Connected systems
Bespoke CRM
A customer system shaped around how you sell and deliver.
Start with a conversation. We will define the scope around the problem rather than an online package.
Practical inclusions
- Lean, bespoke CRMs built around your exact sales process.
- Own your data and platform—no per-user licensing fees.
- Automated workflows that save hours of admin time.
Delivery note
Perfect Fit
Does your sales process involve a site visit, a quote, two approvals and a deposit? We build that workflow into the software instead of making staff work around a generic CRM.
Delivery note
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.
Proof from joined-up work
See how the public website and the operation behind it can work together.
View recent work →Useful questions
Before we define the work.
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.