Connected enquiries.
Enquiry pipelines and customer records
A clearer place for the next action
Custom CRM.
Built around your working day.
Bring enquiries, customer information and follow-ups into a clearer workflow. I help decide whether a custom CRM or a connection to an existing system fits best.
- Ace Gas
- Digital Space
Your developer. Your direct contact.
A proper starting point
Start with your business.
Build around the brief.
A CRM should help people know what has happened and what needs to happen next. If your current process depends on scattered spreadsheets, inboxes and memory, I can help define a better workflow and decide whether a custom CRM or an integration with an existing service is the right answer.
We start with the customer journey: where enquiries arrive, who qualifies them, how work is quoted and what happens after a sale. That reveals the records, stages and responsibilities the system needs to support.
I work through realistic examples with the people using the process. A useful CRM needs to handle incomplete information and exceptions as well as the ideal enquiry. It should be clear who owns the next action without making staff record the same detail in several places.
What matters in the work
Designed to fit.
Built to work.
The right access.
Roles, permissions and follow-up tasks
Useful integrations.
Connections to websites and business systems
Operational insight.
Operational views and reporting
From the portfolio
Different businesses.
Individual thinking.
A few examples of the websites and long-term relationships behind my work.
Ace Gas
Ace Gas is a growing plumbing, heating and gas business based in Wigan. Sam has worked with the team for more than 10 years, building four websites and providing website and email hosting, SEO and general support along the way.
- Web Design
- Web Development
- CRM & Automation
Digital Space
Bespoke web development, consultancy and ongoing digital support for Digital Space, spanning maintenance, SEO, marketing materials and reporting.
- Web Development
- Consultancy
- Maintenance & Support
The detail behind the work
A considered approach.
From the start.
The choices, practical details and support that shape your project.
01Choose a custom system only when it earns its place
An established CRM may already solve most of the problem. I can help review that option and connect it to the website where an authorised integration is available. Custom development makes sense when specific workflows, data rules or interfaces justify the additional work.
Ace Gas uses Leadzilla for website enquiry handling through an API. That is an example of connecting the website to an existing operational tool, rather than assuming every client needs a new CRM built from scratch.
02Design roles and useful views
A custom brief can include enquiry stages, customer records, notes, tasks, documents and reporting, but each feature needs a defined purpose. Different staff may need different permissions, and sensitive information should only be visible where the role requires it.
We can also plan connections with quoting, booking or reporting tools. Data ownership, exports and what happens when a connected service is unavailable are part of the project, not details to leave until the system is in use.
03Start with a workable first release
I can prepare a specification, prototype a workflow and build a focused first version that users can review. The price depends on the records, rules, integrations and support needs, so custom CRM work is quoted separately from a standard business website.
Tell me how your enquiries are handled today and where the process becomes difficult. We can use that to define a system that helps the business work more consistently, with training and ongoing care agreed around the finished application.
Before we get started
Good questions.
Straight answers.
Will you replace our existing CRM?
Only if the evidence supports it. Connecting or improving an established CRM may be the more practical choice.
Can staff have different access levels?
Yes. Roles and permissions are defined around the information and actions each user needs.
Connected services
Find your next step.
Your next chapter
Good things start
with a conversation.
Tell me what you are working towards. I’ll help you find a useful next step.