Business automation for commercial companies.
Five branches, thirty salespeople and three systems that don't talk to each other. We connect the systems you already run and automate the work that falls between them, across sales, finance, customers and operations. Set up for you, looked after every month.
No big upheaval. We plug into the system you already use.
Sound familiar?
- Every branch does it slightly differently
- The numbers you need live in three systems and a spreadsheet
- Quotes and leads depend on whoever picked up the phone
- Credit control is a person, not a process
- You only find out a key account has gone quiet at the quarterly review
- Every new system promised to fix it and became one more login
Built for the people who answer for the numbers
If you run sales, finance or operations in a business with branches, reps or a big trade customer base, you don’t need another platform. You need the work between your existing systems to happen on its own: the follow-up, the chasing, the updating, the reporting.
That’s what we build. We map how the work actually flows today, connect the systems involved and automate the steps people currently do by hand. Then we look after it every month.
Start with one process, prove it, then grow
We don’t sell a transformation programme. We pick the one process that costs you most (usually quotes going cold or money owed), automate it, and show you what changed. Then we do the next one.
What we automate
Sales
Lead allocation, quote follow-up, sales system updates, sales notifications, commission and call tracking.
Finance
Invoice reminders, overdue accounts, credit control, payment notifications and trade account applications.
Customers
Inactive customer alerts, repeat purchasing, reactivation and account management alerts for reps.
Operations
Stock and purchasing, branch communications, multi-site promotions, reporting and the hand-offs between teams.
How it works
A 15-minute call
You tell us where things get missed. We tell you straight if we can fix it.
We map the process
How the work flows today, across which systems and which people.
We build and connect it
Around the systems you already run. Your team is shown how it works.
We look after it
Monitoring, support and small changes every month.
Works with the systems you already run
Every system is different. We'll tell you on the first call what's possible with yours, and we won't promise a connection we can't build.
Who it's for
- Managing Directors
- Operations Directors
- Commercial Directors
- Sales Directors
- Finance Directors
- Branch and Area Managers
- Operations Managers
- Sales Managers
The systems we set up
Quotes go out. Then nothing happens.
Quote Chaser
Every quote chased until you get a yes or no.
How it worksWho's chasing what you're owed right now?
Trade Account & Payment Chaser
Customers pay on time. Your team only calls the stubborn ones.
How it worksYour best customer stopped ordering. When would you notice?
Win Back Lost Customers
We spot it straight away and help you win them back.
How it worksCommission takes hours and someone always says it's wrong.
Sales Team Commission & Performance
Worked out automatically. Every rep sees what they've earned.
How it worksYour numbers are in five places and none of them agree.
Business Dashboards
Your key numbers on one screen, updated every day.
How it worksOne promotion. Forty spreadsheets. Wrong posters at half the sites.
Multi-Site Promotions Manager
One system picks the sites and tells your printer exactly what each needs.
How it worksBuilt on real jobs
Built for a UK pub operator
One click to the print list for 1,300 sites
Replaced their campaign spreadsheets with one promotions system. The print list for every site now comes out in one click, updated daily from their main business system.
Read the case study
Built for a UK installer
Quote to deposit to contract to install, with nobody chasing
Quote to paid deposit to signed contract to install, without the office chasing anything by hand.
Read the case studyBuilt for a field sales team
Commission paid every Monday, no double payments
Commission calculated automatically, paid every Monday, with double payments blocked and every rep able to see their own results.
Read the case studyStraight answers
Do we have to replace our current systems?
No. We connect to the accounts, merchant, sales and phone systems you already run, and automate the work between them. No big switchover, and nothing new for your team to learn.
Where do you usually start with a larger business?
With the process that costs you most and is easiest to measure, usually quote follow-up or credit control. Once that's live and paying for itself, we add the next.
Can you work across several branches or sites?
Yes. Most of what we build is designed to run the same way in every branch, with each manager seeing their own numbers and head office seeing all of them.
Who looks after it once it's live?
We do. Every system has a monthly fee that covers hosting, monitoring, support and small changes. If something needs tweaking, you ring us and it's done.
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Read the guideEvery call. Every quote. Every pound.
Be the business that follows up.
Fifteen minutes on the phone. We'll find where things are getting missed and tell you straight if we can fix it.
You don't need to decide anything on the call. Just take a look at how it works.