Business systems we design, build, and look after. Each one fits how your team works.
For UK businesses with 10 to 250 staff that have outgrown the spreadsheet.
We build eight kinds of system. Most businesses start with one, usually the process that takes up the most time, and add the next once it is working. Every system connects to the tools you already use, runs on Cloudflare, and belongs to you.
Automated. Routine filing, sorting, and chasing, done as things arrive.
A person. Approves anything that commits the business.
The system. Records every step, and who or what took it.
01
CRM
A CRM shaped around how you actually win and keep customers, with every email, call, and deal in one place.
- Contacts, companies, and deals in one place, with the stages your team actually uses
- Emails from Microsoft 365 or Google filed against the right record
- Company details filled in from Companies House
- Pipeline reports without a spreadsheet export
02
Invoicing and payments
Invoices that go out on time, chase themselves politely, and land in Xero without anyone retyping a thing.
- Invoices raised from the work, timesheets, or contracts
- Reminders on a schedule you set, stopped as soon as a payment lands
- Supplier invoices coded and sent to the right person for approval
- Invoices and payments kept in step with Xero or QuickBooks
03
Onboarding
New starters, role changes, leavers, and new clients taken through every step, with nothing slipping through.
- One link for forms, documents, and signatures
- Tasks for IT, HR, and managers created as soon as someone is hired
- Role changes and leavers handled with the same care as joiners
- New clients taken through identity and anti-money laundering checks
04
Screening
Right to work, DBS, references, and identity checks ordered, chased, and recorded in one place.
- Right to work checks through a certified identity provider
- DBS, Disclosure Scotland, and AccessNI checks ordered through accredited providers
- References requested and chased automatically
- Expiry dates and follow-up checks tracked, with reminders before they fall due
05
Compliance
Policies, training, registers, and data requests, with the evidence ready before anyone asks for it.
- Policies issued and acknowledged, with a record of who read which version
- Training and CPD records with renewal reminders
- Registers for incidents, complaints, and conflicts of interest
- Subject access requests logged against their one-month deadline
06
Workflow automation
The repetitive admin taken off your team's plate, inside the tools they already use, with a person approving what matters.
- Approvals that reach the right person, with reminders and a record
- Information moved between systems without copy and paste
- Documents read and filed, with AI only where it saves real time and a person checking the result
- Alerts when something stalls
07
Spreadsheet replacement
The spreadsheet everything depends on, rebuilt as a proper system without losing what makes it work.
- What the spreadsheet does mapped and written down before anything changes
- Microsoft Access databases and Excel macros rebuilt as web systems
- History imported and checked against the original
- Permissions by role, so people see what they need and nothing else
08
Integrations
Your accounting, email, and payment tools talking to each other, so nothing gets typed twice.
- Xero and QuickBooks for accounts
- Microsoft 365 and Google Workspace for email, calendars, and documents
- Stripe and GoCardless for card payments and direct debits
- Companies House, HubSpot, and most other tools with an API
Questions about the work.
No. Most businesses start with the one process that costs the most time and add to it once it is working. Each system is built to connect to the next.
Then we will tell you. Sometimes the right answer is to keep the product and connect it to the rest of your tools, which is work we do too.
Yes. We map what it does, including the formulas and macros people rely on, rebuild it as a web system, and import the history so nothing is lost.
Yes. We connect Xero, QuickBooks, Microsoft 365, Google Workspace, Stripe, GoCardless, HubSpot, and most other tools with an API, so information is entered once.
You do. The system runs in a Cloudflare account in your company's name and the code sits in your own repository, so it keeps running whether or not you keep working with us.