MOD / 01
Customer database
Contact details, history, notes and relevant information in one place.
CRM / CLARITYNorthpeak / Service
A simple CRM that organises work instead of creating another obligation
I build focused systems for customers, enquiries and appointments. The scope follows the real day-to-day workflow rather than imitating enterprise software.
Discuss a simple CRM01 / FIT
For small teams that have outgrown spreadsheets and scattered messages
01
Service businesses handling customers across several channels
02
Teams storing history in spreadsheets and private notes
03
Businesses connecting enquiries, appointments and follow-up
04
Clubs and schools needing an organised member database
02 / SCOPE
Only the modules that support daily work
MOD / 02
Case statuses
A clear route from a new enquiry to delivery or future follow-up.
MOD / 03
Appointments and tasks
Dates, actions and context required for the next step.
MOD / 04
Search and filters
Fast customer lookup and grouping records around business needs.
MOD / 05
Roles and access
Access can be shaped around the owner and members of a small team.
MOD / 06
Room to expand
The system can grow to include booking, automation or dedicated modules.
03 / ROUTE
A CRM begins with understanding the work
- 01
Inventory
We map contact channels, case types, data and tasks currently handled manually.
- 02
Data model
We decide what the system genuinely needs to store and which statuses matter.
- 03
Panel and workflow
I design the views and build the most important operating flow.
- 04
Staged adoption
The team starts with the core and expansion follows real usage.
04 / FAQ
Questions about a custom CRM
Is this a ready-made subscription product?
No. The scope is shaped around a specific workflow. Hosting or external service costs may still apply, but there is no licence for unnecessary modules.
Can the CRM work with online booking?
Yes. A booking can create or update a customer and add an appointment to their history.
Can we begin with only a customer database?
Yes. The first version may focus on contacts, notes and statuses, with more advanced functions added later.
Organise the process without enterprise weight
Show me where the friction lives today — messages, spreadsheets, calendars or handovers. That is where we begin.