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Sales Pipeline CRM
Track every deal from first contact to signed contract. No more guessing what stage a prospect is at.
Your sales team was tracking deals in a spreadsheet that was always out of date. Managers had no visibility on pipeline health, deals were slipping through the cracks, and forecasting was guesswork. We built a real-time CRM pipeline with drag-and-drop deal management, automated stage tracking, and instant pipeline analytics. Win rate improved by 22% in the first quarter.
Automated Quoting Tool
Generate professional quotes in seconds. Know exactly when a client opens one.
Your team was building quotes in Word documents, emailing them as PDFs, and then chasing clients blind. No version control, no tracking, no consistency. We built an automated quoting platform with templated line items, instant PDF generation, client-side open tracking, and one-click acceptance. Average quote turnaround dropped from 3 days to 20 minutes.
| Description | Qty | Rate | Total |
|---|---|---|---|
| Boiler supply | 1 | £1,800 | £1,800 |
| Installation labour | 2d | £450 | £900 |
| Flue kit & fittings | 1 | £320 | £320 |
| Gas safe cert | 1 | £85 | £85 |
Revenue Forecast Dashboard
See your revenue pipeline six months ahead. Weighted, unweighted, and closed. All in one view.
Your monthly revenue reviews relied on the sales manager pulling numbers from memory. The board wanted accurate forecasts but there was no single source of truth. We built a live revenue dashboard that pulls directly from your pipeline, applies probability weighting by stage, and projects forward using historical close rates. The finance team finally trusts the numbers.
Competitor Price Monitor
Know what your competitors are charging before you write your next quote.
You were consistently losing tenders without understanding why. Competitors were adjusting rates weekly while yours sat static for months. We built a daily price scraper that monitors competitor rate cards, flags changes above your set threshold, and feeds the intelligence directly into your quoting workflow. You have not been undercut since.
| Competitor | Their Rate | Your Rate | Gap | Alert | 7d Trend |
|---|---|---|---|---|---|
| Apex Services | £2,450 | £2,180 | -£270 | ⚠ | |
| Northline Ltd | £2,320 | £2,180 | -£140 | ⚠ | |
| Crestview Co | £2,050 | £2,180 | +£130 | ⚠ | |
| Summit Supply | £2,600 | £2,180 | +£420 | ⚠ |
Content Intelligence Feed
See what your competitors post, what performs, and why. All scraped and analysed automatically.
Your marketing team was manually checking competitor social accounts every week, copying posts into a spreadsheet, and guessing what worked. We automated the entire process: scraping competitor content across LinkedIn and Instagram, scoring engagement, and using AI to explain why top posts performed. Your content strategy is now data-driven, not gut-driven.
Campaign Performance Tracker
Every campaign, every channel, every lead. Tracked and attributed in real time.
You were running campaigns across email, paid, and organic but had no unified view of what was actually generating leads. Spend decisions were based on feel. We built a centralised campaign tracker that pulls data from every channel, calculates cost-per-lead, and highlights your best performers. Marketing spend efficiency improved by 35%.
| Campaign | Channel | Spend | Leads | CPL | |
|---|---|---|---|---|---|
| Spring Promo | £1,200 | 47 | £25 | ||
| Google Ads Q1 | Paid | £3,400 | 82 | £41 | |
| LinkedIn Content | Organic | £0 | 31 | £0 |
SEO Health Dashboard
A live health check across your entire site. Broken links, speed issues, missing meta. All flagged automatically.
Your website had been accumulating technical SEO issues for months. Broken links, missing meta descriptions, slow pages. Nobody was monitoring it. We built an automated audit tool that crawls your site weekly, scores overall health, and flags issues by priority. Your organic traffic started climbing within six weeks of fixing the first batch.
Lead Source Attribution
Know exactly which channels and campaigns are driving your best leads.
You knew leads were coming in but had no idea which source was actually converting. Marketing was claiming credit for everything, sales was dismissing all of it. We built an attribution dashboard that traces every lead from first touch to closed deal, breaking down conversion by source, campaign, and channel. Budget allocation is now based on evidence.
| Top Campaign | Conv. | Revenue | Trend |
|---|---|---|---|
| Spring Promo | 4.2% | £18,400 | |
| Google Ads Q1 | 3.1% | £12,600 | |
| LinkedIn Content | 2.8% | £8,200 |
Job Management Kanban
Every job, every engineer, every status. Drag, drop, done.
Your operations team was coordinating jobs over WhatsApp and a shared spreadsheet. Jobs were being missed, engineers were turning up without the right information, and you had no real-time view of what was happening in the field. We built a full job management platform with a live kanban board, engineer assignment, and on-site completion sign-off.
Compliance Tracker
Never miss an inspection date. Every asset, every certificate, every deadline. Tracked automatically..
Your compliance records were scattered across filing cabinets and spreadsheets. Inspection dates were being missed, certificates were expiring without notice, and audits were a scramble. We built a centralised compliance tracker with automated deadline alerts, RAG status dashboards, and digital certificate storage. Your last audit took 2 hours instead of 2 days.
| Asset ID | Type | Last Check | Next Due | Status |
|---|---|---|---|---|
| AST-001 | 12 Feb | 12 Aug | Current | |
| AST-002 | 28 Jan | 28 Jul | Current | |
| AST-003 | 05 Sep | 05 Mar | Due Soon | |
| AST-004 | 10 Oct | 10 Apr | Due Soon | |
| AST-005 | 01 Jun | 01 Dec | Overdue |
Fleet Monitor
Know where every vehicle is, who is driving it, and when they will arrive.
