Custom lead generation software / CRM Integration & Lead Routing

Build type

Custom CRM integration and lead routing

Get sourced records into the system your reps already live in — matched, deduplicated against what is already there, and assigned correctly on arrival.

From $1,500fixed quote after scoping · source code transferred to you

At handover you get

  • A live integration with your CRM
  • Field mapping and merge rules documented in writing
  • A dry-run mode so you can see what it would do before it does it
  • The source code and credentials, held by you

Fixed price agreed in writing before development starts. Hosting and maintenance are optional, and nothing stops working if you decline them — you hold the code.

Pushing records into a CRM is a two-line job. Pushing them in without creating duplicates, without overwriting a rep's notes, and without breaking when the API rate-limits you is the actual work.

We handle the actual work. Matching keys, merge rules, field mapping, retry logic and an audit trail of every write, so the CRM stays trustworthy after the integration goes live.

Where it fits

Most projects are one build type. Some are two joined together — a scraper feeding a database, or enrichment feeding a CRM integration.

What the build covers

Match before write

Every incoming record is checked against what already exists on name, domain, phone and address before anything is created.

Merge rules you set

Which side wins per field, which fields are never overwritten, and what happens to conflicts — decided by you, applied consistently.

Assignment on arrival

Territory, vertical, round-robin or load-balanced ownership set at the moment of creation, not by a manager sweeping up later.

Audit trail

Every create and update logged with source, timestamp and the rule that fired, so a disputed record can always be traced.

$1,500starting price for this build type
  • What sets the number: how many sources have to be parsed, how clean those sources are, how much data moves, and where the output has to land — not how long we spend.
  • Fixed, in writing, before development starts. A paid source-mapping phase comes first so the quote is based on what the records actually contain.
  • Hosting and maintenance are optional. Decline them and everything still runs, because you hold the code.
  • No per-lead fees. We do not meter your own data back to you.

Questions

Which CRMs do you work with?

Anything with a documented API. The common ones are straightforward; the unusual ones take longer because the rate limits and field semantics have to be learned first. If your CRM has no API but can import files, we deliver a matched import file instead.

Will this create duplicates?

Not if it is built properly, which is most of what you are paying for. Matching runs on several keys, not just email, and anything ambiguous goes to a review queue rather than being written on a guess.

Can we test it before it touches live data?

Yes. Every integration ships with a dry-run mode that produces the full report of intended writes without performing any of them. We recommend running it that way for a full cycle first.

Describe the problem, not the spec.

Tell us who you are trying to reach and how you find them today. We come back with a source map, a fixed price, and an honest note on anything we do not think will work.