Pipeline and stages
Every enquiry sits at a stage, and the stages come from your process rather than ours. What is waiting where becomes visible from the list instead of something you have to ask people about.
Custom CRM Software
In most companies enquiries are not lost because someone stopped caring. They are lost because the record is scattered. One conversation happens on the phone, someone writes a line in a spreadsheet, someone else calls the same customer again, and nobody knows what was last agreed.
We start by looking at how the company actually sells. Rather than pushing the stages of an off-the-shelf tool onto the business, we put the stages the business already uses into the system.
Talk to us about thisWhat the System Covers
Ownership and assignment
Every enquiry has an owner. An enquiry that belongs to nobody gets picked up by nobody, and that is usually the one that disappears. Assignment can be manual or driven by a rule.
Contact history
Every conversation with the same customer gathers under the same record. When someone new takes over they can read the history and carry on, instead of making the customer explain it twice.
Tasks and reminders
Following up becomes a record rather than an intention. A dated task is opened, it surfaces on the day, and it stays on the list until it is actually done.
Quotes and conversion
The quote belongs to the same record rather than a separate folder. How many quotes went out and how many turned into work becomes a number instead of a guess.
Permissions
A salesperson sees their own accounts and a manager sees the whole picture. Who can see what is defined from the start, because a customer list is the easiest thing in a company to walk out of the door.
How We Work
- We do not invent the stages, we take them from how the company already sells.
- The screen the team uses every day comes before the report opened once a month.
- The data can stay on your own server, with no monthly per-user fee.
- Transfer to the software you already run is planned at the start, not bolted on later.
Frequently Asked Questions
An off-the-shelf CRM asks you to fit your work into its shape, and most teams stop using it because the shape does not fit. If your process is standard, the ready-made tool is cheaper and faster, and we will say so plainly. If your process is the thing that makes you different, a custom build protects that difference.
If that software exposes a connection, yes, customer and quote records can move in both directions. If it does not, the transfer is done by file. The thing to settle at the start is which side holds the truth, meaning which one wins when the same record is changed in both.
Either on your own server or on one we manage, both are possible. A customer list and its conversation history count as commercial confidence, so access is role based and exports are logged.
This is the most common way these projects fail, and it usually happens because the system makes the work harder. So we put the most frequent task on the shortest path. If a salesperson cannot log a call in three clicks they will not log it, and within a few weeks the system is empty.
What We Have Written About This
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