Systems and development
Stop hunting for the same information in three places
A CRM is not an address book. It is your company’s memory, and it has to survive anyone leaving.
Is this for you?
Do you recognise any of these?
Your client follow-up lives in inboxes and in people’s heads.
You have a CRM and nobody opens it.
Two people give the same client two different answers.
Put the CRM in place
Built around the way you work, not the other way round.
- CRM implementation, including CiviCRM
- Customisation to your processes
- Migration of your existing data
- User training
Track clients and sales
Know where every file stands without having to ask.
- Client process design
- Lead and opportunity management
- Sales pipelines
- Contact, company and member management
Run the operation
Projects, documents and money in the same place as the clients.
- Project and task management
- Client portals and document areas
- Booking and appointment systems
- Invoicing, payment tracking and document management
- Operational dashboards
How it works
A clear process, no surprises
Map it
We follow one real file from first contact to paid invoice.
Configure
The CRM is built on your stages, your fields and your vocabulary.
Migrate
Your data arrives cleaned, without inherited duplicates.
Train
Your team learns on its own files, not on a demo.
Packages
Ready to buy, no quote needed
Fixed-scope engagements, if you would rather start small.
In the same family
Business systems, automation and development
Where to start? Let’s talk.
First consultation free, no strings attached. We reply within one business day.