Workflow, CRM and client portal systems for agencies and consultancies.

Bespoke Software for Professional Services Firms

I help agencies, consultancies and other professional services firms build bespoke web applications that support their day-to-day work – from enquiry and proposal, through delivery, to reporting and invoicing.

Off-the-shelf CRMs and project tools can be useful, but they rarely reflect your exact processes and often end up supplemented by spreadsheets and email trails. A tailored .NET system can bring your core workflows into one place, while still integrating with tools like Outlook, Teams and accounting software.

What these systems often include

• Lead and client management with a lightweight CRM
• Proposal, project and retainer tracking
• Task, milestone and deliverable visibility
• Timesheets and simple time tracking if required
• Client portals for sharing progress and documents

Why go bespoke instead of another generic tool?

A bespoke solution can be a better fit when:

• Your workflow doesn’t fit neatly into a standard project-management model
• You have compliance or reporting needs that generic tools can’t cover
• You want tight integration with an existing SQL Server system
• You value owning your data and avoiding per-seat SaaS pricing over time

The emphasis is always on clarity and practicality – giving your team a system that supports the way you work, rather than dictating it.