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Custom CPQ Software

Custom CPQ software for companies that sell complex products.

If your product has options, specs, and pricing rules, a contact form will not cut it. We build the configurators, quote tools, and sales portals that let buyers spec a product and your team close it.

01 / The problem

Complex products don't fit on a basic website.

Most companies that sell configurable products still run sales on static pages, PDFs, spreadsheets, and a contact form. That holds up until your volume, options, and pricing rules outgrow it, and then it quietly costs you deals.

Half-finished quote requests

Contact forms and PDFs let buyers skip the specs you need, so every lead starts with a week of back-and-forth emails.

The same questions, on repeat

Your reps answer the same configuration and pricing questions all day because the website cannot answer them.

Leads stuck in inboxes

Quotes live in email threads and spreadsheets and never land cleanly in your CRM, so follow-up and reporting break down.

Product data nobody wants to touch

Options, specs, and pricing rules are spread across static pages and documents that take forever to keep current.

02 / The hidden cost

The manual way isn't free. It's hidden in payroll.

Quoting by hand, chasing leads, babysitting tools. It's salary spent on work software should do. Three steps to see the cost.

1

Pick the roles on your team

Tap to include the ones you employ.

2

Adjust their cost and wasted time

Drag to match your numbers.

Marketing manager
Salary$85,000
Time on SEO, GEO & acquisition60%
Sales / quoting rep
Salary$65,000
Time quoting by hand55%
Web dev / agency
Annual cost$36,000
Share on sales tooling100%
Inside sales / SDR
Salary$55,000
Time chasing leads45%
Ops / admin
Salary$50,000
Time on manual data entry40%
3

Add your sales math

What a won deal is worth to you.

Qualified leads / mo40
Average deal value$12,000
Current win rate25%
Spent on manual work each year

$167,500

6,240 hours of payroll going to work your platform should handle.

Revenue upside on the table

$806,400

On top of $1,440,000 you win today, from more leads and a higher close rate.

Total annual opportunity

$973,900

Cost reclaimed plus revenue gained, every year.

+20% leads

More qualified pipeline

Found in Google and AI answer engines, captured before they bounce.

Minutes, not days

Faster quote-to-close

Buyers self-configure and get a quote while intent is highest.

+30% relative

Higher win rate

Cleaner, accurate quotes that are easy to say yes to.

6,240 hrs/yr back

Headcount you don't add

Scale output without hiring more reps and coordinators.

See your numbers with us

Directional estimates, not a quote. Adjust the inputs to match your business.

03 / The solution

Turn your website into a connected sales system.

We replace the patchwork of forms and spreadsheets with one platform that walks buyers from first click to submitted quote, then hands your team clean, structured data to close on.

  1. 01Browse
  2. 02Configure
  3. 03Compare
  4. 04Request a quote
  5. 05Move through the pipeline
04 / What we can build

One platform, built around how you sell.

Start with the piece that earns its keep fastest, then add the rest over time. Every module runs on the same data and the same workflow.

Product Configurators

Let buyers build their product step by step with options, rules, and validation that prevent impossible combinations.

Custom CPQ Tools

Configure, price, and quote in one flow, with your pricing logic, tiers, and approvals built in.

Website & Product Catalog Systems

A connected catalog where specs, options, and pricing are managed once and stay in sync everywhere.

Internal Sales Portals

Give your sales team a single workspace to build quotes, track deals, and access every product detail.

Dealer & Rep Portals

Branded portals so dealers and reps can self-serve quotes, pricing, and orders without calling in.

CRM Integration

Push clean, structured leads and quotes straight into Salesforce, HubSpot, or your existing CRM.

Automated Emails & Follow-Up

Trigger the right message at the right moment so no quote request ever goes cold.

Proposal & Quote Generation

Generate polished, accurate proposals and quote documents automatically from each configuration.

AI Content & Sales Support

Practical AI that drafts product copy, answers buyer questions, and assists reps in real time.

