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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
Ready to clean up your CRM workflow?
Book a CRM Workflow Audit and see where leads, follow-ups, reporting, or disconnected tools can be fixed first.
Custom CRM Development Company & Services | Solutions for Complex Workflows
For companies that have outgrown off-the-shelf CRM. Hexagon builds a custom CRM you own, shaped to how your team sells: lead capture, follow-up, pipeline, customer operations and reporting, connected to the software you already use. U.S.-led from Draper, Utah since 2007, with 300+ projects delivered. As a custom CRM development company, we deliver CRM software development services and custom CRM solutions for U.S. companies. Utah teams can also see our CRM development company in Utah page.
What does Hexagon's CRM development service include?
Hexagon designs, builds, integrates and fixes CRM systems for growing companies. Typical engagements:
A Free CRM workflow audit
Map your lead sources, stages and handoffs, and get a prioritized roadmap.
Start with the audit →CRM optimization or integration
Fix the CRM you have and connect it to the systems your team already runs.
CRM integration →Custom CRM build
A bespoke CRM released in phases, so your team uses working software early.
Scope your build →We work on
We work on Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365 and our own Arches CRM, and we rebuild home-grown or disconnected systems into one reliable, faster CRM. Learn more about our agile CRM development.
Delivered on time and on budget with phased roadmaps and clear milestones.
Is your CRM working for you - or are you working for it?
If two or more sound familiar, the fix is usually the workflow first, the software second.
Six Ways Hexagon Can Improve Your CRM
Whether your challenge is a broken workflow, disconnected data, a failed implementation, or a process no standard platform can support, Hexagon can recommend and deliver the appropriate path.
CRM Workflow Review & Roadmap
Map lead sources, handoffs, SLAs, stages, customer touchpoints, reporting, and leakage. Receive a prioritized recommendation for what should be fixed first.
CRM Implementation
Configure the right platform around your process, permissions, data, reporting, and user-adoption plan instead of forcing teams into a generic template.
Custom CRM Development
Build the modules, portals, workflows, automation, and business logic that standard CRM platforms cannot support reliably.
CRM Integration
Connect websites, marketing, ERP or PMS platforms, accounting, support, communications, payments, documents, and analytics through secure APIs and governed data flows.
CRM Rescue & Modernization
Repair failed implementations, unreliable reporting, broken automation, poor usability, data-quality issues, and tool sprawl without replacing everything unnecessarily.
Ongoing CRM Optimization
Measure adoption, response time, data quality, workflow performance, and reporting reliability, then improve the system as your business evolves.
Custom CRM software, integration and rescue - one team
Bespoke and custom CRM development
Bespoke CRM is another name for a custom CRM: software designed around how your team sells, not a template you bend to fit. Every Hexagon custom CRM build is bespoke. We start with a free workflow audit, map your lead sources, stages and handoffs, then build only what your process needs: on Arches CRM, on Salesforce, HubSpot, Zoho or Dynamics 365, or from scratch when nothing standard fits. For Salesforce integration and custom development, see our Salesforce integration services.
CRM Implementation Services
A CRM only pays off when your team actually uses it. Our CRM implementation services cover the full rollout: mapping your sales stages, configuring pipelines, fields and permissions, connecting email, calendars and the tools you already run, and training your team so adoption sticks. We implement Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics 365 and Arches CRM, in phases, so your team keeps selling while the new system goes live. For Zoho CRM setup, customization and integration, see our Zoho CRM consulting services.
CRM Migration Services
Moving from spreadsheets or an old CRM is where most projects lose data and momentum. Our CRM migration services move your contacts, accounts, deals, history and attachments with field-by-field mapping, duplicate cleanup and test runs before cutover. We validate every record after the move, so nothing gets lost and your team can trust the data from day one.
Run a construction or contracting business? See CRM for construction companies: bids, jobs, field teams and accounting, connected.
Paying for Salesforce your team works around? Compare a Salesforce alternative for growing companies, or keep it and make it simpler.
On HubSpot and wondering if it still fits? See HubSpot vs custom CRM.
More CRM guides: Dynamics 365 consulting · CRM for property management · CRM integration services.
Custom CRM development services for U.S. companies
Hexagon IT Solutions is a CRM software development company led from Draper, Utah since 2007, with 300+ projects delivered. Our custom CRM development services cover new builds, customization of Salesforce, HubSpot, Zoho or Dynamics 365, integration with the rest of your software, and rescue of CRMs that stopped working for the team.
CRM development services
Workflow discovery, data model and pipeline design, user roles, automation, dashboards and reporting. We build what your process needs and release it in phases, so your team starts using it early.
CRM software development services
Custom modules, customer and partner portals, mobile access, APIs and integrations with ERP, accounting, billing, marketing and phone systems. See our CRM integration services and API integration services.
