Bespoke CRM
Customer records, quotes and jobs in one place.
Tell us what you need. We’ll talk through the options and agree a price before starting work.
- A customer database designed for your sales process.
- Own your data and platform, with no per-user fees.
- Automatic updates between your customer records, quotes and invoices.
Your sales process
Does your sales process involve a site visit, a quote, two approvals and a deposit? We build that exact process into the software instead of making staff work around a generic system.
Data Ownership
With a custom CRM, you own the data and the platform. It can connect to your website, email, reporting and Xero integration without per-user licensing surprises.
See some of our recent projects.
View recent work →Common questions.
Why not just use Salesforce or HubSpot?
They are great tools, but can be overkill and expensive for small businesses. A custom CRM is built exactly for your workflow, meaning no wasted features or per-user fees.
Can I import my existing data?
Yes. We can import your customers, leads, and history from Excel, Outlook, or your old CRM system.
Is it secure?
Yes. We use role-based access control, encrypted databases where appropriate, and sensible audit trails for sensitive customer data.