LeadSpheres Studio — Build custom CRM modules without writing code
Your CRM, Built
Exactly How Your
Business Works.
Studio lets you create custom modules, fields, views, and automations — all inside LeadSpheres. Start from a pre-built industry template or build from scratch. No developers. No code. Live in minutes.
✓No code required✓15+ industry templates✓Live in under 10 minutes
Fields
Views
Actions
Templates
Module Name
Roof Estimate Tracker
Roofing Template
Status
● Published
Customer Name
Text Field
Roof Size (sq ft)
Number Field
Material Type
Dropdown
Estimate Value
Currency Field
+ Add Custom Field
15+
Industry Templates
Ready to deploy
<10m
Setup time
vs weeks with developers
∞
Custom modules
No limits
$0
Developer cost
Build it yourself
The Custom CRM Problem
Every Service Business Is Different.
Why Does Your CRM Treat You the Same?
A roofer tracks square footage and material costs. A med spa tracks treatment history and consent forms. A dental practice tracks patient records and insurance. One size fits none of them.
💸
Paying developers $5,000+ for a custom module
Your roofing business tracks jobs differently than an HVAC company. Generic CRM doesn't fit. Custom development is slow and expensive.
Avg custom module cost: $3,000–$15,000
🗂️
Spreadsheets duct-taped to your CRM
Roof measurements in Excel, patient records in Google Sheets, job costs in a separate app. Nothing talks to each other. Data gets lost.
Teams lose 5+ hours/week to manual data entry
🔧
Forcing your business into a rigid, one-size-fits-all CRM
A dental practice has nothing in common with a roofing company. But most CRMs give you the exact same fields, views, and workflows regardless.
60% of CRM implementations fail due to poor fit
⏳
Waiting months for IT to build what you need
You know exactly what module you need. But submitting a ticket, waiting for specs, development, testing — it takes forever. Your business moves faster than your tools.
Average IT backlog: 3–6 months per request
How It Works
Build Any Module.
In Under 10 Minutes.
No developers. No IT tickets. No waiting. Studio puts your team in control of their own tools.
Step 01
🏗️
Choose a template or start from scratch
Pick from 15+ pre-built industry templates — Roofing, HVAC, Med Spa, Dental, Physiotherapy, Contracting, and more — or build your own module from a blank canvas.
⚡ Live in minutes
Step 02
🎨
Add fields, views, and automations
Drag and drop your fields — text, numbers, currency, dropdowns, dates, files, signatures. Configure list views, form views, kanban boards. Set automation rules that trigger on record events.
✓ No code. Ever.
Step 03
🚀
Publish and use it like any native module
Your module sits inside LeadSpheres exactly like the built-in CRM, pipeline, or inbox. Your team uses it immediately. Leads, contacts, and pipeline connect automatically.
💡 Feels completely native
Everything Included
Everything You Need to Build
Any Module Your Business Requires
Studio is a complete module builder — not a simple form tool. It gives you the full power of a custom database with the simplicity of a no-code interface.
🧩
Custom Modules & Entities
Create any top-level module — Roof Estimates, Patient Records, Job Costing, Treatment Plans, Equipment Inventory. Each module gets its own icon, menu position, and data structure.
Core Feature
📋
Custom Fields of Every Type
Text, number, currency, date, time, dropdown, multi-select, file upload, signature, checkbox, URL, phone, email. Build the exact data structure your business uses — not what a template forced on you.
Included
👁️
Multiple Views per Module
Configure how your records look — table view for quick scanning, form view for detailed editing, kanban board for pipeline stages. Different views for different team members or purposes.
Included
⚡
Automation Actions on Records
Set triggers that fire when a record is created, updated, or reaches a specific status. Auto-send an SMS, move a lead in the pipeline, notify a team member, or update another field automatically.
Automation
🌐
Public Forms for Lead Capture
Turn any custom module into a public intake form. Embed it on your website, share as a link, or send via SMS. Submissions land directly in your custom module as new records — no manual entry.