Custom CRM solutions
Purpose-built CRMs for sales teams, service operations, membership and association management, and field work: on Arches CRM, on Salesforce, or built from scratch when nothing standard fits. On custom builds, you own the source code.
CRM platforms we build on and integrate with
Why Arches CRM matters to you
Most CRM agencies only configure other people's software. We build and operate our own CRM, so when a standard platform can't do what you need, we can build it on a proven foundation instead of from scratch.
- Faster Launch
- Lower Risk
CRM results from real clients
Solar provider: 45–60% win rate, go/no-go on every bid within a week
Hexagon built three bid-to-close workflows in Arches CRM with automated follow-up reminders. The team now knows within a week whether a bid is winnable, wins 45–60% of bids, and hasn't lost a deal to a missed follow-up.
Employee Assistance Program: intake cut from 40–60 minutes to 5–10
Intake used to mean a participant filling out forms and staff re-typing them into the system. Hexagon replaced it with an interview-style guided intake in Arches CRM that writes straight into the system — front-desk staff now just verify. Intake time dropped from 40–60 minutes to 5–10 minutes at most.
Less time lost on follow-ups
BMG's team used to spend days chasing follow-ups. A CRM built around their sales workflow cut that wasted time by 70%.
Proof in Practice: Orriant
A Long-Term Platform Partnership Connecting Wellness, CRM, Mobile, Scheduling, and AI
Client Context
Orriant is a corporate wellness provider supporting personalized coaching, health-risk assessments, chronic-disease programs, employee engagement, and employer reporting.
The Challenge
Orriant’s public case study describes disorganized data, manual data handling, slow onboarding, an outdated user experience, limited mobile access, weak communication tools, and data-security concerns. These issues made it harder to track progress, support clients promptly, and produce reliable reports.
What Hexagon Changed
Hexagon implemented structured data management and real-time analytics, automated onboarding, modernized the user experience, added mobile access, improved communication tools, and strengthened security. Orriant’s public testimonial also confirms that Hexagon built proprietary wellness platforms and mobile apps, integrated survey and CRM systems, and developed APIs for scheduling and AI platforms.
Operational Outcome
The result was a more connected operating environment for managing wellness programs, client interactions, onboarding, communication, reporting, and digital access. Orriant has worked with Hexagon since 2015 and describes Hexagon as its sole systems-development partner.
How a CRM project runs
Review (free, 30 min with our CEO)
Walk through your current CRM and process
Free 3-day audit & roadmap
Map the workflow, pick optimize / integrate / replace / build
Build in phases
Working software released in phases, not one big reveal
Migrate & validate
Clean data, test with real users
Launch & improve
Training, adoption tracking, monthly tuning
From Workflow Discovery to Continuous Optimization
A successful CRM project is not only a software build. It is a controlled change to how teams capture information, assign ownership, communicate, make decisions, and measure performance.
Discovery & Workflow Mapping
Review current tools, lead sources, handoffs, SLAs, stages, customer touchpoints, reports, pain points, and success criteria.
Solution Path & Architecture
Choose Optimize, Integrate, Replace, or Build; define the data model, permissions, integrations, security, migration, and roadmap.
UX & Functional Design
Translate the workflow into screens, roles, forms, dashboards, notifications, approvals, and business rules before full development.
Configuration, Development & Integration
Configure the platform or build custom modules, portals, automation, APIs, and reporting components in phased releases.
Migration, QA & User Validation
Clean and map data, run test migrations, validate workflows, test permissions and integrations, and confirm readiness with real users.
Launch, Training & Optimization
Deploy with a cutover plan, train users, monitor adoption and data quality, and improve workflows as the business evolves.
Hiring a CRM development company: what to expect
Choosing a custom CRM development company is a long-term decision. Here is how an engagement with Hexagon runs, from the first call to ongoing support.
1. Free 30-minute review
We look at your current CRM, tools and goals, and tell you plainly whether a custom build, a configuration of an existing CRM or an integration is the better fit.
2. Discovery and scope
We map lead sources, stages, handoffs and reports, then send a written scope with phases, a timeline and an estimate.
3. Build in phases
Each phase ships working features your team can test, so you see progress throughout the project, not only at the end.
4. Launch, training and support
Data migration, user training and go-live support, followed by ongoing improvements and maintenance if you want them.
What to expect from any CRM software development company: a written scope before work starts, clear ownership of code and data, documentation, and a team that works alongside your in-house IT. On custom builds with Hexagon, you own the source code.
CRM rescue and modernization
Many CRM projects stall: low adoption, duplicate data, broken integrations, or a homegrown system nobody wants to touch. We fix what is there before suggesting anything new.
Fix a failing CRM
An audit of setup, data and automations; cleanup of duplicates; repair of broken workflows and integrations; and retraining so the team trusts the CRM again.
