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We customize pipelines, workflows, automations, fields, dashboards, and user permissions to match your unique processes, so your team works faster, stays organized, and closes more deals with less manual effort.
Everything customized to fit your workflow
Custom Pipelines & Stages
Build a sales pipeline that mirrors your real-world process, helping your team move leads from first contact to closing with confidence.
Workflows & Automations
Automate follow-ups, task assignments, notifications, and repetitive processes to save time and ensure nothing slips through the cracks.
Custom Fields & Data Mapping
Capture the seller, buyer, and property information that matters most—and migrate your existing data accurately and seamlessly.
Dashboards & Reporting
Track pipeline performance, marketing ROI, team productivity, and key metrics with real-time dashboards designed for better decision-making.
Roles & Permissions
Control who can view, edit, and manage data with role-based permissions that keep your business secure and organized.
Third-Party Integrations
Connect your CRM with dialers, lead providers, email platforms, and other business tools using native integrations, webhooks, and APIs.
A clear, hands-on process
We make CRM customization straightforward, from planning and setup to training and ongoing optimization. Most projects go live in just a few days.
We learn how your business operates by reviewing your processes, tools, and existing data.
Together, we'll design your pipelines, custom fields, automations, and workflows before development begins.
We configure your CRM, migrate your data, thoroughly test every workflow, and ensure everything runs seamlessly.
We train your team, launch your customized CRM, and provide ongoing support and enhancements as your business grows.
Priced around your project — not a fixed menu
No two businesses operate the same way, so every CRM customization project is designed around your workflows, automations, integrations, and team requirements. During your free consultation, we'll identify opportunities to streamline your operations and provide a detailed, fixed quote before any work begins. Looking for our all-in-one CRM platform? View Platform Pricing →
Ready to make your CRM fit your business?
From custom pipelines and automations to dashboards and integrations, we'll tailor StreamlineREI to match your business, so your team can work smarter, move faster, and close more deals.