Custom platform

Custom CRM

The CRM shaped around how your team actually works — not the SaaS template you've been bending to fit.

🔒harbour-firm.neuralnest.app

Pipeline

🎯 Pipeline12

👥 Clients84

📋 Tasks7

📅 Activity

📊 Reports

Stages

Lead

Qualified

Proposal

Closing

Won

Active deals

5 open$134k pipeline

Client	Stage	Value	Owner	Updated
Harbour Legal Ltd	Qualified	$24,500	Sarah	2h ago
Avondale Dental	Proposal	$8,900	Max	1d ago
Pacific Logistics	Closing	$56,000	Sarah	3d ago
Newmarket Studio	Lead	$3,200	Max	5d ago
Tasman Wealth Advisors	Won	$42,000	Sarah	1w ago

Avondale Dental

Proposal · $8,900 · Auckland

Synced with Xero · 12 min ago

Next action

Send revised quote · due Friday

Recent activity

2d ago

Quote v2 emailed

5d ago

Discovery call (45 min)

1w ago

Inbound enquiry

For

Law firms · Consultancies · Real estate teams · Advisory businesses

Replaces

Salesforce that nobody uses properly, HubSpot you can't customise, three spreadsheets in a shared drive.

How we approach it

Two days mapping your sales / matter / client lifecycle as it actually runs
Custom stages, custom fields, custom views — built for your team, not a generic template
Xero / accounting / email sync so nothing is keyed in twice
Role-based views: partners see what they need, juniors see what they need
Reporting that answers the specific questions you actually ask

Sound like your situation?

Tell Nia (our AI agent) about your setup — she’ll sketch what we’d build for you and, if you want, email a one-pager you can take to your team.