A customer system shaped to the way you already sell
Every customer, conversation and deal in one place, arranged the way your business works rather than the way a software company guessed it might.
- Typically costs
- £45k–£120k
- Live in
- 14–28 weeks
Customer and sales
6 parts01Where this usually starts
You have outgrown the off-the-shelf one. Half your team keeps a private spreadsheet because the fields do not match what the job needs, and the reports never quite answer the question your board asks. Every new starter learns the workarounds before they learn the work.
02What changes
What you end up holding.
- 01Every customer, quote, order and conversation in one place, attached to the customer rather than to whoever happened to handle it
- 02Your own stages, your own terms, and your own rules about what has to be true before a deal moves forward
- 03The report your board asks for, ready on the morning they ask, with nobody exporting anything
- 04New starters productive on day one, because the screens match the job instead of the other way round
- 05Not one private spreadsheet left, because there is nothing your system will not hold
Your stages, your rules, your language, and no licence fee the day you hire your hundredth person.
03The pieces
What a system like this is usually made of.
You will not want all of it on day one, and you should not pay for all of it on day one. The estimator lets you choose, and shows what each one adds.
Customer records
Every customer, contact and site in one place, with the whole history attached.
Deals and pipeline
Opportunities moving through your own stages, with your own rules about what has to be true first.
Every conversation kept
Calls, emails and notes attached to the customer, so the history survives people leaving.
Keeping in touch at scale
Reaching the right part of your list, at the right time, and knowing what came of it.
Somewhere clients sign in
Progress, documents, invoices and next steps, without emailing anyone.
The figures that matter
One honest set of numbers everyone agrees on, in front of whoever needs them.
The sort of detail that matters
- One record per customer, however many sites they have
- The full history, whoever handled it
- Your stages, your language
- A deal that cannot move forward until the survey is done
- Email threads filed against the right customer on their own
- Notes from a call, dictated on the way back
04How it would run
14 to 28 weeks, in five phases you approve one at a time.
01
Getting to the truth
A written account of how your work really runs today, what the current way is costing you, and what your new system has to do about it.
02
Shaping it
Every screen and every decision your system will make, in front of you and signed off, with your live date fixed at the end of it.
03
Building it
Your system takes shape week by week in your own account, with something you can click on and try at the end of every fortnight.
04
Proving it
Your own people put it through real work with real records, and everything they find is fixed before anybody depends on it.
05
Going live
Your team moves across trained, with their history intact, on the date fixed months earlier.
05Asked most often
The questions that come up.
How is this different from Salesforce or HubSpot?
Those are excellent when your business works the way they expect. When it does not, you spend years and a great deal of money bending them and you still keep the workarounds. Yours arrives with your stages, your rules and your language already in it, and it costs you nothing extra per person as you grow. Price the difference in three minutes on the estimator.
We have years of history. Does it come with us?
All of it. Bringing your history across is part of the build, and you see it in the new system and approve it before anyone moves. Anything that cannot be matched up comes to you as a list to decide on, never quietly dropped.
What does a system like this cost?
Between £45,000 and £120,000, set by how many teams it serves and how much it connects to. The estimator gives you a figure for your own situation, the split across every phase, and a live date, without asking for your email address.
06The rest of it
Most projects are two or three of these at once.
- 01Invoicing and paymentsInvoicing that matches your contracts however awkward they are, takes payment the way your customers want to pay, and follows up on its own.£38k–£95k
- 02Access and auditAccess controlled to the person and the record, every change recorded, and your answer ready the day an auditor, a client or a regulator asks for one.£32k–£85k
- 03Planning and schedulingWork, people and equipment scheduled against real constraints, reshuffled in seconds when something changes, and visible to everyone who needs to know.£48k–£140k
- 04ReportingOne honest set of figures drawn from every system you run, assembled by nobody, argued over by nobody, and ready on the first of the month.£30k–£75k
- 05Quoting and proposalsYour pricing rules, however involved, applied correctly by anyone on the team, inside a document that looks like it came from you.£34k–£88k
- 06Client portalsA calm, private place your clients sign in to, see exactly where their work has got to, and get what they need without emailing anybody.£30k–£80k
- 07Documents and approvalsForms filled in once, routed to whoever has to agree, signed, filed where you will find them again, and chased the moment they stall.£30k–£70k
- 08Field work and jobsThe job tracked end to end, your engineer given what they need on their phone, and the paperwork finished before the van leaves site.£55k–£160k
- 09BookingsAvailability your customers book against themselves, with every one of your real rules applied, and far fewer people failing to turn up.£30k–£70k
- 10Stock and assetsStock, tools, vehicles and installed equipment tracked accurately enough that you stop buying things you already own.£35k–£90k
- 11Joining systems upThe systems you already pay for, talking to each other reliably, so a thing entered once appears everywhere it belongs within seconds.£30k–£65k
- 12Leaving a systemA planned, reversible move off the system that is holding you back, without losing a single record or a day of trading.£35k–£110k
- 13Reading documentsPaperwork arriving by email or on a phone camera, read accurately, checked against what you expected, and put in front of a person only when it needs one.£38k–£95k
- 14MembershipsMembers joining, paying, renewing and getting what they pay for, without anybody in your office administering a single one of them.£32k–£85k
- 15MarketplacesA platform where your suppliers and your buyers find each other, agree terms and pay, with your commission taken cleanly every time.£65k–£200k
- 16Compliance recordsThe records your regulator, your insurer or your biggest client requires, captured as the work happens and produced on demand in minutes.£32k–£80k
Put a date on it.
Half an hour with whoever would build it gets you the shape of the work, a figure you can take to your board, and the week it could start. No deck, no discovery fee, no follow-up sequence.
Or ring 01603 552024. A person answers it.