Built for small businesses building a custom CRM with quoting
The custom CRM you need, with quoting, drafted by an AI agent and shipped in weeks.
Small businesses that need a CRM shaped around their motion plus a quoting engine have historically faced a build-it or compromise choice. Strkr's AI agent plus custom-object builder plus native quote-to-cash collapses the build to weeks, with the quoting logic grounded in your actual pricing.
Small businesses with specific operational motions have a historical choice: pay $18,000 to a custom development shop for a bespoke CRM, or compromise on a generic SaaS CRM that does not fit the business. The compromise usually fails on quoting, which is where the operational specificity lives: product bundles, tier pricing, service-plus-product mix, usage-based line items, custom discounts, approval workflows. Strkr's posture is to collapse the build with an AI agent that drafts the custom schema and the quoting logic from a 20 minute intake conversation. The result is a working custom CRM plus quoting system in 18 to 32 business days.
The build-or-compromise fork
Custom dev shop or generic SaaS, no middle.
A 32-person industrial-services business needs a CRM shaped around service dispatch, parts inventory, and multi-visit quoting. The generic SaaS options fit 60 percent. The custom dev shop quotes $42,000 for a bespoke build plus $2,800 per month in maintenance. Strkr's AI agent plus custom-object builder lands the full custom shape at $29 per seat per month flat, with the AI agent drafting the schema from the intake conversation.
Quoting as the operational specificity
Generic CRMs cannot model your pricing.
An 11-person managed services provider prices by tiered seat bands plus hourly overage plus per-location fees. A generic CRM has a line-item quote builder with price and quantity. The specificity lives in the quoting logic. Strkr's quote-to-cash module ships with pricing-logic blocks (tiered band, usage-based, hybrid, discount-approval, multi-location) that Strkr AI configures from the pricing document the admin uploads on day one.
Approval workflow friction
Discount approvals living in email threads.
A sales rep quotes a 22 percent discount on a $18,000 deal and sends an email to the VP of Sales for approval. The VP of Sales replies three days later. The customer has already moved on. Strkr's quote approval workflow fires automatically when the discount exceeds the per-role threshold, routes to the right approver, and gives the rep a real-time status surface. Average approval cycle drops from 2.8 days to 4.2 hours.
Quote to deal to invoice disconnect
The accepted quote stays in a PDF folder.
The accepted quote lives in a PDF folder in Google Drive. The CRM has a deal record with a sticker price. The invoicing happens in QuickBooks or Xero. The three systems drift. Strkr's quote-to-cash module writes the accepted quote to the deal record, generates the invoice through QuickBooks or Xero via the webhook spec, and tracks the payment status against the deal. One source of truth across the three systems.
Custom object proliferation
The admin cannot shape the right data model.
A specialty food distributor needs custom objects for Product SKU, Vendor, Warehouse Location, Delivery Route, and Driver. Most SaaS CRMs cap custom objects at four or five, with shallow relationship modeling. Strkr's custom object graph supports arbitrary depth with foreign-key relationships, computed fields, and layout rules per role, which lets the specialty distributor model the business in Strkr's native data model instead of hacking around it.
AI agent as capability, not demo
A chat widget is not an AI agent.
Several SaaS CRMs ship a so-called AI agent that is really a chat widget bolted to a search index. Strkr's AI agent (Strkr AI) is a working automation surface: it drafts the custom schema from the intake, drafts the quoting logic from the pricing document, drafts the proposal from the deal, drafts the followup email from the proposal response, and drafts the invoice narrative from the quote. The agent produces artifacts, not conversation.
The 18-business-day custom build loop
From intake call to working custom CRM plus quoting.
Strkr ships a custom CRM plus quoting system in 18 to 32 business days for a small business. The sequence below is the actual loop with time budgets. The AI agent carries the heavy lifting on schema design and quoting logic, which pulls the human effort from 180 hours to 24 hours over the whole engagement.
Day 1 to 2
Intake call and business motion capture.
Strkr onboarding runs a 90 minute intake call with the business owner. The call captures the business motion (what you sell, how you sell, who buys, how the price works, how the delivery flows). Strkr AI transcribes, summarizes, and drafts the first custom schema from the summary. The owner reviews the schema draft on day 2.
Day 3 to 5
Schema refinement and custom-object design.
The admin and the onboarding architect co-refine the custom schema. Specialty objects (Vendor, Warehouse Location, Delivery Route, Technician, Service Visit, Product Bundle, Pricing Tier) land in the model. Relationship cardinality, foreign-key paths, and layout rules per role get set. The schema goes live in a sandbox tenant on day 5.
Day 6 to 8
Pricing-document upload and quoting-logic generation.
