Increase Sales Through Better Client Management
A CRM built around how your business sells and serves. Every call, email, chat and enquiry in one place, a clear view of every opportunity, and automation that takes the repetitive work off your team.
Know Every Client. Miss No Opportunity.
When client information lives in inboxes, phones, spreadsheets and people's memories, opportunities slip through the cracks. Follow-ups are forgotten, the same question is asked twice, and nobody can see the full history when a client calls.
Our CRM helps you learn about your target audience and how best to serve them. It pulls information from a wide range of communication channels and organises it into a user-friendly dashboard, so everyone who deals with a client sees the same complete picture.
Because we build it around your process, the CRM fits the way your team already works, from the first enquiry to the signed deal and the long-term relationship after it.
Bring Every Conversation Into One Timeline
Every interaction is captured against the client it belongs to, whichever way they reach you. Your team sees what was said, what was promised and what happens next.
- Your company website: enquiry and quote forms
- Telephone: calls logged with notes
- Email: conversations linked to the client
- Social media: comments and messages
- Live chat bot: website chat conversations
- Marketing materials: campaigns and responses
Everything Your Sales And Service Teams Need
Clients & Contacts
Companies, contacts, roles and relationships, with the full history of every interaction.
Leads & Opportunities
Capture leads from every channel, qualify them and track each opportunity to a decision.
Sales Pipeline
A visual pipeline of every deal by stage, value and owner, so nothing stalls unnoticed.
Tasks & Follow-Ups
Reminders, calls and meetings assigned to the right person, with due dates.
Email & Campaigns
Send emails and campaigns from the CRM and see who opened and responded.
Service & Support
Track client requests and issues after the sale, alongside the sales history.
Dashboards & Reports
Pipeline value, conversion rates, activity and revenue forecasts in a clear dashboard.
Mobile Access
Client details, tasks and notes on iPhone, iPad and Android for teams on the road.
Permissions & Security
Role-based access, so each team sees the clients and data they should.
See Every Deal, At Every Stage
A clear pipeline shows where every opportunity stands and what needs to happen next. Managers see the forecast, sales staff see their priorities, and stalled deals stand out before they are lost.
- Custom stages that match your sales process
- Deal value, probability and expected close date
- Activity history on every opportunity
- Forecasts by team, product and period
Take Your CRM To The Next Level
Automate the repetitive work that eats your team's day. From drip email sequences to triggers and attribute assignment, automation reduces hours of tedious work and improves productivity.
Drip Email Sequences
Timed series of emails that nurture leads automatically until they are ready to talk.
Triggers
Actions that run the moment something happens: a form is submitted, a deal changes stage or a client goes quiet.
Attribute Assignment
Leads and clients are tagged, scored and routed automatically based on what you know about them.
Smart Assistance
Where it adds value, machine-learning assisted scoring and suggestions help your team focus on the best opportunities.
A CRM That Talks To Your Other Systems
ERP
Quotes and orders flow between sales and operations without re-typing.
ERP →Website
Enquiry forms on your website create leads in the CRM automatically.
Web design →Online Store
Customers and orders from your store appear in their CRM history.
eCommerce →HR & Teams
Sales staff, territories and targets connected to your HR records.
HRM →From Spreadsheets To A CRM Your Team Uses
A CRM only works if your team uses it. We design it with them.
Map your process
We map how enquiries arrive, how deals progress and how clients are served after the sale.
Design & configure
Stages, fields, channels, permissions and dashboards designed around your team.
Import & automate
We import your existing contacts and history, then set up integrations and automations.
Train & improve
We train your team, launch, and keep refining the CRM as your process evolves.
Why a custom CRM instead of an off-the-shelf one?
A custom CRM follows your sales and service process exactly, connects to your own systems, and has no per-feature limits. Your team works the way it already works, instead of adapting to a generic tool.
Which channels can the CRM capture?
Your website, telephone, email, social media, live chat and marketing campaigns, organised against each client in one timeline.
Can we import our existing contacts?
Yes. We import contacts, companies and history from spreadsheets, email and your current system.
What can be automated?
Drip email sequences, triggers when something happens, lead and client attribute assignment, task creation and assignment to the right person.
Can the CRM connect to our ERP and website?
Yes. We connect CRM to your ERP, website forms, online store and other systems so information flows automatically.
Let's Build A CRM Your Team Will Use
Tell us how you win and keep clients today. We will design a CRM around your process and give you a clear plan and cost.
