CRM Replacement

Tired of paying $300 a seat for a CRM that needs five add-ons to do what you actually need?

The starting price always looks reasonable. Then come the seat add-ons, the integration tax, the implementation partner, and the per-API-call billing until you are paying twice the original quote for half the features. Heed builds the replacement, custom to your operation, and you own it at the end.

Book a 20-Minute Discovery Call

The Pattern

How they get you.

The starting price looks reasonable. Forty-nine dollars per seat per month, twelve seats, comes out to a number you can sign off on without much thought. Then a feature you assumed was included turns out to live in the next tier up. Sixty dollars more per seat. Fine.

Then the integration to QuickBooks does not actually work the way the salesperson described. You need a third-party connector. That is another monthly fee plus a setup fee. Then the workflow you actually want requires a custom field, and custom fields above a certain count require the higher tier. Tier upgrade. Then the implementation does not happen by itself, so you bring in a certified partner at $200 an hour. Then your AR person needs reports, and reports require a separate analytics seat. Then your usage hits an API limit you did not know existed, and they bill you per call until you upgrade again.

Then the support tier you signed up for does not include phone calls. Phone calls are next tier up. By the time everything works, your CRM bill looks nothing like what you signed off on.

$2,400 a month CRM bill. $700 of it is features you actually use.

The off-the-shelf CRM is not really a product. It is a billing engine wrapped in a pipeline view, and every feature you assume should be included is something somebody figured out how to charge for separately.

If You Have Said Any of These

You are the reason we built this.

Pick the line that sounds most like you. We have heard them all.

"We pay for 12 seats but only 4 people use the advanced features."

"Our reports take 6 hours to build because the data lives in 3 systems."

"Every workflow change is a $200 an hour consulting call."

"We bought it for sales but the operations team will not touch it."

"Our AI assistant addon does not actually know our business."

"The integration to QuickBooks, Lawcus, or Twilio still does not work right."

The Replacement

What we build instead.

A custom operations platform that does what your team actually does, with the integrations that actually matter, and zero tier creep.

Heed Operations Platform

Pipeline and CRM that fits your sales motion, not a generic one.
Connectors to the systems you actually use, not a marketplace of half-built integrations.
Reporting that answers your questions, not a chart library you have to assemble.
AI agents trained on your data, your templates, and your tone.
Mobile-first interfaces for field teams.
Audit logging and Zero Trust security baked in.

See the Operations Platform

Custom Apps and Dashboards

Single-pane operator dashboards that pull from every tool your team already uses.
Workflow automation that handles the repetitive 80 percent so people focus on the rest.
Document intelligence that reads contracts, plans, and forms in your formats.
Source-code escrow available so you are never locked in.

See Apps & Dashboards

The Math

Run the numbers.

Typical SMB CRM stack: $1,800 to $4,200 per month, every month, forever, plus per-seat creep as you grow.

Heed Operations Platform Growth tier: $649 per month plus $45 per seat. Setup fee builds the platform, and after that, it is done.

Net effect: the build pays for itself inside a year for most teams, and the recurring number stops climbing.

POC First

We prove it before you commit production budget.

Every Heed engagement begins with a Proof of Concept against your real data. We do not ask for production budget on a hope. We build the riskiest piece first, run it against your actual workflow, and either it works or we do not move forward. You decide.

Most off-the-shelf CRM rollouts skip this step entirely. The contract is signed before anyone has tested whether the workflow you need actually fits the tool. By the time you find out it does not, you are already in the implementation partner phase and the math has stopped making sense.

Reference Build

Already done it once at scale.

California's largest hillside structural engineering firm was 85 percent migrated to Salesforce when they walked away to Heed. We replaced the planned Salesforce buildout with a custom operations platform: searchable project knowledge, live connectors to QuickBooks Time and SharePoint, document intelligence on plan sets and permits, image processing on jobsite photos, and audit logging aligned to ISO 42001. Phase 1 cost $30,000 and recovered roughly 80 hours per week of capacity, payback inside 6 weeks, 9.6 times return.

Read the Case Study

Bring us your CRM bill. We will scope the replacement.

Twenty minutes on the phone. We will look at the line items together and tell you whether a custom build pencils out for your situation. No pitch deck, no follow-up campaign.

Book a Discovery Call View the Operations Platform