Customer portals
Give clients a suitable place to access agreed information, documents or requests.
Software shaped
around your working day.
Customer portals, enquiry-management tools and focused web applications. Make the information and tasks your team depends on easier to manage in one place.
Let's talk about your projectBuild the tool you need, without turning it into a bigger product than it has to be.
Spreadsheets, inboxes and general-purpose software can take a business a long way. A focused application becomes useful when the process no longer fits neatly between them. We can build a tool around that process rather than asking your team to adapt to an oversized platform.
That might mean a customer portal for documents and requests, a CRM-style tool for enquiries, a quoting interface or an internal view of work in progress. We define users, permissions and information flows before designing the interface.
AI can be included where it helps, such as preparing a draft summary or finding relevant information. It is not a requirement. The aim is software that makes a specific part of the working day clearer and easier to manage.
Enquiry and customer tools
Organise the stages, notes and actions that matter to your team's workflow.
Focused web applications
Calculators, quoting tools and internal interfaces designed for a defined task.
Roles and integrations
Plan who can see and change information, and how the tool connects to other systems.
A clear way forward.
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Define the daily task
Work through users, information, permissions and existing tools.
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Review a working version
Build the important journey first and refine it with the people using it.
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Roll out with a plan
Test access boundaries, prepare the handover and agree ongoing development.
Related work.
A selection of past projects involving this kind of work.
Mybristolmyway
Business directory
WordPress development · Business accounts
A few useful
answers.
Can you build a small CRM?
Yes. We can scope a customer or enquiry-management tool around the stages and information your business needs. We also assess whether an existing product would be a better fit.
Can customers have their own accounts?
Yes, where the project requires them. Authentication, roles and access to each customer's information are part of the scope and testing.
Do you build mobile apps?
Our focus here is web-based tools that can work on phones as well as larger screens. If a requirement needs a native mobile application, we would discuss that separately rather than assume it is included.
Can the system grow later?
Yes. We can agree an initial scope and a roadmap, with ongoing development capacity for the next priorities.