What it is
A tailored CRM or client management system for tracking enquiries, managing relationships, logging communications, and moving deals or projects through your pipeline.
Who it is for
UK consultancies, agencies, trades, and service businesses that have outgrown a shared inbox and spreadsheet for managing clients — especially where off-the-shelf CRMs do not fit the workflow.
Typical features
- Lead and client contact management
- Pipeline or status tracking
- Follow-up reminders and task assignments
- Communication and meeting notes
- Document storage per client
- Basic reporting on pipeline and activity
Business benefit
Fewer missed follow-ups, clearer visibility into your pipeline, and a single source of truth for every client relationship — without paying for CRM features you will never use.
Technologies we use
Next.jsTypeScriptPostgreSQLAWS S3