Salesforce consulting · Custom app development

Software that lets your business run without you on every job

We build CRM-style apps for small businesses, so the owner can run things from a phone, hand the work to people they trust, and still see that it got done. If your company already runs on Salesforce, we step into your org and fix what's slowing you down.

Based in Memphis, TN · Salesforce work since 2019 in banking, live events, consumer tech and manufacturing.

A contractor in a safety vest on a phone call at a job site
  • 2019Doing Salesforce work since
  • 4Industries, from banking to sporting goods
  • 3Business apps built from scratch
  • MemphisOn site locally, anywhere by flight
A shop owner on a phone call, writing an order in a paper notebook
Sound familiar?

Why it matters

Most small businesses run on the owner's memory.

Every customer, every price, every job lives in your head, a notebook and a long thread of texts. That works until you want to grow, take a week off, or start handing the business to someone else. Then everything still has to go through you.

  1. Get it out of your head

    Customers, prices, jobs and paperwork in one place that anyone you trust can open, instead of in your memory.

  2. Hand off the work

    The people doing the job get exactly what they need on their phone, and what they do comes straight back to you: hours, photos, notes.

  3. Let the routine run itself

    Bills, reminders, renewals and expiring paperwork go out on schedule, whether or not anyone remembered.

Services

What we do

Three colleagues around a laptop, working through a problem together

Salesforce consulting & development

Already on Salesforce? Bring us the thing that's been broken for months, or the process everyone works around. We fix it inside your org, explain what we changed, and leave it documented.

  • Admin, setup and permissions
  • Flows and automation
  • Apex and Lightning Web Components
  • Integrations with the rest of your tools
  • Data cleanup and migration
  • Reports and dashboards people actually use

From a single fix to ongoing support.

A shop owner checking her business on a smartphone

Custom business apps

When off-the-shelf software makes you change how you work, we build around how you already work: your customers, your jobs, your pricing and your people.

  • Customer and job records (your own CRM)
  • Scheduling and work orders
  • Quotes, invoices and online payments
  • Access for crews and staff from any phone
  • Portals where your customers serve themselves
  • Runs in the browser, with nothing to install

Built for your business, not adapted from someone else's.

A phone and a laptop showing the same live numbers

Automation & integrations

Connect what you already use, so the routine work happens without anyone having to press a button or remember a date.

  • Billing, reminders and receipts on a schedule
  • Text and email notifications
  • Card and bank payments
  • Moving records in from QuickBooks, spreadsheets and old systems
  • Exports, so your data is always yours

Works alongside Salesforce or a custom app.

Our work

Apps we've built

Each one started with one business's specific problem. The pattern underneath usually carries straight over to yours.

Rows of boats tied up in the slips of a marina
Marinas Live

Dock & Slip Manager

Slip rent was put together by hand and mailed whenever somebody got around to it. Bills landed months late, and by the time an account looked bad it had been bad for most of a season.

Visit the live app (opens in a new tab)

What it does

  • A dock map that shows every boat, and who's behind, at a glance
  • Seasonal leases and visiting-boat bookings
  • Billing that sends itself: invoices, reminders, late fees, autopay and receipts
  • A portal where boat owners pay, read their bills and keep insurance current

Fits your business if you…

Rent out space or bill on a schedule: storage units, RV parks and campgrounds, rental property, equipment rental, coworking.

Building plans open on a laptop beside rolled-up blueprints
Contractors & trades Demo on request

ScopeSet

Ask five subcontractors to bid the same job and you get five scopes, five sets of assumptions and five prices you can't compare.

Ask for a demo

What it does

  • One price book every bid is built from
  • Site photos and scaled plans that turn into quantities
  • Fixed-price bid packages, so every sub prices the same scope
  • Insurance, W-9s and licenses flagged before they lapse
  • Crews log hours and photos from their phone with no login, or just by text

Fits your business if you…

Send people out to do jobs, such as field service, cleaning, landscaping or property maintenance, and need the same work priced the same way, with proof it got done.

A designer cutting fabric with a tape measure laid out beside it
Custom clothing Client project

LJ Designs platform & Atelier

A made-to-order uniform business was tracking styles, fabrics, customers and measurements across messages and notebooks.

