LoolyLabs
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Your own CRM, built around how you work

Off-the-shelf CRMs make you work their way. We build one place for your clients, deals, projects and numbers that fits the way your business already runs.

The parts it can include

Every part shares the same records, so your whole team works from one source of truth.

  • Clients and pipeline

    Every contact, deal and conversation, with the next step always clear.

  • Your old records, moved in

    Contacts and history brought over and cleaned up, so you start complete.

  • Proposals and e-signing

    Build a proposal from your own templates. Clients read and sign it online.

  • Email and calendar

    Client emails and meetings show up on the right record on their own.

  • Automations

    Reminders, handoffs and status updates that happen without anyone clicking.

  • Projects and time

    Signed work becomes a project with milestones, tasks and tracked time.

  • Money and reporting

    Payments, profit per job and the numbers that matter, always current.

  • Client portal

    Clients log in to see status, sign documents and pay, with your name on it.

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We use what we build

We run LoolyLabs on a system like this

Our own studio runs on a system we built for ourselves. Every lead, proposal, project and dollar lives in one place.

  • A pipeline from first contact to signed deal
  • Proposals that clients sign online
  • Projects, tasks and time on every signed deal
  • Payments and profit tracked for every project
  • Every client conversation on the right record
  • A daily summary of what needs attention

Common questions

Something else on your mind? Ask us on the audit call.

How is this different from an off-the-shelf CRM?
It is built around how your business already works, so your team never bends its process to fit the software. It has the parts you use, and nothing you have to work around.
Can we start with one part?
Yes. Many businesses start with clients and pipeline, then add proposals, projects or a portal. Every new part plugs into the same records.
Who owns it?
You do. The software and every record in it are yours.
What about the data we already have?
We move it in for you and clean it up on the way, so you start with complete records on day one.

Let's map the system your business needs

On the workflow audit we walk through how work moves through your business and show you which part to build first.

Book a workflow audit