Software and automation
Custom CRM
A CRM built to your exact process, with only the features you use.
Who it is for
Businesses whose process does not fit an off the shelf CRM, or who pass leads on to partner businesses.
What is included
- Lead lists with the fields your process needs
- Statuses that match your own stages
- Notes and a full history on every lead
- Partner logins that show each partner only their own leads
- Separate branding for each campaign
- Daily alert emails with new leads and anything that has stalled
How it works
- We map your process from first enquiry to finished job.
- We build a first version you can click through.
- We connect your forms and lead sources so leads arrive on their own.
- We add partner logins, alerts and reports once the basics are in daily use.
- We keep improving it as your process changes.
Good fit with
- Lead routingEvery lead from every form lands in your CRM within minutes.
- Lead tracking dashboardsSee where every lead came from, what it cost and where people dropped off.
- Automated reports and alertsThe numbers you need, sent on a schedule, and a message when something breaks.
- Conversion tracking and cookie consentYour ad platforms learn from real enquiries, with consent asked for properly.
Talk to us about Custom CRM
Tell us about your business and what you want to change. We will reply with the next steps.