Customer Relationship Management (CRM)

Managing customer relationships and communication

A Customer Relationship Management (CRM) system enables a business to deepen it’s relationships with customers, service users, colleagues, partners and suppliers by bringing all of these relationships and communication channels into one management console. Forging good relationships and keeping track of prospects is crucial for customer acquisition and retention.

Our bespoke CRM software digitises processes and automates tasks to improve the efficiency and effectiveness of customer relationship management. By building each CRM from the ground up, we can develop a solution that meets your needs and supports your operational processes.

Most CRM systems are built as a ‘one size fits all’ solution, which can cause more issues than they solve. Our approach is completely different. We listen and plan with our clients to produce bespoke, expandable and future-proof CRM systems that actually meet the needs of your business. Think about how convenient it would be to consolidate all the streams of data coming from sales teams, customer service staff, marketeers and social media and translate them into actionable business information and profit.


  • Tracking and monitoring of all customers sales journey from initial enquiry through sales funnel
  • Automation and sales tools to sell more efficiently
  • Extensive reporting suite with customisable reporting formats
  • eport builder customisable by different users
  • Accurate forecasting
  • Company-wide pipeline visibility
  • Smart workflows customisable to follow your proven processes
  • Integration with productivity tools
  • 360 degree view of all customer activity and company touchpoints
  • Scheduling of tasks and setting of milestones for completion with email alerts
  • Audit trail of all activities by user


Increases efficiency – by ensuring colleagues and stakeholders are kept up to date with real-time reporting on customers and their status.

Increases profitability – by increasing ROI and internal efficiencies.

Reduces overhead – by streamlining operational processes and reducing administration.

Identifies new opportunities – through exception reporting and analysis of customer feedback.

Enhances customer service – by scheduling tasks and appointments and sending email reminders to ensure none are missed.

Boosts marketing return on investment (ROI) – by identifying customer segments and the most successful campaigns for the specific segments.