We turn the tools you run on into one custom CRM system

The six core modules, the secured automation engine that runs everything else, and the application security on our security page. They come with every build.

• Overview dashboardWaiting, owed, due and needing a decision, counted live from the records, per role
• Pipeline and stagesNamed stages in your words, a drag-and-drop board and list, stage rules and ownership
• Records: people and companiesPeople, companies, the links between them, custom fields, merge and dedupe
• Diary and schedulingAppointments against people, rooms, bays, vehicles or staff, with conflicts and working hours
• Catalogue and price listWhat is sold, how long it takes, price, tax, variants and pricing per market
• Billing and invoicesQuote to invoice to paid, deposits, credit notes, numbering and PDFs
• Secured automation engineThe governed rule runner: triggers, conditions, multi-step actions and scheduling
• Draft-and-release controlNothing sends by itself: the engine writes the message and a named person releases it
• Injection and XSS hardeningParameterised queries throughout, a strict Content Security Policy, output escaped by default
• Sign-in hardening and rate limitsRate limits that fail closed, captcha and honeypots on public forms
• Transport and headersHTTPS enforced, HSTS, and frame embedding denied
• Data residencyThe hosting region chosen at scoping and set up on deployment
• Edge and DDoS protectionConfigured on deployment as part of the infrastructure

The screens your day actually happens on: the work, the calendar, the files, and a search that goes across all of them.

• Message templatesTemplates for each channel, with merge fields, preview and versions
• Web-to-lead formsA public form that creates the record, with spam protection, routing and a response clock
• Branding and settingsYour colours, logo, wording, module names and defaults
• Security and audit logA tamper-evident record of every access, change, refusal, override and export
• Search across recordsOne search over everything, filtered by what each person may see
• Another language (each)Written strings, plural rules, date and number formats, right to left where needed
• Another currency (each)Prices set locally, symbol and format, a catalogue per market
• Reporting and chartsSaved reports, filters and grouping, with charts that open back to the record
• DashboardsDashboards you can arrange, built from the saved reports
• Scheduled reportsReports emailed on a schedule to named people
• Drag-and-drop boardsBoard views on any pipeline, with rules on the drop
• Mobile and responsiveEvery screen usable on a phone, not a shrunken desktop

Who is on, who did what, and who is allowed to, down to the field.

• Roles and permissionsNamed roles and what each may see, do and change, enforced on the server
• Access per fieldField-level visibility and edit rights, so a salary or a medical note stays private
• Invitations, seats and profilesInviting people, seats, profiles, password and session policy
• Delegated admin rightsThe owner gives specific admin powers to specific people
• OffboardingOne action removes a leaver from everything, and the record of what they could see survives them
• Skills and certification matrixWho is qualified to do what, and whether it is still current

The part that says no. Your policy written once, kept everywhere, with a record of every time it fired.

• A check must existA named document, consent or certificate present and in date before a step
• A period must passReflection, cooling-off or rebate periods counted by the software
• Something must be in dateA consumable, licence or registration valid at the moment it is needed
• Refusals that explainThe block, the rule behind it, whether it is law, regulator or house policy, and the lawful override
• A new kind of ruleA rule that is none of the three above, written for you

Email, messages and documents that stay attached to the record they belong to, so nothing lives in one inbox.

• Internal notesNotes on any record, mentions and visibility rules
• Email outSend from the record, with templates and delivery logging
• Two-way inboxA mailbox with threading, and replies filed against the record
• WhatsApp BusinessMeta integration, template approval and consent per channel
• SMSGateway integration, delivery receipts and opt-outs
• Live chat widgetA website widget with routing and handover to a person
• Ticketing and shared inboxA shared queue with ownership, targets and a knowledge base
• CallsClick to call, and calls logged against the record
• Consent per channelConsent recorded and kept separately for each channel

Drafting, reading and summarising inside the same permissions as everything else. It never sees what the person using it is not allowed to see.

