Run the business
A custom CRM and dashboard built around your business
Most owners run their business across a phone, a calendar, a spreadsheet, WhatsApp and their memory. Nothing talks to anything, so nobody can say how many enquiries came in this week or which ones booked. We build a custom CRM with a dashboard that brings every lead, booking, call and message into one place, with live numbers, shaped around how your business actually works.
The problem we fix
Off-the-shelf CRMs are built for sales teams in large companies. They come with fields you do not need, miss the ones you do, and end up abandoned after a month. So the real data stays scattered: enquiries in WhatsApp, bookings in a calendar, quotes in email and the owner's head holding it all together.
What we set up, step by step
- Your process first. We map how an enquiry becomes a booked, paid job in your business, step by step.
- One place for everything. Calls, WhatsApp, Instagram, website enquiries, bookings and quotes flow into the CRM automatically.
- A dashboard that answers questions. Live numbers for what you care about: enquiries, bookings, sources, follow-ups due and what is waiting on you.
- Fields and stages that fit. Only the information your team needs, in the order they work.
- Connected to your tools. Linked to your calendar, messaging and the systems you already use, so nobody copies data by hand.
What your day looks like after
You open one screen and see where everything stands: who enquired, who booked, who needs a follow-up and where your best clients come from. Your team stops asking each other who replied to whom. Decisions about where to spend time and money are based on your own numbers instead of a feeling.
The CRM and its data are yours.
Where it fits
The CRM is the back office of the Client Capture System. It is fed by the AI receptionist, Instagram DM automation and lead follow-up automation, and can grow into a custom business app for your team. See all our services.
How we build it with you
We start small and useful: the stages your enquiries actually go through, the information your team needs at each stage and the three or four numbers you want to see every morning. Once that works, we add the rest, such as quotes, invoices or team tasks, only if they earn their place.
Your team sees a version of the CRM early, uses it on real enquiries and tells us what gets in the way. We adjust before handover, so the system fits how people work instead of asking them to change.
Questions
Why not just use an off-the-shelf CRM?
Sometimes that is the right answer, and we will say so. A custom CRM makes sense when your process does not fit the standard tools, or when you need everything in one place without paying for features you never use.
What does the dashboard show?
The numbers that matter to you, such as enquiries, bookings, sources, follow-ups due and response times, updated live.
Can it connect to the tools I already use?
Usually yes. We connect calendars, messaging, forms and other systems, often with N8N workflows and direct APIs.
Who owns the data?
You do. The CRM and everything in it belong to your business.
Can my team use it on their phones?
Yes. It is built to work on phones as well as desktops.
How long does it take?
It depends on the size of your process. We agree the scope and timeline on a short call, and nothing goes live without your approval.
Start with a free demo
We build first: you see a live demo of your new website within 24 hours, before paying anything. Then a 30-minute call to walk through it.
All services The Client Capture System n8n workflow automation Custom business app Lead follow-up automation