A CRM shaped around your deals.
Your stages, your roles, your follow-up — not a generic sales template you bend your team to fit. We map how your deals actually move and build the record around it, so the pipeline stays current and everyone knows what comes next.
The pipeline matches how you actually close.
Most CRMs hand you a fixed funnel and expect your team to adapt to it. We work the other way: we map the way your deals really move — from a new lead to a signed agreement — and shape the record around it. A contact, a property, a task, and a stage all live on one connected deal instead of scattered across tabs and spreadsheets.
- Your stages, named your way — new, qualifying, nurture, appointment set, under contract, closed — whatever your team actually says.
- One record per deal — contact, property, documents, tasks, and notes in a single place your whole team trusts.
- Configured for you — we build it during implementation, modeled to your fields, routing, and permissions so it fits the way your team already works.
| Stage | Deals | Owner |
|---|---|---|
| New · lead in | 312 | Intake queue |
| Qualifying | 148 | Pod · round-robin |
| Nurture | 41 | Agent |
| Appointment set | 23 | Agent |
| Under contract | 6 | Team lead |
| Closed · lost | 17 | Archived |
Counts update as your team moves deals along and as new leads land. Sample view shown.
Three things make a pipeline run.
Stages tell you where a deal is. Roles and permissions decide who owns it and what they can see. Follow-up tasks keep it moving when no one is watching the board.
Stages
Define the exact steps a deal passes through, with the fields and exit criteria that matter at each one. Conditional fields appear only when they are relevant, so the record stays clean instead of asking for everything up front.
Roles & permissions
Agents, team leads, and admins each see the deals they should and edit only the fields they own. New leads route by round-robin, territory, or source — automatically — so nothing sits unclaimed in a shared inbox or gets touched by the wrong hands.
Follow-up tasks
Each stage carries its own checklist and reminders. A task that slips, a contract that stalls, a lead with no touch in ten days — the system surfaces it and assigns it to the right owner, instead of letting it quietly go cold.
Built around how you already run.
A template CRM makes your team adapt to the software. A custom system does the reverse — it is built around the way you already run.
| Dimension | DD Software Solutions CRM | Generic template CRM |
|---|---|---|
| Pipeline | Your stages and exit criteria | A fixed sales funnel you adapt to |
| Fields & records | Modeled to your deals and properties | Generic contacts and opportunities |
| Roles & permissions | Mapped to your real team structure | Owner / shared queue, broad access |
| Follow-up | Tasks and reminders built into each stage | Manual, and often forgotten |
| Integrations | Wired into the stack you already run | Yet another silo to keep in sync |
| Fit | Shaped to the way your team already runs | One-size workflow you bend to fit |
If a tool like Follow Up Boss or kvCORE already fits your team, we configure and build around it rather than replace it — the CRM you run is the one your data lands in.
Built to connect, not to replace.
Run the CRM of your choice and we shape the pipeline inside it — or stand up a purpose-built one and connect the rest of your tools around it.
What teams ask about the CRM.
Do I have to switch off the CRM I already use?
No. If you already run Follow Up Boss or kvCORE, we shape the pipeline, fields, and permissions inside it. We only build a purpose-built CRM when your process genuinely outgrows what a template can hold — and even then, your data stays portable, so it moves with you between the tools you run.
How do my stages get set up?
During implementation. We map how your deals actually move, name the stages the way your team does, and configure the fields, routing, permissions, and follow-up tasks at each one. It is part of the done-for-you rollout, not a blank form you fill in alone.
Can I control who sees and edits each deal?
Yes. Roles and permissions are modeled to your real team structure, so agents, team leads, and admins each see the deals they should and edit only the fields they own. See how routing works →
Who owns the data and the system?
You do. The configured CRM, the pipeline, and all of the data are yours after handover — your accounts, your records, running on your own infrastructure. See pricing →
Map your pipeline
Tell us how your deals actually move.
Bring us your stages, your roles, and the CRM you run today. We will shape the pipeline around them — with the build, the rollout, and the handover all included, so it lands ready for your team to run from day one.