A worked example, start to finish
Northgate Freight
An illustration of the scope, not a client. Real work is in the case studies.
- 01Brief
Enquiries in three inboxes, quotes in spreadsheets, and no way to see which jobs were open without asking around the office.
- 02Build
A CRM shaped to the business: enquiry to quote to job to invoice, each with its documents, reminders and owner, WhatsApp and email in the timeline, and reports the directors read on Monday morning.
- 03Launch
Design agreed before code, built in phases with a fixed price each, tested on the staff's own devices, data migrated from the spreadsheets, the team trained in the office.
- 04ResultOne screen
Every open job, its stage and its money on one screen, with the source code and the hosting in the company's own name.
