CRM or management dashboard
To organise one part of the business or run the whole company on one system
One-off payment
Fixed price
In writing in your proposal, before we start
Monthly fee
Mandatory
Hosting and maintenance · 12-month minimum term
CRM systems and management dashboards
Your whole business in one CRM.
Customers, sales, appointments and your team in one place, built around how you work and connected to your tools.
Estimated timeline: 1 to 3 weeksFixed price in your proposal, with a mandatory monthly fee
Sample mock-up: a CRM’s customer table with owner, stage and next appointment, and a dental clinic’s record with its visit and tasks.
What’s included. Everything you need to run your whole business in one place.
Users with permissions
Everyone sees only what is theirs to see.
Import of your current data
We move your spreadsheets into the system, so you don’t start from scratch.
Works on desktop and mobile
Use it in the office and on the go, from your phone.
Training for your team
So your team knows how to use it from day one.
Automations and alerts
Repetitive tasks run on their own and the system flags what’s pending.
Depending on your project
Reports and data dashboards
See how the business is doing at a glance.
Depending on your project
Depending on your project: added if you need it and quoted in your proposal.
The mock-ups are concept demos with sample data.
Price and timeline. A fixed price and timeline in writing before we start.
One-off payment + mandatory monthly fee, with hosting and maintenance · 12-month minimum term
What’s included
- Users with permissions
- Import of your current data
- Works on desktop and mobile
- Training for your team
Depending on your project · quoted in your proposal
- Automations and alerts
- Reports and data dashboards
- Connection to email, WhatsApp or invoicing
What the monthly fee includesmandatory
A website, an app or a piece of software needs looking after every month: servers to pay for and monitor, and updates to install. Without that care, within a few months security flaws go unpatched and parts stop working. With the fee, we host it, update it, back it up and, if something goes wrong, we help you and fix it. That’s why it always comes with the project.
- Hosting and servers
- Maintenance and security updates
- Backups
- Bug fixes and support
- One design change and up to 10 small changes a month
Monthly fee terms
- Minimum term of 12 months from the day you accept the finished project (when it goes live and you sign it off). If you cancel earlier, you pay the remaining fees up to the full 12 months.
- After that, the fee renews month to month and you can cancel whenever you like, in writing and with 30 days’ notice.
- When you cancel, we give you everything you need to move the project to another provider, and we stop hosting and maintaining it. The source code is already yours: we hand it over with the project.
What the price doesn’t include
- Licences for third-party tools you want to connect
- Hosting beyond a certain volume of data (we tell you beforehand; normal usage is included in the monthly fee)
What we need from you
- How you work today, step by step
- Your spreadsheets or current data
- A contact person in your team
Your proposal shows each price excluding VAT and, next to it, the total including the VAT that applies to you. You always pay the price in the proposal you accepted in writing, taxes included.
Depending on your project: added if you need it and quoted in your proposal.
One-off payment: 50% on accepting the proposal and 50% on accepting the finished project. Timelines start once we’ve received the first payment and the materials we need.
The monthly fee is paid in advance, at the start of each month, from the day you accept the finished project (when it goes live and you sign it off). All payments are made by bank transfer.
Projects for this service. Built by our team, so you can see how we work.
View all projects
Ready to start? Call us.
It’s the quickest way: on a call we work out what you need. Then we send you the fixed price and timeline in writing, with no obligation.
We talk
A phone or video call to get to know your business, your goals and your timescales.
We send you the fixed price
Scope, total price, timeline and payment terms in writing. You pay nothing until you accept it.
We’ll call you
Leave your number and we’ll call you at a time that suits you.
Questions about CRMs and dashboards
Can’t find your question? Call us and we’ll answer it straight away.
How much does it cost?
It depends on the CRM you want: after a meeting we give you a fixed price in writing, and that’s what you pay.
Why not use an existing CRM?
If an existing one works for you, we’ll tell you. We build a custom one when the way you work doesn’t fit, or when you’re paying for licences with features you don’t use.
Is my data secure?
Each user sees only what’s theirs to see, with permissions per person. With the monthly fee, hosting and backups are included, and where the data is hosted is set out in writing in your proposal.
Can it grow later?
Yes. It’s designed so you can add modules without rebuilding what already works.
Why is the monthly fee mandatory?
A website, an app or a piece of software needs looking after every month: servers to pay for and monitor, and updates to install. Without that care, within a few months security flaws go unpatched and parts stop working. With the fee, we host it, update it, back it up and, if something goes wrong, we help you and fix it. That’s why it always comes with the project.
Can I cancel the monthly fee?
Yes. Minimum term of 12 months from the day you accept the finished project (when it goes live and you sign it off). If you cancel earlier, you pay the remaining fees up to the full 12 months. After that, the fee renews month to month and you can cancel whenever you like, in writing and with 30 days’ notice. When you cancel, we give you everything you need to move the project to another provider, and we stop hosting and maintaining it. The source code is already yours: we hand it over with the project.