Sales & CRM

What we build

We sit with your sales people, map how a lead actually becomes a customer in your business, and build the pipeline around that — not around a vendor’s idea of selling. Every quote, call and promise lives on the record, and nothing goes quiet because somebody went on holiday.

What is included

• Pipeline with your own deal stages
• Quotes and proposals with e-signature
• Lead capture straight from your website
• Call, email and meeting history on every record
• Targets, commission and forecasting
• Handover to operations in one click

Typical delivery: 4–7 weeks. Scope and delivery window are established in an assessment visit — we do not publish prices, because a real answer depends on what we find inside your business.

Who wins, and how

Your sales team

• No more Friday-afternoon CRM admin — calls, emails and meetings file themselves
• Every lead has a next action and an owner, so nothing is silently dropped
• Quotes go out in minutes from templates that already know the customer

Your leadership

• A pipeline that is a fact, not a feeling — see value, stage and age at a glance
• Forecasts built from real activity instead of optimism
• See instantly which marketing spend actually turns into signed work

Your organisation

• Won deals hand over to operations with the full history attached — no re-briefing
• Customers stop being asked the same question twice by different people
• When someone leaves, their relationships and pipeline stay with the company

How delivery actually runs

Week 1 — We come and look

A Business Systems Analyst spends a day inside your business, sitting with the people who actually do the work.

Weeks 2–4 — We build in the open

You see working software every week, not a status report. What is wrong gets said early, while changing it is still cheap.

Week 5 — Your data moves across

Spreadsheets, the old system, the shared drive — migrated, reconciled and checked against what you had.

Week 6 — Go live, then stay live

Training for the people who will use it, then support that answers. We do not hand over a login and disappear.

What it connects to

Sales & CRM is not an island. It shares records with:

• Finance & Invoicing — Raise, chase and reconcile without re-typing anything. The invoice knows which job it came from, because the…
• Customer Support Desk — One shared inbox where every message becomes a tracked ticket, with the customer’s entire history attached.
• Executive Dashboards — One screen that reads across every department — and lets you click a number until you reach the record behind…