A CRM built around how you actually sell.
Not a generic pipeline you have to bend your business into. We build your stages, your fields and your rules. Leads land in it on their own, documents attach themselves, and records move forward as things happen.
Your stages, not someone else’s.
Every trade sells differently. We sit with you, map the way work actually moves through your business, and build that. If the way you sell changes, the pipeline changes with it.
- Built from how you already workYour stage names, in your language. Nothing generic, nothing you have to translate in your head.
- Your fields, your rulesThe things you actually need to know about a customer, and what has to be true before something moves.
- Changes whenever you need themA new stage, a new field, a new rule. Tell us and it is done, usually the same day.
It moves itself, and nothing sits forgotten.
The reason work goes cold is that somebody has to remember it. Here the record remembers: a quote goes out and the stage moves, three days pass with no reply and a nudge goes out in your words, documents arrive and it moves forward.
- Moves on real eventsQuote sent, documents received, contract signed. Not a date somebody typed in.
- Chases what has gone quietA nudge in your voice, and a call booked if they want one. You approve the wording once.
- Documents attach themselvesPhotos, PDFs and emailed forms get read and filed to the right record.
- You still decideAnything that needs a judgement call waits for you, with the next step already drafted.
Everything, built to fit how you sell.
Your stages, your fields, your rules. Not a plan you pick from a menu.
Your stages and the fields you actually use, designed with you rather than handed to you.
From your website form, your texts, your calls and your email, with the message and any documents already attached.
Stages advance when something real happens, so the board is always the truth.
Quiet records get chased in your words, and anything needing you surfaces with the next step drafted.
Photos of cards, signed forms, invoices and attachments read and filed where they belong.
Who sees money, who sees only their own records, who can change the stages. You decide.
Watched every day. Broken connections fixed on our side, usually before you notice.
How it works.
We come back with what we’d build, how it would run and what it would cost. A call only if you want one.
Your stages, your fields, your rules. You watch real records move through it before anything goes live.
Live under your name. Watched daily. Help whenever you call.
Built for anyone with a pipeline.
Questions owners ask us.
Is it monthly, or can I buy it outright?
Two ways, and the choice is yours. Most clients stay on a monthly subscription: we build it, host it, monitor it daily and keep it current, and you can end it whenever you like. The alternative is a one-time licence, which is the permanent right to run the software rather than ownership of the code behind it. A licence includes a full year of maintenance, renewable after that. Either way it runs under your name and your customer data stays yours. Every build is quoted on its own, because no two are alike.
Do I have to move things along myself?
Only when you want to. The stages move on their own when something real happens: you send a quote, a document arrives, a contract gets signed. Anything that needs a human decision waits for you, and nothing gets sent to a customer that you did not approve the wording of.
Can it use my stages instead of generic ones?
That is the whole point. We build the pipeline around the way you actually sell. An insurance office and a contractor get completely different stages, fields and rules.
Where do the leads come from?
Your website form, your texts, your calls, your email. They land as records with the message, the number and any photos or documents already attached, so you are not copying anything across.
Do documents still get filed?
Yes. Photos of cards, signed forms, invoices and emailed attachments get read and attached to the right record automatically. Filing is part of the CRM, not a separate job.
What if I already use a CRM?
Then we either connect to it or improve what you have. If it is something common we can usually work with it. If it is fighting you, we say so and tell you what we would build instead.
Can my team see it?
Yes, with their own view. You choose who sees money, who sees only their own records, and who can change the stages.
What happens if something breaks?
We are watching it every day. A connection that stops working gets fixed on our side, usually before you notice. And you can always call us.
A CRM that moves your pipeline, not the other way around.
Two quick picks and you’ll see what we’d build around the way you sell. We usually reply within one business day with what it would cost.