Bespoke CRM
Customer Relationship Management That Works for You
One of the most common questions we hear is: “What exactly is a CRM?”
Simply put, a CRM (Customer Relationship Management) system helps you manage all interactions with your customers and prospects in one central, easy-to-use platform. But that’s just the beginning.
With a bespoke CRM tailored to your business, you can:
- Track all communications tied to customers, jobs, or projects—no more lost emails or forgotten calls.
- Store key contact details and set smart reminders so you never miss a follow-up.
- Stay organised with everything in one place: calls, notes, emails, tasks, and more.
But what really sets a powerful CRM apart is its flexibility.
Imagine this:
- Connect to Xero or other accounting software to view invoices right from a customer’s profile.
- Automate payment reminders and link them directly to email communications.
- Upload and access files instantly—from PDFs and spreadsheets to videos—right from a customer or project record.
- Drive more sales by tracking opportunities, spotting bottlenecks, and understanding where deals are won or lost.
For businesses that want to scale, simplify, and sell smarter, a bespoke CRM is a game-changer.
Why settle for scattered folders and buried files? With a CRM, everything you need is at your fingertips— searchable, streamlined, and built to grow with you.
See how fast searching of a CRM can be:
This is a sample piece of data of 200 entries across 3 pages of results. Try searching for Nappin, you can do this by typing it in the top of the Last name column.
| Id | First Name | Last Name | Company Name |
|---|---|---|---|
| Id | First Name | Last Name | Company Name |
Do you have a system, process or online solution you need help with?
Drop us an email, try and be as specific as you can and then we will be in touch to explore how we can help you achieve your goal.
Get in touch