Can you move our existing data across?

Yes. Spreadsheets, Google Sheets, HubSpot, Pipedrive, and the regional CRMs are all routine. We move it to a test environment first, so you see it land before it goes live.

Will my team actually use it?

They will have been using it for two or three weeks before launch day, because we train during the build, not after. A CRM nobody opens is the most common way this money gets wasted, so we design for the salesperson first and the report second.

What happens when our process changes?

It changes with you. The system is yours, so you can change it yourself, or we do it as a change request.

Every enquiry. One clear next step.

Sales & CRM

When leads live in personal phones and reporting lives in spreadsheets, sales depends on memory. We give the team one pipeline the business can see and own.

This is one of the things a Custom Software build can include, so it is scoped and priced there rather than on its own. See Custom Software and what it costs

What it looks like

A representative client and approvals workspace. Not a screenshot of a client system, and the figures shown are illustrative.

Right now, how many jobs are sitting between two people who each think the other has it?

Where things get stuck

Work stalls in the handoff. Not inside a task, but between two people who both think the other one has it
Nobody owns the date. A request with no name and no deadline gets delivered when someone remembers
The boss is the tracker. Status lives in the owner's head and in the chats he scrolls back through

What gets built

One owner per request. Every client request is assigned the moment it arrives, with a due date next to the name
Approvals in the same place. What needs a sign-off waits in one queue, not in five chats
Overdue shows itself. Anything past its date turns up at the top before the client calls about it

What you get back

Nothing waits to be remembered. Every request carries a name and a date you can check
Delivery dates stop being luck. Handoffs happen on the record, not by assumption
You stop being the tracker. The status is on the screen, not in your head

Ideal for

SMEs with sales teams of 3 to 30 people who have outgrown spreadsheets but find off-the-shelf CRMs too rigid or too expensive at scale.

Might not be the right fit

Solo founders without a defined sales process, or teams that need a generic CRM running on day one. If your team is still figuring out how it sells, fix that first.

Work does not stall inside a task, it stalls between two people who both think the other has it. Count the handoffs in one job. Each one without a named owner and a deadline is a place your delivery date is decided by chance.

How a CRM build goes

Listen

We sit with your sales team. We see how leads come in, how they move, and where they fall through the cracks today.

Architect

We design the pipeline, stages, fields, and integrations before writing code. Walked through with you before build starts.

Build

The first phase usually ships in 4 to 8 weeks. You review working software throughout the build.

Evolve

After launch we stay close, fix what needs fixing, and ship the next piece once the first is stable.

FAQ

Yes. Spreadsheets, Google Sheets, HubSpot, Pipedrive, and the regional CRMs are all routine. We move it to a test environment first, so you see it land before it goes live.
They will have been using it for two or three weeks before launch day, because we train during the build, not after. A CRM nobody opens is the most common way this money gets wasted, so we design for the salesperson first and the report second.
It changes with you. The system is yours, so you can change it yourself, or we do it as a change request.

Which of these sounds like your business?

Same work, different companies. Open the one you recognise and see what it takes to remove it.

Which part of this is your problem?

Two or three sentences is enough. We will tell you what the first useful phase looks like before you commit to a build.

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