What We Do
Six services, one goal: a CRM that fits
From initial strategy through build, migration, integration, training, and ongoing support, we offer an end-to-end service designed for regulated businesses worldwide. You can engage us at any stage.
CRM Consultation
Understand your requirements before committing.
An independent assessment of your current setup, workflows, and compliance obligations. We produce a structured requirements document and honest recommendation, whether that means bespoke development, an existing platform, or a hybrid approach.
- Current system audit and workflow mapping
- Vendor-agnostic requirements document
- Build vs buy recommendation with TCO analysis
- Phased implementation roadmap
Bespoke CRM Development
Purpose-built from the ground up.
We design and build custom CRM systems shaped by your actual workflows, not adapted from a generic template. Fixed-price delivery with fortnightly reviews, full source code ownership, and compliance designed in from day one.
- Requirements workshop before any code is written
- Custom data model and bespoke UI/UX
- API integrations with your existing tools
- GDPR and sector-specific compliance built in
- Full documentation and team training at handover
CRM Data Migration
Safe, structured, zero-downtime migration.
We extract, clean, map, and migrate your data from legacy systems, spreadsheets, or existing CRMs. Full audit trail, validation at every step, and a rollback plan tested before go-live.
- Data audit and field-level mapping
- Extraction, cleaning, and deduplication
- Test migration with validation reports
- Go-live with parallel running and rollback plan
CRM Integration
Connect your CRM to every system that matters.
Custom API integrations with email, accounting, telephony, document management, and sector-specific tools. Built for reliability with error handling, monitoring, and full documentation.
- REST API, webhook, and scheduled sync options
- Email, accounting, and telephony connectors
- Error handling with retry logic and alerting
- Documentation and troubleshooting runbooks
Support & Maintenance
The same team, for the long term.
Most CRM projects are handed over and forgotten. We stay as the single technical team who knows your system, your data model, and your workflows. Rolling monthly plans with no lock-in.
- Bug fixes and security patches
- Feature enhancements as your business evolves
- Performance monitoring and query optimisation
- Proactive quarterly system reviews
CRM Training
Adoption-focused, role-based training.
Structured training designed to drive real adoption. On-site workshops, remote sessions, recorded walkthroughs, and written documentation tailored to each role in your team.
- Role-based sessions for admins, managers, and users
- On-site, remote, and recorded formats
- System administration and reporting training
- Maintained documentation for new starters
End to End
How our services connect
Consultation
We assess your situation and define what you actually need.
Development
We build a CRM shaped by your workflows, not the other way around.
Migration & Integration
We move your data safely and connect your existing systems.
Training
We train your team until they are confident, not just until the project is over.
Support
We maintain and evolve your system as your business grows.
Get Started
Not sure where to start?
Book a free 30-minute call. We will listen to your situation and recommend the right starting point, whether that is a full consultation, a focused build, or simply an honest conversation.
Book a Discovery Call