What we do

Automated CRM & marketing automation

Self-hosted SuiteCRM on your own server, or a cloud CRM chosen around your workflow. Connect enquiry capture, pipelines, tasks and follow-up with a practical automation plan.

Choose how it runs

Your workflow.
Your way to run it.

Self-hosted CRM

SuiteCRM.
On your server.

Control your customer data and shape the workflow around your team. Deploy on your own or a dedicated server with an agreed administration and maintenance plan.

No recurring software licence fee for the open-source, self-hosted SuiteCRM software.

Hosting, implementation, customisation, support and paid add-ons are separate.

About SuiteCRM

Cloud CRM & business platforms

A platform that fits the team.

Odoo

CRM and business applications, with the edition and hosting model chosen for the project.

Explore Odoo

HubSpot

Customer records and sales pipelines within a broader customer platform.

Explore HubSpot

Pipedrive

A sales CRM centred on visual pipelines, activities and follow-up.

Explore Pipedrive

Zoho CRM

A cloud CRM for sales processes, customer information and workflow automation.

Explore Zoho CRM

Provider subscriptions, editions, hosting options and available features are assessed separately for each platform.

Marketing automation

Mautic

Plan contact segments and campaign journeys alongside your CRM. Mautic is a marketing automation platform; any connection to your customer records is scoped and verified for the project.

Explore Mautic

An example to shape around your business

From enquiry to next action.

01
Capture
Record the enquiry and its source.
02
Assign
Give it an owner and a clear next step.
03
Progress
Update the pipeline and create useful tasks.
04
Follow up
Use reminders and review the exceptions.

What the work is for

A CRM should make the next action clear: who owns an enquiry, where the conversation stands and what needs to happen next. We design automated CRM workflows around that journey, with a self-hosted option on your own or dedicated server and cloud alternatives when they better suit the team.

For businesses moving beyond spreadsheets, reviewing a difficult CRM setup, or connecting marketing enquiries to a more consistent follow-up process.

Map the process before configuring the software

We review how enquiries arrive, which details are necessary and how the team qualifies and follows up each opportunity. Together we define pipeline stages, responsibilities, required fields and useful reports. The platform follows this process, rather than adding tools your team cannot maintain.

Make routine follow-up easier to manage

An agreed workflow can capture an enquiry, assign an owner, create a task and move an opportunity through defined stages. Reminders and exception paths help a person see what needs attention. We check the available features, permissions and integration options for your particular systems before committing to a connection.

Plan data migration and adoption

Existing contacts, companies and opportunities need clear field mapping, duplicate rules and an agreed import scope. We review a sample before a wider migration and check the result with your team. Handover covers everyday use, ownership of the process and the responsibilities for ongoing support.

Configure protection and maintenance around the deployment

For a self-hosted CRM, the project can include role-based access, HTTPS, scheduled backups, restore checks and an update plan. We agree who administers accounts, maintains the server and reviews access. These are practical controls to configure and maintain, with the exact scope recorded in the project brief.

Before we talk

A useful starting point.

You don’t need every answer. Bring what you know, and flag what needs discussion.

Tell us about your project

Your current CRM or spreadsheet structure, with example data anonymised
The steps from a new enquiry to an active customer
Your preferred hosting model, users and access roles
The tools to assess for connections and who maintains them

A few practical questions

Can the CRM run on our own server?

Yes. Self-hosted SuiteCRM can run on a server you control, including a dedicated server chosen for the project. Hosting location, administration, backups and access responsibilities are agreed before deployment.

Does “no software subscription” mean everything is free?

The open-source, self-hosted SuiteCRM software has no recurring software licence fee. Hosting, setup, customisation, maintenance, support and any paid add-ons are separate costs. This does not describe the commercial plans of cloud CRM providers.

Which platform is right for us?

We compare the workflow, team size, existing systems, hosting preference and operating costs. SuiteCRM is a self-hosted option; Odoo, HubSpot, Pipedrive and Zoho CRM are other platforms to assess. Editions, licences and capabilities are checked for the specific choice.

Is Mautic a CRM?

Mautic is a marketing automation platform for segments and campaigns. It can be considered alongside a CRM, with any data connection, consent handling and responsibilities agreed separately.

From our portfolio