A CRM built around how your business works
We design and build CRMs for small and growing businesses, so every enquiry is captured, followed up and tracked through to a sale.
This is a custom development service. We design and build a CRM for your business. We don't sell a ready-made CRM subscription.
The problem
Enquiries and customer details end up spread across inboxes, spreadsheets and phones. Follow-ups depend on someone remembering, and nobody can see the whole picture.
Leads are tracked in too many places
Each person keeps their own list, so enquiries get missed or contacted twice.
Off-the-shelf CRMs didn't fit
You tried a standard tool, but it didn't match how you quote, book or sell, so the team stopped using it.
Your process has its own steps
You need specific stages, fields or approvals that general-purpose tools handle badly.
You can't see what marketing produces
You don't know which channels lead to sales, so it's hard to decide where to spend.
Is custom right for you?
If an existing tool already does what you need, a custom build may not be worth it. We'll talk through the options in your consultation before recommending anything.
What a CRM project can include
Every build is scoped to your business. These are the parts we typically design and build.
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Discovery and requirements
We map how enquiries reach you, who handles them and what happens next, then write it up as requirements for you to approve.
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Data structure
Contacts, companies, deals or jobs, and activity history, organised in the terms your business already uses.
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Pipeline stages and fields
Stages that match your sales process, and only the fields your team needs.
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Website form connection
Enquiries from your website forms are created in the CRM automatically.
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Assignment and reminders
New enquiries go to the right person, with reminders so follow-ups don't slip.
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User roles and permissions
Each person sees and edits what they need to, and nothing more.
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Dashboards and reports
See enquiries, conversions and which channels they came from.
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Import of your existing data
Customer records from your current spreadsheets or tools, brought into the new CRM.
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Training and written guides
Your team learns the system at handover, with guides to refer back to.
The final scope for your project is agreed in a written proposal before any work starts.
How a CRM project works
You see and test the CRM as it's built, so there are no surprises at launch.
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Discover your process
We talk to the people who handle enquiries and look at the tools you use today.
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Map the pipeline and data
We agree the stages, fields, roles and reports, and confirm scope and price in a written proposal.
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Build and test with your team
We build in stages and share progress, so your team can try it and give feedback before launch.
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Launch, train and refine
We bring your data across, train your team and adjust what needs adjusting once it's in daily use.
What we need from you
A CRM only works if it fits the people using it, so we need some of their time.
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Time with your team
Short sessions with the people who take enquiries, quote and follow up.
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Examples of what you use now
Your current spreadsheets, forms, email templates or tools, so nothing important is lost.
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A decision-maker
One person who can approve requirements and sign off each stage.
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Access to your website forms
So we can connect them to the CRM.
Works well with
A CRM shows its value fastest when new enquiries keep arriving.
CRM questions
Something else on your mind? Ask it in your consultation.
Do you sell a CRM software subscription?
No. We design and build custom CRMs for individual businesses. You get a system shaped around your process, rather than a licence to a general-purpose product.
Will my team be able to use it?
It's designed around how your team already works, they test it while it's being built, and we train them at handover.
What happens to our existing data?
We can import your existing customer records into the new CRM. What gets imported, and how, is agreed in your proposal.
How long does a CRM project take?
It depends on what the CRM needs to do. Your proposal includes a timeline before any work starts.
Ready to talk about your CRM?
Book a consultation to talk it through, or request a quote if you already know what you need.