NEWEnterprise-grade AI fulfilment: we own the outcome, not just the build
Systems · CRM

A CRM built on how you actually sell

A CRM the team fills in because it is useful to them, not because they are told to.

In short

Custom CRM: pipeline, leads, invoicing and reporting, integrated with your tools. No per-seat fees, no lock-in.

Start your project
How it works
  1. Spreadsheets and processes
  2. System built on your process
  3. Data in one place
  4. Decisions on real numbers

Most CRMs die the same way: bought, filled in for two months, then sales goes back into the phone and the spreadsheet. Not because people are undisciplined, but because the system asks for more than it gives back.

Your pipeline, with your stages

The stages and sub-states are your process, not a template. A disqualified lead does not get mixed in with one lost in competition, because the first says nothing about how well you sell, and the second says everything.

Leads arrive on their own

Website forms, voice agents and campaigns write straight into the CRM, with their source. You see which campaign produced the customer, not just that they appeared from somewhere.

  • Leads from site, phone and WhatsApp, with no manual entry
  • Source and campaign preserved on every customer
  • Notification by email or Slack when something lands
  • Deduplication, so you do not have the same customer three times

Tied to money, not just contacts

A CRM that does not know what was invoiced and what was collected is an expensive address book. Ours connects to invoicing and shows what is issued, what is paid, and what has fallen behind.

Full history, with undo

Every change is recorded with who made it and can be reversed. When somebody changes an amount or deletes a customer, you see who and when, and fix it in one click.

We bring across what you have

Import from your current CRM, from spreadsheets, or both. We clean duplicates and normalise fields before importing, because a new system full of dirty data gets abandoned as fast as the old one.

How we work, in five steps
  1. 1Process Audit
  2. 2Solution & Plan
  3. 3Execution
  4. 4Ownership & Maintenance
  5. 5Continuous Optimization

What you get

  • The CRM, with your process's stages and fields
  • Automatic lead intake from every channel
  • Integration with invoicing and your existing stack
  • Roles and rights across the team
  • A change history, with undo
  • Migration of data from the current system

Already running

Our own internal CRM, in daily use

Leads, pipeline, contracts, invoicing, finances, tasks, call queues and frozen monthly reports. Built for us, used by us.

Website leads straight into the CRM

Our own site's form writes the customer and the deal into the CRM within seconds, with the campaign they came from. Exactly the flow we install for clients.

Two client CRMs delivered

One for a business selling offline, another across two hospitality venues.

Most often bought by
Professional servicesHospitalityDistributionReal estateRecruitment

Frequently asked

How does the cost compare with a subscription?

A built system is paid for once and maintained. A subscription is paid monthly, per person, indefinitely. Where the line falls depends on team size. We work it out with your numbers before starting.

Can it integrate with local invoicing software?

Yes. Our own internal CRM is connected to invoicing and reads automatically what was issued and what was collected.

How long does it take?

A CRM with pipeline, customers and automatic lead intake is usable in a few weeks. What lengthens a project is the integrations and the data migration, not the interface.

Start Putting Your Work on Autopilot.

Leave your details and we'll call within 24 hours, or book a 30-minute call now. We'll map what to automate and own it from there.

Start now
Help us prep the call (optional)
What do you want to automate?
Time lost on repetitive work?
How soon do you want to start?
We reply within 24 hours. No lock-in, no obligation.