CRM systems that bring your operations together.
Whether you need a custom CRM solution or a polished Dubsado setup, we'll bring your enquiries, forms, workflows and follow-up together and reduce repetitive admin.
For service businesses where enquiries, quotes, contracts and follow-ups are spread across inboxes and spreadsheets.
- 01Process map
- 02Branded forms and templates
- 03Automated workflows
- 04Integrations
- 05Admin views
- 06Team training
What a CRM project covers
Workflow audit
Your current enquiry-to-invoice process is mapped, including where things get missed.
Forms and client data
Enquiry and questionnaire forms collect the right information once.
Automation
Reminders, emails and task steps triggered at the right stage of each job.
Integrations
Website forms, calendars, payments and accounting tools connected.
Admin and reporting
Clear views of active jobs, outstanding payments and upcoming work.
Training and support
A walkthrough for you and your team, with support while new habits settle.
How it runs.
- 01Audit the workflow
- 02Design the system
- 03Build and connect
- 04Train and refine
Real projects, real screens.
A good fit when
- You handle repeated enquiries, quotes or bookings
- Admin is taking time away from client work
Consider instead
- If Dubsado already fits your process, a setup may be enough. Dubsado setup
Asked before most projects.
What's the difference between a custom CRM and Dubsado?
Dubsado is an off-the-shelf CRM that's great for service-based businesses. A custom CRM is built from scratch specifically for your business processes. We offer both — Dubsado setup for those who want a proven system, and custom development for businesses with unique requirements.
How long does a custom CRM take to build?
Typically 4–8 weeks depending on complexity. We'll provide a detailed timeline during our discovery call. A Dubsado setup is quicker — usually 1–2 weeks.
How much does a CRM cost?
Dubsado setup starts from £1,500. Custom CRM development varies based on your requirements but typically starts from £2,500. We always provide a clear, detailed quote upfront.
Can you migrate data from my existing system?
Yes! We can migrate your client data, contacts, and records from spreadsheets, other CRMs, or manual systems into your new CRM with minimal disruption.
Will I need technical skills to use it?
Not at all. Every system we build or set up comes with comprehensive training and documentation. The goal is for you to manage it confidently on your own.
What industries do you build CRMs for?
We've built CRMs for wedding venues, catering companies, wedding directories, coaches, and service-based businesses. If you manage clients, we can build a system for you.