What we build
Custom CRM development
Quotes going out and nobody sure which ones were chased? Most CRMs die because keeping them up to date is someone's least favourite job. Yours should update itself.
What it is
Who you're talking to, what you've quoted and what happens next, in one place shaped like your sales process, whether that's a survey before a quote or a deposit before a slot. The record updates as the work happens, not when someone remembers to type.
Sound familiar?
- The real pipeline living in a spreadsheet.
- The same customer saved three times under three spellings.
- A lead that went quiet six months ago, never looked at again.
- The important part still happening in your inbox.
What we can build
What we can build for you. What we've already built and run is further down.
- A pipeline with your stages, and rules for what moves a deal on
- Quoting inside the CRM, priced the same way every time
- Follow-ups that go out whether or not anyone remembers
- One next action per customer, so the list is a to-do, not a filing cabinet
- Old customers brought back up on a schedule
How we work
We start with your pipeline as it really runs, then decide what the system does by itself at each step. Your existing data comes across, duplicates merged, as part of the build.
Things we have already built
Live in software we have delivered. See everything we've built.
Every call kept by the business, not the phone it was made on
The history of every customer conversation belongs to the business, so when somebody leaves the relationships do not walk out with them.
The follow-up that happens whether you remember or not
Nobody has to be the nag, and nothing stalls for a fortnight waiting on one form.
Which of these is actually going to happen
You spend the week on the deals that will land, instead of the ones that shout loudest.
Every customer shows the one next thing
Anyone on the team can pick it up and know exactly what to do next, including the person who started on Monday.
Catching the same customer entered twice
One customer is one record, so nobody gets contacted twice and no history goes missing.
The customers who went quiet, brought back up
Work comes back from people who already know and like you, at no acquisition cost.
A reply that finds its way back to the right job
A reply lands against the right job on its own, so a real answer never gets buried.
Automation that knows it is a bank holiday
Automated messages arrive when a human would have sent them, so they read as attentive rather than robotic.
Grouping customers the way you actually think about them
The system organises people the way you already do, so nobody has to translate between the two.
Seeing who has not come back to you
The person quietly drifting away is visible while there is still time to do something about it.
Related to this
Tell us what you're trying to fix
Describe it in your own words. We'll tell you what we'd build and roughly what it would cost.