Custom CRM systems

What Sorted does

Practical help, built around your business.

A CRM Built Around the Way Your Business Actually Works

A CRM should help you manage customers, leads, follow-ups and sales more clearly.

It should not force your business into somebody else’s process.

Sorted designs custom CRM systems around the way your business actually operates, so the system supports your workflow instead of creating more admin.

Whether you are managing new enquiries, quotations, projects, repeat customers or ongoing service relationships, we can build a CRM that keeps the right information organised and makes the next action easier to see.

What a Custom CRM Can Include

Depending on your business, your CRM system can include:

• Lead and enquiry tracking
• Customer and client records
• Contact history
• Follow-up reminders
• Sales pipeline stages
• Quote tracking
• Order tracking
• Project links
• Customer notes
• Task management
• Calendar integration
• Customer onboarding
• Service history
• Renewal tracking
• Document links
• Payment tracking
• Dashboards
• Reports
• Forms and data capture
• Status-based workflows
• Automated notifications
• User roles and permissions
• Custom fields
• Data migration from existing spreadsheets or systems

Who This Service Is For

Custom CRM Systems are ideal for businesses that:

• Are managing customers in spreadsheets, email and WhatsApp
• Keep losing track of follow-ups
• Need better visibility on leads and customers
• Have outgrown a basic contact list
• Find off-the-shelf CRM software too complicated
• Are paying for CRM features they do not use
• Need to connect customers to projects, orders or documents
• Want a system that reflects their own process
• Need a clearer sales or service pipeline

We Start With the Customer Journey

Before we build anything, we look at how a customer actually moves through your business.

For example:

Enquiry → Quote → Approval → Project → Handover → Follow-Up

Or:

Lead → Consultation → Order → Delivery → Support → Repeat Customer

We identify:

• Where enquiries come from
• What information needs to be captured
• What stages matter
• Who is responsible for each step
• Which follow-ups need reminders
• What information management needs to see
• Where customer information is currently being duplicated
• Which parts of the process could be automated

Then we design the CRM around the real workflow.

Only the Information You Actually Need

A CRM with dozens of unused fields is not necessarily a better CRM.

We focus on the information your business genuinely needs to operate, make decisions and serve customers properly.

That makes the system easier to use, easier to maintain and far more likely to become part of the daily workflow.

Dashboards and Visibility

A custom CRM can also include dashboards that help you see what is happening without searching through every record.

Depending on the system, you may be able to track:

• New enquiries
• Active leads
• Follow-ups due
• Quotes awaiting approval
• Sales pipeline value
• Active customers
• Open projects
• Outstanding tasks
• Renewals
• Customer activity
• Needs-attention items

The goal is not just to store information.

It is to make that information useful.

Automation Where It Makes Sense

Your CRM can also connect with practical automations such as:

• Follow-up reminders
• Calendar events
• Email notifications
• Customer onboarding tasks
• Folder creation
• Status-based actions
• Automated document generation
• Renewal reminders
• Internal alerts

We automate repetitive work while keeping people involved where judgement, approval or conversation is still important.

Our Philosophy

The best CRM is the one your team actually uses.

Sorted does not believe in adding complexity simply because software allows it.

Our approach is:

Assess. Plan. Cut Out Waste. Build. Implement.

We first understand the process.

Then we remove unnecessary steps, build around the information that matters and create a system that fits the business.

The goal is:

Fewer lost leads.
Better follow-ups.
Clearer customer history.
Less repeated capturing.
Better visibility.

Your CRM should help you manage your customer relationships.

It should not become another relationship you have to manage.

Get Your CRM Sorted

If your customer information is scattered, your follow-ups rely on memory or your current CRM no longer fits the business, we can help build something more practical.