The admin uploads the pricing document (PDF, spreadsheet, or Word doc with the current pricing). Strkr AI parses the document and drafts the quoting-logic configuration: product SKUs, tier bands, usage-based line items, discount thresholds, approval rules. The admin reviews and tunes. The quoting engine goes live on day 8.
Day 9 to 12
Workflow and approval configuration.
The admin configures the quote approval workflow (discount thresholds, approval roles, escalation rules, notification channels). The onboarding architect writes the three to five most common quoting flows (new-customer new-quote, renewal quote, upsell quote, custom-scope quote, service-plus-product quote). The flows go live in sandbox on day 12.
Day 13 to 15
Pilot sprint with real quotes.
Two or three reps generate real quotes in the sandbox tenant over three business days. The quotes get sent to real customers (with a clear sandbox note). Customer feedback catches rough edges early. The admin tunes the quoting logic based on live use.
Day 16 to 17
Integration surface and reporting.
The admin wires up the integration surface: QuickBooks or Xero for invoicing through the webhook spec, Gmail or Outlook for email send, Slack or Teams for notifications. The onboarding architect ships the top 14 reports (quote-to-close conversion, win rate by product, discount rate by rep, approval cycle time, and others).
Day 18
Full cutover and legacy decom.
On business day 18 the full team goes live on Strkr. The legacy CRM (if any) drops to read-only mode for 30 days as a safety net. The onboarding architect sits with the admin for the first two days post-cutover, mostly for the ad-hoc where-do-I-find questions.
The quoting engine in depth
How Strkr quote-to-cash models your pricing.
The quoting engine is where the operational specificity of a small business lives. Strkr's quote-to-cash module ships eight pricing-logic blocks that cover the patterns most small businesses need. The admin can combine blocks in any shape through the custom-object graph.
Flat SKU pricing
The simple product-and-quantity line.
Each product SKU has a flat per-unit price. The quote lists products and quantities. The engine computes the subtotal, applies discounts, computes tax, and lands at the total. This covers 60 percent of small-business quoting shapes directly.
Tiered band pricing
Price per unit varies by volume band.
A SaaS product priced at $29 per seat for 1 to 10 seats, $24 per seat for 11 to 50, $19 per seat for 51 to 200. The engine applies the band logic automatically based on quantity. The quote prints the band logic clearly so the customer sees the breakpoints.
Hybrid fixed plus usage
Base fee plus per-unit overage.
A managed services engagement priced at $4,200 per month base plus $220 per device over 50 devices. The engine computes the base plus the overage estimate from the device count. The quote prints both numbers clearly with the overage formula explained.
Service-plus-product
Hourly plus product lines on one quote.
A quote with 42 hours of installation service at $150 per hour plus a product bundle of five hardware SKUs at list price. The engine computes the service subtotal, the product subtotal, applies discounts separately per subtotal, and lands at the total. Common for installation and professional services motions.
Multi-location pricing
Per-location fee plus central contract.
A quote for an 11-location retail chain priced at $8,500 central contract plus $420 per location per month. The engine captures the location count, applies the per-location logic, and prints a location-detail appendix. Common for retail, hospitality, and restaurant services.
Discount approval logic
Thresholds that trigger routing.
Discounts under 10 percent self-approve. Discounts 10 to 20 percent route to the sales manager. Discounts 20 to 35 percent route to the VP of Sales. Discounts over 35 percent route to the owner. The engine routes automatically and the approver sees the full quote context on their approval surface. Average cycle drops from 2.8 days to 4.2 hours.
Term and renewal pricing
Multi-year commits with uplift.
A three-year commit priced at $42,000 year one, $45,360 year two, $48,990 year three with a 8 percent annual uplift. The engine computes the full term with uplift and prints the multi-year schedule clearly. Common for SaaS, telecom, and managed services motions.
Scope-change delta pricing
Mid-engagement additions and changes.
A scope change on an active engagement that adds $8,500 in services and $2,200 in product. The engine generates a delta quote tied to the original engagement, routes through the approval workflow, and writes to the engagement record on acceptance. Common for professional services motions.
Custom logic hooks
Admin-defined pricing rules.
For pricing shapes that go beyond the eight standard blocks the admin writes custom logic in Strkr's declarative rule engine (not JavaScript, not SQL, a plain-language rule format). Strkr AI drafts the rule from the admin's description. Common for specialty food distribution, custom manufacturing, and niche vertical motions.
The AI agent as a build partner
What Strkr AI does during the custom build.
Strkr AI acts as a build partner during the custom CRM plus quoting rollout. The agent takes the intake conversation, the pricing document, the sample quotes, and the business motion description and drafts working configurations. The admin reviews, tunes, and approves. The cards below are the jobs the AI agent carries during the build.
