A CRM that fits the sales process exactly
A trading business managed customers, quotes and enquiries through scattered Excel lists, mailboxes and slips of paper. We built a CRM tailored to how the business actually works – from the first enquiry to handover.
One system for the whole sales process
Pipeline & cases
Configurable kanban pipelines for customers, quotes and search requests – stages freely adjustable without code changes.
Integrated mailbox
All accounts directly in the CRM: reply, forward, attachments, status labels – no switching to an external mail client.
Calendar sync
Appointments sync both ways with the business’s existing calendar, including a daily reminder at login.
Documents & GDPR
Contracts filled automatically from templates, receipts recognised and named via OCR, deletion and consent documented in line with GDPR.
Document generator
CRM data becomes print-ready documents at the push of a button, such as price tags or offer sheets.
Roles & team
Permissions per employee, leave management with an approval workflow, automatic daily backup.
Cross-portal search
Search requests run automatically against several external portals at once instead of searching each platform by hand – hits land directly in the right customer case.
Signature generator
Every employee automatically gets the same email signature with photo, contact details and logo – a consistent presence across all mail.
What changes in everyday work
Instead of 20–30 minutes by hand – the template pulls product and customer data automatically from the CRM.
From 10–20 minutes down to 1 minute when the customer already exists in the CRM.
One search request automatically covers several portals at once instead of visiting each platform by hand.
Hosted locally, backed up redundantly
Local hosting
Runs on the business’s own hardware instead of a third-party cloud – customer data stays in house, no ongoing per-user SaaS fees.
Redundant storage
Daily backups of the database and documents run automatically to a second, separate location – nothing is lost if the local hardware fails.
One tool instead of five
Excel, mailbox, calendar and paper filing have given way to a single system in daily use. New features keep emerging from real day-to-day work, not from the drawing board.