Ask about a build like this

What it does

  • A storefront plus a back office for styles, fabrics, customers and orders
  • A production calendar
  • A measurement link customers fill in from their phone
  • A body scan that suggests a size from two photos, processed on the phone and never uploaded

Fits your business if you…

Make things to order, like tailoring, print shops, bakeries, furniture or signs, where every order needs the customer's details before work starts.

Why it applies to you

Different businesses.
The same building blocks.

A marina, a general contractor and a custom clothing brand have almost nothing in common, until you look at what they needed their software to do. Read across any row. If it sounds like your business, we've already built it, three different ways.

The building blocks each of our apps has, and how each one does it
Building block Dock & Slip ManagerMarinas ScopeSetContractors & trades LJ Designs & AtelierCustom clothing
Every customer in one placeRecords anyone you trust can open. Boaters, their boats and their leases Projects, subcontractors and their paperwork Leads, customers, orders and measurements
Prices set once, used every timeNo more quoting from memory. Rent worked out from boat and slip length, prorated One price book, locked when a bid goes out Set upcharges, like custom fit and rush orders
Done from a phone, nothing to installPeople tap a link and get it done. A "Pay online" link in every bill, by email or text Crews log hours and photos from a link, or by text Customers send their measurements from a link
Keeps everyone posted, on scheduleNobody has to remember the date. Bills, reminders and late notices send themselves Expiring insurance and licenses flagged ahead of time Customers texted or emailed as their order moves along
Your old records in, your data outStart from what you have. Leave whenever. Brings in QuickBooks and Quicken history; exports everything Price book round-trips through Excel; SketchUp import The whole catalog loaded in one import
Getting paidMoney comes in without the chasing. Card and bank payments, plus autopay Not part of this app Card deposits before work starts
Room to growMore locations, brands or staff, each seeing only what they should. Many marinas on one system, each sees only its own Many companies, with view, edit and admin roles New brands added on their own web address

20 of 21 boxes ticked, by three businesses that look nothing alike.

It doesn't matter what industry you're in. Your business runs on the same kinds of pieces: customers, prices, people, deadlines and money. We've already built them more than once, and we're here to put them together for you.

Tell us which ones sound like you

Experience

Salesforce work across very different industries

Since 2019 our team has done Salesforce work inside companies that have very little in common. Every org is different, but most are fighting the same handful of problems, and we've seen them in a lot of places.

Two people meeting at a conference table with a laptop, in an office with tall windows
  • Banking & financial services First Horizon
  • Online marketplace & consumer tech Leafly
  • Live events & premium hospitality On Location
  • Sporting goods & manufacturing Rawlings

Tools we work in

  • Salesforce
  • Flow
  • Apex
  • Lightning Web Components
  • Next.js
  • React
  • TypeScript
  • PostgreSQL
  • Stripe
  • Twilio

Full-stack web development certified (Woz U).

Company names show where our team has worked. They are not endorsements.

How we work

How a project goes

  1. A conversation

    Tell us how the business runs today and where it hurts. No jargon needed. "I spend Sunday nights doing invoices" is a perfect place to start.

  2. Write it down

    We map the jobs, the people and the money: who does what, what gets sent to whom, and what you're tired of having to remember.

  3. Build in small pieces

    You get something working early and use it for real, instead of waiting months for one big reveal.

  4. Hand it over

    Training for you and your people, plain-English docs, and your data is always yours to export.

Salesforce fixes skip ahead. Send us the details of what's wrong in your org and we'll tell you honestly whether it's a quick fix.

Contact

Tell us what's slowing you down.

Whatever your industry, if there's work you'd like off your plate, we're here to help. Tell us a little about your business and what you need, and we'll be in touch.

  • Every message is read by us, not a bot.
  • We reply the way you ask: email, a call or a text.
  • Salesforce problem? Describe what's happening and we'll tell you honestly whether it's a quick fix.

Based in Memphis, TN. On site across the Memphis area when it can't wait, and anywhere else a flight goes.

Rather just email? swilliams@dextechsolutions.com

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