One system for your customers, jobs and numbers.
A CRM and business system designed around your processes, with AI that keeps records up to date, summarises conversations and tells you what needs attention next.
Free 30-minute call · No obligation · Straight answers
What it can do.
Customers and contacts
Every customer, contact, conversation and document in one place, searchable by anyone who needs it.
Scheduling and dispatch
Plan jobs, assign engineers and keep customers informed, with the diary and the job record always in step.
Sales pipelines
See every opportunity at a glance, with stages that match how you actually sell.
Live dashboards
The numbers you care about, updated automatically, instead of a spreadsheet someone rebuilds every Monday.
AI summaries and lead scoring
Calls and emails summarised automatically, next steps suggested, and leads scored so the best ones get attention first.
Integrations
Connected to your accounts software, email, phone system and website so data only has to be entered once.
A pipeline that updates itself.
Your team spends time with customers, not typing up notes.
- 1
A lead comes in
Web forms, calls and emails create or update the right record automatically.
- 2
AI does the admin
Each conversation is summarised, the lead is scored and the next step is suggested.
- 3
You see what matters
The pipeline and dashboard show where the work and the money are, in real time.
Pipeline
£18.4k
Jobs this week
23
Follow-ups due
4
New
Oakfield Lettings
Mill Lane Vets
Quoted
Peak Plumbing Ltd
Won
Harbour Café
- Process mapping with your team
- A system designed around your stages and terminology
- Data migration from spreadsheets or your current CRM
- Integrations with accounts, email and phones
- Training and a gentle rollout
- Hosting, support and improvements on a monthly plan
- One version of the truth instead of several spreadsheets
- Less time spent updating records
- Fewer leads and jobs falling through the gaps
- Clear numbers for better decisions
Every business is different. We agree the outcomes to measure in your proposal.
Off-the-shelf or bespoke?
| Compare | Off-the-shelf CRM | Bespoke system |
|---|---|---|
| Time to start | Days. Sign up and go. | Weeks. Designed and built for you. |
| Upfront cost | Low | Higher, fixed price agreed up front |
| Ongoing cost | Per-user licences that grow with your team | Monthly support plan, not per user |
| Fit to your process | You adapt to the software | The software follows your process |
| Joining up other tools | Good for popular apps, limited beyond that | Built around the tools you already use |
| Changes later | Wait for the vendor roadmap | We change it for you |
If a standard CRM fits how you work, it is usually the cheaper and faster choice, and we will tell you so. Bespoke pays off when your process is unusual, when you need several tools joined into one, or when licence costs keep climbing.
Common questions.
Sometimes, yes, and we will tell you if that is the better choice. Bespoke makes sense when your process is unusual, when you are paying for features you do not use, or when you need several tools joined into one.
Yes. We migrate customers, contacts, jobs and history from spreadsheets or your current system as part of the project.
Because we built it, we can change it. Adjustments are part of the monthly support plan, so the system grows with you.
More answers on our FAQ page.
Not sure where AI fits in your business?
Book a free 30-minute call. We'll look at how you work today and show you two or three things AI could realistically take off your plate. If it's not a fit, we'll say so.
Free 30-minute call · No obligation · Straight answers