A CRM built around 400 clients, not around software.
Brown Insurance and Tax, Phoenix AZ. Tax prep and insurance brokerage. Custom CRM built by Profixo in 2026.
Lynn Brown, Brown Insurance and Tax. 29 seconds.
The problem
"Before we met Profixo we had a problem with our CRM. It was all over the place. We have about 400 clients and we could not categorize them in one book, because our clients differentiate between what they do, personal, business, et cetera."
Why not buy software off the shelf
"Off the shelf software is not designed for us. We call our clients our family. A customer walks through the door, it's a revolving door. A client stays with us. So we wanted to design something for them, something that fits their needs and their goals."
What Profixo built
- A custom CRM designed around how the firm actually categorizes clients (personal, business, insurance, tax).
- Working prototype in the first week, then refined with the team.
- For one client, a vehicle broker with about 600 customers: invoices, accounts payable and accounts receivable in one database.
"Cedric said he could give us a prototype in a week and I didn't believe it, because we have a lot of clients. He said he could deliver, and he delivered. Once we started with the prototype we were able to work with him on designing it more to our needs."
"One of our clients is a broker who picks up cars all over the country, with roughly 600 clients. We were able to see accounts payable, accounts receivable and invoicing in one database. That made it much easier to manage his business."
What changed
"I saw how well Cedric designed Sol Body and Beauty's website, so we reached out to see how he could design something for us. He was able to achieve our goals, and now all the employees in the office do not work as hard because we have a CRM that makes the job easier."
What's next
"We have three phases going on with Cedric and Profixo. Phase two is adding more clients into the CRM, managing each client's invoices and records in one place."
Who should call Profixo
"Anyone who's interested in designing their own system and not using a generalized software they can buy out of the store. If you want a system designed for your needs, reach out."
"If your business runs on spreadsheets, phone photos or memories, talk to Profixo right away."
Lynn Brown is a current Profixo client and knew he would be featured. His words are from a recorded interview in October 2026, lightly trimmed. Results described are his experience; outcomes vary by business.
Tell me what your business runs on today. I'll tell you what I'd build and what I wouldn't.
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