Client portals
One place where your clients see their documents, bookings, invoices and progress, using the data already in your CRM and accounts.
Custom apps and AI apps for the jobs off-the-shelf software can’t do
Portals, dashboards, quoting tools and AI assistants for routine work, built around how your business runs and looked after once they are live.
Priced after a setup check and a short written scope. You own what we build.
Example: an AI assistant
- Supplier invoice arrives by emailinbox → document readerDone
- Supplier, date, lines and total readPDF → fieldsDone
- Total checked against the orderinvoice → purchase orderApproved
- Bill created in your accountsapproved → accounting toolDone
- Filed, with a link backPDF → shared drive → logDone
- 100+ custom appsBuilt for clients, alongside more than 3,000 automations.
- A person approvesAnything an AI assistant sends out waits for a person until you decide otherwise.
- Price in writingA short written scope with the price before any work starts.
- Your accountsIt runs in your accounts. Once it’s paid for, the code, the documentation and the logins are yours.
What we build
Small, focused apps that do one job well and connect to the rest of your tools. Most of them are for your team, not your customers.
Internal tools and dashboards
The screen your team keeps asking for: a job board, an approvals queue, a stock view, or this week’s numbers from several tools at once.
Quoting and booking tools
A quote built from your own price rules in minutes, or a booking flow that follows how your business really schedules work.
AI assistants that do the routine work
For the work that eats hours every week and follows the same pattern each time.
- Documents
- Invoices, application forms, contracts and delivery notes read into fields, checked against your records, and sent on to the right tool.
- Inbox
- A shared inbox sorted by what each email needs, with a draft reply waiting for a person to check and send.
- Your own knowledge
- Staff ask questions in plain words and get answers from your own policies, price lists and past work, with a link to the source.
- Reports
- The weekly report drafted from your systems, so someone reads it and adds the judgement instead of building it.
Recent work
Described without names: client work stays private.
Sales teams, AI on calls
A sales dashboard with AI call scoring
- AI transcription of calls
- AI scoring of how closely the closer followed the script
- Sentiment on each call
- Leaderboards and reporting
Scores, sentiment and rankings for each closer, in one dashboard.
Read the caseSales teams, dialling platform and CRM
A dialler and CRMs that stay in step
- A tool that connects the dialling platform to the CRMs
- Calls logged against the right lead in the CRM
- Leads synced both ways, so a change in one system reaches the other
- Reporting on calls and leads
Calls and leads in one place, without anyone copying them across.
Read the caseHow we build AI into your business
- A person stays in charge
- Anything the assistant is unsure of goes to a person. Nothing leaves the business without a check until you decide it should.
- Your data is not used for training
- We use AI services on business terms that do not train on your data, and list each one in your contract.
- People know when it is AI
- If customers talk to an assistant, it says so in its first message and offers a person.
- Measured on your own examples
- We test it on real examples from your business before launch and show you where it gets things wrong.
How it works
Questions people ask
Do we need a custom app at all?
Often not. If an off-the-shelf product does the job, we say so. A custom app is worth it when the process is specific to you, when several tools need to work as one, or when per-seat prices add up.
Who owns the app?
You do, once it is paid for. It runs in your accounts, and you get the code, the documentation and the logins. Any of our own building blocks used in it are licensed to you.
What does it cost to run?
Hosting, and AI usage where the app uses AI, are paid by you directly to the providers. We estimate both before you commit.
Can it connect to our CRM, accounts and other tools?
Yes. Most apps like these sit on top of tools you already use, through their APIs. See integrations.
What does a custom app cost?
It depends on the screens, the data and the connections. We price it after the setup check and a short scope. Inside a lead-to-customer system, custom work starts at £12,000.
Tell us the job you want off your plate
A 30‑minute call about the work, the people and the tools involved, then a one‑page summary of what we would build. There is nothing to pay and nothing to sign.