A CRM built around your process, not the other way round
Off-the-shelf CRM suits most businesses well. It stops suiting them when the workarounds start outnumbering the features you actually use.
And when it honestly does not
We integrate with HubSpot and Salesforce as well as building alternatives to them, so we have no reason to push you one way.
Off-the-shelf is usually right when
- Your sales process looks like most sales processes
- You need it working next week
- Standard reporting answers your questions
- You want somebody else maintaining it
Bespoke earns its place when
- Quoting, jobs and invoicing need to live together
- Several systems need connecting properly
- Customers or engineers need their own access
- You are paying per seat for features nobody uses
One system instead of four and a spreadsheet
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 |
What goes into one
Leads and customers
Capture, assignment, history and communication in one record.
Quotes and jobs
Quotation building, approval, conversion to job, scheduling and sign-off.
Invoicing and payments
Invoice generation, payment collection and chasing, synced to Xero.
Engineer and field access
Separate mobile interfaces for people who are not sitting at a desk.
Customer portals
Letting customers see their own jobs, quotes and documents without phoning you.
Integrations
Accounting, payments, email and whatever else already holds part of the answer.
Tell us where your CRM stops helping
If the honest answer is that off-the-shelf would serve you better, we will tell you that.
