Bespoke software
A portal that replaced quote-chasing
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. Quote approval time dropped significantly because customers could review and approve directly in the portal.
More work
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