• AI drafting on every messageAny outbound message drafted from the record, for a person to release
• SCRS connectionThe build wired into SCRS, so every AI call is governed
• In-app assistantAsk questions of your own records, filtered by permission
• Document questions and summariesAnswers from your own uploaded documents
• Auto-resolve (opt-in)Governed sending and closing, switched off unless you turn it on
• Automations in plain wordsDescribe the rule and get a governed workflow
• Spend caps and usageSCRS meters every call, shown inside your system

Quote to cash, in your currency and your tax rules, reconciled against the bank.

• DepositsTaken, tracked and credited against the final bill
• Tax per line and per marketRates by line and by market, inclusive or exclusive
• Quote to invoiceOne record from the first price to the final bill
• Payment linksThe customer pays from the bill, reconciled back to the record
• Refunds and creditsAgainst the original trail, never an orphan record
• Overdue chasingScheduled chases in your wording, logged beside the invoice
• Revenue reportingBooked, invoiced, collected and outstanding, each one openable
• Purchase orders and supplier invoicesWhat was ordered, what arrived and what it cost

The parts your customers touch: booking, portals, forms, and the signature at the end.

• Online bookingYour diary, your rules and your availability, written straight into the record
• Customer portalCustomers see their records, documents and history
• Reviews and feedbackRequested, collected and attached to the record
• CampaignsSends to people who agreed to hear from you
• Your public websiteThe site itself, designed and built

Barcodes, serials, batches, and what is on the shelf right now.

• Barcode and QR scanningScan with a phone or a handheld to open a record, confirm a part or finish a step
• Asset registerTools, keys and machines: who has it, where it is and when it is due back
• Stock takesScan-based counts against expected quantities, with a variance somebody signs off
• Goods in and outReceive against a purchase order, dispatch against a job
• Batch and serial tracingWhich batch went into which job, and which jobs a recalled batch touched
• Label printingLabels for parts, shelves, samples and assets, printed from the record
• Maintenance and calibrationService and calibration due by date, hours or cycles

Rooms, bays, kit and people, booked against real availability.

• Drawn floor planA plan of your actual space
• Resource timelineRooms, bays, vehicles or staff across days, on a tape chart
• Capacity and conflict rulesNo double-booked bay, no party of six at a table for four

The same system on a phone, including where there is no signal.

• Offline modeScanning and job updates keep working in a basement or a van with no signal
• Photo and video evidenceCaptured against the job, with a timestamp
• TimesheetsScan a job to start and stop the clock, and the hours land against it

Getting your history in, getting your data out, and talking to whatever you already run.

• Migration from your old systemExtracted, mapped, cleaned, loaded and reconciled against the old system
• ExportEverything back, any time, in a usable format
• API and webhooksA documented API and outbound webhooks with retries
• Calendar syncGoogle and Outlook, both directions, with conflict handling
• Document storagePrivate storage, filed per record, with retention
• Document capturePhotograph a certificate or an invoice and the system reads it
• Accounting syncXero, QuickBooks or Sage kept in step both ways
• Any other system (each)Whatever else you still run

Each one checks the permission and the rule before it fires, and nothing sends by itself: the software writes it and a named person releases it.

• Appointment reminderCatches the no-show you would otherwise absorb
• Deposit requestThe booking held without commitment
• Document chaseThe certificate missing on the day
• Expiry warningThe licence, registration or stock that lapsed quietly
• Response clockThe enquiry nobody picked up, owned by name
• Cooling-off or rebate endingThe period the software counts instead of a person
• Renewal noticeThe subscription that renews without warning
• Training or supervision dueThe check that expires while somebody is still rostered
• Follow-up sequenceThe quote that went quiet
• Review requestThe happy customer who never said so publicly
• Overdue chasingThe invoice nobody wanted to ring about
• Recall and rebookingThe customer due back who forgot
• Dormant customersThe customer who quietly stopped coming
• Handover and sign-offThe job finished but not signed
• Inbound triageWhat arrives, routed and put in order