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Service 04

A CRM shaped around how you already sell.

Generic CRMs make your team work the vendor's way, so half of them quietly go back to a spreadsheet. We build the pipeline, the fields and the automations around the process you already run - then remove the manual work sitting inside it.

CRM Solutions

Typical timeline
4 to 10 weeks
Engagement
Fixed scope, phased rollout
Who you work with
Ops analyst, product designer, full-stack engineer
Get a scope and a number

4-10

Weeks to a system your team is living in

1

Source of truth, not five spreadsheets

0

Per-seat licences as the team grows

100%

Of your data exportable, any time

Before we start

What usually brings people here

Leads leak between the gaps

Enquiries arrive across a form, a shared inbox, WhatsApp and a phone. Some get answered in an hour, some never, and nobody can say which.

The tool doesn't fit the process

Your pipeline has seven stages and the CRM insists on four. Custom fields are stuffed with things they were never meant to hold, and reports are meaningless as a result.

Forecasting is guesswork

Every number needs somebody to export, clean and reconcile it. By the time the report exists the month has moved on.

What's included

What you get

The system, the automation around it, and the reporting that makes it worth keeping current.

Your pipeline, modelled properly

Stages, entry and exit criteria, owners and ageing rules mapped from how deals actually move - then enforced by the system so the board stays honest.

Every lead source in one place

Website forms, email, WhatsApp, calls and imports landing in a single queue with deduplication, routing and an SLA clock on first response.

Automation on the repetitive parts

Follow-up sequences, reminders, stage-change notifications, task creation and handoffs - the admin that eats a rep's afternoon, done by the system.

Roles and record-level access

Reps see their book, managers see their team, finance sees the numbers. Permissions enforced server-side, with an audit trail on anything sensitive.

Reporting people trust

Live pipeline value, conversion by stage and source, activity per rep, and a forecast that recalculates itself instead of waiting on an export.

Integrations with what you keep

Accounting, calendars, email, e-signature, telephony and your website. The CRM becomes the hub rather than another island.

The process

How the build runs

Rolled out in phases, so the team migrates onto something that already works rather than switching everything on a Monday.

Talk it through with us
  1. 01

    Process mapping

    We sit with the people doing the work and document the pipeline as it really runs, including the workarounds. That map is the specification.

  2. 02

    Data model and migration plan

    Entities, fields and relationships defined, then a dry-run import of your existing records so you can see exactly what carries over and what needs cleaning.

  3. 03

    Core build

    Pipeline, records, permissions and the capture channels. Delivered first, because it's the part the team touches every hour.

  4. 04

    Automation and reporting

    Sequences, notifications and dashboards layered on once the core is being used and we can see where the time is genuinely going.

  5. 05

    Rollout and training

    Live migration, sessions with each role rather than one generic demo, and a fortnight of close support while habits form.

Under the hood

What it's built on

Mainstream, well-supported tools your next developer will already know. We pick per project - this is the shortlist we choose from.

Application

  • Next.js
  • TypeScript
  • Tailwind CSS
  • TanStack Table

Data

  • PostgreSQL
  • Prisma
  • Redis
  • Row-level security

Automation

  • Inngest
  • Twilio
  • Resend
  • WhatsApp Business API

Integrations

  • Google Workspace
  • Stripe
  • Xero / Zoho
  • Zapier
Straight answer

Is this the right thing to buy?

We'd rather point you elsewhere on the first call than take on work that was never going to land well.

A good fit if

  • Your process is genuinely specific and off-the-shelf tools keep bending it
  • Per-seat licensing is becoming a real cost as the team grows
  • Leads arrive across several channels and reconciling them is somebody's job
  • You want your customer data in a database you control

Probably not a fit if

  • A standard tool fits your process well and the team is happy in it
  • You have fewer than a handful of deals a month
  • Nobody internally can own the rollout and keep records current
Questions

The ones we get asked most

Anything not covered here, message us - you'll get a real answer from someone who'd be working on it.

Also part of the offer

Tell us what you're building.We'll tell you what it takes.

A short call is usually enough to size the work. You get a fixed scope, a timeline and a real number - normally inside 48 hours.