Services / CRM & Operations Systems
Every customer, lead and job
in one place.
If your pipeline lives in inboxes, spreadsheets and somebody's memory, deals slip and nobody can see what's happening. We set up or build the system that holds it all, then connect it to the rest of the business.
The problem
Sound familiar?
01 / Problem
Leads go quiet and nobody notices
Enquiries arrive by email, phone and forms, and follow-up depends on someone remembering. Some never get a reply.
02 / Problem
You bought a CRM nobody uses
It was set up for a generic sales team, not yours. So the real pipeline is back in a spreadsheet.
03 / Problem
No one can see the whole picture
What's in the pipeline, what's been promised, what's overdue: getting an answer means asking three people.
What we do
The right system, set up properly
We start from how you actually sell and deliver, then pick or build the tool, not the other way round.
01
Choose and set up
Most businesses don't need custom. We recommend the off-the-shelf CRM that fits and configure it around your process.
Examples / Pipelines and stages, custom fields, permissions, dashboards
02
Build around you
When your process is genuinely your own, we build the system to fit it, and you own the code.
Examples / Job and booking systems, client portals, operations dashboards
03
Move your data in
Contacts, history and deals brought across from spreadsheets and old systems, cleaned and de-duplicated on the way.
Examples / Spreadsheet imports, old CRM exports, email and booking lists
04
Connect the rest
Forms, email, calendars and invoicing feed the CRM automatically, so it stays up to date without anyone updating it.
Examples / Website forms, Gmail or Outlook, Calendly, Xero or QuickBooks
Our process
How it works
Step 01
Understand the process
How a lead arrives, who handles it, and what has to happen before it's won and delivered. We agree scope and a fixed price first.
Step 02
Pick or design the system
We recommend buy or build, and show you how it will work before anything is configured.
Step 03
Set up and migrate
Configuration, integrations and your data moved in, checked against the source before anything old is switched off.
Step 04
Train and hand over
Your team shown how to use it, with written documentation for whoever joins next.
Deliverables
What you get
- CRM chosen or built to fit your process
- Existing contacts and history migrated
- Pipelines, stages and reporting
- Integrations with email, forms, calendar and invoicing
- Team training
- Written documentation and handover
Why it matters
Nothing falls through the cracks
Every enquiry lands in one place with an owner and a next step.
See the business at a glance
Pipeline, workload and what's overdue, without asking around.
Less typing, fewer mistakes
Data entered once and passed along, instead of copied between tools.
Yours to keep
Your data, your accounts, and full source code for anything we build.
Not sure a CRM is the real problem? Start with a review of how the business runs.
See the Business Systems Review →FAQ
Common questions
Should we buy a CRM or have one built?
Usually buy. For most businesses a well set-up off-the-shelf CRM is the right answer, and we will say so. We build one when your process is genuinely your own and an off-the-shelf tool would have you working around it every day.
Can you move our existing contacts and history across?
Yes. Spreadsheets, old CRMs, email lists and booking systems can all be brought in. We clean and de-duplicate on the way, and check the counts match before anything old is switched off.
Do we own what you build?
Yes. Full source code, documentation and IP are yours. No vendor lock-in and no recurring platform fee for anything we have built for you.
Do we need someone technical in-house?
No. We build it, document it and hand it over, and the monthly plans exist precisely so there is someone to call when something needs changing. If you do have a technical team, they get the source and the reasoning behind it.
Get started
Let's talk about your project
Tell us what you're working on and we'll come back within 24 hours with a clear plan - no commitment, no pitch deck.