Lead Capture
🔍
Smart Filters & Saved Searches
Save any filtered view and share it across your team. Filter by any field combination — status, date range, assigned user, custom value. Your morning report is always one click away.
Included
📸
Version Snapshots
Save and restore any version of your module. Experiment with new fields and views without fear. Roll back to any previous snapshot if something doesn't work the way you expected.
Safety Net
🔗
Native CRM Integration
Every custom module connects to your LeadSpheres contacts, pipeline, and automation. A record in your Roof Estimate module links to the customer contact, their conversation history, and their deal.
Included
📦
Import & Export Modules
Export any module you've built and import it into another LeadSpheres account. Agencies can build a perfect module for a client type once and deploy it across all their clients instantly.
Agencies
Industry Templates
Your Industry Has a Template.
Ready to Go in Minutes.
Install a complete module set with one click. Pre-configured fields, views, and automations built specifically for how your industry works — then customise as much or as little as you need.
Roofing Companies
Trades & Contractors
Roof Estimates
Job Costing
Material Orders
Crew Scheduling
Warranty Tracker
Pre-built to track sq footage, material type, slope, insurance claims, permit status, and job milestones. Connects to your lead pipeline so estimates convert to booked jobs automatically.
✓ 5 modules included
Med Spas & Aesthetics
Healthcare & Wellness
Treatment Records
Consent Forms
Product Inventory
Before/After Logs
Membership Plans
Patient-safe treatment history, intake forms, consent tracking, and before/after documentation — all linked to the client contact. HIPAA-aware data handling baked in.
✓ 5 modules included
Dental Practices
Healthcare
Patient Records
Treatment Plans
Insurance Tracking
Recall Reminders
X-Ray Logs
Full patient management beyond the appointment. Track treatment history, insurance authorizations, payment plans, and automate recall reminders for hygiene visits.
✓ 5 modules included
Physiotherapy Clinics
Allied Health
Patient Assessments
Exercise Programs
Progress Notes
GP Referrals
Outcome Measures
Built for the rehabilitation workflow — intake assessments, SOAP notes, exercise prescriptions, outcome tracking, and referral management all in one place.
✓ 5 modules included
HVAC & Contractors
Home Services
Equipment Tracker
Service History
Maintenance Contracts
Parts Inventory
Technician Dispatch
Track every unit installed at every customer property. Service history, warranty status, maintenance contract renewals, and automated reminder campaigns to bring customers back each season.
✓ 5 modules included
Full Organization Suite
Enterprises & Multi-Department
HR Records
Finance Tracker
Project Management
Asset Register
Compliance Logs
Vendor Management
A complete organizational backbone for larger businesses. HR, finance, operations, compliance, and vendor management — every department gets its own custom module, all connected in one platform.
✓ 6 modules included
Real Use Cases
What Your Industry Builds
in the First Day.
Studio solves a different problem for every business — but the result is the same: your CRM finally fits how you actually work.
🔨
Roofer — Mike's Roofing, Denver
Before: Roof dimensions in a spreadsheet, material quotes in email, job costs guessed. No link between the lead and the job details.
→ Built a Roof Estimates module in 20 minutes. Now every estimate links to the customer, auto-calculates material cost, and moves the lead to "Quoted" in the pipeline automatically.
💆
Med Spa Owner — Glow Aesthetics, Chicago
Before: Patient consent forms printed, signed, and filed in a cabinet. Treatment notes in a separate system. No way to see a patient's full history in one place.
→ Created a Treatment Records module with digital consent, before/after photo upload, and treatment log. Every record links to the patient contact and booking history.
🦷
Dental Practice — Bright Smile Dental, Austin
Before: CRM tracked leads but stopped at booking. No way to track treatment plans, insurance auth status, or which patients were overdue for a recall.
