CRM Custom Services License
When off-the-shelf isn’t enough.
Your business has requirements that standard CRM features weren’t built to handle.
We design and build custom objects, fields, automation, and business logic tailored to your exact operational reality so your CRM works the way you work.
THE CHALLENGE
Does any of this sound familiar?
You’re not alone. These are the most common pain points we hear from teams just like yours.
Standard features don’t fit your process
Your workflows are unique to your industry or model. Custom development bridges the gap between what’s out-of-the-box and what you actually need.
Your CRM is a competitive differentiator
For some organizations, CRM isn’t just a tool; it’s an advantage. Custom development gives you capabilities your competitors can’t buy off the shelf.
Integration complexity beyond standard APIs
Some connections require more than a native connector. We build the custom middleware and logic to make it work reliably.
Legacy system dependencies blocking progress
Older systems have unique data structures and APIs. We’ve built bridges to legacy platforms that many vendors won’t touch.
WHAT'S INCLUDED
Here’s what you get with the CRM Custom Services License.
Each custom development capability is designed to build CRM functionality tailored to your unique operational needs
Explore each capability to see what’s included:
Modeling Your Business Exactly as It Works
Custom Field & Object Development
Model unique business entities, relationships, and data structures that standard CRM objects can’t accommodate.
✓ Custom object design and build
✓ Custom field architecture for specialized data
✓ Relationship modeling between custom and standard objects
✓ Complex validation rules and field dependencies
Automating Logic That Standard Tools Can’t Handle
Advanced Automation & Logic
Build custom automation flows, approval processes, and business logic that go beyond the limits of standard workflow tools.
✓ Apex triggers and complex automation logic
✓ Custom approval processes and escalation rules
✓ Advanced formula fields and calculated values
✓ Batch processing for high-volume operations
Connecting Systems That Don’t Have a Native Path
Custom Integrations & Middleware
When standard APIs don’t get the job done, we build the custom connectors and middleware that do.
✓ Custom API integration development
✓ Middleware and ETL pipeline builds
✓ Legacy system bridge development
✓ Real-time and batch integration patterns
Building Purpose-Built Tools Inside Your CRM
Specialized Applications & Dashboards
Build purpose-built tools inside your CRM: custom apps, dashboards, and utilities for specialized team needs.
✓ Custom Lightning component development
✓ Specialized reporting and analytics tools
✓ Internal tool and productivity app builds
✓ Custom portal and community development
USE CASE
When Organizations Choose the CRM Custom Services License
Organizations typically choose this license when they are:
- Operating in a specialized industry where standard CRM objects don’t fit their data model
- Needing to integrate with legacy or proprietary systems with no native connector
- Using CRM as a competitive differentiator that requires unique functionality
- Outgrowing the capabilities of standard workflow and automation tools
NEW TO CRM?
Custom Services work best with a solid foundation. If you haven’t launched your CRM yet, start there first.
HOW IT WORKS
How the CRM Custom Services License Works
Each WhiteRock license includes a one-time setup (“stitch-in”) to configure your system, followed by a predictable monthly investment.
Licenses are designed for ongoing success, allowing your CRM to continuously evolve without the need for new projects or hourly billing.
Delivered using your existing or newly purchased Salesforce or HubSpot platform.
Pricing scales based on your system, users, and level of support required.
- Supported platforms:
- Salesforce
- HubSpot
- CRM licenses (Salesforce or HubSpot) are required and not included
- Minimum editions may apply depending on use case
WHERE YOU ARE IN YOUR CRM JOURNEY
The CRM Lifecycle
Every organization moves through these stages. The CRM Custom Services License provides specialized engineering capabilities that can be applied across the CRM lifecycle, enabling organizations to build functionality beyond standard platform features.
COMMON COMBINATIONS
The CRM Custom Services License Works Best With…
While this license stands on its own, most organizations discover a need for custom development as their CRM evolves. These are the licenses most commonly used alongside Custom Services.
CRM Integration + CRM Custom Services License
Standard integrations connect common platforms, but your systems are unique. When you need both a reliable connection to external systems and a custom data model, combining these licenses ensures the architecture is designed as a whole.
Timeline: Coordinated delivery based on project scope
Best For: Organizations building a purpose-built CRM ecosystem from the ground up
CRM Support + CRM Custom Services License
You have ongoing support in place, but your team needs custom development to handle new requirements or post-launch discoveries. Pairing custom development with support ensures your system can evolve while your team has the resources to maintain, troubleshoot, and improve it over time.
Timeline: Support begins at delivery of custom work
Best For: Teams that want continuity of expertise from build through ongoing maintenance
Have a custom requirement in mind?
Let us know what your features can’t do for you today. We’ll tell you what’s possible and how we’d build it.