Discovery, then milestone delivery
Custom business systems
A system built around how your business actually works, not a generic template.
For businesses whose process does not fit an off-the-shelf tool: custom CRM development, debit order and collections management, and business process automation built to your workflow, your data and your team. We scope the build before you commit to it, then deliver in fixed milestones.
Discuss a custom systemWho it is for
- Businesses whose sales, finance or operations process does not fit an off-the-shelf CRM or accounting add-on.
- Finance teams tracking debit order failures, collections or reconciliations by hand in a spreadsheet.
- Operations teams repeating a manual process that a system could run for them.
The problem
- Generic software forces the business to work around the tool, instead of the other way round.
- Debit order failures, retries and collections follow-up are tracked in a spreadsheet nobody fully trusts.
- A manual process eats hours every week and breaks differently every time someone new runs it.
What you get
- A scoped system: custom CRM, a debit order and collections management system, or a process-automation build, matched to how your team actually works.
- Data migration from spreadsheets or the outgoing system, checked against source before go-live.
- User training and documentation, so the system survives staff changes.
- A short post-launch support window to fix what only shows up under real use.
How it works
Discovery
A paid discovery phase: current process, data, integrations and the decision that justifies the build.
Milestone delivery
Fixed-price milestones with a working demo at each one, not a single release at the end.
Go-live and handover
Data migration, training and a documented handover, plus an agreed support or hosting arrangement if you want one.
What is not included
- Licence fees for third-party platforms you choose to use are paid by you directly and itemised in the proposal.
- Hosting, monitoring and ongoing support are quoted separately once the build is scoped.
- We do not start building before discovery; a fixed-price build without discovery is not something we offer.
What we need from you
- The process as it runs today, including the workarounds.
- Access to current data and systems for a read-only review during discovery.
- A decision-maker who can sign off scope and milestones.
Frequently asked questions
- Is this the same as CRM improvement and support?
- No. CRM improvement and support fixes and maintains a system you already have. This is a new build: a custom CRM, a debit order management system, or a process-automation tool built from the ground up.
- Do you only build CRMs?
- No. We build whatever system the business case supports, most often CRM, collections or debit order management, and process automation. Discovery decides the right shape.
- How long does a custom build take?
- It depends entirely on scope. Discovery sets a realistic milestone plan, which we confirm in the proposal before any build work starts.
- Can you replace part of an existing system instead of all of it?
- Yes. Many engagements replace one workflow, such as collections or reporting, while the rest of the existing system stays in place.
Turnaround
Discovery length and milestone dates are fixed in the proposal once the build is scoped.
Commercial model
A paid discovery phase, then fixed-price milestones for the build. Hosting, support or licensing are quoted separately once scope is clear. All fees are stated excluding VAT.