buildmysaas.ai

Accelerator · Grow

A CRM that will show what customers owe.

In build: deals, receivables, recent orders and margin on one account, matched to your ERP by ID.

Status: in build

CRM and ledger on one screen

Planned: order value and margin per customer, side by side. A CRM ranks customers by order value; a ledger ranks them by margin.

If Salesforce fits, use Salesforce

We build when your process is specific, or when every account needs ERP money beside it. Or we feed your current CRM.

Your cloud, your code

You own the custom code from each paid milestone. 60-day defect warranty. It is built on the same base as Leads, where roles, field masking and the audit log are tested.

Status, stated plainly

We do not yet have a CRM client to cite. Interface: in build. API and MCP for ChatGPT and Claude: in build. Chatbots: planned.

What leaves your cloud account: six named flows.

Where it fits: Grow, on your ERP data. Accounts and deals first; quotes and workflow rules when sales needs them. Prices.

Bring one order you do not fully trust.

Talk to us