Customer records
Contacts, companies, documents and history on one screen. Every call, email and note is attached to the record, not to someone's inbox.
Customer relationship management
Every contact, deal and follow-up in one place.
We build and run the CRM your team actually opens in the morning. Your pipeline, your fields, your process — set up by us, owned by you.
- 2 weeksFrom kickoff to live
- UnlimitedContacts and deals
- IncludedMigration and training
360°One record per customer, shared by sales, support and finance
40+Ready connectors for mail, calendars, telephony and accounting
0Spreadsheets left behind after migration
The platform
Built around the way your team already works
No forced process. We shape the fields, stages and automations around your sales cycle, then keep them tidy as the business changes.
Deal pipeline
Drag deals through stages you define. Weighted forecasts update as you go, so the number in the board is the number you report.
Automation
Assign owners, create tasks, send follow-ups and move stages on rules you set. The admin work happens whether or not anyone remembers it.
Email, calls and calendars
Two-way sync with your mailbox and calendar, plus click-to-call with recordings and transcripts filed against the right customer.
Reporting
Dashboards for pipeline, activity, sources and revenue. Schedule them to land in your inbox on Monday morning, ready to read.
Roles and permissions
Decide who sees which records, fields and reports. Full audit trail of edits, exports and logins for the people who need it.
How it works
Four steps from first call to a CRM in daily use
A real sequence, not a menu. Each step has an owner on our side and a date in your calendar.
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01
Map the process
We sit with your team for a day, follow a deal end to end and write down the stages, fields and handovers that actually exist.
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02
Build and migrate
We configure the pipeline, import your contacts and history from spreadsheets or your old system, and de-duplicate as we go.
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03
Connect the tools
Mail, calendar, telephony, website forms and accounting are linked so records fill themselves and nobody retypes anything.
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04
Train and hand over
Short sessions by role, written guides for your admin, then a support line for the questions that come up in week three.
Adoption
A CRM stays useful only if the data stays clean
Most systems fail quietly: fields go blank, deals sit in the wrong stage, and reporting drifts from reality. We keep an eye on that after launch.
- Duplicate detection and merging on a schedule
- Required fields enforced at the stage where they matter
- Stale deals surfaced to owners before the forecast moves
- Quarterly review of stages, automations and reports
Plans
Pick the level of help you need
Licences are billed per user, per month. Setup is quoted once, after we have seen your process.
Starter
For a single sales team getting off spreadsheets.
- Contacts, companies and one pipeline
- Mail and calendar sync
- Standard dashboards
- Data import and de-duplication
- Email support
Growth
For teams running sales, service and renewals together.
- Everything in Starter
- Multiple pipelines and custom fields
- Automation rules and task routing
- Telephony and website form capture
- Named consultant, training included
Enterprise
For multi-office companies with their own IT rules.
- Everything in Growth
- Role-based access and audit logging
- API work and custom integrations
- Single sign-on and data residency options
- Priority support with response targets
Security
Your customer data, handled carefully
Customer records are the most sensitive thing most companies hold. We treat them that way.
Encryption
Data is encrypted in transit and at rest, with keys managed separately from the application.
Access control
Permissions by role and team, enforced on records, fields and exports alike.
Backups
Daily backups with point-in-time restore, tested on a fixed schedule rather than on demand.
Data protection
Processing terms, deletion requests and export tools that keep you on the right side of GDPR.
FAQ
Questions we get before the first call
How long does setup take?
Two weeks is typical for a single team: a day of mapping, a week of building and migrating, then training. Multi-office rollouts with custom integrations usually run four to six weeks.
Can you move data from our current system?
Yes. We import from spreadsheets, mailboxes and most CRM platforms, keeping history and attachments. Duplicates are merged before go-live, not after.
Do we own our data?
Always. You can export the full database at any time in open formats, and we hand over admin rights at the end of setup.
What if our process changes?
Stages, fields and automations are yours to edit, and your admin is trained to do it. For larger changes, we review the configuration with you every quarter.
Does it work on mobile?
Yes. Records, tasks and the pipeline are available on phones and tablets, including offline notes that sync when the connection returns.
How is support handled?
You get a named contact rather than a queue. Questions go to email or phone during business hours, with response targets written into the Enterprise plan.