Bespoke CRM Software

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

  • Publishing companies to manage advertising sales, and artwork collection and editorial processes
  • Training organisations to manage course bookings, applicant management, certificate generation and satisfaction surveys
  • Accommodation providers to manage bookings, allocation and customer correspondence
  • Membership organisations to manage member records and subscriptions, event attendance, qualifications and CPD certificates
  • Case Management in sensitive environments
  • HR processes, including managing contracts, training records, holidays, sickness overtime, Time Off In Lieu etc

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.

Sample work

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 and with booking

Royal Odonto - Membership management 

The Art Newspaper & Itchy Guides - Publishing management