CUSTOM
SOFTWARE.
Software built around how your business works, from CRM systems for customers, pipelines and teams to portals, quoting and internal tools.
A working demonstration built with fictional sample data. Every company, person and figure in it is invented.
SOFTWARE BUILT AROUND THE BUSINESS.
No unnecessary modules. No forcing your workflow into somebody else's platform. The system is designed around the information, users and processes your business actually needs.
WHAT A CUSTOM CRM COVERS
09 CAPABILITIES
- 01
ROLE-BASED ACCESS
Each person sees and edits what their role needs. Managers see the team, sales see their accounts, and finance sees what finance needs.
- 02
CUSTOM PIPELINES
Stages that match how you actually sell or deliver, with the fields and rules each stage genuinely requires.
- 03
ORGANISATIONS
Companies, sites, contacts and the relationships between them, structured the way your customers are really organised.
- 04
ACTIVITY HISTORY
Calls, emails, visits, notes and changes recorded against the right record, so the whole story sits in one place.
- 05
TASKS
Follow-ups, reminders and assigned work that live alongside the customer they relate to, not in a separate inbox.
- 06
REPORTING
Dashboards and reports built on your own data model, answering the questions you actually ask each week.
- 07
INTEGRATIONS
Connections to accounting, email, web forms and the other systems the business already relies on.
- 08
AUTOMATION
Routine updates, notifications and hand-offs handled by the system instead of by somebody's memory.
- 09
AI ASSISTANCE
Used where it genuinely helps: summarising account activity, drafting follow-ups, pulling details out of documents.
THE DIFFERENCE
CUSTOM MEANS CUSTOM.
Off-the-shelf CRMs are built for everybody, which means they fit nobody exactly. Teams end up bending their process to suit the software, keeping side spreadsheets for the things it can't do, and paying for features nobody opens.
I build the other way round. I start with the information you hold, the people who use it and the steps work goes through, then I build a system that does exactly that, and nothing that gets in the way.
- Fields you never use
- Only the information you work with
- Workarounds in side spreadsheets
- The process built into the system
- Modules you pay for and ignore
- Features that earn their place
- Somebody else's idea of a pipeline
- Your stages, your rules, your language
WHAT COULD BE BUILT.
A CRM is often the start. These are the kinds of systems that grow around it, each designed around your process rather than a template.
- 01
CUSTOMER PORTAL
Orders, documents and progress in one secure place for your customers.
- 02
QUOTING SYSTEM
Accurate quotes built from your own pricing rules and templates.
- 03
STOCK AND ORDER TOOLS
Live views of stock and orders for the people who need them.
- 04
APPROVAL SYSTEM
Requests, sign-off and an audit trail, with reminders so nothing stalls.
- 05
DASHBOARDS
The numbers you actually use, always current, built on your own data.
- 06
INTERNAL TOOLS
Software shaped to how your team works, not the other way round.
- 07
SPREADSHEET REPLACEMENT
The workbook everyone depends on, rebuilt as reliable software.
- 08
CONNECTED SYSTEMS
Finance, ERP, website and email kept in step without retyping.
HOW I'D APPROACH IT.
- 01
Understand the work
I start with how work moves through the business today: who touches what, where information lives and where it gets lost.
- 02
Model the data
Customers, organisations, deals, activities and the rules that connect them. Get the model right and everything built on it is easier.
- 03
Build in stages
A working core first, in real hands early, then extended in small, useful steps rather than one big launch.
- 04
Stay close to it
Once it's live I keep an eye on it, fixing what needs fixing and adding what the business needs next.
A CRM BUILT FOR A REAL SALES TEAM.
Prospecc CRM for PPW
- Problem
- The sales team at PPW worked from Excel reports, with no flow from one stage of the sales process to the next.
- Solution
- A custom-built CRM with one flow from prospecting, to lead, to customer.
- Integrations
- Outlook email and calendar, MaxOptra, CreditSafe, Companies House and Google Maps.
View the case study →We’ve now got seven sales reps using the CRM, and it’s already made a huge difference.
Everything from managing leads to arranging visits is so much easier. What used to take several steps can now be done in one.
One of the biggest time savers is credit checks. Previously, we’d spend 10–20 minutes chasing Accounts for information. Now it’s available with a single click.
It’s made the team more organised, cut down on admin and given us more time to focus on customers. It’s the small improvements that really make a difference.
PLAIN ANSWERS.
Do you build CRM systems?
Yes. A custom CRM is built around how you sell and support, with your stages, your fields and your reports, rather than a generic template.
How is a custom CRM different from an off-the-shelf one?
Off-the-shelf CRMs are built for everybody, so they fit nobody exactly. A custom CRM is built around the information you hold, the people who use it and the steps your work goes through.
Do I need a big platform?
Often not. I build what your process needs and keep everything around it simple, connecting to the systems you already use rather than replacing them.
Will I be left stuck after launch?
No. Documentation and access are handed over, and a plan for support after launch is agreed with you.
How is it built?
Designed first, so you see what is proposed before it is built, then built in small working steps so you react to something real.
HAVE A PROBLEM WORTH SOLVING?
Tell me what's slowing the business down. I'll tell you plainly whether a custom CRM is the right answer, or whether something simpler would do.
Start a project