Step 01as-is map
Current process
Interviews with the people doing the work. Where do leads come from, who touches them, where do they get stuck.
Software built around the business, not the business forced around the software.
CRM, bookings, support and operations systems modelled on how your team really works, with the integrations and reports you need.
What we build
Twelve kinds of system. Usually several in one.
Most businesses need a mix: a CRM that knows about bookings, a support desk that sees orders, dashboards that read from all of it.
CRM
Contacts, companies, pipelines and full customer history.
Sales and lead management
Capture, route and follow up on every lead, with response targets.
Customer management
One record per customer across sales, support and orders.
Support systems
Tickets, queues and a history agents can trust.
Bookings and reservations
Availability, pricing rules, confirmations and changes.
Internal systems
Back-office tools for the processes no product covers.
Dashboards
Live numbers for managers, from the data you already have.
Workflow management
Stages, approvals, owners and deadlines made explicit.
ERP-style systems
Orders, stock, suppliers and invoicing in one place.
Reporting
Scheduled and on-demand reports, exportable and auditable.
Automation
Rules that move work forward without manual steps.
Custom platforms
When the system is the product: portals and multi-tenant apps.
Method
How we build a system around your operation.
We start from how work moves through your company today, not from a template. Each step produces something you can review before the next one begins.
01 / 04 · swipe
Workflow automation
Rules your team can read, and change.
Automations are built as clear When / If / Then rules inside the system, with a run log. No hidden scripts that only one developer understands.
- Assign, notify and escalate
- Send WhatsApp templates via Engage
- Update records in other systems
- Every run logged and auditable
Reporting · built into the same system
Sample dataNew leads · this month
412
First response time
38 min
Lead source
- Website54%
- WhatsApp31%
- Referral15%
Bookings by week
96
Integration & migration
Off spreadsheets and legacy systems, without stopping the business.
- 01
Audit the data
inventoryMap every spreadsheet, export and legacy table, and who depends on it.
- 02
Clean and map
mappingDeduplicate contacts, normalise fields and agree on one source of truth.
- 03
Rehearse
stagingTrial imports into staging, checked by your team against real cases.
- 04
Run in parallel
parallel runOld and new side by side for a defined period, so nothing is lost.
- 05
Switch and support
cut-overA planned cut-over, training per role, and support in the first weeks.
Connects with
- Website forms
- WhatsApp · Engage
- Payments
- Accounting
- Booking suppliers
- Google APIs
- OpenAI · Claude
Every integration has retries, logging and an owner. When a supplier API changes, we are the ones who notice.
Add AI to your systemCase study
A faster interface on a backend that already worked.
Retail · CRM/ERP
A full front-end redesign, while the proven backend stayed untouched.
- Brief
- A faster interface for daily work, without replacing the backend the business ran on every day.
- Approach
- A UX audit of the screens staff use every day, then a new front end for orders, stock, customers and reporting.
- Since
- We continue to support the system after the redesign.
FAQ
Questions before a system project.
Why build a system instead of buying an off-the-shelf CRM?
Sometimes you shouldn't. If a standard CRM fits your process with some configuration, we will tell you. A custom system makes sense when your process is what sets you apart, or when you pay for several tools and still copy data between them.
Can it connect to our accounting software or ERP?
Usually, through the vendor's API or a scheduled sync. We check what the API offers early in the architecture stage, because it decides what can be automated and what stays manual.
What happens to the data we already have?
We map it to the new data model, clean what needs cleaning and import it before rollout. You compare a sample against the old system before anyone switches over.
Can we start with one department?
Yes, and we usually recommend it. A first module for one team tests the data model and the workflow with real users. The next modules build on the same base.
What if our process changes after launch?
It will. The data model is built to take new statuses, fields and modules, and changes go through staging like the original build. The team that built the system makes them.
Show us how a normal week runs.
Spreadsheets, WhatsApp, an old system: walk us through it and we will show you what a system around it could look like.