FSC, HubSpot for fintech, or custom AI-native systems with policy/claim workflows built in.
Retail & E-commerce
Commerce + CRM that unify online and in-store. Salesforce Commerce Cloud, HubSpot for DTC brands, headless commerce builds — and AI personalization layered on whichever platform fits.
Manufacturing
CRM and AI connecting sales, operations, and service. Salesforce Manufacturing Cloud, HubSpot for sales-led manufacturers, and custom AI for forecasting, partner portals, and field service.
Education
CRM for K-12 and higher ed — connecting students, faculty, and alumni. Salesforce Education Cloud, HubSpot for admissions, and AI agents that handle routine student inquiries 24/7.
Technology & SaaS
CRM and AI for high-growth tech. Salesforce, HubSpot, or custom — subscription management, revenue recognition, customer success, AI agents for support. Restoration-industry SaaS ClaimDeck is ours too.
Don't See Your Industry?
We've worked across 20+ industries. If your sector isn't listed, we're always eager to dive into new challenges.
Discuss Your Industry NeedsSalesforce TransformationsThat Deliver Results.
See how we've helped organizations across industries leverage Salesforce to transform their operations, improve customer experiences, and drive measurable business growth.
Global Healthcare Network
The Challenge
Fragmented patient data across 150+ care facilities prevented coordinated care delivery. Care teams lacked visibility into patient history, leading to delayed treatments and poor patient satisfaction (CSAT 62%).
Our Solution
Implemented Salesforce Health Cloud with Patient 360 view, integrating EHR systems and creating unified care plans. Built custom Lightning components for care coordination workflows and automated HIPAA-compliant patient communications.
Measurable Results
“IDEfforts' Health Cloud implementation gave us complete patient visibility across our network. Care coordination improved dramatically, and our patient satisfaction scores reached all-time highs.”
How We ShipAgile & Eval-Driven
One delivery methodology, refined over 300+ Salesforce projects and three production AI-native SaaS products. Whether the engagement is CRM implementation or a custom AI build, the rhythm is the same: weekly releases, measured progress, no surprises.
Discovery & Consultation
We start by understanding your business goals, challenges, and requirements. Through in-depth consultations, we identify pain points and opportunities for innovation.
Key Deliverables
Why This Approach Works
Ready to Ship?
CRM implementation, custom AI build, or a hybrid — let's scope what shipping looks like for your team.
Schedule ConsultationTwo practices.One partner. Start here.
Join 300+ organizations we've helped on Salesforce, HubSpot, Zoho — and the teams running our own AI-native SaaS products today. Let's scope what shipping looks like for you.
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