CRMs, dashboards & automation — internal systems that remove manual work
If your team is copying data between tools, chasing updates, or relying on spreadsheets that nobody trusts, I build custom CRMs, reporting dashboards, and automation that fit how you actually work.
Custom CRM
Leads, pipelines, jobs, orders, suppliers, follow-ups — built around your process, not a generic template.
Dashboards & reporting
Simple dashboards showing what matters: workload, status, revenue, enquiries, trends, bottlenecks.
Automation
Webhooks, cron jobs, inbound email processing, notifications, API sync — remove repetitive admin.
Most systems don’t need “everything”. They need one clean source of truth, a few reliable workflows, and reporting that makes decisions easier. That’s what I build first — then we iterate safely.
Who this is for
This is for businesses that have outgrown “just use a spreadsheet” — or tried a SaaS CRM that doesn’t match the way they operate.
CRM & dashboard development (UK)
I’m based in Rotherham, working with clients across Sheffield, Leeds and the UK. You work directly with the developer building the system — no handovers.
CRMs, dashboards & automations
Lead & enquiry CRMs
Capture leads, assign owners, track stages, add notes, follow-ups and reminders — without clutter.
Job & order management
Track job status, supplier orders, priorities, internal notes, and progress — with audit trails where needed.
Dashboards
Reporting that’s actually useful: pipeline value, stage health, conversion rates, workloads, bottlenecks.
Automation & notifications
Automatic emails, scheduled summaries, alerts for status changes, and “someone needs to act” triggers.
Integrations
APIs, webhooks and syncing between tools — WooCommerce → CRM, forms → pipelines, email → records.
Internal tools
Admin tooling your team actually uses — built clean so new features don’t break existing flows.
What I typically fix
Spreadsheets that don’t scale
Duplicate rows, missing updates, unclear ownership, and reporting that takes hours to assemble.
Tools not talking to each other
Data copied between platforms, missed leads, no single source of truth, and unreliable handovers.
No visibility
No dashboard, no clean status view, and nobody knows what’s stuck or what needs action.
Manual admin drains time
Repetitive updates, constant chasing, unclear processes, and “it lives in someone’s inbox”.
Simple process, reliable delivery
Systems work fails when scope is vague and features pile up. I keep it simple: map the workflow, build the minimum useful system, then iterate safely. If you want the full breakdown, it’s on the Process page.
Deliverables
CRM & automation questions
Do you build CRMs from scratch?
Yes — when a custom build is the right fit. I’ll also advise if an off-the-shelf system is better.
Can it integrate with WordPress/WooCommerce?
Yes. I often connect orders, enquiries, forms, and customer data into CRMs or reporting dashboards.
Can you automate email workflows?
Yes — notifications, summaries, and email-driven processes (including inbound email parsing where needed).
What does it cost?
It depends on scope. Send a brief and I’ll reply with a quote range and the safest next steps.
Want a system that replaces admin work?
Send me a quick overview of your workflow (or what you’re currently doing manually) and I’ll suggest the simplest automation/system approach — with a quote range.