Business software
CRM and lead management
Start with lead management, where enquiries from your website, email and social channels land in one list with reminders to follow up, or go further with a full CRM built around your own sales stages and customer records.
What you get
- Lead capture from the sources you use
- A pipeline with your stages and fields
- Follow-up reminders
- Import of your existing contacts
This can run on your own systems, or we can host it for you on a monthly plan covering hosting and any AI usage.
What we need from you
- Where your enquiries come from today
- How you take a lead from first contact to customer
- Your current contact lists or spreadsheets
How it works
- 01
Brief
Tell us what the task is today, which systems are involved and what a good result looks like.
- 02
Quote
We confirm the scope, any accounts or access we need, timing and whether hosting is involved, and send your price after a short brief.
- 03
Delivery
We build and test against real examples, hand over the code or set up the hosted service, and explain how to use it.
Related services
You may also need
- Email and CRM automationAutomatic tagging, follow-ups and record updates in the email or CRM tool you already use.From £295
- Client and customer portalA secure sign-in area where customers see updates, documents and invoices.From £1,295
- Trades job management systemEnquiries, jobs, quotes and invoices for a trades business in one place.From £49/month + £149 set-up