CRM and operations in one system
Because we build your CRM as part of a wider business system, winning a deal flows straight into delivery, invoicing and service.
Custom CRM software
Custom CRM software built around your customers and sales process.
A CRM that matches how you actually win and serve customers, with your stages, your fields and your follow-ups, connected to jobs, invoices and reporting.
- Your pipeline
- Customer history
- Follow-ups
- Connected to operations
Generic CRMs never quite fit
Off-the-shelf CRMs are built for generic sales teams. You end up with unused fields, missing ones, and customer information split between the CRM and everything else.
- Sales pipeline in the CRM, delivery in spreadsheets.
- Customer history spread across email, notes and systems.
- Per-seat pricing that grows faster than value.
- Workarounds because the stages don't match your process.
A CRM designed for your business
We build a CRM around your customers, enquiries, quotes and service, linked to the rest of your operation.
- Pipeline stages that match how you sell.
- Full customer history: enquiries, quotes, jobs, invoices and communication.
- Automatic follow-up reminders and tasks.
- Quotes and proposals generated from your templates.
- Reporting on conversion, revenue and customer value.
What you get
Everything included, nothing bolted on
No plugin marketplace, no upsells. Each point below ships with the plan.
Contacts & companies
People, organisations, sites and relationships in one place.
Pipeline
Drag-and-drop stages tailored to your sales process.
Quotes
Professional quotes created and tracked inside the CRM.
Email integration
Connect Microsoft 365 or Google to log communication.
Reporting
Conversion rates, forecasts and customer value at a glance.
AI assistant
Optional AI summaries of customer history and next steps.
One
Customer record
Your
Pipeline, your fields
From £250
per month; from £2,995 setup
Moving from spreadsheets or another CRM
We import your existing contacts and history so your team starts with everything in place.
Before you ask
The questions people actually send us
Keep reading
Where people go from here
A CRM that fits your business, not the other way round.
Tell us how you win and serve customers today, and we'll design the CRM around it.
Ceejay Intelligence builds custom business software around the way your company works.