Business Automation

Let the routine run itself.

CRM software brings your customers, requests and deals into one system on Microsoft Dynamics 365. We take the work your team does by hand today, the reminders, hand-offs, approvals and re-typing, and set it to run on its own, with a record of every change along the way.

Less done by hand, one feature at a time.

Each feature takes over a job someone does manually today. They share the same records, so nothing is typed twice and nothing waits on a reminder.

  • Workflows

    The follow-ups, approvals and hand-offs, done for you.

    A workflow waits for something to happen, such as a new enquiry, a deal won or a payment overdue, and takes the next step itself: it assigns the work, tells the right person, asks for an approval or updates the record. The steps your team repeats every day stop depending on someone remembering them.

    What you can do

    • Steps that start when a record is created or changes
    • Approvals answered straight from Teams or Outlook
    • Reminders and escalations when something stalls

    Why it helps

    • No enquiry left waiting for someone to notice it
    • Approvals in minutes instead of days
    • Hours of chasing handed back to your team

  • Relationship management

    Every customer, contact and conversation in one record.

    Each customer has one record holding their contacts, deals, emails, meetings, calls and requests, so whoever picks up the relationship sees its whole history. Prices and deals can be kept in more than one currency, converted at the rates you set.

    What you can do

    • Companies, contacts, leads and deals linked together
    • Emails and meetings saved to the customer from Outlook
    • Deals in several currencies, at your own exchange rates

    Why it helps

    • A customer's history stays when a salesperson leaves
    • Hand-overs without starting again
    • A clear view of what is in the pipeline and what is stuck

  • Case management

    Every request tracked from the first message to the fix.

    A guest's complaint, a warranty claim or a tenant's repair becomes a case the moment it arrives. It goes to the right team, is timed against the response you promised, and stays open until it is resolved, so nothing is left sitting in someone's inbox.

    What you can do

    • Cases sent to the right team or person
    • Response times measured against your own working week and public holidays
    • A shared library of answers for common questions

    Why it helps

    • Nothing lost between inboxes
    • Promises to customers kept, and seen to be kept
    • New staff answer like experienced ones

  • Audit history

    A record of every change, and who made it.

    Audit history notes who changed a record, which details changed, what they were before and after, and when. The entries can't be edited, so when a price is questioned, a customer disputes what was agreed or an auditor asks, the answer is already on file.

    What you can do

    • The old and new value of every change
    • Who made it, and when
    • Sign-ins recorded too, and kept for as long as you choose

    Why it helps

    • "Who changed this?" answered in seconds
    • Evidence ready for auditors and regulators
    • Mistakes traced and put right, not argued over

  • Forms & views

    Capture it once, find it in a click.

    Forms are the screens your team fills in, laid out for each job, with fields that appear or become required as they are needed, so a record is complete the first time. Views are saved lists, such as "my open deals" or "cases due today", that sort and filter the records for each person.

    What you can do

    • Forms laid out for each role and task
    • Fields that show, hide or become required as you go
    • A warning when a customer is already on file

    Why it helps

    • Complete records without chasing missing details
    • Each person starts the day with their own list
    • No more of the same customer entered twice

  • Dashboards

    The state of the business, as it is right now.

    Dashboards turn live records into charts and lists: sales by stage, cases by priority, work by team. Power BI reports can sit on the same screen for deeper analysis, and each person opens straight onto the numbers they are responsible for.

    What you can do

    • Charts and lists that update as records change
    • Power BI reports inside the CRM
    • A dashboard for each role

    Why it helps

    • No waiting for the month-end spreadsheet
    • Bottlenecks spotted while they are forming
    • Meetings that start from the same numbers

  • Microsoft 365 & other apps

    Works inside the tools your team already uses.

    The CRM works alongside Outlook and Teams, keeps documents in SharePoint and opens lists in Excel. Beyond Microsoft, it connects to your website, accounting system and other business apps, so information moves between them without anyone copying it across.

    What you can do

    • Outlook: emails and meetings saved to the right customer
    • Teams: records shared and discussed in chat
    • SharePoint: documents kept with the customer's record
    • Connections to your website, accounting and other apps

    Why it helps

    • Staff stay in the apps they already know
    • Website enquiries arrive as leads on their own
    • The same customer details in every system

  • Custom applications

    Apps built around the way you work.

    Where a standard feature doesn't fit, we build an app on the same platform, for bookings, inspections, onboarding or any process still run on paper and spreadsheets. It uses the same records, security and audit history as the rest of the CRM, and works on phones, even where the signal drops.

    What you can do

    • Records, screens and steps designed for your business
    • Phone and tablet apps that keep working offline
    • The same security and audit history as the CRM

    Why it helps

    • Paper forms and spreadsheets retired
    • Staff record work on site, with or without signal
    • One platform instead of another system to maintain

More to offer.

Beyond the core features, the platform saves time in smaller ways every day.

  • Your data, brought across

    We move your existing spreadsheets and records into the CRM as part of the setup, so no one starts from a blank page.

  • Guided stages

    A deal or case shows the stages it goes through and what each one needs, so every step is followed in order.

  • Access by role

    Each person sees and changes only what their role allows, down to single fields such as prices or salaries.

  • Mobile app

    Customers, deals and cases on the phone, for staff who spend the day away from a desk.

  • Your own language

    Each person can use the CRM's menus and screens in their own language, Arabic included.

  • WhatsApp and web chat

    Messages from WhatsApp and your website's chat reach your team in the CRM, beside the customer's record.

  • Copilot

    Summarises a customer or a deal and drafts emails, for your team to check before sending.

  • Excel in and out

    Bring in a spreadsheet of contacts, or take any list out to Excel to share or work on.

  • Email templates

    Standard replies and quotes written once, with the customer's details filled in for you.

Manual work grows with the business.

Every new customer brings more to keep track of: more spreadsheets, more reminders, more details copied from one place to another. A CRM moves that work from people to the system, so growth doesn't have to mean more overhead.

  • Entered once

    A detail typed in one place reaches every screen and report that needs it.

  • Moves on its own

    Hand-offs, reminders and approvals happen when they should, not when someone remembers.

  • Seen by everyone

    Sales, service and management work from the same live records, not their own copies.

  • Kept on record

    Every change is logged with who made it and when, so the history can be trusted.

Is it right for you?

If any of these sound familiar, that work can run on its own. Tell us where your team's time goes and we will show you where to start.

Start from the problem

Bring these answers to the first call

Rough answers are fine. They help us see where the manual work is and what to automate first.

  • Which tasks does your team repeat every day or every week?
  • Where do your customer records live today: spreadsheets, another system, or people's phones?
  • How many people would use the CRM, and in which teams?
  • How do customers reach you: email, phone, your website or messaging apps?
  • Which other systems should it connect to, such as accounting or your website?
  • Do auditors or regulators ask who changed what, or where your data is kept?

Ready to take the manual work out?

Tell us where your team's time goes today. We will map the work and show you what can run on its own.

Talk to Our Team