Schema draft
Custom objects from the intake.
Strkr AI reads the intake summary and drafts the custom object list, the field list per object, the relationship cardinality, and the layout rules per role. The admin reviews the draft on day 2 and tunes. 85 percent of custom objects land correctly on the first pass.
Pricing parse
Pricing document to quoting-logic blocks.
Strkr AI parses the uploaded pricing document (PDF, spreadsheet, or Word) and drafts the quoting-logic configuration. SKUs, tier bands, usage formulas, discount thresholds, approval rules. The admin reviews, tunes two or three parameters, and approves. The engine goes live.
Workflow draft
Approval flows from the role structure.
Strkr AI reads the role structure and the pricing posture and drafts the quote approval workflow. Discount thresholds, approval roles, escalation rules, notification channels. The admin reviews and tunes. 80 percent of approval flows land correctly on the first pass.
Report draft
Priority reports from the business motion.
Strkr AI drafts the top 14 reports based on the business motion: quote-to-close conversion, win rate by product, discount rate by rep, approval cycle time, pipeline coverage, forecast variance. The admin reviews, tunes two or three, and ships. The team opens with report parity before cutover.
Email template draft
Quote-send and follow-up emails.
Strkr AI drafts the quote-send email, the quote-followup cadence, the quote-expired message, and the quote-accepted thank you. Each template matches the business voice captured in the intake. The admin reviews and tunes. The team ships with professional outbound on day one.
Integration recipes
QuickBooks, Xero, Gmail, Outlook, Slack.
Strkr AI drafts the integration recipes for the common connections: QuickBooks or Xero for invoicing, Gmail or Outlook for email send, Slack or Teams for notifications. The admin flips the toggle and the integration lands in under 10 minutes per connection.
Dashboard layout
Role-based home screens.
Strkr AI drafts the home-screen layout per role: owner view with pipeline coverage and cash flow, sales rep view with active quotes and followup queue, service dispatcher view with open visits and technician load. The admin tunes and approves.
Head-to-head
Strkr vs a custom dev build or a generic SaaS CRM.
The comparison below walks through three paths for a 32-person small business with specific operational motion and quoting needs. Custom dev build, generic SaaS CRM, Strkr.
Feature
Strkr
Custom dev build or generic SaaS CRM
Time to live
Eighteen to thirty-two business days.
Six months custom dev or 60 days SaaS with gaps.
Upfront cost
None beyond subscription.
$18,000 to $42,000 custom dev build.
Monthly cost per seat
$29 flat on mid plan.
$2,800 per month maintenance custom or $125 per seat SaaS plus add-ons.
Custom object depth
Arbitrary with relationships.
Four or five flat objects on SaaS.
Quoting logic coverage
Eight blocks plus custom logic hooks.
Line-item quote builder usually.
Discount approval workflow
Built in with role-based routing.
Email thread typical.
Quote to invoice tie
Writes to QuickBooks or Xero via webhook spec.
Manual re-entry typical.
AI agent as build partner
Drafts schema, pricing, workflow, reports.
Admin configures manually.
Maintenance posture
Admin surface with no engineering retainer.
Engineering retainer custom or admin plus consulting SaaS.
How teams use Strkr
Five small-business custom-CRM-plus-quoting playbooks.
Each playbook below is a real small-business motion Strkr has shipped. The patterns span industrial services, specialty food distribution, managed services, professional services, and specialty retail.
Pattern A
The 32-person industrial services shop.
A 32-person industrial services shop in the Great Lakes region needed a CRM shaped around service dispatch, parts inventory, and multi-visit quoting. The custom dev shop had quoted $42,000. Strkr onboarding ran a 22-business-day build. The custom objects (Technician, Service Visit, Parts SKU, Warehouse Location) landed cleanly. The quoting engine captured the hourly-plus-parts-plus-travel pricing. First quote sent on business day 15 to a real customer. Monthly cost dropped from the $2,800 custom-dev maintenance retainer to $29 per seat on Strkr.
Pattern B
The 11-person managed services provider.
An 11-person MSP priced by tiered seat bands plus hourly overage plus per-location fees. The generic SaaS CRM fit about 50 percent. Strkr onboarding ran an 18-business-day build. The custom objects (Client Location, Device Inventory, Service Tier) and the hybrid pricing block captured the full specificity. The quote approval workflow routed discounts to the owner above 20 percent. Average quote cycle dropped from 4.2 days to under one day.
Pattern C
The specialty food distributor.
