SERVICES — BUSINESS SYSTEMS & AUTOMATION
One place for every lead.
Leads, quotes, and jobs in a single record instead of scattered across inboxes, notebooks, and memory.
Most small businesses run their pipeline across an inbox, a spreadsheet, and the memory of whoever took the call, and the gaps between those three are where work goes missing. We build a customer record sized to how you sell: the stages you actually use, the fields you actually fill in, and nothing else. It stays small enough that the team keeps using it.
What this covers
Your pipeline, your stages
Stages named after the steps you already work through, not a generic sales funnel nobody recognises.
One customer record
Contact details, history, quotes, jobs, and notes on one screen, so anyone picking up the phone is up to speed.
Quote and job tracking
See what has been sent, what is waiting on the customer, and what has gone quiet and needs a nudge.
Website and inbox capture
Enquiries from your site, phone, and email arrive as records automatically instead of being retyped.
Reporting you will use
A short set of numbers that answers where work comes from and where it stalls, without needing a reporting course.
With the free build
The free build brings enquiries in; a CRM is where they live afterwards. Most clients start with the site, then add a CRM once tracking leads by memory stops working.
Free build on an eligible hosting plan. Terms on the offer page.
Frequently asked questions
Why not use an off-the-shelf CRM?
Often you should, and we will say so. Custom earns its keep when your process genuinely does not fit the standard product, or when the standard product carries a lot of weight you will never use.
Can we move our existing data in?
Yes. Contacts, history, and open jobs are imported and checked against the source before anyone switches over, and the old system stays readable until you are confident.
Ready when you are.
About three minutes to apply. No payment details, no obligation — a real look at whether a free build fits.
Free build on an eligible hosting plan. Terms on the offer page.