CRM and customer management
Customer records, appointments, follow-ups and communication in one place, shaped around how your business actually sells and serves.
Typical timeline: 6-10 weeks
Who it is for
- Practices and service businesses tracking clients by hand
- Sales teams working across spreadsheets and messaging apps
- Businesses that need follow-up and retention to be systematic
Scope
- Customer and contact records with history
- Appointment, task and follow-up scheduling
- Sales pipeline and activity tracking
- Automated reminders over email, SMS or messaging
- Segmentation and reporting
- Client-facing portal or mobile app where needed
Technology
Frequently asked questions
Why not use an off-the-shelf CRM?+
If your sales process is standard, an off-the-shelf CRM is the cheaper answer and we will tell you so. Custom pays off when your workflow, pricing or service model does not fit the product and the team ends up working around it every day.
Can clients access their own records?+
Yes. A client-facing portal or mobile app can be delivered alongside the internal system, with access limited to that client's own data.
Can it connect to our existing tools?+
Yes. Accounting, invoicing, calendar and messaging systems are integrated where an interface exists, and synchronised over export files where it does not.
E-commerce and marketplaces
From a single-vendor store to a marketplace with thousands of sellers, with payment and fulfilment that actually work.
Payments, subscriptions and billing
Where money moves is where mistakes cost most. Card payments to in-app subscriptions, end to end.
Mobile apps and store releases
iOS and Android from one codebase, including everything it takes to get through App Store and Google Play review.
Define the scope with us
Send a short brief and we will respond with feasibility, an indicative timeline and a recommended approach. Where a different route serves you better, we will say so.