- Solutions
- Pricing
Pipelines, lead scoring, automation, and dashboards designed for how your sales team actually sells. CodeBlox CRM Builder gives you full control over your sales process without writing a single line of code.
Drag, drop, and map every stage to match how your team actually sells. With CodeBlox CRM Builder, you can configure deal stages, set up required fields per pipeline, and build logic around your real sales process instead of working around someone else's template.
Trigger emails, tasks, approvals, and Blox-joins when a deal hits a stage. Build automation rules using your CRM data, set SLA timers, and stay on top of every follow-up without lifting a finger. Your custom CRM without code should work as hard as your sales team does.
Real-time data, win rates, performance, and forecasts all in one place. When you build a custom CRM without code on CodeBlox, every report is configurable to what your team cares about, and filterable down to any number to track real revenue across records.
Skip the blank canvas. Start from a production-ready template and customize from there. Each template is built on the same CRM Builder engine, so you can launch fast and grow without limits.
Core crm builder workflows ready to deploy across your team.
CRM Builder configured for multi-region, multi-entity organizations.
Lightweight crm builder for teams of 5 to 50, designed for fast adoption.
Work with our ProServe team to design crm builder for your exact processes.
Yes. Beyond the visual configuration, every workspace can be extended with custom workflows, AI tasks, formulas, and integrations through our open API. For deep customization, our ProServe team builds fit-to-purpose crm builder solutions as part of standard implementation.
Yes. The same configuration that works at five users scales to ten thousand without rewriting your data model, your access rules, or your interface logic. CRM Builder is governed by the same enterprise-grade controls (RBAC, audit logs, SOC 2) at every team size.
Pricing is per-user, included in all paid plans. Premium ($19/user/mo) covers most teams. Enterprise plans add unlimited Blox, SAML SSO, SCIM, advanced governance, and dedicated success management. The 15-day free trial requires no credit card.
Yes. Our ProServe team migrates teams from Salesforce, HubSpot, NetSuite, custom-built systems, and spreadsheet stacks every week. Most migrations complete in two to four weeks depending on complexity, with full data integrity and audit trail preservation.
Most teams have a working crm builder system live within two weeks. Pre-built templates accelerate launch even further. Complex multi-team rollouts with custom integrations typically take four to six weeks, with our ProServe team available for accelerated delivery.