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SYSTEMS & AUTOMATION

Less double handling.
Fewer loose ends.

Keep enquiries, client records and tasks in one workable flow. Give the team a system they can use.

Fix my systems

WHAT WE CONNECT

Know what’s happening.
Know what’s next.

01

CRM & follow-ups

Capture enquiries, assign ownership and set the next action. Automate suitable reminders and follow-ups with your approval.

02

Portals & forms

Make it easier for clients to send information and see what’s still outstanding. Define access and data handling before the build.

03

Dashboards & integrations

Connect suitable tools and report on the work that matters. Make workload, pipeline and overdue tasks easier to see.

REAL WORK

Systems that
run the work.

Three live systems: a lead pipeline with two-way SMS, a trade back office, and a contacts and campaigns platform.

See all fourteen projects

BEFORE WE START

A few
questions.

Do we need to replace our current software?

Not necessarily. We review what works before recommending a change. Integrations depend on the tools and access available.

Will you move our existing data?

Data migration can be scoped. We agree what moves, check the source data and test the result before handover.

Will the team get training?

Training and handover are agreed as part of the project. Ongoing changes and support are quoted separately.

Who looks after it once it’s live?

We can. Custom systems stay on hosting accounts in your business’s name, with our team as administrator. A care plan covers monitoring, updates, backup checks and fixes, with a short monthly report. The scope and fee are set out in your proposal.

LET’S TALK

Ready to stop
double handling?

Tell us what you’re working on.
We’ll work out whether we can help.

Talk about your systems