Modernize a legacy CRM
Move an aging or homegrown CRM to a supported stack, keep your history, and connect it to the tools you use today through API integration.
CRM migration and data cleanup
Planned migrations between CRMs with field mapping, deduplication and test runs before cutover, plus CRM integration services for the systems around it.
CRM case studies and related services
CRM case studies
Anonymized CRM projects from our portfolio: IT provider CRM and marketing solution, corporate wellness platform and CRM, and CRM and e-commerce integration. See more on Our Work.
Related services
CRM integration services, Salesforce CRM development services, API integration services, ERP services and custom software development.
Talk to a CRM development company
Book a free 30-minute consultation or send us your project details. U.S.-led from Draper, Utah since 2007.
Frequently asked questions and answers
How long does it take to build a custom CRM?
A focused integration or optimization takes about 3 weeks. A custom CRM build takes 1–3 months depending on requirements, released in phases so your team uses working software early.
Should we customize Salesforce or HubSpot, or build a bespoke CRM?
Customize the platform you have if it can follow your process with reasonable configuration — that is usually cheaper. Build bespoke when your workflow is a competitive edge, you need deep integrations, or per-seat licensing costs more than ownership over three years.
Can you integrate our CRM with QuickBooks, our ERP, or our property management system?
Yes. CRM integration is one of our most common projects — we connect CRMs to accounting, ERP, property and construction systems, marketing tools, payments and calendars through their APIs, with monitoring so failures don't go unnoticed.
Our CRM implementation failed. Can you fix it without starting over?
Usually, yes. Most failed rollouts are workflow and adoption problems, not platform problems. A CRM rescue cleans the data, redesigns the pipeline around how your team actually sells, and rebuilds adoption — replacement is the last resort.
We built our own CRM years ago, or run on disconnected tools. Can you replace it without losing our data?
Yes. We take home-grown systems and disconnected tools and rebuild them into one sustainable, reliable and faster CRM. We map how your current system really works, migrate and validate the data, and keep the workflows your team depends on — so the switch improves speed and reliability without disrupting the business.
Do you work with small companies, or only enterprises?
Both — most clients have 10 to 500 employees. Small teams usually start with an audit and integration; larger organizations with multi-location or multi-department workflows tend to need a bespoke build.
Do you build bespoke CRM systems for clients outside the US?
Yes. Hexagon is headquartered in Draper, Utah, and serves clients in the US, Canada, the UK, India, the UAE and Saudi Arabia.
What is Arches CRM and do I have to use it?
Arches CRM is the AI-powered CRM platform Hexagon builds and operates. You don't have to use it — we also work on Salesforce, HubSpot, Zoho CRM and Microsoft Dynamics 365. It is an option when you want custom functionality on a proven foundation instead of building from scratch.
Who owns the code and data?
You do. On a custom CRM build, both the code and the data belong to you.
What should we look for in a CRM development company?
Look for a written scope before work starts, a phased delivery plan, clear ownership of code and data, experience integrating with the systems you already use, and references or case studies for similar work. Hexagon is U.S.-led from Draper, Utah, has delivered 300+ projects since 2007, and starts every engagement with a free 30-minute review.
What do your custom CRM development services include?
Workflow discovery, data model and pipeline design, custom modules and portals, automation, reporting, integrations with ERP, accounting and marketing tools, data migration, training and ongoing support. You can engage us for a full custom CRM build or for a single part, such as an integration or a rescue.
Are you a U.S.-based CRM software development company?
Yes. Hexagon IT Solutions is led from Draper, Utah and has served clients since 2007.
Can you rescue or modernize a CRM another vendor built?
Yes. CRM rescue and modernization is a regular part of our work. We audit the current setup, fix data, workflows and integrations, and only recommend a rebuild when repairing it would cost your team more.
Do you work with our in-house IT team?
Yes. We document what we build, follow your security and access policies, and can hand over day-to-day ownership to your IT team or keep supporting the CRM for you.
Get a straight answer on your CRM in 30 minutes
Meet directly with Daks J., Founder & CEO. Bring your CRM login or a screen share; leave with the top three fixes and whether you should optimize, integrate, replace or build. No sales deck.
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Build, Improve, or Connect the Systems Your Business Depends On.
Whether you need custom software, CRM, ERP, AI, automation, integrations, or modernization, tell us what you’re trying to improve. We’ll review your requirements and recommend the most practical next step.
300+
Software projects delivered
37+
Enterprise apps built
150+
delivery team members
Tell Us About Your Project
No sales pressure. Tell us what you’re trying to build, improve, integrate, automate, or replace. We’ll review your answers and come back with a clear recommendation within 1 business day.
Prefer to talk now? Call +1 (801) 259-4800 or book a free 30-minute review.
Custom software, CRM, ERP, AI, integrations, and business systems built to improve how growing organizations operate.
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