Enquiries arrive by phone, WhatsApp, email and a form on the website, and live in four different places. The one person who remembers what was promised is on leave. Deals do not die because the pitch was wrong, they die because nobody followed up on Thursday.
Agencies, consultancies, contractors, dealers, anyone selling a considered purchase
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You have lost a deal because nobody called back
Two people have contacted the same customer in one week
The pipeline lives in one person's head
CRM
Leads, deals, quotes and follow up, so nothing is lost between a phone call and an invoice.
- 01One inbox for every enquiry source
- 02Deals, stages and owners
- 03Reminders and follow up tasks
- 04Quotes that become invoices
- 05Notes, files and full history
- 06Conversion and revenue reporting
We run our own studio on one of these. Client records, invoicing, finance and outreach in a single system, with what each person sees decided by their role.
Quoted per project
Never packaged, because no two operations work the same way. We scope what you actually need and give you one fixed number before anything starts.
Built in stages
The part that hurts most gets built and used first. A system nobody opens is worse than the spreadsheet it replaced, so we prove one piece before extending.
Yours, including the data
You can export everything at any time in a format you can actually open. We are not interested in holding a business hostage to its own records.
Tell us what your team does by hand every week.
We will tell you honestly whether it is worth building. If it is not, we will say so, and that costs you nothing.