CRM Solutions

    Streamline operations. Save hours every week

    Whether you need a custom CRM solution or a polished Dubsado setup, we'll streamline your client management and save you hours every week.

    Work With Me

    15+

    Custom CRM systems built

    5★

    Rated on Bark across all services

    10hrs

    Average weekly time saved per client

    Why Choose Me for Your CRM

    We don't just set up software — we transform how you manage your business. From wedding venues to private caterers, we've created systems that save real hours every single week.

    • Custom-built CRMs for The Tudor Barn, Thyme and Time Again & more
    • Dubsado expert with beautifully branded client journeys
    • UK-based with face-to-face meetings available in Berkshire
    • Full training included — you'll be confident managing your system
    • Ongoing support so you're never left on your own
    Custom CRM dashboard by WebKatie
    Thyme and Time Again Dubsado setup by WebKatie
    CRM system mockup by WebKatie

    CRM & Automation Solutions

    Everything you need to streamline your client management.

    Custom CRM Development

    Bespoke systems built specifically for your business needs and workflows — no off-the-shelf limitations.

    Client Portal

    Branded portals where clients can access their information, documents, and communications.

    Automation & Workflows

    Automate repetitive tasks, follow-ups, and client communications to save hours every week.

    Reporting & Analytics

    Get insights into your business with custom dashboards and reports that actually matter.

    Dubsado Setup

    Beautifully branded forms, contracts, invoices, and automated workflows in Dubsado.

    Scheduler Integration

    Connect your calendar for seamless booking experiences that impress your clients.

    How It Works

    A clear process from discovery to launch.

    01

    Discovery Call

    We discuss your workflows, pain points, and what you need from a CRM system.

    02

    Plan & Design

    We map out your ideal system and design the structure, forms, and automations.

    03

    Build & Test

    We build everything, test thoroughly, and share progress for your feedback.

    04

    Launch & Train

    Your system goes live! We provide full training and 30 days of support.

    Common Questions

    Everything you need to know about CRM build and Dubsado services.

    Ready to Streamline Your Business?

    Let's discuss which CRM solution is right for your business. Book a free discovery call to get started.