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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.
Salesforce is powerful, but many growing companies end up paying for licenses, add-ons and admin time to run a system their team works around. Hexagon helps you decide honestly: move to a leaner CRM built around your process, or keep Salesforce and make it simpler. We build custom CRMs, run our own CRM platform, Arches CRM, and deliver Salesforce development, so we have no reason to push you one way.
If several of these sound familiar, the answer isn't always to switch. Sometimes it's to simplify. We'll tell you which.
Our own CRM platform, running in production, configured to your pipeline stages, roles and reports. You get a proven foundation without paying for features you don't use, and your data stays yours.
When your sales and service process is what sets you apart, we build a CRM around it, with integrations to your existing tools and the source code owned by you. See custom CRM development services.
If Salesforce is the right platform, we clean up the configuration, remove clutter, automate busywork and fix integrations so your team uses it. See Salesforce development services.
A practical view of what changes with each path. We confirm the details for your company in the free review.
Arches CRM: configured to your stages, roles and reports. Custom CRM: built entirely around your workflow. Salesforce, simplified: adapted within the Salesforce platform.
Arches CRM: usually weeks, because the platform already exists. Custom CRM: typically a few months, delivered in working increments. Salesforce, simplified: usually weeks, depending on how much cleanup is needed.
Arches CRM: a subscription without paying for unused features. Custom CRM: a build investment, then hosting and support. Salesforce, simplified: your existing licenses, often with fewer add-ons. We give you an estimated cost for each after scoping.
Arches CRM: your data is yours; Hexagon maintains the platform. Custom CRM: you own the source code and the data. Salesforce, simplified: your data stays in your Salesforce org.
All three connect to accounting, ERP, email, calendars and industry tools through APIs, including QuickBooks, Xero, NetSuite, Microsoft 365, Google Workspace and HubSpot. See API and system integration.
The risk in switching CRMs is losing history and momentum. We plan for both.
Accounts, contacts, opportunities, activities, notes and attachments are mapped field by field, cleaned and de-duplicated, then test-migrated before cutover so nothing is lost.
We document the flows, rules and approvals you rely on today and rebuild the ones that matter, simplifying the rest.
Connections to accounting, marketing, support and industry systems are rebuilt and tested before go-live.
Role-based training and a short parallel run so your team is confident on day one, with support after launch.
Our client work is covered by NDAs, so we share outcomes here without names. Detailed walkthroughs and references are available on a call.
Replaced disorganized data and slow onboarding with a CRM featuring automated onboarding, real-time analytics, a mobile-friendly interface and a client access portal, freeing staff time and improving client retention.
Replaced a patchwork of a storefront, spreadsheets and forms with an integrated system that automatically places hundreds of new clients each quarter into the right program and plan.
A client application with secure document submission, two-way messaging, task tracking and automated deadline reminders cut errors and saved time for clients and staff.
Connectors to QuickBooks, Xero and Wave plus automated multi-currency invoicing replaced a manual, error-prone billing process across several countries.
Show us how your team sells today and where Salesforce gets in the way.
We compare simplifying Salesforce against Arches CRM and a custom build for your case.
A clear plan, timeline and estimated cost before any work starts.
Configuration or development, data migration and integrations, tested before cutover.
Training, a short parallel run and ongoing support so adoption sticks.
It depends on your process. If you sell in a fairly standard way, a lean CRM platform such as Arches CRM configured to your stages is usually fastest and most cost-effective. If your process is unusual, a custom CRM fits better. If Salesforce already holds years of data and integrations, simplifying it can be the best option.
Only when it's the right call. We also deliver Salesforce development, so we're comfortable recommending that you keep it and simplify it when that serves you better.
Yes. Accounts, contacts, opportunities, activities, notes and attachments can be exported and mapped to the new CRM. We clean and test-migrate the data before cutover.
Moving to Arches CRM is usually a matter of weeks. A custom CRM typically takes a few months. Timing depends on data volume, workflows and integrations, which we confirm in scoping.
Often, but not always. Savings come from not paying for unused licenses and add-ons and from less admin time. We compare the realistic cost of each option during the assessment before you commit.
Your data is always yours. On custom builds you own the source code. On Arches CRM, Hexagon maintains the platform and your data belongs to you.
In 30 minutes, walk us through how your team sells and what Salesforce costs you. You'll leave with a clear recommendation, whether or not you work with us.
Pick a time below. You'll talk with our team, not a sales script, and leave with a clear recommendation on what to build, fix or connect.
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