HomeDigital SolutionsOur CRM
The CRM, service desk and customer portal we built for ourselves, and the system we run our business on today. Sales, delivery, support and billing share one record, so our team and our customers always see the same picture.
An IT support business juggles a lot: deals and quotes, contracts and renewals, orders and installs, support tickets with response targets, and invoices that have to match all of it. Spread across separate tools, the same customer gets typed in again and again, and nobody is quite sure which copy is right.
So we built one system around how we actually work. Every customer has one record, and everything we do for them hangs off it, from the first enquiry to the last invoice. It is what our whole team uses every day, and what our customers see when they sign in to the customer portal.
Six areas of the business, one place to work. Everything runs in the browser, on a desk or on a phone.
From first enquiry to signed agreement, with every step visible on the deal.
Contracts, orders and visits followed through to the last item installed.
Every support request tracked against the targets in the customer's plan.
Customers sign in with their Microsoft account and see exactly where things stand.
Invoices worked out from what was agreed and delivered, ready for a person to check.
Designed so finding something and changing it takes seconds, not minutes.
Our CRM does not replace good systems that already work. It connects to them, so information flows between them instead of being typed in twice.
Quotes and invoices are created in Xero from the CRM, payments flow back on their own, and every PDF is filed against the customer.
Sign-in with Microsoft accounts, Outlook calendars and invites, Teams meetings and alerts, and documents filed in SharePoint.
Subscription and usage data from the platforms we resell is imported automatically and turned into each month's invoices, without anyone re-keying it.
New customers are checked against Companies House, domain records and sanctions lists, with a person signing off every result.
A system that holds customer data, contracts and money has to be careful by design. Automation does the legwork, but anything that reaches a customer or changes what they pay is checked by a person first.
Customers can see how our own services are running at any time on our public status page.
Our CRM is built for an IT business, but the problem it solves is common: the same information typed into several tools, nobody sure which is right, and customers ringing to ask where things stand.
We build systems like this for other businesses, shaped around how you work, connected to the tools you already pay for, and hosted and supported by the same team afterwards.
Want a system like this built around your business? Tell us what you juggle today and we will show you what one record could do.