Development· Web Applications
CRM & Customer Records
Every customer, everything you've done for them and everything you need to remember, in one place, instead of spread across inboxes, phones and memory. Built to fit your business, not a big off-the-shelf CRM you pay for and half use.
What we do
What we build
One record per customer
Contact details, business name and address in one place, and the system finds an existing customer instead of creating a duplicate.
Their whole history
Every job or invoice for that customer on their record, newest first, so you can answer "when did we last see them?" in a second.
Notes only your team sees
A private notes box on each customer for the things worth remembering: gate codes, preferences, who to ask for. Never sent to the customer.
Book again in one tap
Start a new job straight from a customer's record with their details already filled in.
Search everything
Type part of a name, business, email or phone number and the right customer comes up.
Private, and deleted on request
Only signed-in staff can see records. When a customer asks to be deleted, their contact details are erased while your job history stays intact.
Every client gets access to the Buildory Client Portal: invoices, analytics and site progress in one place.
Learn morePricing
Pricing
Built for your business
Quoted after a free chat
Priced on what the system needs to do, as a fixed price in writing before any work starts. Hosting for the system is quoted with it.
- Fully custom-built, you own the code outright
- Works in any browser, on phone, tablet and desktop
- 1-to-1 support, direct from the founder
A real example
How it works
Our Workflow
- Step 1:
Introductions and Discovery
A proper conversation first: how the business works today, where it goes wrong, and what the system needs to do. No jargon, no obligation.
- Step 2:
Scope and Design
A clear written scope, the price and the timeline agreed up front, then the screens designed, so you see it before anything is built.
- Step 3:
Development & Testing
Built properly and tested on phones, tablets and desktops, with your feedback along the way, not just at the end.
- Step 4:
Launching and On-boarding
It goes live, your existing records come across, and your team gets a walk-through. Support carries on after launch.
Questions
Questions people ask
Is this a full sales CRM like HubSpot?
It's built around your customers and the work you do for them. If you also need sales pipelines or follow-up reminders, we scope those in, so you only pay for what you'll use.
Can you bring our existing customers across?
Yes. If your customers are in a spreadsheet, an old system or an export from your current software, we bring them in as part of going live.
Who can see our customer records?
Only the people you give a login to. Owners and staff can have different access, and every change is recorded.
Does it help with GDPR?
It keeps customer data in one secured place, visible only to your signed-in staff, and lets you erase a customer's contact details on request while keeping the business records you need.
How much does it cost?
It depends on what it needs to do. After a free chat you get a fixed price and a timeline in writing, before any work starts.
Customers living in five different places?
Tell us where your customer details live today and what you wish you could see at a glance. We'll show you what one proper record looks like.