Services / CRM & Sales

The system that helps you close more deals.

Leads are only valuable if you can manage and convert them. So we built our own all-in-one growth platform — one place to capture, follow up and close, set up and managed for you.

01 / why it matters

Most deals are lost to disorganisation, not competitors.

Slow follow-up, dropped leads, no clear process, and a contact list nobody markets to. A solid CRM turns that chaos into a repeatable engine — so revenue depends on a system, not on luck.

Nothing goes coldAutomatic follow-up from the second a lead lands.
One login, not ten toolsCRM, calendar, email, SMS and reporting in one place.
You can see the whole pipelineEvery deal, every stage, every owner.

02 / what we do

The platform and the process to sell more.

Set up around how you actually sell, migrated cleanly, and taught to your team.

  • 01Our all-in-one platformCRM, pipelines, automation, calendars, email, SMS and reporting under one login.
  • 02Setup, customisation & migrationBuilt around how you sell, with your data moved cleanly.
  • 03Sales pipeline developmentClear stages, so you always know where a deal stands.
  • 04Lead, contact & deal managementOrganised data, smart routing, nothing forgotten.
  • 05Email marketingCampaigns and newsletters that keep you top of mind.
  • 06SMS marketingDirect, high-open-rate texts that drive fast action.
  • 07List growth & retention flowsTurning contacts into repeat customers automatically.
  • 08Scripts, proposals & quotesThe words and tools that move deals to signed.
  • 09Call tracking & forecastingReal visibility into every conversation and number.
  • 10Sales training & performanceBuilding a team that consistently closes.

Want this handled for you?

Book a CRM walkthrough See how we work →

03 / the platform

One place where every lead lands.

This is the system we set up and run for you — the pipeline, the automatic follow-up, and the dashboard that tells you the truth.

pipelineLIVE
New14
Website enquiry2 MIN AGO
Missed call9 MIN AGO
Contacted23
Quote requestedTODAY
Callback bookedTODAY
Quoted11
Full system£8,400
Won8
Service contractSIGNED
Lost5
PriceLOGGED

Stages built around how you actually sell. A lead landing here triggers follow-up before anyone on your team has seen it.

automatic follow-upRUNS ITSELF
Lead arrivesFrom the site, an ad, or a missed call.0 SEC
Instant text back“Sorry we missed you — what do you need?”30 SEC
Email with next stepBooking link and what to expect.2 MIN
Task for the teamAssigned to whoever is on duty.5 MIN
Reminder sequenceUntil they reply or the deal is closed out.DAYS 1-14

The first thirty seconds decide most enquiries. This is the part that runs whether or not anyone is at a desk.

dashboardWHAT YOU SEE
NEW LEADSTrackedBy source, this week
SPEED TO LEADTrackedAverage first response
PIPELINE VALUETrackedWeighted by stage
WIN RATETrackedBy source and by rep

Four numbers on one screen. If speed-to-lead climbs, everything downstream is about to get worse — so it sits front and centre.

04 / what you walk away with

A sales system your team will actually use.

Configured, migrated, documented and taught — not handed over as a login and a good luck.

  • The platform, configured around your sales process
  • Your existing data migrated and de-duplicated
  • Pipelines, stages and automations built
  • Email and SMS templates written
  • Booking calendars and routing rules
  • Quote and proposal templates
  • Live dashboards for you and your team
  • Training sessions and written documentation

05 / start

Ready to close more of the leads you already have?

One call. We’ll look at what happens to an enquiry today, where it stalls, and what the system would do differently.