Trades and contractors
Enquiries, site visits, quotes sent and chased, photos from each job, and the date every guarantee runs out.
CRM systems
Custom CRM systems for UK businesses.
A CRM is where a business keeps everything about its customers, including who they are, what was said, what was quoted and what happens next. We design and build CRM systems around the way your business already works, whatever it does, and keep changing them as you do.
The big CRM platforms sell one product to every business, so you end up changing how you work to fit their screens. We start with how your team already works and build the system around it.
What a CRM is for
One place for every customer.
Most small businesses start with a spreadsheet, an inbox and somebody's memory. That works until two people ring the same customer, a quote goes unchased because the person who sent it is on holiday, or nobody can say how many enquiries came in last month. A CRM (customer relationship management system) files every enquiry, call, email, quote and job against the customer it belongs to, so whoever picks it up next sees the whole story.
Sales teams use one to see which leads need chasing. Service teams use it to keep track of jobs and requests. Owners use it to see what is coming in without asking around. In its 2025 report on small business technology, the government's SME Digital Adoption Taskforce found that the software on offer often feels built for larger enterprises, and that small firms worry about being locked in once their data is inside. A CRM built around your business, on a database you can export, answers both.
53%
Any industry
Whatever your business does.
There is no template to start from. These are the kinds of things businesses ask a CRM to hold, and yours will have its own list. We build the screens, fields and stages around it, and change them whenever you need.
Clinics and practices
Appointments, referrals and follow-up reminders, with patient notes that only the right staff can open.
Shops and online stores
Customers, orders and returns, and who asked to be told when a product comes back in stock.
Agencies and consultancies
Leads, proposals, retainers, monthly reports and the work due for each client. The Hub, below, is one of these.
Lettings and property
Landlords, tenants and properties, viewings booked, and the date each safety certificate needs renewing.
Training and courses
Enquiries, bookings, course dates, and how far each learner has got through the qualification.
Our own CRM
We built ours first.
As Seonat grew, we wanted everything about our clients and our work in one place, set up exactly the way we work. So we built the Seonat Hub. It is the CRM the three of us run the agency on, and it does things no off-the-shelf package would have done for us.
Winning work
- Every enquiry sits in one place, from first contact through to a signed client.
- Notes and emails build into one history for each business, so anyone can pick up where a colleague left off.
- Follow-ups come to the right person when they are due, so nothing slips.
Looking after clients
- We can see what content each client has coming up, and when it needs to go out.
- Ongoing projects are tracked alongside each client, so everyone knows where things stand.
- Reporting for each client sits in the same place as everything else we do for them.
Who sees what
- Different logins see different things, depending on each person's role and what they need.
- Sensitive information stays with the people who need it.
- It works on a phone as well as a desktop.
It keeps changing.
The Hub today looks quite different from the first version. We have added, merged and rearranged pages as the way we work has changed, and every note has come across each time. Yours can change in the same way.
What it needs
What every CRM we build starts with.
Whatever else yours does, these come as standard. Two are legal duties as well as good sense. Under UK GDPR, the ICO expects personal data to be reachable only by people you have authorised. And once a business tells you to stop calling, you must not call again, and the ICO's business-to-business marketing guidance says to keep them on a do-not-contact list rather than deleting them.
One record per customer
Each person and business appears once, with every contact detail on it, so two colleagues never ring the same customer about the same thing.
A history nobody can tidy away
Notes, calls and emails build up as a timeline that cannot be deleted, so what was said stays on record.
Follow-ups that find you
Each follow-up comes to the person who owes it on the day it is due, so nobody has to remember to go and look.
Access by role
Each person sees what their job needs and nothing else. We set that in the database itself, so it holds even when someone goes looking.
A do-not-contact list
When someone asks you to stop, the CRM has to remember it. We build a suppression list in, so nobody gets rung again by a colleague who never heard.
Data you can take with you
Your records sit in a standard database that can be exported in full, so you are never stuck with a system, or with us.
How we build it
Built around your team, then kept up to date.
The work starts with the people who will use it every day, and it carries on after launch.
01
We watch how you work
We sit with the people who will use it and follow a few real enquiries from first contact to finished job, then design the system from what we see.
02
We move your data in
Whether your records live in spreadsheets, an old CRM or a shared inbox, we bring them across and check them, so the first version opens on your real customers.
03
You use it, we change it
Your team works in it for real. Anything that gets in the way, anything missing and anything nobody uses comes back to us, and we change it.
04
It keeps up with you
When you add a service, take on staff or change how you quote, we update the CRM to match, so your team never has to work around it.
FAQ
What people ask us about CRMs.
How is this different from HubSpot or Salesforce?
Those are one product built for a very large number of businesses. You set them up inside the fields, stages and screens they offer, and usually pay for each user every month. Ours start from your process, carry only the screens your team uses, and change when you ask. If an off-the-shelf package suits your business better, we will tell you.
Can you move us off a spreadsheet or our current CRM?
Yes. We moved our own records into the Hub the same way. We import your records and then check them, because a spreadsheet that has grown for years always holds surprises, like two customers in one row or a web address typed where a name should be.
Will it work on our phones?
Yes. Every screen is built to work on a phone, and the CRM can be added to a phone's home screen from the browser and opened like an app, notifications included, without going through an app store.
Can it connect to our email and accounts software?
Usually. The Hub files emails from our Gmail inboxes against the right customer by itself, and picks up invoices from Xero. Before we promise a connection to anything else, we check that the software offers a way in.
Who decides what each person can see?
You do. Each person gets a role, and each role sees only what it needs. Someone in sales sees their own leads, and a manager sees the figures. We enforce it in the database itself.
Is our customer data safe?
UK GDPR asks for security that is appropriate to the data you hold. The ICO's guide to data security says only people you have authorised should be able to reach it, and that you must be able to restore it after an incident. We build access by role into the database, use encrypted connections throughout, and agree how your data is backed up before it goes live.
What happens when we want something changed?
Send it over. Adding a field, a stage or a report is a normal request, and we make the change for you.
Tell us how your business runs.
Walk us through how an enquiry becomes a job today, spreadsheet and all, and we will show you what a CRM built around it would look like.