Map how you work
We sit down with you and map your process: where enquiries come from, what happens next and where things fall through the cracks.
You get a clear map of your processCRM setup & integration
Every enquiry in one place.
Followed up automatically.
We’re ZERO FAFF. We set up and manage CRMs like HubSpot, Pipedrive, Zoho and monday.com, or build one around how you work, then connect it to your website, ads and inbox so nothing slips through the cracks.
Sam fills in the form on your website. Within a second, they’re in your CRM.
Website forms, ad leads, calls, WhatsApp and emails all feed straight into the CRM, with where they came from, what they asked for and who’s looking after them. No sticky notes, no lost emails, no “did anyone call them back?”.
Sam gets a reply in under a minute, and your team gets a reminder to call.
The CRM sends a friendly email and text straight away, creates a task for whoever’s on it and logs every call, message and visit on Sam’s timeline, so anyone can pick it up and know exactly where things stand.
You send Sam a quote. The CRM makes sure it doesn’t go quiet.
See when a quote’s been opened, and let the CRM chase it for you. Build your own follow-up below: it’s the kind of automation we set up for every client, so warm leads never go cold.
Sam says yes. One drag, and the rest happens by itself.
Your whole pipeline on one board: what’s new, what’s waiting and what’s won, with the value of every deal. When a deal’s won, the CRM can send the invoice, update your accounts and let the team know.
The job’s done. The CRM keeps Sam close, so they come back and tell their friends.
Review requests, check-ins, reminders and offers go out at just the right time, so happy customers leave reviews, book again and recommend you, without anyone having to remember.
Most businesses don’t need anything custom. They need a good CRM, set up around how they work, connected to everything and actually used. We’ll recommend the right one (including the free plans), set it up, move your data across, connect your website and ads, build your automations and train your team.
When the way you work doesn’t fit a standard system, we build one that does: your stages, your fields, your jobs, your reports, connected to your website, bookings, accounts and anything else with an API. It’s yours, it does exactly what you need and nothing you don’t.
Jobs this week
Every lead, every source, every pound in your pipeline, on one screen, so you can see where your best customers come from and do more of it.
An example dashboard. Yours shows your own numbers, the way you want to see them.
Seven steps, one point of contact, and a CRM your team will actually use.
We sit down with you and map your process: where enquiries come from, what happens next and where things fall through the cracks.
You get a clear map of your processWe recommend the CRM that fits your business and budget, or plan a bespoke one if nothing on the shelf will do.
You get an honest recommendationYour stages, fields, pipelines and team, set up properly, with your existing contacts tidied up and moved across.
You get a CRM that fits like a gloveWebsite forms, ads, email, calls, bookings and accounts, all wired in, so leads arrive and update themselves.
You get everything joined upInstant replies, reminders, quote follow-ups and review requests, built so the CRM does the remembering for you.
You get follow-ups on autopilotShort, plain-English training for everyone who’ll use it, with simple guides to come back to.
You get a team that actually uses itWe keep it running smoothly, tweak it as you grow and are on hand whenever you need help.
You get support whenever you need itTell us how you work today and we’ll come back with a plan and a fixed price, usually the same day.
Let’s get organisedMost small businesses lose enquiries without ever knowing it: a missed call, a form nobody saw, a quote nobody chased. Not because they don’t care, but because they’re busy doing the work.
A CRM set up properly fixes that. Every enquiry lands in one place, gets a reply in minutes and is followed up until it’s won or closed, without anyone having to remember.
And because it’s connected to your website and ads, you finally see which marketing brings in the customers, not just the clicks.
Forms, ads, calls and messages, all in one place.
Every enquiry answered in minutes, day or night.
Quotes chased and reminders set, without lifting a finger.
See every deal, its value and what happens next.
Where leads come from and what turns into sales.
Everyone shown how to use it, in plain English.
We fit the CRM to your business, not the other way round, so your team actually uses it.
Often a free or cheap plan is plenty. We’ll tell you, rather than sell you something bigger.
We also build websites and run ads, so leads flow straight in and you can see what’s paying off.
We’re based in Durham and set up CRMs for businesses right across the North East, and for plenty further afield, by video call. Find your area to see what else we do near you.
A CRM (customer relationship management system) is one place for every enquiry and customer: who they are, where they came from, what you’ve said to them and what happens next. A good one also does the chasing for you, with automatic replies, reminders and follow-ups.
It depends on how you work and how big you want to grow. We set up and manage HubSpot, Pipedrive, Salesforce, Microsoft Dynamics 365, GoHighLevel, Zoho CRM, monday.com and Asana, and we’ll recommend the one that fits, honestly, including the free and cheaper plans. If none of them fit, we can build one around your business.
Most small businesses are best on an off-the-shelf CRM: it’s quick to set up and costs less. A bespoke CRM makes sense when the way you work is unusual, or when you need it to connect deeply to your website, booking system or other software. We’ll tell you which you need, and why.
Yes. Website forms, Facebook and Instagram lead ads, Google Ads, WhatsApp, calls, bookings and your email inbox can all feed into the CRM automatically, so every enquiry lands in one place without anyone copying it across.
Yes. We tidy up your spreadsheets, old CRM or email contacts and import them properly, so you start with clean data rather than a mess.
That’s the point of setting it up properly. We keep it simple, build it around how your team already works, and train everyone in plain English. And we’re on hand afterwards when questions come up.
Setup is a fixed price, agreed before we start. The CRM itself may have its own monthly subscription, which you pay directly and we’ll be upfront about. Ongoing management is optional, with no long contract.
You do. The CRM is set up in your business’s name and your customer data stays yours.
Tired of chasing?
Tell us how enquiries reach you today and what happens next, and we’ll come back with a plan and a fixed price. No hard sell, no faff.