A CRM that fits how you actually sell
Generic CRMs are built for sales teams with quotas. Manufacturers and service businesses usually need something simpler and more specific: enquiries, quotes, orders, service history and the next follow-up, all tied to the customer.
Sound familiar?
The signs it's time.
- Customer history spread across inboxes, notebooks and spreadsheets.
- Quotes that go out and are never followed up.
- Per-user CRM fees for features nobody uses.
- No clear view of what is in the pipeline this month.
What we build
CRM & customer service systems
Customer records
Companies, contacts, sites and history in one place, with notes and activity from everyone who deals with them.
Enquiry and quote tracking
Every enquiry logged, every quote followed up, with reminders so nothing goes cold.
Service and returns
Cases, returns and warranty claims tracked to resolution with a full history.
Pipeline reporting
What is likely to land this month and this quarter, and where enquiries come from.
What you get
Every project, as standard.
- No per-user licence fees.
- Your terminology, stages and fields, not a vendor's.
- Web enquiries flowing straight in.
- Links to your accounts or ERP where it helps.
Questions
About CRM & customer service.
Can you migrate our existing customer data?
Yes. We import from spreadsheets or export files from your current CRM as part of the project.
Can website enquiries go straight in?
Yes, including where the enquiry came from: search, a campaign or a referral, so you can see which marketing works.
Related
Often built alongside.
- 01
Custom software development
Browser-based systems built around how your operation actually runs.
- 02
Spreadsheet replacement & workflow automation
Turn the spreadsheets and paper forms that run your business into proper multi-user systems.
- 03
Dashboards & reporting
The numbers each team needs, live, without the month-end spreadsheet marathon.
Free 30-minute call
Show us the spreadsheet. We'll show you the system.
A no-obligation conversation, on site or on a call. You'll come away with a clear view of what's worth fixing, what it would cost, and whether software is the right answer at all.
- Email[email protected]
- BasedBirmingham, working across the UK