Customer records built around your data and the way you work.
CRM is about knowing who you are dealing with and why: who they are, what they bought or asked for, who spoke to them last and what happens next. In a lot of small businesses that knowledge lives in an inbox, a spreadsheet and somebody’s head, which works until that person is on holiday.
Big CRM platforms can do all of this, but they charge per user, per month, for features you will never open, and ask you to change how you work to suit them. A focused system built for you does the few things you need, the way you already do them.
People and organisations, linked properly.
Find everyone who bought X last spring.
Every call, email and job in one timeline.
Who said what, and when.
Send from the record, and log it automatically.
Focused systems outperform bloated platforms.
We built Contact Carers, a contact management database and reporting system for carer charities and organisations (see our portfolio). It stores contact details and contact history, gives an administrator a carer’s case history at a glance from a laptop or a phone, and produces the reports and figures needed for funding applications.
Businesses that have outgrown a spreadsheet of customers, or pay for a large platform and only use a corner of it. Quoted on what it needs to do; we usually start with the one part that would help most and build from there. You get the price before we start. Systems like this run on our Professional or bespoke hosting.
Yes. Spreadsheets, old databases and exports from other systems can usually be cleaned and imported.
Up front, usually. Over a few years, often not, especially with several users. We can set out the numbers so you can compare them.
Yes. Website enquiries can land as records, and emails can be logged against the right person.
Describe the contacts you manage.