CRM Development
A customer relationship management (CRM) system keeps every client, lead, conversation and follow-up in one place. When it is built around your own sales and service process, your team actually uses it.
Book a consultationBuilt around your process
Generic CRMs come with features you do not need and gaps where your process is different. We build a CRM that follows your pipeline, uses your terminology and captures exactly the information your team relies on.
Every interaction in one place
Record calls, emails, enquiries, quotes and tasks against each client, so anyone on your team can pick up a conversation where a colleague left off.
Connected to your website and tools
Enquiries from your website can flow straight into the CRM, and the CRM can connect to your accounting, email and messaging tools so information is never typed in twice.
What you get
- Lead and sales pipeline tracking
- Client records with full communication history
- Tasks, reminders and follow-ups for your team
- Website enquiries captured automatically
How we work
Consultation
We get to know your business and what you need the software to do.
Assessment
We review your existing systems and plan the best approach.
Proposal
You receive a written proposal with the scope and pricing.
Build & launch
Once you approve, we build, test and launch, then support you after.
Frequently asked questions
Have another question? Get in touch.