Bespoke CRMs
Manage contacts, leads, sales pipelines and follow-ups in a CRM built around your business, with the fields and workflows your team needs.
Your customers, projects and everyday tasks, together in one place. We build bespoke CRMs, client portals and business software that fit the way you work.
Call 07794 236152We design and build software around your customers, your team and your processes. Bring disconnected spreadsheets and everyday tasks together in a system that fits your business.
Bespoke CRMs
Manage contacts, leads, sales pipelines and follow-ups in a CRM built around your business, with the fields and workflows your team needs.
Client portals
Give customers a place to view project updates, share documents and submit requests, with access tailored to each client.
Dashboards and reporting
Bring key information into a clear dashboard so you can track progress, spot outstanding work and make informed decisions.
Project and job management
Keep projects, jobs, tasks, deadlines and team responsibilities together in a system built for how you deliver your work.
Automation and integrations
Connect your existing tools and reduce repetitive data entry, reminders and admin with workflows designed around your processes.
AI consultancy and training
Give staff clear guidance and practical training so they can use AI confidently, effectively and responsibly.
From a focused internal tool to a bespoke CRM or connected business system, we help you define what you need, build it and put it to work.
Discovery and planning
Discuss your processes, frustrations and goals. Agree the features, priorities and scope before development starts.
Bespoke software development
Build your CRM, client portal or business application around your requirements, with opportunities to review and refine it as it takes shape.
Automation and AI
Connect systems, automate routine tasks and introduce AI where it can make a useful difference to your business.
Training and ongoing support
Help your team get comfortable with their system and discuss support, maintenance and future improvements as your needs develop.
You do not need a large transformation project. We can start with one or two valuable opportunities and build from there.
Discovery
We discuss your business, your team and the tasks that consume the most time.
Opportunity review
We agree the features, workflows and priorities for a system that fits your business.
Implementation
We build your software, review it with you and refine it before launch.
Training and support
We help your team build confidence and continue improving after the initial project.
Your system could bring together customer records, sales, bookings, project tracking and reporting. Start with the features you need most and agree a practical scope for your business.
Administration
Reduce repetitive admin with document templates, reminders and automated workflows.
Customer enquiries
Capture enquiries, organise appointments and track each request through to completion.
Sales
Manage your sales pipeline, prepare quotes and keep follow-ups visible to your team.
Client access
Let clients view updates, share documents and send requests through their own portal.
Reporting
See sales, workloads and project progress in dashboards tailored to your business.
Internal knowledge
Create documentation, useful templates and easier ways for staff to find information.
Dot Logics is based in Warwickshire and supports businesses in Warwick, Leamington Spa, Stratford-upon-Avon and the surrounding area. We also work with organisations across the UK.
Every business has its own way of working. When spreadsheets and disconnected tools start getting in the way, a bespoke system can bring your customer information, projects and everyday processes together.
Our approach is straightforward: understand what you need, agree a practical scope and build software your team can use. We also offer automation and AI consultancy to help you make more of your systems.
Book an initial discovery call, phone us on 07794 236152 to discuss your own CRM, client portal, business software or automation ideas.