Proven process
Every Tepia build runs through six phases, Discovery, Design, Development and Testing, Training, Launch and Support, with a milestone at each stage.
Read: Build a custom CRM or bend SalesforceSalesforce vs HubSpot vs custom CRM from Tepia, a US led software company that designs and builds for teams across the US.
HubSpot is the best choice for most teams under 50 seats with standard sales and marketing needs, and Salesforce fits larger companies that need deep configuration and an admin to run it.
Every Tepia build runs through six phases, Discovery, Design, Development and Testing, Training, Launch and Support, with a milestone at each stage.
Read: Build a custom CRM or bend SalesforceHubSpot fits most teams under 50 seats with standard sales and marketing. Salesforce fits 50 plus seats with complex process and an admin.
Read: CRM integration and automationTepia CRM projects typically run 4 to 9 months end to end, with Discovery weighted heavily because a CRM encodes how your company sells.
Read: Custom CRM developmentTepia has spent thirteen years building software for healthcare, field service, home improvement, retail, logistics and IoT teams across the US.
Read: How to build a custom CRMIndustry figures Tepia plans around when scoping crm work.
Salesforce holds roughly 20% of the worldwide CRM software market, the largest single share, according to IDC.
Sales reps spend only about 28% of their week actually selling, per Salesforce's State of Sales report.
Mobile devices generate roughly 60 percent of global website traffic, according to Statista's mobile traffic reports.
Tepia has integrated with Salesforce and HubSpot on dozens of projects and built custom CRMs for companies that outgrew both. The pattern is consistent. HubSpot wins on speed and ease for teams whose sales process looks like most sales processes. Salesforce wins when you need granular permissions, complex objects and an ecosystem of add ons, and you are willing to pay an administrator to keep it healthy.
Read the detailed decision framework on build a custom CRM or bend Salesforce.
This table summarizes how Tepia frames the three options.
Choose HubSpot if your sales process is stages, tasks and emails, if marketing automation is half the reason you want a CRM, and if you want to be live this quarter.
Choose Salesforce if you are already a Salesforce company, if you need complex permission models across divisions, or if you rely on industry clouds and AppExchange products that would take years to rebuild. Tepia builds custom mobile apps and integration layers on top of Salesforce for exactly these companies.
Tepia’s six phase process applies directly to CRM work, with particular weight on Discovery because a CRM encodes how your company sells and serves.
In Discovery (typically 1 to 3 months), Tepia investigates your current CRM or spreadsheets, interviews reps, managers and operations staff, and reviews every third party integration: email, phone, accounting, ERP, marketing tools. Deliverables are an Investigation Summary, an Interview Summary and User Stories covering each role. In Design, Tepia produces a design questionnaire, moodboards, a style guide, detailed wireframes for pipeline, account and activity views, and sample designs.
Development and Testing runs on Alpha and Beta schedules, typically in React for the web app, Swift and Kotlin or React Native for mobile, Node.js or .NET on the backend, and PostgreSQL for data, with functional, user acceptance and non functional testing. Training is hands on with user story scenarios so reps practice real deals. Launch includes migrating data from Salesforce or HubSpot, transition from the old system and support reps on rollout. Details are on the Tepia process page.
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