Manual data entry eating sales time
Service
CRM & Automation
For businesses that need better CRM workflows, lead routing, email automation, API integrations, reporting, and data synchronisation.
At a glance
- Zoho CRM setup and workflow improvement
- Lead routing and email automation
- API integrations and data synchronisation
- Reporting and dashboard builds
3-step processOngoing retainer option
Common issues
What we see most often.
Leads falling through the cracks
Disconnected tools and duplicate records
No reliable reporting on the pipeline
What we support
Practical help, not a rebuild.
- Zoho CRM setup and workflow improvement
- Lead routing and email automation
- API integrations and data synchronisation
- Reporting and dashboard builds
Process
How we work.
Map the current CRM workflows and leaks
Automate the highest-friction steps first
Measure, refine, and hand over documentation
Proof
Seen in practice.
Real systems, measured honestly — every claim labelled verified, estimated, or qualitative.
Crypto transaction platform for a private banking service
Fintech — founder's prior contract (at Kabru) · Transaction flows shipped inside the live private banking platform, deployed as scalable containerised services.
E-commerce platform for a national music rights organisation
Music rights / entertainment — founder's prior agency work (at Glasshouse) · A production e-commerce platform serving a national rights organisation, delivered within an agency team.
Retainer path
Ongoing ownership.
Automation clients usually continue on an automation retainer to keep workflows evolving with the business.
Related services
Explore other support options.
Website Maintenance
For businesses with existing websites that need updates, fixes, SEO implementation, performance work, security support, forms, landing pages, and practical improvement.
Garden Care
The optional monthly care routine for systems a FORT has delivered or stabilised. Garden Care runs on PRUNE — Performance checks, Reports, Updates, Nurture, Enhancements — in three tiers: Garden Care (one agreed application or workflow boundary), Garden Growth (adding one SEO or paid-search lane), and Garden Operations (a broader, individually scoped register).
Web Application Maintenance
For existing applications that need bug fixes, enhancements, refactoring, infrastructure support, and ongoing development.
Related reading
From the Insights hub.
Beyond the chat box: AI starts working with richer business information
GPT-4o's May 2024 announcement brought documents, images and voice into everyday AI use — and widened what businesses could hand to a model.
Every call, remembered: AI call summaries and the end of "who said what?"
Most business phone conversations leave no record. AI call summaries change that — searchable history, CRM entries written from calls, and disputes you can actually resolve.
Next step
Not sure this is the right fit?
Start with a free fit check. A paid Technical Review then maps one agreed system or workflow, its risks, dependencies and improvement options. You approve the scope and fee before it starts.
FORT / Sprint Assist — A defined outcome and a scoped delivery cycle — typically a two-week FORT with agreed acceptance criteria and a clean handover.
Reserved Capability — Ongoing access to a fractional digital department: the systems you depend on kept healthy, improved steadily and extended when the business needs it.
Partner / White-label Capability — Delivery support for agencies and partners: our senior engineers behind your client work, under your brand and your client relationship.
Discuss your first FORT