Solution
Custom CRM development for UK businesses
Off-the-shelf CRMs are built for an average sales team. If yours doesn't sell like an average team, we'll build a CRM around how you actually work, connected to your inbox, calendar and accounts.
The problem
Most teams don't have a CRM problem, they have a habits problem that the CRM makes worse. Leads arrive by email, phone and web form and get typed into a spreadsheet when someone remembers. Nobody can say what happens next with a lead, or when. Follow-ups depend on one person's memory.
Or there is a CRM, but it has dozens of fields nobody fills in, so the team works around it. Quotes are built by hand in a separate document every time, and the pipeline report is a guess.
If that sounds familiar, the answer is rarely more software. It's a system built around the few things your team actually does every day. Not sure you need a CRM at all? Read do you need a CRM, or will a spreadsheet do?
What we automate
Leads that arrive on their own
Website forms and enquiry emails land in the CRM without anyone retyping them, assigned to the right person.
One next step for every lead
Every open lead has exactly one next action and a date. Each morning the team gets a short list of who to call and what's overdue.
A pipeline you can read at a glance
Where every deal is, what's stuck, and what's likely to close this month.
Quotes in minutes
Fill in a few details and a branded quote is ready to send, logged against the deal.
Connected to what you already use
Email, calendar, accounts and messaging, so the CRM fits into the day instead of adding to it.
Works on phones
Web apps that work on a laptop in the office or a phone on the road or at a trade show.
How it works
A free 30-minute call
About how you sell today and where leads slip.
A clear plan and a price
Before anything starts.
We build it in stages
So your team can use the most important parts early.
We move your data over
Contacts, deals and history imported and cleaned up, and the team trained.
Kept running
We make changes as you grow.
Who it's for
- Sales teams that have outgrown a spreadsheet
- Businesses whose process does not fit HubSpot or Pipedrive
- Teams selling at trade shows or on the road
- Firms where sales, quoting and delivery need to talk to each other
Going deeper
Built for real teams
We've built this kind of system for ourselves and for clients. Our own project management system keeps clients, projects, tasks and a live board in one place. Our trade show lead CRM gives every lead a next step and a date, and sends the team a morning list of who to follow up. Both started from the same question: what does the team actually do every day, and how do we stop them doing it twice?
Off-the-shelf or custom?
If your sales process is fairly standard, an off-the-shelf CRM is quicker and cheaper to start with, and we'll tell you so. A custom CRM makes sense when your process doesn't fit their templates, or when the CRM needs to work closely with quoting, stock or job scheduling. If enquiries are slipping before they even reach a CRM, start with lead response automation.
Questions people ask
Should we just use HubSpot or Pipedrive instead?
Sometimes, yes. If your sales process is fairly standard, an off-the-shelf CRM is quicker and cheaper to start with, and we'll tell you so on the call. A custom CRM makes sense when your process doesn't fit their templates.
Can you move our data over from spreadsheets or another CRM?
Yes. We import your existing contacts, deals and history, clean up duplicates once, and can run both side by side for a short while so nobody loses anything.
Will it work on phones?
Yes. We build web apps that work on phones and laptops, which matters for teams on the road or at trade shows.
What does it connect to?
Usually your email, calendar, accounting software and messaging, such as Gmail or Outlook, Google Calendar, Xero and Slack. Website forms and enquiry emails can create leads automatically.
How much does a custom CRM cost?
It depends on what it needs to do. After a free 30-minute call you'll get a clear plan and a price before any work starts.