Service
Custom CRM systems, internal platforms and web applications
We build the systems your team works in every day: a CRM for customers and quotes, a portal for staff or partners, a web platform with your own business logic. We start from the process you already run, in spreadsheets or inboxes, and move it into a system you control, delivered in verifiable stages.
What we build
What we mean by a CRM, an internal platform and a custom web platform
CRM systems
Customer, lead and opportunity records, communication history, tasks and reminders, a sales pipeline with stages of your own, and reports on what happens to every enquiry.
Internal platforms
Portals for staff, partners or clients, dashboards, management of requests, orders, stock or bookings, approval workflows, roles and permissions, and an action log.
Custom web platforms
Web applications with your own business logic: client portals, a B2B catalogue or marketplace, booking systems, calculators and configurators, APIs for other systems.
Integrations
We connect the system to your website forms, email, calendar, invoicing and accounting, couriers, payments, WhatsApp and telephony, Google and Meta Ads leads, and CSV import and export.
Automation
Rules that remove repetitive work: automatic assignment of enquiries, reminders, notifications, messages when a deal changes stage, and data synchronised between applications.
Migration, reports and dashboards
We bring in your data from spreadsheets or other systems, cleaned and checked, and give it back in clear reports: what comes in, what is lost along the way, what brings in money.
Who this service is for
We work with small and medium-sized businesses in services, retail, training, travel and manufacturing. The best fit is a team that keeps customers and quotes in spreadsheets, inboxes or notebooks; loses enquiries because nobody is sure who was meant to reply; copies the same data between three applications; or runs a process of its own that an off-the-shelf CRM cannot cover without compromises. Picture a plumbing company with crews in the field: requests arrive by phone, website and WhatsApp, appointments sit in one calendar, quotes in a document and invoices in another application. Each of them works, but none knows about the others. A custom system brings the whole flow into one place, with that company’s own stages and roles.
When we would not recommend a custom system
We do not sell custom development by reflex. If a ready-made CRM covers your needs (a monthly subscription, configured well, often costs far less than a system built from scratch), we will tell you so on the first call. Likewise, if all you need is a brochure website, a blog or a standard shop, WordPress or WooCommerce is usually the sensible choice. A custom system makes sense when your process differs from the standard one, when adapting a ready-made product would cost more than building, or when your data and workflow are a competitive advantage you do not want to leave inside a closed platform. The full decision criteria are in our guide WordPress or a custom website?
How this differs from custom websites and web apps
Our custom websites and web applications page is for businesses that need a website with special features: calculations, user accounts, a shop with its own logic. Here we are talking about working systems: tools your team uses every day, with customers, requests, tasks, documents and reports. The two are different needs and we handle them separately, even though they sometimes share the same technology.
How we work
From analysis to launch, in stages you can verify
We do not build everything in silence and show you the result at the end. Every stage finishes with something you can open, test and correct.
Analysis and discovery
We talk to the people who use the process daily, not only to the manager. We map the real steps, the existing data, the exceptions and the bottlenecks. The outcome is a prioritised list of requirements and a written quote, broken into stages.
Prototype and wireframes
Before any code, you see what the screens and flows will look like: the request form, the customer list, the dashboard. You correct things on paper, when a change costs almost nothing.
MVP delivered in stages
We build the core first, the part that solves the most expensive problem, as an MVP your team can use for real. The remaining features are added one at a time, each stage with a demonstrable deliverable.
Iterations, feedback and testing
Your team works in the system and its feedback drives improvements. We test against real scenarios, including the awkward ones: missing data, duplicates, a user who presses the wrong button.
Training and launch
We train your team on its own workflows rather than from a generic manual, import the data from the old systems and launch in a controlled way, ideally with a period when the old and new systems run side by side.
Support and maintenance
After launch we stay close: fixes, security updates, backups that are actually tested, and ongoing development, on subscription or on request.
What you receive, specifically
- Project documentation: requirements, workflows, data structure and user instructions;
- A working system, delivered in stages, with access to a test environment throughout;
- Access to the code and the data: they are yours, not the supplier’s, and any competent developer can take the project over;
- Backups configured, and a documented restore procedure;
- Training for your team and short guides for new colleagues.
Security and data protection (GDPR)
A CRM holds exactly the kind of information you do not want seen by the wrong people: contact details, the history of each customer relationship, quotes. By design we provide roles and permissions (each user sees only what they need), secure authentication, an action log (who changed what and when), regular backups and encryption in transit. We collect and keep only the data that is necessary, with retention periods agreed with you. When we process personal data on your company’s behalf, we sign a data processing agreement (DPA), and on request we can arrange hosting in the European Union.
