Bespoke CRM, ERP and operational platforms

Focused software for the parts of the operation standard tools handle badly.

We build focused CRM, case, asset, inspection and reporting platforms, and integrations with the systems you already use. They are for organisations held together by spreadsheets, disconnected SaaS products and knowledge in people's heads.

Discuss a workflow

The problem

Spreadsheet operations

Critical processes run on shared spreadsheets with no permissions, history or reliable reporting.

Disconnected tools

Several SaaS products each hold part of the picture, and staff move information between them by hand.

Knowledge in people's heads

Hand-offs and exceptions depend on who remembers what, rather than on the system.

What we build

We do not recommend replacing a mature ERP or CRM simply because a bespoke build is possible. The first question is whether a focused layer or integration solves the problem with less risk.

  • Specialist CRM and opportunity management
  • Case, project, asset and maintenance workflows
  • Survey, inspection and field-data systems
  • Operational dashboards and management reporting
  • Approvals, hand-offs, notifications and exception queues
  • API integrations with existing finance, email, document and business systems

How it connects to compliance

When the operational platform records approvals, inspections and hand-offs as the work happens, much of the compliance evidence is created automatically. Our compliance systems build on that same record rather than rebuilding it at audit time.

Explore compliance systems →

Applied proof

Internal pilot

AI-assisted sales agent and CRM workflow

An internal agent identifies prospects, prepares evidence-based drafts and tracks responses. Every message is reviewed and sending volume is deliberately constrained.

See our applied work →

Frequently asked questions

Should we replace our existing CRM or ERP?

Usually not. We first look at whether a focused layer or integration solves the problem with less risk.

Can it integrate with our finance and email systems?

Where those systems offer APIs, yes. Constraints and fallback paths are assessed during design.

Who owns the software?

Ownership, hosting and handover are agreed upfront, and every build includes documentation of setup and known limitations.

Do you support it after launch?

Yes. Support covers monitoring, issue resolution, workflow changes and measured improvement.

Bring us one process held together by spreadsheets.

We will tell you where AI is useful, what should remain rule-based and what a practical first build would look like.

Discuss a workflow

No transformation programme required. Start with one process.