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CRM & Dashboards

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.

Built around your process You own the system AI messaging built in
PIPELINE · LIVE VIEW ILLUSTRATIVE
LEAD14 open
QUOTED6 waiting
WON3 this month
OPEN VALUE£38k in pipeline
From £800

Starting build cost for a reporting dashboard

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 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.

📋
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.

Portal StarterPortal ProPortal + AI
Setup£1,500£2,500£4,000
Monthly£99£199£349
Clients and contactsIncludedIncludedIncluded
Quotes and proposalsIncludedIncludedIncluded
Projects and tasksIncludedIncludedIncluded
DocumentsIncludedIncludedIncluded
Support ticketsNot includedIncludedIncluded
Invoicing and paymentsNot includedIncludedIncluded
Multiple users and rolesNot includedIncludedIncluded
Reporting dashboardNot includedIncludedIncluded
WhatsApp and SMS messagingNot includedNot includedIncluded
AI qualification and follow-upNot includedNot includedIncluded

Setup fee and monthly plan shown together for each tier.

Questions

Things people usually ask.

On the platform, about a fortnight for the entry tier and two to three weeks for the larger one. Adding WhatsApp and SMS takes three to four weeks plus the verification wait. A bespoke build runs from eight weeks and is scoped properly first, so you get a real timeline rather than an optimistic one.
Yes, and that is unusual enough to be worth saying plainly. We run our own business on this software, so we can show you the real thing working rather than a sales demo built to look good. You see the system before you commit to anything.
Then you move up rather than start again. The tiers add what a growing business actually runs into: users and roles, invoicing, tickets, reporting, then messaging. If your requirements stop being a normal shape altogether, that is the point where a bespoke build makes sense, and we will tell you when you get there.
You do, all of it. Anything metered, such as messaging or AI credits, runs on accounts opened in your name, so those relationships are yours as well and they survive you leaving us.
Google Sheets, yes, in both directions. For accounting tools like Xero and for your website, it depends on what each one allows a connection to, so tell us exactly what you use at the start and we will tell you honestly what can be connected before you commit to anything.
The system is yours and it keeps working. You can stop the monthly plan and carry on using it, making future changes yourself or coming back to us when you need something. What stops is the hosting, updating and improving that the monthly covers, so it is worth understanding what you are turning off.
Business verification with Meta takes one to two weeks and is outside anyone's control, ours included. We have been through it ourselves, so we know what they ask for, which usually avoids the delays that come from getting the submission wrong.

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.