CRM AND BUSINESS AUTOMATION

Every lead followed up.
Nothing left to memory.

Leads arrive from your website, ads and phone, then scatter across inboxes. We build a CRM around your sales process, with automations that remind the right person, track every enquiry to a result and show which marketing actually brings in work.

IS THIS FOR YOU?

Sound
familiar?

  • Enquiries sit in inboxes and nobody is sure who called whom back.

  • Follow-ups depend on someone remembering, so good leads go cold.

  • You can't tell which ad, page or channel produced your best customers.

  • Generic CRMs feel too heavy, too expensive per seat or don't match how you sell.

WHAT WE BUILD

What’s included

01

One lead inbox

Website forms, Meta Instant Forms and other sources land in one list, with where each lead came from.

02

Pipeline and statuses

Move leads from new to contacted, quoted, won or lost, with notes and a full history.

03

Reminders and alerts

Follow-up reminders emailed to the right person before they're due, so nothing slips.

04

Call and form tracking

Know which pages and buttons bring in calls and enquiries, alongside the leads they produce.

05

Marketing reporting

Google Ads, Meta and Search Console data next to your enquiries, in one dashboard.

06

Roles and access

Staff accounts with the right permissions for admins, sales and operations.

HOW IT WORKS
  1. 01

    Map your sales process

    From first enquiry to signed job: who does what, when, and what gets missed.

  2. 02

    Design the pipeline

    Statuses, fields and reminders that match how your team actually sells.

  3. 03

    Connect your lead sources

    Website, ads and forms flow in automatically, with tracking attached.

  4. 04

    Train, launch and refine

    Your team starts using it and we tune it from real use.

TOOLS WE USE
Next.jsNode.jsMySQLGoogle Ads APIMeta Marketing APISearch Console APIEmail automationConversion tracking
HOW PRICING WORKS

A custom CRM is priced from a fixed scope rather than per seat, so adding staff doesn't add a monthly fee per person. Cost depends on the number of lead sources, the automations you need and which reporting integrations are included.

We often start with the lead inbox and reminders, then add reporting and integrations in later phases. You'll get a written plan with scope, timeline and cost after a free scoping call.

COMMON QUESTIONS

Questions we hear a lot

Why build a custom CRM instead of using HubSpot or Zoho?

Off-the-shelf CRMs suit many businesses. A custom CRM makes sense when your process doesn't fit their model, when per-seat pricing gets expensive, or when you want marketing data and operations in the same place. We'll tell you honestly which fits better.

Can it pull in leads from Facebook and Instagram ads?

Yes. Meta Instant Form leads can flow straight in and be de-duplicated against website enquiries.

Will we lose our existing lead history?

No. We import existing leads from spreadsheets or your current tool as part of the move.

Can it send emails automatically?

Yes, for example reminder emails to staff, enquiry notifications and confirmations to customers, sent from your own domain.

START A PROJECT

Tell us what
you need.

Describe the problem in a sentence or two. A real person replies within one business day, and you get a clear plan before any work starts.

What do you need?

We reply within one business day. Prefer chat? WhatsApp us.

BEFORE YOU GO

Got a project in mind?

Tell us what’s slowing your business down. A real person replies within one business day.

We reply within one business day. Prefer chat? WhatsApp us.