Off-the-shelf CRM suits most businesses well. It stops suiting them when the workarounds start outnumbering the features you actually use.
We integrate with HubSpot and Salesforce as well as building alternatives to them, so we have no reason to push you one way.
The systems we build tend to replace a CRM, a quoting tool, a job sheet, an invoicing package and the spreadsheet that quietly holds it all together.
Because it is one system, the reporting works: you can see what a lead source is actually worth once the job is done, not just how many enquiries it produced.
That is the same argument as marketing attribution, applied to the operational side of the business.
Recent orders
| #46102 | Trade account | Picked |
| #46101 | Trade account | Awaiting stock |
| #46098 | Retail | Invoiced |
| #46095 | Trade account | Quote sent |
Capture, assignment, history and communication in one record.
Quotation building, approval, conversion to job, scheduling and sign-off.
Invoice generation, payment collection and chasing, synced to Xero.
Separate mobile interfaces for people who are not sitting at a desk.
Letting customers see their own jobs, quotes and documents without phoning you.
Accounting, payments, email and whatever else already holds part of the answer.
If the honest answer is that off-the-shelf would serve you better, we will tell you that.