One system for customers, jobs, invoices and numbers.
A CRM and admin panel built around how your business works. Customer records, jobs, quotes, invoices, payments and live dashboards in one place, with owners, managers and supervisors each seeing exactly what they need.
Your business has outgrown the patchwork.
Details spread across phones, inboxes and spreadsheets make every job slower than it should be.
- 01Everything is scatteredCustomer details, jobs and invoices live in phones, inboxes, spreadsheets and notebooks.
- 02Generic software doesn’t fitBig off-the-shelf tools are full of features you don’t need and missing the ones you do.
- 03Invoices go out lateBilling waits until the weekend, so payment arrives weeks later than it should.
- 04No clear view of the businessWithout one place to see jobs, sales and money owed, decisions are made on guesswork.
One system for the whole business, built around you.
Most small businesses run on a mix of phones, inboxes, spreadsheets and notebooks. We bring customers, jobs, quotes, invoices and numbers into one admin panel, using your own terms and fields.
Owners, managers and supervisors each get the right view and permissions, money stays with the people who should see it, and every record is backed up every night.
- Customer records
- Jobs and orders
- Quotes and invoices
- Online payments
- Dashboards
- Roles and permissions
- Website content control
- Data import
CRM & Business Software Services
Customers, work, money and numbers in one place.
Custom CRM Development
A CRM modelled on your business, with customers, contacts, sites, assets and history in one record, using the terms your team already uses.
Talk to our teamJob & Order Management
Every job or order tracked from enquiry to invoice through stages your team updates, with owners and next steps always visible.
Talk to our teamQuotes, Invoicing & Payments
Branded quotes accepted online, VAT-compliant invoices, card payments and receipts, all tied to the job and synced to your accounts.
Talk to our teamDashboards & Reporting
Live dashboards for revenue, jobs, bookings and money owed, drawn directly from the system and summarised by email each morning.
Talk to our teamRoles, Permissions & Security
Owner, manager and supervisor views with permissions down to view, edit, delete and export, plus a full audit trail of every change.
Talk to our teamSee it working in your industry.
Open a live demo: the customer website and the full admin panel behind it.
Works with your accounts, payments and email
- Salesforce
- HubSpot
- Zoho
- Xero
- QuickBooks
- Sage
- Stripe
- Outlook
CRM & Admin Panels: common questions
Can’t see your question? Tell us about your business and we’ll answer it directly.
Custom software only contains what your business needs, uses your own terms and connects directly to your website, bookings and payments, so your team actually uses it.
Yes. Every live demo on our site includes a working admin panel you can open, edit and explore right now.
Yes. Every invoice includes a secure pay-by-card link, and payments are marked as paid automatically.