Custom CRM build and pipeline configuration
Stages, fields, and workflows aligned to how leads and customers move through your process.
Smarter systems for small teams
Your CRM and automation system, built around how your team works.
JTCStack is a custom built CRM configured to your workflows, with automation and AI enabled capabilities to reduce manual work, improve visibility, and scale as your team and pipeline evolve.
Built by MarTech experts
Custom built CRM configured to your workflows
Automation and AI enabled features to reduce manual work
Designed for small teams
Built to grow with you
Overview
JTCStack is your operating system for CRM, automation, and visibility.
You get a system designed around your real workflows so your team can move faster with less manual effort. The build is structured to be clear on day one and adaptable as your process matures.
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Custom built CRM foundation
Pipeline and data structure configured to match how your team works today, with room to evolve.
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Automated follow up and operational workflows
Routing, tasking, and follow up that reduces missed handoffs and keeps momentum consistent.
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Visibility into pipeline and performance
Clear reporting so you can see what is moving, what is stuck, and where to improve next.
What you get
Everything you need to run a clean, scalable CRM system.
Each build is configured to your workflows and designed to expand as your team and automation needs evolve.
Contact organization, segmentation, and lifecycle stages
Clean structure so your lists, segments, and lifecycle transitions stay consistent as volume grows.
Automation workflows for follow up, routing, and tasking
Automations that support response speed, clear ownership, and reliable handoffs.
AI enabled capabilities
AI features that support voice, conversation, and content to help your team respond faster and stay consistent.
Reporting and visibility
High level dashboards and views so you can track pipeline health, activity, and outcomes.
Governance guidance
Roles, permissions, and process alignment guidance so the system stays consistent and secure.
Training and enablement
Structured walkthroughs so your team understands the workflow, the rules, and the daily rhythm.
Ongoing optimization option
A path to iterate workflows, reporting, and automations as your team scales and priorities shift.
Who it is for
Built for small teams that need structure without friction.
If your team is moving fast but the process feels inconsistent, JTCStack brings clarity, automation, and visibility.
Founders and operators
Sales and client success teams
Marketing and growth teams
Small teams scaling their process
How it works
A clear build process with a system you can grow into.
The goal is a clean foundation now, with an approach that supports ongoing improvements as your team evolves.
Discovery and goals
We map your workflows, define success, and confirm what the system must support on day one.
Build and configure
We implement your CRM structure, lifecycle rules, and automations based on the approved design.
Launch and training
We validate key paths, launch the system, and train your team on the daily workflow and governance.
Optimize and scale
As your team grows, we refine routing, reporting, and automation so the system stays aligned.
FAQs
Answers that help you decide with confidence.
Clear expectations, practical detail, and a build approach designed to support long term use.
Book a call
Start with a focused conversation.
Share your goals and current workflow. We will confirm fit, outline the build approach, and define next steps.
Contact
Submit your details and we will follow up with the right next step.