Your brokerage runs on relationships. Your CRM should run on how you actually sell.
Pyper AI builds custom CRM systems specifically for brokers — energy, telecoms, mortgage, and insurance. Automated commission tracking, pipeline management, multi-carrier quoting, and compliance tools. Delivered in 2–6 weeks at a fixed price.
The problems every brokerage hits with a generic CRM
"Our commissions are tracked in a separate spreadsheet"
Salesforce doesn't understand tiered commission structures, clawbacks, or split deals. So your finance team maintains a spreadsheet alongside the CRM. Two sources of truth.
"We quote across multiple carriers but compare in our heads"
You're logging into 4 carrier portals, pulling rates, building quotes in Excel. The CRM doesn't know what you quoted or what the client chose.
"Renewals fall through the cracks every quarter"
Contracts expire and nobody notices until the client calls. Your CRM has a date field but no automated alerts, no renewal pipeline. Revenue walks out silently.
"Half the team doesn't use the CRM because it doesn't fit"
You bought it, configured it, trained everyone. Six months later, the top performers are back in spreadsheets because the CRM adds friction to how they sell.
Every brokerage is different. Your CRM should be too.
CRM for Energy Brokers
Pyper AI builds custom CRM systems for energy brokers that replace the spreadsheet-and-portal chaos with a single platform. Automated commission tracking with tiered structures and clawback handling, supplier rate databases, contract renewal pipelines with automated alerts, multi-supplier quoting, and e-signature workflows.
What we replace
Spreadsheets for commissions. Manual supplier portal logins. Contract dates in diaries. Quotes in Excel. Renewals discovered when clients phone to leave.
What we build
Full pipeline CRM with automated commissions (tiered, split, clawback). Supplier rate database. Renewal alerts at 90/60/30 days. E-signatures. Revenue dashboards.
CRM for Telecoms Brokers
Pyper AI builds custom CRM systems for telecoms brokers that handle multi-carrier quoting, automated provisioning workflows, and client lifecycle management in a single platform.
What we replace
Logging into carrier portals one by one. Manually comparing rates. Provisioning tracked in email threads. No visibility into deal stages.
What we build
Multi-carrier quoting engine. Automated provisioning from order to install. Full lifecycle management. Carrier commission reconciliation.
What is agentic development?
Agentic development is a way of building software where AI agents do much of the development work. Instead of a developer writing every line manually, AI agents are given goals and they write, test, and debug code to achieve them. This is how Pyper AI delivers custom broker CRMs in 2–6 weeks instead of 3–6 months — our AI agents handle repetitive implementation while human expertise directs strategy, architecture, and quality.
CRM for Mortgage Brokers
Pyper AI builds custom CRM systems for mortgage brokers that manage the full client journey from enquiry through to completion and remortgage. Automated document collection, lender submission tracking, FCA-ready compliance audit trails, and remortgage pipeline management.
What we replace
Client files scattered across email and drives. Document checklists in spreadsheets. No visibility into case status. Remortgage dates missed.
What we build
Full client journey pipeline. Automated document requests. Lender tracking. FCA compliance trail. Remortgage alerts 6 months before expiry.
CRM for Insurance Brokers
Pyper AI builds custom CRM systems for insurance brokers that handle multi-product quoting, policy lifecycle management, renewal automation, and claims tracking across multiple insurers.
What we replace
Client records split between legacy systems and Excel. Renewal lists exported and worked manually. No cross-sell visibility. Claims tracked by memory.
What we build
Unified client view across all policies. Renewal pipeline with automated outreach. Cross-sell flags. Claims tracking. Multi-insurer commission tracking.
Why generic CRMs fail brokers
| Feature | Salesforce | HubSpot | Pyper AI Custom |
|---|---|---|---|
| Multi-carrier quoting | No | No | Built-in |
| Commission tracking | Needs add-on | No | Tiered, split, clawback |
| Renewal pipeline | Manual config | Basic | Automated 90/60/30 |
| Supplier database | Custom objects | No | Built-in |
| Compliance audit trail | Extra config | No | FCA-ready |
| Built around your workflow | You adapt | You adapt | It adapts to you |
| Time to live | 3–6 months | 1–3 months | 2–6 weeks |
| Per-seat licensing | £60–300/user/mo | £40–150/user/mo | No per-seat fees |
From first call to live CRM in 2–6 weeks
Discovery Call
30 mins. How your brokerage actually runs. No jargon.
Scope & Quote
We map your sales process and deliver a fixed-price proposal.
Build & Demo
Rapid build with weekly demos. You steer the direction.
Launch & Train
Live with onboarding. Your team adopts it. Ongoing support.
Common questions about broker CRM systems
What is the best CRM for brokers?+
One built around your actual sales process. Off-the-shelf CRMs don't handle multi-carrier quoting, tiered commissions, or renewal cycles without expensive customisation. Pyper AI builds purpose-built broker CRMs in 2–6 weeks.
How much does a custom broker CRM cost?+
Every project is fixed-price. No hidden costs, no per-seat licence fees. Book a free discovery call for an honest quote within 30 minutes.
Can I migrate from Salesforce?+
Yes. We handle data migration from any existing CRM, spreadsheets, or combination. Pipeline, clients, commissions, contracts — all migrated and validated.
Will my team actually use it?+
That's the whole point. We build around how your team already works. If they won't adopt it, we won't build it.
Your brokerage deserves a CRM that was built for brokers.
Book a free 30-minute discovery call. Tell us how your brokerage runs. We'll tell you honestly what a custom CRM could do.