Apollo Advising

A CRM built from scratch

A customer system shaped around how your company actually sells, with follow-up and reporting that run themselves.

Can you build a custom CRM with AI? Yes. With current AI tools, a small business can build a working CRM around its own sales process in days rather than months: pipeline stages, contact records, reminders, follow-up, and reports. Denver builds it with you in accounts you own, so you are not locked into his systems or a long software contract.

What Denver builds with you

Set up in your accounts, one-on-one, and taught so you can run it yourself.

  • Your pipeline, your stages

    Stages that match how a job or deal really moves, from first call to paid.

  • Contacts and history

    Every customer, call, text, and note in one record your whole team can see.

  • Automatic reminders

    Tasks and nudges so nothing sits untouched, with alerts when a lead goes cold.

  • Follow-up built in

    Email and text sequences that start and stop based on what the customer does.

  • Reports you will read

    Close rate, pipeline value, and job status without exporting to a spreadsheet.

  • Clean data from day one

    Import and clean up the lists you already have, so you start with what you know.

  1. Free 30-minute call

    Talk through where the time and money go, and whether this is the right first project.

  2. Build it together

    Hourly by Zoom, or a half or full day in person in Dallas-Fort Worth.

  3. Run it yourself

    You own the setup and know how to change it. Come back when the next problem is worth it.

What you will need: Your current customer lists and spreadsheets, a clear picture of how you sell, and an hour or two of your team's time to test it.

Cost and ownership

Denver's time is $299 per hour by Zoom or phone, $799 for a three-hour block, or in person within 50 miles of Dallas at $1,249 for a half day and $1,999 for a full day. The first 30 minutes are free. Everything built for you is yours, set up in your accounts, and Denver does not keep your data or tools on his own computers. See pricing.

Common questions

Should I build a CRM or buy one?

If an off-the-shelf CRM fits how you sell, buying is often simpler. Building makes sense when you are paying for features you do not use, or when your process does not fit the templates. Denver will tell you which camp you are in on the free intro call.

Who owns the CRM and the data?

You do. It is built in your accounts, and Denver does not keep copies of your data or tools on his own computers.

How long does it take?

A simple CRM can be working after a half day or full day together, with refinements in later sessions. Larger builds are estimated in advance.

Can my existing CRM be improved instead?

Yes. Many engagements start by cleaning up and automating the CRM a business already has.

AI sessions are training and implementation help with AI tools and workflows. They are not financial, investment, tax, legal, or accounting advice, and not advice on how to run or invest in your business. They are not connected to Denver McClure's other companies, and you are never asked to use any of them. See disclosures.

Start with 30 free minutes.