→ Built a Patient Records module with insurance tracking and recall dates. Studio automatically triggers SMS reminders 3 months before a patient's next hygiene visit.
🏢
Digital Agency — scaling to 50 clients
Before: Each client needed a different module. Built one, exported it, imported it to the next account. Saved 3 hours per new client onboarding.
→ Agency built their "Roofing Business Starter Pack" once — 5 modules, pre-configured. Now deploys the whole setup to a new client in under 5 minutes.
Business Owners Who Finally Have
a CRM That Fits.
★★★★★Built in 20 min
"I had a spreadsheet for roof measurements, a separate app for material quotes, and my CRM for customer contacts. Studio let me build one module that tied it all together. I built it myself in 20 minutes and my team was using it by the next morning."
Mike R.
Owner — Denver Roofing Co.
★★★★★Replaced 3 tools
"We used a separate patient management tool for treatment records and another for consent forms. Studio let us build both inside LeadSpheres. Now everything — booking, treatment history, consent, and follow-up — is in one place. We cancelled two subscriptions the same week."
Lisa T.
Owner — Glow Med Spa
★★★★★5 min per client
"As an agency, onboarding each new roofing client used to take hours of CRM setup. I built the perfect roofing module once in Studio, exported it, and now I import it into every new client account. The whole setup takes 5 minutes. Studio is a game-changer for our delivery speed."
James O.
Founder — Digital Agency, Atlanta
Common Questions,
Straight Answers
What exactly is LeadSpheres Studio?
+
Studio is a no-code module builder built into LeadSpheres. It lets you create custom CRM modules — your own entities, fields, views, filters, and automation rules — without writing any code or hiring a developer. Think of it as turning your LeadSpheres account into a fully customised business management platform tailored exactly to how your company operates.
Do I need to know how to code to use Studio?
+
No. Studio is entirely no-code. You add fields by selecting their type from a menu (text, number, dropdown, file, signature, etc.), configure views by dragging and dropping columns, and set automation rules through a simple trigger-and-action interface. If you can use a smartphone, you can build a module in Studio.
How are Studio modules different from the built-in CRM?
+
The built-in LeadSpheres CRM handles contacts, deals, pipelines, and communication. Studio lets you build additional modules for everything else your business needs — job costing, treatment records, equipment inventory, patient assessments, compliance logs, you name it. Your Studio modules sit inside the same platform and connect to contacts and pipeline data natively.
Can I start from a template and customise it?
+
Yes — and that's the fastest way to get started. Choose a template for your industry (Roofing, Med Spa, Dental, HVAC, Physiotherapy, or Full Organization), install it with one click, and you'll have a complete module set with pre-built fields and views already configured. Then customise any field, add or remove columns, and adjust the automation rules to fit your exact process. Nothing is locked.
What happens if I make a mistake while building a module?
+
Studio includes Version Snapshots — you can save the current state of any module at any point and restore it if something doesn't work as expected. Experiment freely. If a new field or view layout doesn't work, roll back to the last snapshot in one click. You never have to worry about breaking something permanently.
Can agencies use Studio to build modules for multiple clients?
+
Studio is particularly powerful for agencies. Build the perfect module set for a client type once — say, a complete Roofing Business setup with 5 modules — export it as a package, and import it into any new client account instantly. What used to take hours of manual CRM configuration now takes under 5 minutes per client.
Is Studio included in the Growth plan?
+
Studio is included in the Growth plan at $97/month — no add-ons, no extra charges per module. You can build unlimited modules with unlimited fields, views, and automation rules. The full Studio feature set — including templates, snapshots, public forms, and import/export — is included in one price.
Start Building Today
Stop Forcing Your Business Into
a CRM That Wasn't Built for You.
Studio is included in every Growth plan at $97/month. Build unlimited modules, install industry templates, and have a CRM that fits your business perfectly — in under 10 minutes.
✓No code required✓Included in Growth plan✓14-day free trial✓30-day money-back