Your fleet was invisible once it left the yard. Dispatchers were calling drivers to check locations, customers were chasing ETAs, and mileage was recorded on paper. We built a live fleet tracker with GPS location, driver assignment, status updates, and automated ETA calculations. Customer ETA queries dropped by 80%.
Workflow Automation Log
When a job completes, the invoice, certificate, and calendar update happen automatically.
Your admin team was spending hours on repetitive tasks that followed the same pattern every time: job completes, generate invoice, email certificate, update calendar, notify customer. We automated the entire chain. Now when an engineer marks a job complete, everything downstream happens within seconds. Admin overhead dropped by 60%.
Invoice Generator
Turn completed jobs into professional invoices with one click. No re-typing, no errors.
Your accounts team was manually re-entering job details into an invoicing tool, introducing errors and delays. Jobs were sitting complete for days before an invoice was raised. We built a one-click invoice generator that pulls job details, line items, and client information directly from your job management system. Invoice turnaround went from 5 days to same-day.
| Boiler supply | £1,800 |
| Installation labour (2d) | £900 |
| Fittings & cert | £405 |
Financial Dashboard
Revenue, margins, and outstanding invoices. Everything your finance team needs on one screen.
Your monthly financial review was a manual process: export from Xero, paste into Excel, build charts, email to the board. By the time it arrived, the data was two weeks old. We built a live financial dashboard that pulls directly from your accounting system, showing revenue, margins, and cash position in real time. The board now has a link, not a PDF.
Purchase Order Tracker
Raise, approve, and track every purchase order from request to delivery.
Purchase orders were being raised over email with no central record. Duplicate orders were common, approvals were verbal, and matching POs to invoices was a monthly nightmare. We built a digital PO system with approval workflows, three-way matching, and a full audit trail. Month-end reconciliation now takes hours instead of days.
| PO | Supplier | Value | Status | Raised By |
|---|---|---|---|---|
| PO-4401 | Summit Supply | £2,340 | Pending | T. Reynolds |
| PO-4398 | Apex Parts | £890 | Approved | K. Marshall |
| PO-4395 | Central Fixings | £1,650 | Matched | S. Wright |
| PO-4392 | Vantage Tools | £425 | Queried | D. Patel |
Budget Variance Monitor
Track every department's spend against budget in real time. No surprises at month-end.
Budget reviews happened monthly, by which point overspends had already happened. Department heads had no visibility on their own burn rate. We built a live budget tracker that pulls actuals from your accounting system, compares against budget in real time, and alerts managers when spend hits 80% of allocation. Month-end surprises are a thing of the past.
| Dept | Budget | Actual | Variance | |
|---|---|---|---|---|
| £12,000 | £10,400 | -£1,600 | ||
| £8,000 | £7,200 | -£800 | ||
| £25,000 | £26,100 | +£1,100 | ||
| £6,000 | £5,200 | -£800 | ||
| £4,000 | £3,800 | -£200 |
Competitor Content Intelligence
Know what content is winning in your market before your marketing team starts the brief.
Your marketing team was spending hours manually researching competitor social posts to understand what content formats and topics were performing. We built an automated content intelligence tool that monitors competitor accounts across LinkedIn and Instagram, scores posts by engagement rate, extracts the top performers each week, and delivers a briefing report every Monday morning. Your content team now starts every week knowing exactly what the market is responding to.
Market Price Tracker
Know what your competitors charge before you quote. Updated automatically, every day.
You were losing contracts because competitors were undercutting your quotes without warning. You had no visibility on market pricing until it was too late. We built an automated price monitoring tool that scrapes competitor listings daily, flags movements above a set threshold, and feeds the data directly into your quoting workflow. You have not been caught out since.
Intelligent Email Automation
Every inbound email read, scored, and drafted in seconds. Your inbox runs itself.
Your inbox was receiving 200 plus emails a day across three partners. Urgent client requests were sitting unread for hours. We built an AI triage layer that reads every inbound email, scores urgency and sentiment, routes to the right person, and generates a draft reply in your writing style. Response times went from hours to minutes without adding headcount.
Sales Pipeline & Forecast
From first contact to closed deal. Every stage tracked, every opportunity visible.
You had no visibility on your sales pipeline beyond a shared spreadsheet nobody trusted. Deals were stalling without anyone noticing. We built a lightweight CRM tailored to your exact sales process: custom stages, deal value weighting, activity logging, and a weekly forecast report sent automatically every Monday. Pipeline conversion improved by 28% in the first quarter.
Fleet & Resource Monitor
Where every vehicle and asset is right now. Updated live, no phone calls needed.
You were managing 18 vehicles via phone calls and a whiteboard. You had no live view of where drivers were or which jobs were running late. We built a real-time fleet monitor integrating with your existing GPS trackers, surfacing live vehicle status, driver assignments, and estimated arrival times in a single dashboard. Your operations manager described it as getting their Sundays back.
Inspection & Certification Manager
Every asset, every certificate, every expiry date. No more missed inspections.
You were tracking 300 assets across 12 sites using spreadsheets and paper records. Certificates were expiring unnoticed and audits were becoming a crisis every time. We built a centralised compliance tracker with automated expiry alerts, engineer assignment, and a client-facing portal for certificate downloads. Zero missed inspections in the 14 months since launch.
Field Operations Platform
Every job, every engineer, every status. All in one place instead of a WhatsApp group.
Your engineers were coordinating jobs over WhatsApp and a shared spreadsheet. Jobs were being missed, engineers were turning up to sites without the right information, and you had no real-time view of what was happening in the field. We built a full job management platform: live kanban board, engineer assignment, job history, and on-site completion sign-off. Dispatch time dropped by 40% in the first month.
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