We have developed Customer Relationship Management (CRM) software for many different industries and applications.
We usually base these on our standard platform which covers the basics of contact and company management, correspondence, search and data export, management reports, logging and GDPR compliance, and then modify it to suit your particular business process or needs.
We have worked with
We frequently integrate with your other internal or third-party systems, using a variety of techniques from modern web APIs to old-school CSV export and import. This might be to keep your Mailchimp mailing list up-to-date, take subscriptions via Direct Debit using GoCardless, send and receive SMS using Twilio, include online maps, or simply to generate invoices in your accounts system.
Scottish Schools Education Resource Centre (SSERC) - management of training courses
Children and Young People's Commissioner Scotland (CYPCS) - case management of enquiries
iTrain Scotland - training course management with online booking, payment and individual training accounts
Royal Odonto - Membership management
The Art Newspaper & Itchy Guides - Publishing management