CRM & follow-ups
Capture enquiries, assign ownership and set the next action. Automate suitable reminders and follow-ups with your approval.
Let’s talk SYSTEMS & AUTOMATION
Keep enquiries, client records and tasks in one workable flow. Give the team a system they can use.
Fix my systemsWHAT WE CONNECT
Capture enquiries, assign ownership and set the next action. Automate suitable reminders and follow-ups with your approval.
Make it easier for clients to send information and see what’s still outstanding. Define access and data handling before the build.
Connect suitable tools and report on the work that matters. Make workload, pipeline and overdue tasks easier to see.
REAL WORK
Three live systems: a lead pipeline with two-way SMS, a trade back office, and a contacts and campaigns platform.


BEFORE WE START
Not necessarily. We review what works before recommending a change. Integrations depend on the tools and access available.
Data migration can be scoped. We agree what moves, check the source data and test the result before handover.
Training and handover are agreed as part of the project. Ongoing changes and support are quoted separately.
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
Tell us what you’re working on.
We’ll work out whether we can help.