Services About Contact Free Audit →
CRM & Dashboards

A CRM built around your business.
Not the other way round.

Off-the-shelf CRMs make your team work their way. We build the system around how you already sell — your pipeline, your stages, your reporting — so people actually use it instead of fighting it.

Built around your process You own the system AI messaging built in
Sales Pipeline
NEW ENQUIRIES
Owner assigned automatically: 4 open
IN PROGRESS
Quote sent, AI chasing follow-up: 7 deals
WON THIS MONTH
Closed and invoiced: £18,400
One pipeline, every deal →
£400

Starting build cost for a reporting dashboard or integration

1 place

Pipeline, follow-ups and reporting in one system, not five tools

Yours

You own the build outright — no per-seat licence fees

AI

Lead scoring and message drafting where it actually earns its keep

The real problem

Your CRM should fit how you sell. Most make you sell how they fit.

Generic CRMs are built for the average business, so they fit no business exactly. You bend your process to match the software, pay per seat for features you never touch, and stitch together exports because nothing quite talks to anything else.

We build the system around the way you already work — your pipeline stages, your lead ownership rules, your reports — so it earns its keep from week one.

Paying per seat for features you never use — every extra user costs more, and most of the tool sits idle.

Your process bent to fit the software — stages that do not match how you actually sell, and fields nobody fills in.

Leads falling through the cracks — no clear owner, no chase, deals going cold because nobody was assigned.

Reporting stitched together by hand — exporting to spreadsheets every month to answer one simple question about the pipeline.

Five tools that do not talk — CRM here, quotes there, messaging somewhere else, nothing joined up.

What we do

One system that runs your sales — your way.

We build the pipeline, the follow-ups and the reporting around how your business actually works, then connect it to the tools you already use.

📋
Custom pipelines

Stages that match how you actually sell, from first enquiry to closed and beyond. Move deals through, see what is stuck, and know what is coming.

👤
Lead ownership

Every lead has an owner and a next action. Assign by round-robin or territory, with chase reminders so nothing goes cold.

💬
AI messaging

Draft follow-ups, qualify enquiries and score leads with AI over WhatsApp, SMS or email — every message logged against the record.

📊
Reporting dashboards

The numbers you actually check — pipeline value, conversion, source, revenue — live, without exporting anything to a spreadsheet.

🔗
Integrations

Your CRM talks to your website, your quotes, your invoicing and Google Sheets. Data flows once, not five times by hand.

🧩
Built to keep

One build, yours to own, with no per-seat licences. We can maintain and extend it, or hand it over — your call.

How it works

From scattered tools to one system in 4 steps.

We start by learning how you sell. If an off-the-shelf CRM would serve you better, we will say so — not build for the sake of it.

1
Map how you sell

How leads come in, how they move, who owns what, and where the current setup fights you. Nothing gets designed until we understand that.

2
Design the system

Pipeline stages, fields, ownership rules and the reports you need — agreed on paper before a line of it is built.

3
Build and connect

We build the CRM, wire in AI messaging and reporting, and connect the tools you already use. You watch it take shape throughout.

4
Handover and support

Training, documentation and a support period. Then it is yours — keep it as is, or have us keep improving it.

Pricing

Built to spec. Yours to keep.

A CRM is project work — you pay for the build, then own the result. Prices depend on scope, and we agree it upfront.

Basic CRM
From £1,500

One-off project

  • Custom CRM with pipeline management
  • Contact records
  • Activity log
  • User roles
Book a discovery call →
Full System Build
From £6,000

One-off project

  • End-to-end CRM
  • AI messaging
  • Automated follow-ups
  • Google Sheets integration
  • Reporting dashboard
Book a discovery call →

Full CRM & Dashboards price list

Basic CRM
From £1,500

Custom CRM with pipeline management, contact records, activity log, user roles

Multi-User CRM
From £2,500

CRM for 4+ users, lead ownership, pipeline per user, leaderboard, reporting

CRM + AI Messaging
From £3,500

CRM with AI conversation engine, WhatsApp/SMS via Twilio, lead scoring

Full System Build
From £6,000

End-to-end CRM, AI messaging, automated follow-ups, Google Sheets integration, reporting dashboard

Reporting Dashboard
From £800

Custom data dashboard pulling from your existing tools, charts and KPIs

Google Sheets Integration
£400

Bi-directional sync between CRM/system and Google Sheets for import/export

CRM Monthly Support
£149/month

Ongoing CRM maintenance, user additions, workflow adjustments, feature additions

All prices + VAT. Final scope agreed before we start. Ongoing support and improvements from £149/month if you want them.

Questions

Things people usually ask.

If an off-the-shelf CRM fits your process, use it — we will tell you so. We build custom when the generic tools force you to work in ways that cost you time or money: unusual pipelines, per-seat pricing that stings at scale, or integrations that never quite exist.
You own it. It is a one-off build on infrastructure you control, with no per-seat licence fees. We can host and maintain it for a monthly fee if you would rather not — but that is your choice, not a lock-in.
We connect the CRM to WhatsApp, SMS or email through a provider like Twilio. AI drafts follow-ups, qualifies enquiries and scores leads on rules you set, and every message is logged against the contact. A human stays in the loop where it matters.
A reporting dashboard or single integration can be a couple of weeks. A full CRM with AI messaging and follow-ups is usually four to eight weeks depending on scope. We agree the timeline before starting and keep you posted throughout.

Ready for a system that fits how you sell?

Free scoping call — we will map your pipeline and tell you straight whether a custom build is worth it.