A CRM-led platform for a business growing from local to national.

The challenge
The client had outgrown a patchwork of phone calls, spreadsheets, shared inboxes, and manual updates. Growth was creating more admin, not more clarity, and every team needed a reliable view of customers, jobs, stock, and next actions.
The product
We built the platform around a central CRM that became the backbone of the business. It manages customer records, booking, scheduling, reporting, job status updates, and team workflows, with mobile apps for surveyors handling sales visits, engineers managing installations, servicing, and callouts, and workshop/warehouse teams preparing cutting lists and job-ready materials.
The result
The business gained a single source of truth for daily work, clearer customer communication, and a system that could support national growth without losing operational detail. Office staff, surveyors, engineers, and the workshop now work from one connected platform rather than separate manual processes.

