Custom Software and CRM Development
CRM systems, portals, pipelines, dashboards and workflows delivered through written scope and phases.
The challenge
Work leaks into the gaps between tools. A quote lives in a spreadsheet, the follow-up sits in somebody's inbox, and the only person who knows the real status is the one who is on holiday. Off-the-shelf software usually solves eighty per cent of that and forces awkward workarounds for the rest.
How we approach it
We map how your team works today, then build practical tools that reduce double-entry, surface the right information, and give managers a clear picture without forcing you into generic software that almost fits.
For location-specific guidance, see custom software development in London.
For phone-first products, see customer and staff mobile applications.
What is included
- Discovery workshop to document workflows, users and priorities
- CRM and sales pipeline systems with stages that match your process
- Staff and client portals for secure access to the right information
- Dashboards and reporting your managers can act on
- Connections to existing tools (email, payments, accounting) where APIs allow
- Role-based access so people see only what they need
- Phased delivery with testing before each launch
- Ongoing maintenance and improvement options after go-live
Service capabilities
Selected work and results
Related client work, published products and approved campaign results.
RJ Health Connect Dialer
Custom communications platform
A custom business communications and dialler platform; only its public login surface is referenced here.
Capabilities: Dialler workflows, Business communications, Authenticated platform
Visit RJ Health Connect Dialer
InstaCoverageQuote
Insurance estimation platform
A public customer-acquisition platform that guides visitors through health-plan estimate questions.
Capabilities: Guided estimation, Customer journey, Responsive web platform
Ramsay Health Solution
Client software project
Custom operational software delivered for Ramsay Health Solution. Private screens and client data are intentionally not shown.
Capabilities: Custom business workflows, Private operational system
Grill & Thrill ecosystem
Restaurant commerce platform
A restaurant ordering ecosystem covering the customer journey from menu discovery through fulfilment and order history.
Capabilities: Menu and options, Cart and checkout, Delivery or collection, Saved addresses, Branch service, Order status and history
Xapner PrintBridge
Device integration product
A local bridge connecting business applications to Bluetooth, Wi-Fi and USB printers.
Capabilities: Printer discovery, Local print bridge, Test printing, Connection status, Logs, POS printing workflows
What is not included
Listed so there are no surprises at invoice stage. Anything here can usually still be arranged — it is quoted separately rather than assumed.
- Hosting, third-party API charges and licence fees for external services
- Unlimited scope changes without change control
- Data entry, migration of unstructured records, or cleaning legacy data unless it is in the written scope
- Fixed pricing before discovery, because features, integrations and users decide the effort
Typical delivery
- Process mapping. We document how work flows today - who does what, where data lives, and what breaks. No build starts without a shared picture.
- Scope and proposal. You receive written phases, timeline, commercial terms and what is explicitly out of scope. Change control is agreed upfront.
- Build in phases. Core workflows ship first so your team can use real features early. Integrations and reporting follow in agreed order.
- Training, launch and support. Staff get practical handover. We support launch and offer maintenance for fixes and iterative improvements.
Typical timeline
Custom projects begin with discovery and a written scope. Delivery is phased and agreed in the proposal; a first usable phase is normally weeks rather than days, and each phase has its own review point.
Ownership and handover
Ownership of the delivered application code and data is set out in the written proposal before the build starts, together with handover, documentation and any ongoing maintenance arrangement.
Questions about this service
How do custom projects start?
With discovery: we map your process, define scope, then propose phases, timeline and commercial terms before build begins.
Related guides
- Build vs Buy Software: A Decision Framework — A scorecard for comparing subscription software, configuration and custom development using workflow fit, risk, ownership and total operating cost.
- API Integration Checklist for Business Owners — A non-technical control checklist for commissioning an API integration, covering ownership, permissions, failure handling, testing and support.
- Connecting Your Website to a CRM: A Reliable Implementation Guide — How to connect website enquiries to a CRM with clear field ownership, consent records, deduplication, retries and operational follow-up.
Next step
Review the packages published within each service page, see related builds on the work page, or start a brief describing your goal, deadline and any systems that must connect. We reply with a practical next step rather than an automatic quotation.