Solutions

Modules that replace scattered spreadsheets

Each module works on its own, but they are designed to share data. Sales can see stock, support can see order history, and leadership sees everything in one dashboard.

One platform, five connected modules

Start with the modules you need today. Add more as your processes mature. Every module reads from the same data, so you never have to copy information between systems.

Sales CRM

Close more deals with a clearer pipeline

The Sales CRM gives your team a single, structured view of every lead, opportunity and account. Instead of chasing updates across spreadsheets and inboxes, you can see exactly where each deal stands, what needs to happen next and who is responsible.

Key features

  • Visual deal pipeline with customisable stages
  • Lead, contact and account management
  • Activity tracking for calls, emails and meetings
  • Task reminders and follow-up scheduling
  • Revenue forecasting and sales reports
  • Source tracking to see which channels bring the best leads
  • Integration with customer records and order history
  • Role-based access so teams only see their own deals

Benefits

  • Never lose track of a potential customer
  • Identify bottlenecks in the sales process
  • Forecast revenue with confidence
  • Improve handovers between sales and operations

Typical use cases

  • A consultancy tracks proposals from first enquiry to signed contract.
  • A wholesaler manages retail accounts and recurring orders in one place.
  • A startup measures which marketing channels convert into revenue.
Inventory

Always know what is in stock

Inventory replaces manual stock counts and scattered product lists with a live catalogue. Track stock levels across locations, manage variants and suppliers, and get alerts before you run out of the products your customers need.

Key features

  • Live stock levels across one or multiple locations
  • Product catalogue with variants, SKUs and barcodes
  • Supplier records and purchase history
  • Low-stock and reorder-point alerts
  • Stock movement history and audit trail
  • Connection to sales data so stock updates automatically
  • Import existing product data from spreadsheets
  • Export stock reports for accounting or fulfilment

Benefits

  • Avoid overselling and disappointing customers
  • Reduce excess stock and carrying costs
  • Spot fast-selling and slow-moving products
  • Keep purchasing and sales teams aligned

Typical use cases

  • A retailer synchronises online sales with warehouse stock levels.
  • A manufacturer tracks raw materials and finished goods by batch.
  • A distributor sets reorder alerts for high-volume products.
Customer records

One profile for every relationship

Customer records builds a single source of truth for every person and organisation you work with. Contact details, communication history, orders, support tickets and notes are stored together so your team always has the full context.

Key features

  • Unified profiles for individuals and organisations
  • Complete communication and interaction history
  • Order timeline and transaction history
  • Notes, tags and custom fields
  • Quick search and filtering by segment or status
  • Connection to sales, inventory and workflow records
  • Import contacts from spreadsheets or other tools
  • Permission controls to protect sensitive customer data

Benefits

  • Answer customer enquiries faster with full context
  • Build stronger relationships through consistent follow-up
  • Segment customers for targeted outreach
  • Reduce duplicated records and conflicting information

Typical use cases

  • A service business logs every call, quote and job against a client record.
  • An agency tracks stakeholders across multiple client organisations.
  • A subscription business reviews renewal and payment history quickly.
Workflows

Move work forward by status

Workflows turns any repeatable process into a clear, status-driven board. Assign owners, set priorities, add checklists and deadlines, and move tasks through stages from start to finish without relying on emails or status meetings.

Key features

  • Custom status boards for any process
  • Task cards with owners, due dates and priorities
  • Checklists, descriptions and file attachments
  • Automated stage transitions and reminders
  • Audit trail showing who changed what and when
  • Templates for common processes
  • Link tasks to customers, deals or inventory records
  • Dashboard views for managers and team leads

Benefits

  • Replace chaotic email threads with structured boards
  • Make accountability visible across the team
  • Reduce missed deadlines and forgotten tasks
  • Standardise processes as you scale

Typical use cases

  • An agency runs client onboarding from brief to launch.
  • A fulfilment team tracks orders from payment to dispatch.
  • A support desk moves tickets from received to resolved.
Analytics

Turn data into decisions

Analytics brings together data from CRM, inventory, customer records and workflows into dashboards and reports you can actually use. Track KPIs, spot trends and export reports to share with stakeholders or upload to accounting tools.

Key features

  • Live dashboards with key performance indicators
  • Sales, inventory, customer and workflow reports
  • Trend charts and comparative analysis
  • Exportable reports in CSV and PDF formats
  • Scheduled report emails
  • Custom filters and date ranges
  • Drill-down from summary numbers to underlying records
  • Role-based dashboards for different user levels

Benefits

  • Make decisions based on current data, not old spreadsheets
  • Identify growth opportunities and problem areas early
  • Reduce time spent manually building reports
  • Improve board and investor updates with clean charts

Typical use cases

  • A founder reviews weekly sales pipeline and cash flow forecasts.
  • An operations manager tracks stock turns and reorder rates.
  • A leadership team measures customer acquisition and retention trends.

How the modules work together

Data flows between modules so you do not have to re-enter the same information twice.

1

A lead becomes a customer

The Sales CRM tracks the deal. When it closes, the customer profile is created automatically in Customer records.

2

Stock is checked and reserved

Inventory shows available stock. The sales team sees stock levels before promising delivery dates.

3

Work is scheduled

Workflows moves the order through fulfilment stages, with owners, checklists and deadlines.

4

Leadership sees the numbers

Analytics combines sales, stock and workflow data into live dashboards and exportable reports.

Why teams choose our platform

Practical advantages that make a difference for small teams and growing businesses.

Replaces spreadsheets

Move from shared Excel and Google Sheets to a structured system with clear ownership and history.

No recurring subscription

Pay once for implementation. The system is yours to operate without monthly user fees.

Built for non-technical users

Clean interface, simple navigation and guided setup so anyone on the team can use it.

Connected data

CRM, inventory, customers, workflows and analytics share the same records for consistent reporting.

Fast to implement

Most packages are configured within days, with templates and guided imports to speed up setup.

UK-based support

Documentation, email support and optional consultancy from our London-based team.

See how it fits your team

Tell us about your current tools and we will suggest the best setup.

Request a demo

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