Centralize customers, leads, appointments and business information.
Manage
One place where every lead, customer, quote and appointment lives, so nothing depends on someone remembering it.
The problem it solves
Leads spread across a phone, an inbox, a notebook and three marketplace apps. Nobody can say how many quotes are outstanding or which customers have not been contacted in a year.
How we approach it
Principles we work to
- Get every lead source landing in one place first.
- Model your real pipeline rather than forcing you into someone else's.
- Make the daily view genuinely usable for the people doing the work.
- Report on the numbers that change decisions, and leave out the rest.
What Manage needs from the rest of the system
A CRM only stays accurate if the data arrives on its own. Manage works best alongside Automate, which keeps it fed without manual entry.
What's included
10 services in Manage
Individual pages for each of these are being written. In the meantime, the audit or a short call will tell you which ones apply to you.
CRM
Set up, migrated and configured around your pipeline, or built from scratch when nothing fits.
Lead Management
Every enquiry captured, assigned, tracked and chased until it is won or closed.
Customer Management
Full history, equipment, addresses and past work against every customer.
Sales Pipeline
Quotes and opportunities with stages, values and forecast visibility.
Appointment Management
Scheduling that accounts for crews, travel time and job duration.
Business Dashboards
Live view of leads, jobs, revenue and capacity.
Reporting
Scheduled reports that arrive without anyone building them.
Customer Database
Clean, de-duplicated records you actually own and can export.
Scheduling Systems
Dispatch and calendar systems for teams working in the field.
Internal Management Systems
Job tracking, inventory and operations tooling built to fit.
The rest of the system
What this connects to
Grow
Get discovered and generate more opportunities.
Build
Build the websites, applications and digital infrastructure your business needs.
Automate
Connect your systems and eliminate repetitive work with automation and AI.
Support
Keep your digital systems, marketing and technology running continuously.
Questions
Before you ask
Do I have to buy all of Manage together?
No. Almost nobody does. Most engagements start with the one or two services that are limiting things right now, and grow only when there is a reason to.
Can you work with the systems we already have?
Usually yes. We would rather connect what you already pay for than migrate you onto something new for its own sake. If a tool genuinely cannot do the job, we will say so and explain why.
Who owns the work?
You do. Accounts, code, content, data and phone numbers stay in your name, and you can export or take them elsewhere at any point.
How do you report on it?
Monthly, against the outcome you hired us for (leads, booked work, hours saved) rather than a dashboard of activity metrics.
Not sure how much Manage you actually need?
The audit looks at the whole picture and tells you which part is limiting the rest, which is often not the part people expect.