Services · Systems & Operations

CRM, ERP & Back-office

Most businesses run on a pile of tools that do not talk to each other. The same customer is keyed into three systems, invoices live in a spreadsheet, and no one has a live view of the pipeline or the cash. Off-the-shelf CRM and ERP promise to fix it, then bend your business to fit their software. We build the opposite: a custom system shaped around how you actually work, with one source of truth for the money and the customers.

ops.live
$482kRevenue MTD
93Open pipeline
$61kUnpaid invoices
One source of truthCustomers and money in one place.
Days, not monthsA live system, not a two-year rollout.
You own itBuilt around you, no lock-in.
01

Problems we solve

Where the back-office quietly slows you down

The symptoms look like admin. The cause is a stack of disconnected tools and no single record of the truth.

The same data, keyed in three times

A new customer gets typed into the CRM, then the invoicing tool, then the spreadsheet finance reports from. Every rekey is an hour lost and a chance to introduce an error that surfaces at the worst moment.

Tools that do not talk to each other

Sales, operations, finance and support each run their own app, and nothing syncs. Answering a simple question means opening four systems and hoping the numbers agree.

No live view of the money or the pipeline

You find out what revenue looked like weeks after the fact, once someone has stitched the reports together by hand. Cash, unpaid invoices and deal stage should be one glance, not a monthly project.

Generic SaaS that does not fit

Off-the-shelf CRM and ERP force your process into their fields, so half the team works around it in spreadsheets. You pay per seat forever for software that never quite matches how you run.

02

What we build

One connected system for customers and money

Bespoke modules, shaped around your process and wired into the tools you already run. Take the whole platform or the one piece that is hurting most.

Custom CRM

Your pipeline, your fields, your stages. Every contact, deal, note and next action in one record, so sales and support always know exactly where a customer stands without asking around.

Custom ERP & operations

Orders, inventory, projects, suppliers and jobs modelled the way your business actually runs, not the way a generic product decided you should. The operational core, built to fit.

Invoicing & accounting

Personalised invoicing, payment tracking and accounting logic that matches your billing, so the money side stays accurate without manual reconciliation.

Reporting dashboards

Revenue, pipeline, cash and unpaid invoices on live data, so you make decisions on what is true today.

Data & workflow automation

The rekeying, chasing and status updates handled by workflows instead of people.

Integrations & migration

We connect your CRM, accounting, payment and BI tools so records stay in sync, and we migrate your existing data across cleanly so you start on day one with the full history intact.

Roles & permissions

The right people see the right data, with clean access control across the whole system.

03

One record, not four

The whole picture of a customer in one place

When the CRM, the invoices and the operational history sit in one system, a customer record stops being a guessing game. You open one screen and see the deal, the contract, what has shipped, what is owed and what is overdue, without cross-checking three tools.

That single record is what makes everything else possible: accurate reporting, automation that can trust the data, and a team that stops spending its day reconciling systems by hand.

Acme CoAccount
ActiveStatus
$38kLifetime value
Stage 4Pipeline
2 openInvoices

Last invoice INV-2041 · paid · 6 days ago

04

Outcomes

What changes once it is running

Hours of rekeying gone

Data is entered once and flows everywhere it needs to. The admin your team does by hand today runs as workflows, freeing them for work that actually moves the business.

A live view of the business

Revenue, pipeline and cash on current data, on one dashboard. You stop waiting for month-end to know how the business is doing and start making decisions on what is true now.

Money in on time

Invoices raised automatically, payments tracked, overdue accounts flagged before they age. Fewer dropped invoices and shorter payment cycles, without someone chasing spreadsheets.

05

Our process

From first call to live system, in days

1

Discovery call

We map how your business runs, the tools you use and where data gets rekeyed and lost. No charge, no obligation.

2

Strategy & proposal

A clear build plan in plain language, a realistic timeline and one fixed, project-based quote. No per-seat pricing forever.

3

Build & migrate

We build with AI, connect it to your existing tools and move your data across cleanly. Real progress in days, not status reports in weeks.

4

Support & scale

It goes live, we keep it running, and we extend it as you grow. You own everything we build.

06

Proof

What our clients say

"They built the whole platform and admin system for our community, and it went live faster than anything we thought possible. We run the entire operation from one place now."
FounderMembership Community Business (NDA)
"The AI trade analysis and admin CRM they shipped changed how the whole product works. Fast, sharp, and genuinely ours, and our users have now logged over 1 million trades on it."
FounderTrading SaaS Business (NDA)
"They built our accounting CRM exactly around how our team works and delivered it far faster than we expected, with the level of design detail we are particular about. Our whole finance team now runs on one source of truth, with instant reporting that has saved thousands of hours."
CEOAccounting & Finance Business (NDA)
07

Questions & answers

CRM, ERP and back-office, answered

Still unsure? The free audit answers the rest.

Why build custom instead of buying an off-the-shelf CRM or ERP?

Generic products force your process into their fields, so half the team ends up working around the software in spreadsheets, and you pay per seat forever. A custom system is shaped around how you already run, so people actually use it, and you own it outright instead of renting it.

Can you connect to the accounting and payment tools we already use?

Yes. We integrate with the tools you already run, whether that is Xero, QuickBooks, Stripe, your bank feed or something bespoke, so records stay in sync and you keep the parts of your stack that work while replacing the parts that do not.

What happens to our existing data?

We migrate it across cleanly as part of the build. Customers, deals, invoices and history come with you, so you start on day one with the full record intact rather than an empty system you have to rebuild by hand.

Do we have to replace everything at once?

No. You can take the whole platform or start with the single module that is hurting most, whether that is the CRM, the invoicing or the reporting layer, and extend from there. We scope it with you on the discovery call.

How long does a CRM or ERP build take?

Most builds go live in days rather than the months or years these systems usually take. Building with AI removes most of the coordination overhead, so a small, focused team ships what used to need a room full of people and a long rollout.

One source of truth for the money and the customers.

Book a free audit and we will map exactly where your systems are leaking time and money, then hand you the plan to fix it.

Book a free audit