What this service does
A customer relationship management system is most useful when it reflects how your organisation actually works. We use EspoCRM as an open-source starting point, then configure and extend it around your contacts, enquiries, sales stages, cases and other workflows. This can replace scattered spreadsheets and disconnected information with a clearer shared view of customer activity.
We begin with a discovery of the data you need to manage and the actions your team needs to take. That shapes the fields, layouts, roles, processes and reports we configure. Where the core system does not cover a requirement, we can assess official extensions or custom development. We explain the trade-offs before adding complexity, including any licence, integration or maintenance implications.
The EspoCRM core is available without a software licence fee. You pay us for agreed setup, customisation, development and hosting. Optional paid extensions are separate: you can purchase them directly from the vendor, which is generally our preferred route, or arrange purchase through us at an additional cost. A domain is required and can be supplied separately if needed. We define data migration, integrations, training, backup arrangements and ongoing support in the project scope so the CRM can be introduced responsibly and expanded over time.
Where the CRM must connect to a customer area or reservation process, we can scope a membership portal or online booking system alongside it.