A 24-person specialty food distributor needed custom objects for Product SKU, Vendor, Warehouse Location, Delivery Route, and Driver. The generic SaaS options could not model the relationship depth. Strkr onboarding ran a 28-business-day build (longer than default because of the delivery routing logic). The quoting engine captured the multi-SKU per-order pricing with volume discount tiers. The dispatcher view on the home screen showed open routes and driver load.
Pattern D
The 18-person professional services firm.
An 18-person professional services firm needed a CRM shaped around multi-phase engagements, retainer billing, and scope-change management. Strkr onboarding ran a 16-business-day build (shorter than default because the firm had no legacy CRM). The engagement object with multi-phase milestones, the retainer-plus-overage pricing block, and the scope-change delta pricing landed cleanly. Advisory revenue grew 32 percent in the 12 months after cutover.
Pattern E
The specialty retail chain.
A specialty retail chain with 11 locations needed a CRM shaped around location-based customer relationships and multi-location quoting for enterprise accounts. Strkr onboarding ran a 24-business-day build. The custom objects (Store Location, Store Manager, Enterprise Account, Multi-Location Quote) landed. The quoting engine captured the central-contract-plus-per-location pricing with location-level discount approvals. The chain closed its first $82,000 multi-location enterprise deal six weeks after cutover.
Ship your custom CRM plus quoting in weeks.
Book a 30 minute call. We will walk through your business motion, your pricing shape, and the custom-object graph you need, and quote a go-live date in 18 to 32 business days.
How does an AI agent actually help build a custom CRM?
Strkr AI acts as a build partner during the rollout. The agent takes the intake conversation and drafts the custom schema. The agent parses the pricing document and drafts the quoting-logic configuration. The agent reads the role structure and drafts the approval workflows. The agent drafts the priority reports, the email templates, the integration recipes, and the dashboard layouts. The admin reviews, tunes, and approves. The human effort drops from 180 hours (typical custom build) to 24 hours (Strkr build).
What if our pricing is unusual and does not fit the eight standard blocks?
The eight blocks cover the patterns most small businesses need (flat SKU, tiered band, hybrid, service-plus-product, multi-location, discount approval, term and renewal, scope-change delta). For pricing shapes that go beyond the eight the admin writes custom logic in Strkr's declarative rule engine (not JavaScript, not SQL, a plain-language rule format). Strkr AI drafts the rule from the admin's description. Common for specialty food distribution, custom manufacturing, and niche vertical motions.
Does Strkr integrate with QuickBooks and Xero for invoicing?
Yes. Strkr integrates with QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, and Zoho Books through its REST and GraphQL API, outbound webhooks with HMAC signing, and a published OpenAPI spec. The integration pattern: accepted quote on Strkr fires a webhook, the webhook writes the invoice to QuickBooks or Xero, the invoice status syncs back to Strkr. For teams that prefer a Zapier-free direct integration the webhook spec covers the full round trip.
How much custom data modeling can we actually do?
Strkr's custom object graph supports arbitrary depth with foreign-key relationships, computed fields, layout rules per role, and permission scoping per object and per field. A specialty food distributor can model Product SKU, Vendor, Warehouse Location, Delivery Route, and Driver as first-class objects with their relationships. A managed services provider can model Client Location, Device Inventory, Service Tier, and Technician Assignment. The admin surface is self-service for the common cases, and the Strkr onboarding architect carries the heavy modeling during the build.
What is the pricing posture for small businesses?
Strkr prices flat per seat at $29 per user per month on the mid plan with AI capability included (no per-conversation credit meter below plan cap). The quote-to-cash module is included in the mid plan. The custom object builder is included in the mid plan. There is no setup fee for small-business builds under 50 seats. HIPAA compliant with BAA available on the business plan. SOC 2 Type II in progress through 2026-Q4. For teams between 5 and 50 seats the monthly bill lands between $145 and $1,450.
What happens if we outgrow the custom build in two years?
Strkr's architecture (ADR-026 three-tier model routing, HNSW indexed memory, DiskANN vector search past 1 million records) stays flat past multi-million record counts, which means the custom build does not hit a performance wall at the typical mid-market thresholds. The custom object graph scales to arbitrary depth. The quoting engine scales to arbitrary SKU count. For teams that cross 300 seats or need deep integration customization the enterprise plan ships with a dedicated Strkr customer-success architect.
No sales call, no migration consultant, no four-month implementation. Enter your card, get 14 days of the full Pro tier, cancel any time before day 14 with zero charge. Spin up a workspace, import your CSV, and have something useful before lunch.
We use cookies.
Essential cookies keep the site working. If you accept, we also enable Google Analytics
so we can see which pages help and which don't. Reject to opt out entirely. Details in our
Privacy Policy.
