Both founders log in to the same dashboard. Behind it, the system checks for replies, sends only the emails we approve and keeps a Google Sheet in sync as the fallback record.
Emails waiting for approval, replies to answer and the next emails due to go out. Approve a batch in one click.
Screenshots of our CRM, shown with example data so no real business details appear.
That's what ours does, because that's how we sell. Yours can be built to do anything your business needs.
Built around how your business sells. The scope is agreed before anything is built.
We start with how leads reach you, who follows them up and what a won job looks like, then design the CRM around that.
One screen that shows every lead, the stage it's at and what needs doing today, for everyone on your team who needs it.
Stages named the way your business talks, from first enquiry to quote, job and won, with every change logged.
Reminders, follow-up emails and reply checks that run on their own, so nothing depends on someone remembering.
We scope what the CRM connects to, such as your inbox, website forms and spreadsheets, before we build it.
A regular report on where every lead is up to, set up to land when and where you want it.
Every lead, email and change is mirrored to a Google Sheet that stays as the fallback record, so the data always has a second home.
Nothing goes out until one of us approves it. A reply, a bounce or an opt-out stops the sequence, and clients and live quotes sit on an excluded list so they're never cold emailed.
Each email in the sequence runs a rolling A/B test. When one version wins, it becomes the standard and the next test starts. A pipeline report comes through every week.
If an off-the-shelf CRM suits you better, we can set up the one you already use. Pair either with B2B lead generation and every cold email reply lands in your CRM. Add marketing automation and the follow-ups run on their own.
Your CRM is set up in your name and stays yours if you leave, along with the data in it.
Your inbox, website forms, spreadsheets or the other tools you run on: we map what the CRM needs to work with before we build it.
Custom CRMs are quote only, because no two are built the same. Tell us what you need and we'll scope it and come back with a quote.
We map out what the CRM needs to do, then give you a written quote before any building starts.
The number of stages and screens, the tools it works with and how much of the follow-up it takes off your hands.
You pay for the CRM your business needs, not a platform full of features you'll never touch.
Custom CRM builds are handled by the founders, not passed through layers of account management.
Why businesses work with us
You deal with the two founders doing the work, not an account manager.
Search, ads, email and the website are planned together, so they support each other instead of competing.
Your CRM and the data in it stay in your name, and so do your ad and analytics accounts.
We map your process first, then build the CRM to fit it, not the other way round.
We build a custom CRM or set up the one you already use, whichever suits how you sell.
We run our own outbound on the CRM we built, so we build yours as people who use one every week.
What working with us on a custom CRM looks like, step by step.
How leads reach you now, how your team follows up and what you want the CRM to do.
We map it out and give you a written quote before anything is built.
We build it around your process, with your input along the way.
It goes live set up in your name, ready for your team to use.
