Enquiries, quotes, invoices and customers in one place, connected and automated around how you already work.
For: Anyone whose evenings go on admin that a system should be doing.
Most small businesses run on a spreadsheet, an inbox and a memory. It works, right up until it does not: an enquiry sits unanswered for three days, a quote never gets chased, an invoice goes out late because nobody noticed the job finished.
None of that is a discipline problem. It is what happens when the information lives in five places and the only thing joining them up is you remembering to look. A system joins them up instead, so the chasing happens whether or not you are thinking about it.
We build these around how you already work rather than making you work the way the software expects. That is the difference between a system you use and one you abandon after a month, and it is why this starts with a conversation about your week rather than a feature list.
From £4,500, quoted after discovery. This is our Custom tier.
What you get
Every enquiry in one place
Website forms, phone calls and emails landing in the same list, so nothing depends on someone remembering to forward it.
Quotes that chase themselves
Send a quote and the follow-up happens on its own. Most quotes are lost to silence rather than to price.
Invoices raised from the work
The job finishes and the invoice follows, instead of waiting for a Sunday evening catch-up.
A pipeline you can see
What is enquiring, quoted, booked and done, at a glance. Most owners have this in their head and nowhere else.
Connected to your tools
Your calendar, your accounting, your email. A system that cannot reach them just becomes another thing to update by hand.
Built around your week
Your stages, your language, your process. Off-the-shelf CRMs fail because they make you adopt somebody else, and that is the part people give up on.
Map how you work now
What happens between an enquiry arriving and money landing. Including the bits held together by memory, because those are the ones that break.
Find what is worth automating
Not everything should be. We look for the handful of steps that cost you the most evenings and start there.
Build and move you across
Built, tested with your real data, and switched over so nothing is lost on the way.
Why not just use an off-the-shelf CRM?
Sometimes you should, and we will tell you if a subscription does the job for less. They fall down when your process does not match theirs, because the fix is always to change how you work. A system built around your process does not ask that.
Do you actually use one yourselves?
Yes. Enquiries from this website land in our own system, not just an inbox, which is why you get an answer the same day rather than when somebody spots the email.
What if I only need part of it?
That is usually the right answer. Start with the step costing you the most time, run it for a few weeks, then add the next one. Building all of it at once is how these projects get expensive and abandoned.