Software · CRM & Case Management
No lead left in somebody's inbox.
A pipeline, a customer record and a case history in one place — built around how your team actually sells and follows up, not around a template for a company that is not yours.
CRM & Case Management
- Typical length
- 4–6 weeks
- What you get
- 6 written deliverables, listed below
- What decides the number
- Number of pipelines and roles, the channels it has to capture from — email, WhatsApp, web forms, calls — and whether it has to hold documents.
- Scoping
- One call, then a written scope. We say no when it is not ours.
Contact salesGet a quote
01 The terms
Quoted per project, after a call. We do not publish a band for this, because a number without a scope is a guess and you would have to unpick it later anyway.
Tell us what the work has to do and when it has to be done, and you get the scope and the number in writing — or a straight answer that this is not ours.
02 Try it
Interactive demo
Drag deals through the pipeline and watch the weighted forecast move.
03 The problem
Leads arrive by email, WhatsApp, the website and the phone, and live in four places. Follow-up depends on who remembers. The deal that went quiet went quiet because nobody noticed.
Off-the-shelf CRMs fix this by making your team work their way, and half the team quietly goes back to the spreadsheet.
04 What you get
- Pipeline with your stages, your fields and a live weighted forecast
- One record per customer across every channel
- Follow-up reminders and SLA timers that escalate before something is missed
- Documents stored securely against the customer, with verification if you need it
- Role-based admin portal and a customer-facing portal if you want one
- SMS, email and WhatsApp notifications
05 How it runs
- Week 1
- How you actually sell, mapped from your last fifty deals.
- Weeks 2–4
- Pipeline, records, channels and timers built.
- Weeks 5–6
- Your existing contacts imported, team onboarded.
06 Whether this is for you
This is for you if
- Service firms, agencies, consultancies, clinics, B2B sellers
- Teams that tried an off-the-shelf CRM and drifted back to spreadsheets
- Anyone managing cases with deadlines, not just sales with stages
This is not for you if
- Teams happy on an off-the-shelf CRM — configure it rather than replace it
- Enterprise sales operations with hundreds of seats
- Marketing automation and email campaigns at volume
07 Proof
For an immigration consultancy we built a case-management system — role-based admin portal, automated SLA tracking, document workflows and biometric identity verification. That is the case-management half of this offer; we have not yet shipped a sales-pipeline CRM for a client.
08 Questions
Can it import from our current CRM or spreadsheet?
Yes, and we reconcile the import with you before anyone relies on it.
Next 4–6 weeks
CRM & Case Management
Tell us what the work has to do and when it has to be done. You will get a person who has read it, not a sequence.