Stop running your business out of a spreadsheet.
Most businesses outgrow their systems without noticing. Enquiries live in an inbox, quotes live in a folder, jobs live in someone's head, and the only person who knows where anything is happens to be on holiday. We build systems that put all of it in one place, so you can see what is happening without asking anyone.
Live by Tuesday 20 October on the platform tier. Built around your process, AI messaging built in, and you own the system.
Starting build cost for a reporting dashboard
Pipeline, follow-ups and reporting in one system, not five tools
You own the build outright. No per-seat licence fees
Lead scoring and message drafting where it pays for itself
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.
One plan, not a charge per seat. A monthly plan for the system, built around the features your team uses.
Stages that match how you sell. The pipeline uses your stages and your fields, and nothing nobody will fill in.
Every lead with an owner. Each enquiry is assigned and chased, so a deal does not go cold because nobody had it.
Reports without the spreadsheet. The pipeline questions you ask every month are answered on screen.
Quotes, messages and records together. One system where there were five tools that did not talk to each other.
One system that runs your sales, your way.
We did not read about this in a book. We built our own system and we run our entire business on it. Every enquiry, quote, project, invoice and support ticket goes through software we wrote ourselves. That means two things for you. We already know what works, because we use it every day. And you can see it before you buy, which is more than most software companies will offer.
There are two ways to do this. Most businesses do not need something built from scratch. They need the things every business needs, set up properly for how they work. That is the platform: your own system, your branding, configured around your process, live in about a fortnight. Some businesses genuinely are different. If you have a process nobody else has, or you need to talk to systems that were never designed to talk to anything, we build it properly from the ground up, starting with a scoping phase so the price is real before anyone writes code.
Software is not a thing you buy once. It needs hosting, updating, backing up and improving. Every system comes with a monthly plan that covers all of it, and on the platform, every improvement we make lands for you too.
If your system sends messages or uses AI, those accounts are opened in your name and paid by you, directly, at cost. We do not resell you messages at a markup. Our job is to keep that bill as small as possible, and if something you are planning is going to push it up, we tell you before it happens rather than after.
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.
Every lead has an owner and a next action. Assign by round-robin or territory, with chase reminders so nothing goes cold.
Draft follow-ups, qualify enquiries and score leads with AI over WhatsApp, SMS or email. Every message logged against the record.
The numbers you check: pipeline value, conversion, source and revenue. Live, without exporting anything to a spreadsheet.
Your CRM talks to your website, your quotes, your invoicing and Google Sheets. Data flows once, not five times by hand.
One build, yours to own, with no per-seat licences. We can maintain and extend it, or hand it over. Your call.
How the system comes together.
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.
How leads come in, how they move, who owns what, and where the current setup fights you. Nothing gets designed until we understand that.
Pipeline stages, fields, ownership rules and the reports you need, agreed on paper before a line of it is built.
We build the CRM, wire in AI messaging and reporting, and connect the tools you already use. You watch it take shape throughout.
Training, documentation and a support period. Then it is yours: keep it as is, or have us keep improving it.
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.
| Portal Starter | Portal Pro | Portal + AI | |
|---|---|---|---|
| Setup | £1,500 | £2,500 | £4,000 |
| Monthly | £99 | £199 | £349 |
| Clients and contacts | Included | Included | Included |
| Quotes and proposals | Included | Included | Included |
| Projects and tasks | Included | Included | Included |
| Documents | Included | Included | Included |
| Support tickets | Not included | Included | Included |
| Invoicing and payments | Not included | Included | Included |
| Multiple users and roles | Not included | Included | Included |
| Reporting dashboard | Not included | Included | Included |
| WhatsApp and SMS messaging | Not included | Not included | Included |
| AI qualification and follow-up | Not included | Not included | Included |
Setup fee and monthly plan shown together for each tier.
"We’ve recently had a purpose built system created by Alex, he listened to our needs, was incredibly supportive throughout & has been very flexible post creation to make tweaks as we’re learning how to get the most out of it… He’s a joy to work with, incredibly knowledgeable in his field…"
What people check before they commit.
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.