What’s in the demo
- A pipeline board. Drag a deal to a new stage and the column totals, the reports and the contact list all update.
- Contacts you can search and sort, tied to the deals they belong to.
- A task list with due dates, grouped by when they’re due.
- Reports computed on the fly: open value by stage, win rate, what’s closing soon.
- A deal drawer with an activity log you can write to.
- Invoices: draft one against a deal, send it, download it as a PDF, and watch it get paid through a fake checkout. The payment lands in the deal’s activity log and syncs to the connected books.
- A booking page: service, day, slot, confirmation. New bookings land in the CRM as leads.
What yours would add
- Your real data Leads from your site forms, Shopify orders, email replies and calendar bookings land in one place without retyping.
- Accounts and roles Sign-in for your team, with who-can-see-what set the way your business actually works.
- Automations Follow-up reminders, stale-deal nudges, a weekly digest in your inbox. The boring parts, handled.
- Your brand Your type, your colours, your domain. It should feel like a tool you own, not a subscription you rent.
- Payments that are real Invoices and deposits through Stripe, Shopify Payments or whatever you already use, with receipts and reminders handled for you.
- The apps you already run QuickBooks or Xero for the books, Gmail or Outlook for mail, Google Calendar for bookings, Shopify for orders. We connect to them properly instead of asking you to retype things.
- Exports and reporting CSV, PDF, or straight into the spreadsheet your accountant already uses.
- Mobile first Because the person updating the deal is usually standing in a shop, a field or a site office.
Not just CRMs
The same approach builds booking systems, quote configurators, order portals, inventory tools, member areas and dashboards. We design the interface, write the code and connect it to what you already run. If you can describe the workflow, we can show you a clickable version of it before you commit to anything.