Contact records
Bring customer details and conversation notes into a shared record.
Custom-built solution
Customer Relationship Management
Keep leads and follow-ups in one place.
A system we can develop and tailor to your business, with features and delivery arrangements agreed together.
Discuss this solutionSample interface with fictional records. This illustrates a possible layout, not an existing product or a confirmed feature set.
Inside the application
See how the workspace could take shape.
A CRM should make the next customer action obvious. Contacts, opportunities, conversation notes and follow-up tasks belong together, so a lead has a responsible owner and an understandable path from first enquiry to a recorded outcome.
A day-to-day example
A studio receives an enquiry from Cedar Studio. The sales lead records the requirement, schedules a discovery call and moves the opportunity to proposal only when the brief is ready.
Illustrative concept screens, not live software demos. The examples use fictional data. Final screens and functionality depend on the agreed project scope.
01 / Sample interfaceFictional records
Relationship overview
The team starts with follow-ups due, open opportunities and records that need an owner or an updated next step.
What this screen helps the team do
- Review due follow-ups
- Find unassigned opportunities
- Inspect pipeline movement
02 / Sample interfaceFictional records
Sales pipeline
Opportunities are grouped by sales stage, with each card keeping its account, owner and next action easy to find.
What this screen helps the team do
- Move a qualified opportunity forward
- Assign a responsible owner
- Open the full conversation history
03 / Sample interfaceFictional records
Contact & activity record
A customer record connects the organisation, lead owner and current requirement with a dated list of conversations and actions.
What this screen helps the team do
- Review previous conversations
- Add a dated activity note
- Create the next follow-up
04 / Sample interfaceFictional records
Follow-up workspace
A task list helps the team work through customer commitments by due date and ownership without losing the opportunity context.
What this screen helps the team do
- Filter tasks by owner and due date
- Complete a follow-up with an outcome
- Return to the related opportunity
The everyday friction
When the current process gets in the way.
- 01
Customer details live in separate spreadsheets.
- 02
Promising leads are missed when follow-ups slip.
- 03
The team cannot see who owns a sales conversation.
Example capabilities
A practical starting point for your scope.
Sales pipeline
Track opportunities through stages that match your sales process.
Follow-up tasks
Assign next steps and due dates to a responsible team member.
Activity history
Keep a dated record of progress and agreed customer actions.
A typical workflow
How work moves through the system.
- 01
Capture the enquiry
Create or find the contact before adding a new opportunity. Record the business need and the channel through which the enquiry arrived.
- 02
Assign the next action
Give the opportunity an owner, a stage and a dated follow-up. A pipeline card should always lead back to its full contact record.
- 03
Build the conversation
Record meetings, notes and decisions as activities. Update the opportunity stage when the agreed sales milestone is actually reached.
- 04
Record the outcome
Mark the opportunity won, lost or on hold with a reason. Keep the history for future customer conversations and internal review.
Who this could suit
- Service businesses
- Sales teams
- Growing studios
Scope before promises.
We agree the features, user access, data handling, integrations and delivery arrangements before work begins. External integrations depend on available access and setup confirmed during scoping. Pricing, timing and ongoing support are agreed for your project.
People, permissions & setup01 02 03
Give each person a clear next step.
The right screens depend on who uses them. These example responsibilities help define the access and decisions to agree before development.
Sales team
Maintain contacts, opportunities and next actions.
Sales lead
Assign ownership and review stalled opportunities.
Owner
Review pipeline activity and recorded outcomes.
Decisions to build into the workflow
- Flag potential duplicate contacts before creating another record.
- Keep an owner and next action visible for active opportunities.
- Separate sales notes from sensitive information that should not be stored in the CRM.
What we would clarify together
Bring a few examples from your current process. They help us agree the records, permissions and first release.
- Contact fields and existing lead records
- Pipeline stages and ownership rules
- Follow-up types and access permissions
Build a connected workflow.
Related software options to consider as your requirements take shape.
Dashboard + 3 working screensCustom-built solution
Appointment & Booking System
Organize appointments and staff availability.
- Booking calendar
- Staff schedules
- Customer records
Dashboard + 3 working screensCustom-built solution
Invoicing & Quotations
Prepare estimates and track customer payments.
- Quotations
- Invoices
- Payment status
Dashboard + 3 working screensCustom-built solution
Customer Support & Ticketing
Keep customer requests organized.
- Ticket inbox
- Assignment
- Resolution status
Start with your business need
Let’s shape your customer relationship management.
Tell us how your team works today and what you want to improve. Your selected solution will be included in the enquiry.
Discuss this solution