Every customer, one record
Contact details, visits, orders, bookings and notes together, so anyone on your team can pick up where someone else left off.
CRM · customer systems
A CRM built around your business: every customer, enquiry and booking in one place, whether it came by phone, WhatsApp, your website or the counter, with follow-ups and reminders that run themselves.
we come to you · written plan · contract first
The problem
When enquiries live in phones, notebooks and inboxes, people fall through the gaps.
A quote nobody chased, a regular nobody thanked, a booking request that arrived on someone’s day off. None of it is anyone’s fault: the information is simply in too many places.
A CRM puts it in one. Every customer has one record, every enquiry lands in the same place, and the next step is written down with a reminder attached, so the business remembers even when people are busy.
What you get
Contact details, visits, orders, bookings and notes together, so anyone on your team can pick up where someone else left off.
Calls, WhatsApp, website forms and your AI receptionist feed straight in, instead of living in one person’s inbox.
Next steps for your team, and automatic messages for quotes, renewals and rebooking, on the timing you choose.
See each open quote, order or job and the stage it’s at, with plain numbers on what’s coming in and where it came from.
Built for your trade
Answer calls during service, take table bookings and cut no-shows. See it for restaurants.
Answer calls while you're with a client and keep the diary full. See it for salons.
Answer every patient call, with reminders and recalls handled for you. See it for dental practices.
How it works
Where enquiries arrive, who answers them and what happens next. Outside London, by video.
The records, steps and connections your CRM needs, agreed in a contract before any work.
Set up on accounts in your name, connected to the tools you already use, tested with your team.
Training, plain written guides, and support for changes as your business grows.
Questions
A CRM (customer relationship management system) is one place for your customers: who they are, what they bought or booked, what they asked and what happens next. If enquiries arrive by phone, WhatsApp, email and Instagram and end up in different places, a simple CRM stops people slipping through the gaps.
Off-the-shelf tools suit some businesses well, and if one suits yours we’ll tell you. We build custom when your work doesn’t fit their forms: then your CRM only has the fields and steps your team actually uses, under your brand.
Yes, where those tools allow it. Enquiries from your website, WhatsApp, your AI receptionist and your booking system can arrive in the CRM automatically. We confirm each connection during the visit.
You do. It’s set up on accounts in your name, only the people you choose can see it, and we agree in the written plan what is stored and why.
Send us a WhatsApp message. We see how customers and enquiries move through your business today and give you a written plan before any work begins.
Let's build yours
we come to you · written plan · contract first