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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.
CRM Development Services That Fix the Workflow, Not Just the Software
Your CRM should run the process - not create more work. Hexagon is a CRM software development company that builds custom CRM systems, connects the CRM you already have, rescues implementations that stalled, and turns home-grown or disconnected systems into one sustainable, reliable and faster CRM. We also build and run our own CRM platform, Arches CRM, so we know what breaks in production.
- Free 30-minute session
- Meet directly with Hexagon’s CEO
- No obligation
Since 2007
Builders of Arches CRM
300+ software projects delivered
4.9/5 on DesignRush
What does Hexagon's CRM development service include?
Hexagon designs, builds, integrates and fixes CRM systems for growing companies. Typical engagements:
CRM optimization or integration
$2,500 - $60,000
From 3 weeks
Custom CRM build
From $5,000
Typically 1–3 months
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.
Salesforce
HubSpot
Zoho CRM
Microsoft Dynamics 365
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.
Leads come in from five places and nobody owns the follow-up
Reps keep a spreadsheet next to the CRM because the CRM doesn't match how they sell
The CRM doesn't talk to accounting, ERP, or your property/project system, so data is typed twice
You run on a home-grown system or a patchwork of tools that only one person knows how to fix
Leadership doesn't trust the pipeline report
A CRM implementation went over budget and nobody uses it
CRM platforms we build on and integrate with
QuickBooks
Stripe
Twilio
Outlook / Gmail
Property, Construction and ERP Systems
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
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
| Service | Best When | What You Get |
|---|---|---|
| CRM Workflow Audit | You're unsure whether to fix, replace or build. | Lead-to-cash map, gap list, prioritized roadmap. |
| CRM Implementation | You've picked a platform and need it set up right. | Configured pipelines, roles, automations, training. |
| CRM Integration | Your CRM and other systems don't share data. | API integrations to ERP, accounting, PMS, marketing and payments. |
| CRM Rescue | A rollout stalled or adoption is low. | Cleanup, redesign, data repair, adoption plan. |
| Bespoke CRM Development | Your process is your edge and off-the-shelf software can't follow it. | Custom modules, portals, workflow engine, reporting. |
| Ongoing CRM Support | You need someone accountable after launch. | Monthly improvements, monitoring, admin support. |
| Home-Grown System Modernization | You run on a home-built system or disconnected tools that are slow, fragile or hard to change. | One sustainable, reliable and faster CRM — data migrated, workflows preserved, nothing lost. |
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.
1
Discovery & Workflow Mapping
Review current tools, lead sources, handoffs, SLAs, stages, customer touchpoints, reports, pain points, and success criteria.
2
Solution Path & Architecture
Choose Optimize, Integrate, Replace, or Build; define the data model, permissions, integrations, security, migration, and roadmap.
3
UX & Functional Design
Translate the workflow into screens, roles, forms, dashboards, notifications, approvals, and business rules before full development.
4
Configuration, Development & Integration
Configure the platform or build custom modules, portals, automation, APIs, and reporting components in phased releases.
5
Migration, QA & User Validation
Clean and map data, run test migrations, validate workflows, test permissions and integrations, and confirm readiness with real users.
6
Launch, Training & Optimization
Deploy with a cutover plan, train users, monitor adoption and data quality, and improve workflows as the business evolves.
Proof in Practice: Orriant
A Long-Term Platform Partnership Connecting Wellness, CRM, Mobile, Scheduling, and AI
OR
Orriant
Technical Footprint
Custom Wellness Platforms
CRM and Survey Integrations
Mobile Applications
Scheduling APIs
AI-Platform APIs
Data Management
Reporting
Security
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.
CRM results from real clients
Case 1
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.
Case 2
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.
Case 3
Orriant: CRM and survey integrated into a custom wellness platform
Long-term partner since 2015; Hexagon integrated CRM and survey systems and built scheduling and AI APIs.
How much does CRM development cost?
| Engagement | Starting From | Typical Timeline |
|---|---|---|
| CRM Workflow Audit | Free | 3 days |
| Optimization or Integration | $2,500 (up to $60,000) | From 3 weeks |
| Custom CRM Build | $5,000 | 1–3 months |
Final price depends on users, integrations and data migration. You get a fixed, phased estimate after the review - no open-ended hourly billing.
Frequently asked questions and answers
A CRM workflow audit is free, optimization or integration runs $2,500–$60,000, and a custom CRM build starts at $5,000. The main cost drivers are number of users, integrations and data migration. You get a fixed, phased estimate after a free 30-minute review.
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.
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.
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.
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.
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.
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.
Reviewed by Daks J.
Founder & CEO, Hexagon IT Solutions
Daks leads business discovery and solution planning for CRM, custom software, integrations, automation, and digital-transformation projects.
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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