The information above is a general guide and is not legal advice. For your company’s specific obligations on personal data, check with a lawyer or a data protection officer.
Our difference: a CRM connected to your marketing
Most software suppliers do not run advertising, and most marketing agencies do not build systems. We do both, and that matters where most money is lost: between the click and the sale. We connect the CRM to your website, to leads from Google Ads and Meta Ads, to email marketing and to GA4, so that for each campaign you learn not only how many enquiries it brought but how many customers, and what a customer costs. That closes the loop between advertising and sales. To run the numbers on your own figures, use the customer lifetime value and acquisition cost calculator, and for the basics of measurement read the GA4 guide for business owners.
Price and timescale
We do not publish fixed rates, because a simple CRM and a platform with dozens of features have little in common. The budget depends on the scope: how many processes, how many users, how many integrations, how much data must be migrated. We start with an analysis and a written quote, broken into stages, with no commitment, so that you can decide one stage at a time. The company is not a VAT payer, so the prices in the quote are final. We do not promise a fixed duration up front: we work in stages, each with a demonstrable deliverable, and timescales are set after the analysis. To prepare, our digital maturity scanner helps you see what you have and what is missing.
Technology
We use modern web technologies, chosen for the needs of the project rather than for our own preferences. Sometimes the right answer is an application written to order; at other times WordPress or a ready-made product, configured and integrated, does the job better and for less. The group’s founder has web development experience on both WordPress and custom platforms (see the about us page). If you want your team to automate with artificial intelligence, they can learn how in our dedicated training.
Benefits
What you gain in practice
One place for your data
Customers, quotes and history are no longer scattered across files and inboxes; anyone on the team can quickly find what they need.
Less repetitive work
Manual copying between applications and reminders kept in people’s heads disappear, and the risk of errors falls.
Visibility over sales
See which stage each opportunity is at, where enquiries are lost and which campaigns bring customers, not just clicks.
Control and ownership
The data and the code are yours and documented, with no dependence on a supplier who can change the price or the rules.
Frequently asked questions
Frequently asked questions about custom CRM systems and platforms
What is a CRM, and do I need one?
A CRM (Customer Relationship Management) system keeps data about customers, leads and quotes in one place, along with communication history and your team’s tasks. You need one when enquiries get lost, nobody knows who promised what, or you cannot say how many customers a campaign brings. For small volumes, a ready-made tool is sometimes enough.
When is a custom CRM worth it instead of a ready-made one?
When your process does not fit a standard product without compromises, when you need special integrations, or when the cost of adapting a ready-made product ends up above the cost of building. If a SaaS subscription solves your problem, we will recommend that rather than a custom project.
What is the difference between a CRM and an internal platform?
A CRM focuses on customer relationships: leads, opportunities, history and sales reports. An internal platform covers any other business process: requests, orders, stock, bookings, approvals. They can be combined in one system with the same accounts, roles and data.
How do you migrate data from Excel or another system?
We review your files or the existing export, clean duplicates and inconsistent fields, import the data into a test environment and let you check it before launch. The old and new systems can run side by side for a while, so nothing is lost.
Who owns the code and the data?
You do. We deliver documentation and access to the code and the data, with no hidden dependencies, so any competent developer can take the project over. We want you to stay because the collaboration works, not because you are locked in.
How is my customers’ data protected?
Through roles and permissions, secure authentication, an action log, backups and encryption in transit. We collect only the necessary data, sign a data processing agreement (DPA) where needed and can arrange hosting in the EU. For specific legal obligations, check with a lawyer.
How much does it cost and how long does it take?
It depends on the scope, so we do not give figures without an analysis. We start with a written quote, broken into stages, with no commitment. The timescale is set after the analysis: we work in stages, each with a demonstrable deliverable. We are not a VAT payer, so the quoted price is final.
Can the CRM be connected to Google and Meta ads?
Yes. Leads from ad forms and from your website can flow straight into the CRM with the campaign source preserved. When a sale closes, the outcome goes back into the marketing report, so you see what a customer really costs, not just what a click costs.
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Start with an analysis of your process
Tell us how you work today and where time or money is lost. We will reply with an honest, staged proposal, including the option of a ready-made product when that suits you better, with no obligation.
[email protected] · 0771 430 955