StackOSTM
A custom CRM — without the HubSpot bill
StackOSTM is how we build bespoke CRM systems for service businesses ready to move on from HubSpot, Salesforce and expensive off-the-shelf platforms. One system for enquiries, customers, quotes, jobs and automation — designed around how you actually work, at a fraction of the long-term cost.
Every StackOSTM project starts from a StackFix™ audit and is shaped by real operational workflows — not a generic SaaS rollout.
InstaSurv.co.uk
We built InstaSurv as a custom CRM and reporting system for surveyors of all types — residential, commercial, building and specialist surveys. It brings enquiries, job management, reporting and client workflows into one platform designed around surveying operations, not adapted from off-the-shelf software.
Custom CRM for surveyors
A real-world example of what a bespoke StackOSTM build looks like in production.
Why businesses move to a bespoke CRM
HubSpot and similar platforms work for some businesses. But many service companies end up paying for seats, add-ons and integrations — whilst still bending their process to fit the software.
StackOSTM gives you a custom-built alternative: the parts of a CRM you actually need, connected the way your team works, without the ongoing cost of tools that were never designed for you.
More cost-effective
No escalating per-seat fees, unused modules or annual renewals for software that only half fits.
Built around your process
Designed from your enquiry-to-invoice workflow — not forced into someone else's pipeline stages.
Yours to own
A bespoke system that grows with the business, without vendor lock-in or paying for features you never use.
Enquiries
18
+4 this week
Active quotes
12
6 awaiting response
Jobs in progress
9
2 due today
Outstanding
£24,500
3 invoices
Today's pipeline
Automations
What we build
Everything your business needs — nothing you do not
Each StackOSTM build is scoped to your operation. You get the modules that matter, wired together properly.
CRM
Contacts, companies and deal stages built for your service workflow — not a generic template.
Unified inbox
Enquiries from every channel in one place with clear ownership.
Quotes
Create, send and track quotes with follow-up built around how you sell.
Bookings
Schedule work, send confirmations and manage availability.
Jobs
Track active work from booking through to completion.
Invoices
Raise invoices and connect them to the job lifecycle.
Knowledge base
Internal documentation and process guides for your team.
Client portal
A professional space for customers to view progress and documents.
Automation
Workflows that connect every stage without manual handoffs.
Reporting
Pipeline, performance and operational metrics in one view.
Ready to move beyond off-the-shelf?
Book a stack review and find out whether a bespoke StackOS™ CRM makes more sense than another HubSpot renewal.