Marketing & Customer Acquisition

Landing pages, ad funnels, and lead capture that feed your configurator a steady stream of qualified buyers.

SEO, GEO & AEO

Get found in Google and in AI answer engines with technical SEO, structured data, and content built for how buyers search now.

Sales Reporting & Analytics

Dashboards that show what gets configured, quoted, and won, so you can make calls on real numbers.

05 / Built for complex sales

Made for products with options, specs, and pricing rules.

If your customers can't just "add to cart," you need a system built for configuration. These are the industries we build for.

Truck bodies & upfitters
  • Service bodies, dump beds, and upfit packages configured to each chassis and job.
  • Enclosed, flatbed, and utility trailers with axle, length, and option logic built in.
  • Purpose-built and heavily optioned vehicles spec'd from the ground up.
  • Heavy machinery with capacities, attachments, and pricing tiers that quote themselves.
  • Implements and machines configured by crop, acreage, and attachment.
  • Built-to-spec gear for the work site and the field, priced per configuration.
  • Floor plans, sizes, and finishes priced live as the customer designs the unit.
  • Made-to-order products with complex rules, approvals, and engineering checks.
06 / Proof

What this looks like in the field.

How one manufacturer replaced a patchwork of forms, spreadsheets, and manual follow-up with one connected system built on our modules.

Custom industrial equipment manufacturer
Before

Hard to find online, and every inquiry started from scratch. Reps answered the same questions by hand, chased buyers for missing specs, and re-keyed everything into spreadsheets that never made it cleanly into the CRM.

After

The right buyers find them, spec exactly what they need online, and submit complete requests that land straight in the CRM. The team works from one source of truth and spends their time closing instead of clarifying.

The website went from a brochure to the busiest member of our sales team.

Operations lead, equipment manufacturer

Found firstas the right buyers discover them in search and AI answers
Complete requestsfrom buyers who spec exactly what they need before reaching out
One source of truthwith every lead and request flowing straight into the CRM
Clear visibilityinto what gets requested, quoted, and won across the business

Illustrative of a real engagement. Full details shared on request.

07 / The alternatives

Buy a tool, build a team, or partner with us.

Generic CPQ tools make you bend to their template. An in-house team is slow and expensive to stand up. We give you a custom platform without either trade-off.

BuiltByClint
Off-the-shelf CPQ
In-house build
Built around your exact products and rules
Live in weeks, not a multi-year build
No engineers to hire or manage
Connects to your CRM and workflows
Maintained and improved every month
Predictable cost, no surprise invoices
One team owns the outcome
08 / The process

A simple path from spreadsheet to software.

01

Map the sales process

We learn how you sell first: your products, options, pricing rules, and the steps a deal moves through before money changes hands.

02

Build the first phase

We ship a focused, working slice of the platform, usually the configurator or quote tool, instead of disappearing for a year.

03

Connect CRM and workflows

Quotes and leads flow into your CRM, the right emails fire on their own, and your team works from one source of truth.

04

Improve it every month

We host, maintain, and keep building on the platform as your products, pricing, and process change.

09 / How it works

Our modules. Your business inside them.

We do not start from a blank page. The hard parts, configurators, quote engines, portals, and CRM logic, are already built. We fit them to how you sell, then run and improve the system for you.

One-time

Build & integrate

We load your products, pricing logic, and brand into our modules, then connect them to your CRM and launch.

  • Map your products & pricing rules
  • Configure our modules to fit
  • Connect your CRM & workflows
  • Launch and onboard your team
Monthly

Run & improve

We host it, watch it, support it, and keep shipping improvements. No setting it and forgetting it.

  • Hosting & infrastructure
  • Monitoring & support
  • Ongoing updates & new features
  • Continuous innovation

Tiered pricing, option dependencies, regional rules, approval chains. If the logic is complicated, that is exactly what our modules are built to handle.

Turn your website into a revenue system.

If your products come with options, specs, pricing rules, dealer networks, or custom quotes, we will build the software platform that runs the way your company sells.

Book a CPQ Strategy Call