Skip to content

Client Engine · CRM

A CRM built around how you sell

Client Engine is custom CRM development: every enquiry, quote and customer in one place, with reminders so no lead goes quiet.

Estimate my projectBook a call
Miniature sales pipeline where incoming enquiries are sorted into cards and arrive as a won deal

Sound familiar?

What it feels like today

Leads live in inboxes and notebooks

Enquiries arrive by email, phone, web form and social media. Some never get a reply.

Follow-ups depend on memory

Quotes go out and nobody chases them. Good customers go quiet without anyone noticing.

You cannot see next month

There is no clear view of what is likely to close, so planning is guesswork.

What you get

Everything in one place

Every lead in one place

Web forms, emails and calls land in one list, with the full history of each contact.

Automatic reminders

The system tells each person who to follow up today, so nothing slips.

Quotes and emails

Send quotes and templated emails from the CRM, and see when they are opened.

Pipeline you can trust

See every deal by stage and the revenue likely to close this month.

Before and after

What changes

Leads with no follow-up
Before1 in 5AfterNone
Admin time per salesperson
Before5 hours a weekAfter2 to 3 hours
Forecast for next month
BeforeA guessAfterA live number

Typical for a sales team of 3 to 5 people. Illustrative; your numbers depend on your sales process.

Build or set up

Custom build or an existing platform?

Both can be right. We recommend one after a free review of how you work.

Custom build

A CRM shaped around your sales process, with only the fields and steps you use.

Best when

  • Your sales process is unusual
  • You need it tied closely to other systems
  • Per-seat fees would add up fast

Platform set-up

A leading CRM platform, configured for your pipeline and connected to your tools.

Best when

  • Your sales process is fairly standard
  • You want marketing tools in the same place
  • You need to start this month

Platforms we set up

  • HubSpot
  • Zoho CRM
  • Salesforce

How it works

From first call to launch

  1. 1UnderstandA free call and a short review of how your team works today. You get a written plan with scope and timeline.Written plan within 48 hours
  2. 2DesignYou click through the screens before anything is built and tell us what to change.1 to 2 weeks
  3. 3Build with weekly demosWe build your pipeline, reminders and integrations, and show you working screens every week.4 to 14 weeks
  4. 4Launch and supportWe move your data across, train your team and fix anything that comes up in the first weeks.1 to 2 weeks

Example

What this looks like

Client EngineConcept

A patient enquiry pipeline for a clinic group

A group of four clinics tracks every enquiry from first message to booked appointment, with reminders that send themselves.

  • Every enquiry in one place
  • Automatic follow-up reminders
  • Bookings visible across clinics

Concept project. Illustrates our approach, not a client engagement.

How it's builtThe technical detail, for whoever on your team wants it.
Integrations
Connects to your website forms, email (Google Workspace or Microsoft 365), phone system, calendar and accounting.
Technology
A web app built with Next.js, TypeScript and PostgreSQL, or a configured HubSpot, Zoho or Salesforce account.
Security
Each person sees only what they need. Encrypted connections, daily backups and a full change history.
Your data
Your customer list is yours. Export it at any time, and nothing is shared with third parties.

Questions

Before you ask

What is a CRM?

A CRM (customer relationship management system) keeps every lead, customer and conversation in one place, and reminds your team what to do next.

Why not just use HubSpot or Salesforce?

Often that is the right call, and we set them up too. A custom CRM makes sense when your process is unusual or per-seat fees grow too high.

Can you import our existing contacts?

Yes. We import contacts and history from spreadsheets, email and most CRMs, and clean up duplicates on the way.

Will my team actually use it?

That is why we design with them. Your team clicks through the screens before we build, and we train everyone at launch.

How long does it take?

A platform set-up can be live in 4 to 6 weeks. A custom CRM usually takes 8 to 14 weeks.

Stop losing leads to a busy week

Show us how you sell today. We will map out the CRM that fits.

Estimate my projectBook a call