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Expertise / Systems / Sales & CRM

Every relationship, considered.

A clear sales process, a connected CRM and a thoughtful follow-up. Every relationship has a next step.

Explore the discipline

We follow the relationship from first contact to signed work. The gaps become visible: a slow reply, a lost quote, an unclear handover. The CRM and the process are built together, so the team knows the context and what should happen next.

Faster replies

Every enquiry answered quickly, by the right person, with the right information.

Follow-up that happens

Reminders and simple routines so every quote gets a proper follow-up.

A clear pipeline

See every opportunity, its value and its next step, at a glance.

What takesshape.

A process your team will enjoy using. The scope is agreed around the business and the work it needs.

Sales process

Clear steps from enquiry to signed job.

CRM set-up

One place for every lead and every customer.

Quoting

Professional quotes, sent faster.

Follow-up

Automatic reminders and well-timed messages.

Sales training

Confident conversations that win work.

Pipeline reporting

Know what is coming in, every week.

How we work

Behind the experience.

Explore the tools we have built for real businesses. Connect© brings property, marketing and customer relationships together. Posh Studio puts brand design and content production in the team’s hands.

Explore a market. Find a development. Plan the content.

Connect©

Bespoke software

Automation

Automations that take the repeat work off your desk.

Bespoke software

Configurators, client portals and tools made for your team.