One place for every customer
Every customer and every job, in one place.
Every call, message and booking is filed against the right customer by itself. You see who is waiting, and nothing slips through.
Show me how
Every call, message and booking is filed against the right customer automatically. You can see at a glance who enquired, who is waiting for a quote and who needs a follow-up. This is a CRM (customer records system), set up around how your business actually works.
Free 30-minute call · nothing to sign
Before and after
What changes for your customer.
- Notes in three places
- Who called back?
- Quote forgotten
- One customer record
- Next step shown
- Followed up on time
What it does
All your customers, enquiries and jobs in one place, so nothing slips through the cracks.
- Customer records that fill themselves in from calls, messages and bookings
- A clear view of every enquiry and job, from first contact to paid
- The keenest customers shown first, so your team knows who to call
- Alerts when something has been waiting too long
- An assistant your team can ask questions in plain English
Step by step
How it works.
One record for every customer, with every call, message and booking attached.
A simple board showing each enquiry and job and where it is up to.
Enquiries sorted so the most likely customers are at the top.
Your staff can ask questions about customers and get draft replies in seconds.
Who does what
Your part is small.
Show me who does what
You
- Join the free call and the Operations Map
- Tell us your prices, rules and who takes over
- Approve the important steps when asked
- Read the monthly report
Us
- Set it up in accounts in your business's name
- Connect it to the tools you already use
- Test it with you before any customer sees it
- Watch the first weeks closely and fix anything unclear
Timeline
Live in 10 working days.
Counted from the day you sign off the plan.
Before day 1
- CallA free 30-minute call about how enquiries reach you today.
- MapThe Operations Map: where your time and money leak, in numbers.
- PlanA fixed quote in writing. You sign it off and day 1 starts.
10 working days
- Day 1
- Day 2
- Day 3
- Day 4
- Day 5
- Day 6
- Day 7
- Day 8
- Day 9
- Day 10
- BuildWe set it up, connect your tools and test it with you.
- TestYou and your team try it before any customer sees it.
- LiveIt goes live on day 10, and we watch the first weeks closely.
Each month: a short report in plain words, with one thing to improve.
Questions
What people ask.
Businesses running on spreadsheets, notebooks or memory, where enquiries get lost.
When customer details live in five places, enquiries get forgotten and follow-ups never happen.
The first phase is live in 10 working days from sign-off. You test it yourself before any customer sees it.
See what it would do for you.
A free 30-minute call. We look at how enquiries reach you today and show you what we would build first.
Nothing to sign.