The builds
CRM system
One view of every customer, built from the spreadsheets and diaries your sales team already keeps. No new software to learn.
What it does
Every customer in one place. Nobody forgotten.
1 Everything in one place
It reads your pipeline tracker, activity sheets and diaries and builds one page from them.
2 Every meeting recorded
Business, person, contact details, sector, new or existing, objective, outcome and pipeline value.
3 See who’s going where
Meetings on a map, with a radius you set from 10 to 250 miles.
Watch: about a minute
The CRM in under a minute.
Proven in a real business
The first load pulled in 41 customer meetings.
We built it for a field sales team from an Excel pipeline tracker, a weekly activity sheet per rep and four Outlook diaries. Nobody had to type anything in again.
Two ways to get it
We build it. Or you do.
We build it for you
We build it inside your systems, train your team and check in after 30 days. A fixed price, agreed before we start. Optional Keep it running support afterwards: £250 + VAT a month, cancel any time.
From £1,495 + VAT
Do it yourself
How to build a CRM with AI: the free write-up of exactly how we did it, step by step.
Free to read
Questions
Before you ask.
Do we need new software?
Usually not. We build around the systems and spreadsheets you already use, with the AI tool that suits your business: Claude, Microsoft Copilot, ChatGPT or others.
Who stays in control?
Your sales team. It brings what they already record into one place, and nothing is sent to customers on its own.
How long does it take?
Two to three weeks from the start, depending on the systems involved.
What do you need from us?
A short call to walk us through how the job works today, access to the systems involved, and someone on your team to agree the rules with us.
How is this different from the free write-up?
The free write-up shows you how to build it yourself. With a build, we do it for you inside your systems, train your team and check in after 30 days.
How is your business shaping up?
A free 30-minute call with people who run businesses. No pitch. You’ll leave knowing what to fix first.