Prioritise recurring value linked to customer health concerns
CRMSoftware shaped around your working day
Bespoke CRM development.
Built around your business.
Own a CRM that connects your customers to the work you deliver. Try nine working examples, compare the cost of subscriptions, and see what changes when your software follows your business.
Software you ownNo Sep17 licence per userA fixed date agreed in phase two
Same foundation. Different working day.
Choose the business. Watch the CRM change.
One standard CRM. Eight examples of what changes when it is built around your industry.
Built for tech.
Subscriptions calculate recurring revenue and renewal windows. Onboarding checks protect the launch, while customer-success reviews connect licensed seats, adoption and agreed next steps.
What changes from the standard CRM
- 01Product, seats and hosting context
- 02A fit check before commercial review
- 03Onboarding that retains the sales history
Put these workflows to work for your business. Your CRM is designed around your own team, records and priorities.
Request your CRM quote ↗Real interactions. Fictional people and figures.
Explore freely. Changes stay in this browser; no emails, payments or customer systems are connected. Industry checks illustrate an agreed workflow, not legal or safety certification.
Tech CRM demonstration
Tech: discovery to customer onboarding
Keep technical fit connected to the commercial conversation. Record what the customer needs, agree the proposal and give onboarding the same context.
Follow a real business process
Launch Alder's operations workspace
An accepted recurring contract, checked launch and adopted customer workspace. Start the guided walkthrough above, make each decision and see the working dashboard and report change. Your main example keeps its saved changes.
- 01
Record the enquiry
Alder needs an operations workspace for 45 people. Record the customer problem and keep the trial separate from paying recurring value.
- 02
Agree the technical fit
Review the customer requirements and proposal before implementation. Access, connections and acceptance testing still need their own evidence.
- 03
Accept the subscription
Record acceptance of 45 seats at £40 per month. £1,800 enters monthly recurring contract value; trial value was excluded.
- 04
Complete the launch checks
Review the data-processing arrangements and record tested access, connections, customer acceptance and training before go-live.
- 05
Review actual adoption
Record 40 active users out of 45 licensed seats and a positive sponsor review. The customer health concern clears; the calculation uses recorded users, not an invented trend.
- 06
Complete the customer handover
Complete the implementation handover and leave the next success review owned. Contract, launch evidence and adoption remain linked in reports.
Recurring customers, one launch and a renewal at risk.
Live monthly and annual customers provide recurring value. One paying account has low adoption before renewal, another implementation awaits acceptance testing, and a successful launch shows the complete handover.
Prepare renewal conversations before notice windows close
Finish access, connection and acceptance checks before launch
Explore a fictional working day on 12-10-2026: completed work, active customer delivery and the next enquiry, all connected to the dashboard and reports above.
01
Product, seats and hosting context
Your customer record includes product requirement, user seats, hosting preference.
02
A fit check before commercial review
Confirm product fit before preparing the commercial proposal. Record the customer’s acceptance before opening onboarding.
03
Onboarding that retains the sales history
Once a record reaches Subscription agreed, its customer and owner carry into customer onboarding. You can complete milestones and trace each change in the history.
The details your industry actually works with.
Subscriptions & renewals
Licensed seats, monthly or annual billing, renewal notice windows and expansion value beyond the original sales conversation.
Try it in the tech workspace ↑Onboarding & security
Named launch ownership, data-processing review, access setup, connections, acceptance testing and the actual go-live gate.
Try it in the tech workspace ↑Customer success
Adoption, account sentiment, open issues and executive review dates identify the relationships that need attention before renewal.
Try it in the tech workspace ↑Subscription, launch and customer health report
Your dashboard prioritises the work behind these measures. Reports show the supporting customer records, calculation definitions and owners. Open an alert to inspect its source, plan seven, thirty or ninety days ahead, and download the report for your current search and owner scope.
Active monthly recurring value
Seat price × seats; annual contracts divided by 12, trials excluded
Customer health concerns
Low adoption, concerned sentiment or five-plus open issues
Launches awaiting checks
Onboarding records with incomplete launch evidence
Renewals ahead
Active contracts renewing in the next 30 days
Recurring value needing review
Active monthly value linked to flagged customer-success records
Recorded seat adoption
Active users divided by licensed seats across success records
This is an interactive demonstration with fictional records. Your organisation’s process, responsibilities and checks would be agreed before a live system is built. The sample checks do not establish regulatory compliance.
Compare with the standard CRM →What would your CRM need to do differently?
Tell us about your customer journey and operational priorities. We will help you define a CRM that connects your team’s work, with a clear investment and delivery plan.
An outline is enough. Reply within one working day.
Call us on 01603 339222.
Designed around your work
Your workflows, commercial rules and customer experience shape your system.
Owned by your business
Your commissioned source code and documentation give you control over your investment.
Supported as you grow
A Managed SLA combines system protection, support and agreed improvement time.