Bespoke software

A portal that replaced quote-chasing

8 weeks Representative project

A trade business was running quotes, job updates, and invoices across WhatsApp, email, and a shared inbox. Clients kept asking “where are we up to?” because nobody had a single answer.

The problem

Off-the-shelf CRMs were either too heavy or too generic. The owner did not need a sales pipeline. They needed a simple place for requests, quotes, approvals, and status — used by the office and by customers.

The approach

We mapped the real workflow on paper first, then built a small client portal: request in, quote out, approve, schedule, invoice. Staff got a compact admin view. Customers got a login and a timeline instead of a thread of messages.

The result

Quotes stopped disappearing. Clients could check progress without calling. The office stopped rebuilding the same update in three different places.

More work

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