Stop Losing Track of Customers and Conversations

A customer management system designed around how your business actually works. Not another bloated CRM you'll never use.

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The problem

Your customer information is scattered everywhere. Some is in a spreadsheet. Some is in your email. Some is in WhatsApp messages you'll never find again. When a customer calls, you can't quickly pull up their history. You end up asking them things they've already told you.

Following up with leads? It's a guessing game. You know there are people you should be contacting, but you can't remember who, or when you last spoke to them. Opportunities slip through the cracks because nobody's keeping track.

When a team member is off sick or leaves the business, their knowledge goes with them. Nobody knows what's happening with their clients. Conversations get lost. Promises get forgotten. Your customers notice.

How I solve it

Everything about your customers. In one place. Always up to date.

Single customer view

One page per customer with everything you need. Contact details, notes, history, upcoming work, and past invoices. No more digging through emails.

Interaction history

Every call, email, meeting, and note logged in one timeline. When a customer rings, you know exactly where you left off. Even if it was months ago.

Follow-up reminders

Set reminders to follow up with customers on specific dates. Get notified when it's time. Never let a lead go cold because you forgot.

Custom fields

Track the things that matter to your business. Property type, contract value, preferred contact method - whatever you need. Not what a generic CRM thinks you need.

Search and filter

Find any customer in seconds. Filter by status, location, last contact date, or any custom field. Export results when you need them.

Team access

Everyone on your team gets the access they need. Role-based permissions mean you control who sees what. No more single points of failure.

Why not off-the-shelf?

Salesforce is designed for enterprise sales teams with dedicated admins. HubSpot gives you 500 features when you need 10. Monday.com is a project tool pretending to be a CRM. None of them are built for how your business actually works.

You don't need a bloated system that takes weeks to set up and costs a fortune per user. You need a simple, fast tool that your team will actually use. That's what I build.

Example

Mike runs a small landscaping company with 4 staff. Customer details were split across three spreadsheets, two email inboxes, and whatever his team could remember. When a regular customer called, Mike often couldn't recall what work they'd had done before or what was quoted.

I built him a simple CRM where every customer has a profile with their property details, job history, quotes, and notes. His team logs notes from site visits on their phones. Follow-up reminders make sure no lead gets forgotten.

Mike reckons he's won back at least 5 customers in the first two months who would have slipped away. His team spend less time searching for information and more time doing the actual work. When someone's off sick, everyone else can see exactly what's going on.

Frequently asked questions

Can I import my existing customer data?

Yes. Whether your data is in spreadsheets, another CRM, or a mix of both, I'll handle the import for you. I clean it up, remove duplicates, and make sure everything lands in the right place. You don't have to lift a finger.

Can my whole team access it?

Absolutely. Every team member gets their own login. You control who can see what - maybe your admin team sees everything, but your field staff only see their own customers. I set up permissions that make sense for your business.

Is it like Salesforce?

It's the useful bits of Salesforce without the bloat. You won't spend weeks learning how to use it or pay for hundreds of features you'll never touch. I build exactly what you need - a system your team will actually use.

Can I track quotes and invoices too?

Yes. I can build in quote tracking, invoice management, or link it to your existing accounting software. Everything about a customer - from first enquiry to latest invoice - in one place.

Ready to Get Your Customers Organised?

Tell me how you manage customers today. I'll show you a better way.