Business Automation
CRM
We make customer relationships trackable in one place.
The situation
Conversation history lives on individual phones. When a salesperson leaves, the relationship they built leaves with them.
Our approach
We keep every touchpoint in the system. Even when the team changes, the customer history stays with the company.
What we do
- Lead and opportunity tracking
- Quote and contract flow
- Email and phone integration
- Sales reporting and forecasting
- Task and reminder management
Technologies we use
Frontend
- Next.js
- React
- TypeScript
Backend
- Node.js
- Python
- .NET
Database
- PostgreSQL
- Supabase
Cloud
- AWS
- Azure
How we work
Discover
A map of the current state and a prioritised list of needs.
Define
A scope document, success criteria and a schedule.
Design
A clickable interface prototype and the design system.
Develop
Working builds delivered at regular intervals.
Deploy
The live system, technical documentation and a hand-over session.
Grow
A usage report and a prioritised improvement plan.
Common questions
- Why custom instead of an off-the-shelf CRM?
- If your sales process fits a standard shape, an off-the-shelf product is faster and cheaper, and we say so plainly. Custom work makes sense when your process does not fit one.
Other services in this area
Let's talk about this
A short call to get clear on what you need. We will tell you plainly which approach fits.
Start your project