Customer and sales records
Enquiries, conversation history and account managers’ tasks in one place.
- CRM setup
- Connection to your site, email and messengers
- Sales stages and reporting
We connect websites, customer records and internal services. We automate repetitive work and build tools around how your company operates.
Requirements first. Technology and quote second.We start from a concrete task. You can roll out a single tool or build the system in stages.
Enquiries, conversation history and account managers’ tasks in one place.
Repetitive actions run to rules you can read.
Help for staff and customers with routine questions.
For when off-the-shelf software is not enough for the way you work.
You can start with a single enquiry route, one integration or one assistant. We define the boundaries of the task and the readiness criteria before development.
Run the demo: an enquiry goes through first-line handling, lands in the record system and becomes a task for a colleague.
From enquiry to decision —
showing how technologies
become a single system.
One space for the team, the customers and the decisions.
We account for the tools you already run, your access requirements and how ready the team is for change.
We talk the tasks through with your team and collect the requirements, the constraints and the links to other systems.
We describe the scenarios, the make-up of the solution, the rollout stages and the acceptance criteria.
We show interim results, connect the systems and test the working scenarios.
We prepare the documentation, walk your team through the solution and agree ongoing support.
We define who sees the data and what actions they can take.
We agree the order of rollout so the team can absorb the changes.
We put the design of the solution and the rules for working with it in writing.
Quoted after we review the task. Scope depends on integrations, users and requirements.
Need a straightforward website? See the packagesTell us what you want to change. We will discuss the approach, the cost and the next step.