A pipeline designed around how your team sells
CRM & Sales Pipeline Software.
Unify new inquiries, customer history, opportunities and sales handoffs in a focused interface connected to your CRM of record.
For sales-driven organizations with custom approval, estimating and lead qualification needs.
Custom fixed-fee proposals follow technical discovery. No third-party API capability is guaranteed before verification.
The business challenge
Where the friction starts.
Leads arrive through multiple channels and the standard CRM interface does not match the team's sales process.
The FMG approach
Build the missing layer.
Build lead capture and pipeline views with role-based stages, ownership rules and controlled synchronization to the CRM.
What your software could include
Purpose-built modules.
These are candidate modules for discovery, not a statement that every module is included at one price. We agree on business rules, data sources and permissions before implementation.
Custom opportunity boards and stages
Assignment and approval routing
Sales activity and conversion reporting
How it might work
One connected workflow.
A qualified website inquiry enters the custom lead console, triggers an ownership rule and is synchronized to an authorized CRM record.
Illustrative process only. Data freshness, provider capabilities and authorization are verified during discovery.
Business outcomes we're designing for
- Faster lead triage
- More consistent follow-up processes
- Better visibility into pipeline bottlenecks
Potential integration ecosystem
Connect the tools you already use.
Salesforce
CRM
Validate org edition, API entitlements and required object scopes
Provider docsHubSpot
CRM
Contacts, companies and deals; verify current app scopes
Provider docsZoho CRM
CRM
Review scopes, credits, region and data model
Provider docsCalendly
Scheduling
Check v2 API, OAuth, embed and webhook plan access
Provider docsNo platform partnership or completed integration is implied. Some functions may only be possible with an eligible plan, approved OAuth scopes, a partner program or a read-only connector.
Source ownership
A repository you can keep building.
We scope a private, client-controlled GitHub repository with modular frontend components, tested API adapters, environment templates, documentation and a deployment pipeline.
Design, code and handoff rights are explicitly defined in the agreement. FMG does not claim ownership of third-party SaaS APIs, hosted checkouts, accounting records or software licenses.
Security, backups, access controls, incident response, data retention and maintenance responsibilities are documented for the real production system.
Answers before you commit
Common questions.
Is this a replacement for Salesforce?
It can be a custom interface over Salesforce or a scoped alternative for selected workflows. We document which system owns each field and which CRM permissions and API entitlements are required.
Who owns this software after launch?
Ownership of custom code, documentation and related deliverables is defined in the project agreement. FMG typically plans for a client-controlled private GitHub repository and client-owned deployment accounts. Licensed platforms and third-party APIs remain governed by their vendors.
Related software solutions.
FMG Software in a Box
Build it around your business.
Bring your current systems, pain points and goals. We'll map a realistic project scope and the parts your team can own.
Start your software project