You’re early. That’s an advantage.
Honest verdict: custom software isn't your next step yet, and we'd rather tell you that than sell you something. Here's a preview of where you're heading, and three free tools to run on until you get there.
This is where you're heading. No rush — but worth seeing.
Start here today
A CRM, a quote tool and a project tracker. When the business outgrows them, that's your signal.
Simple CRM
Track companies, contacts, deals and follow-ups. One tab per entity, nothing hidden, nothing clever — just a clean structure that keeps every relationship in one place.
You're managing client relationships in your head, a notebook, or a spreadsheet that's become unmanageable.
The starter is blank and ready for your data. The example shows it filled in for a small agency.
Quote Tool
Build a quote, check your margin, send a clean client-facing PDF, then log it and chase it. Labour and materials auto-populate from your own rates and price list.
You're pricing jobs by hand, emailing figures in the body of a message, or losing track of quotes you've sent.
The examples come pre-filled with a realistic price list and a few logged quotes, so you can see how it hangs together.
Project Tracker
Projects, tasks, workload and a self-drawing Gantt timeline. One row per record — update a status and it ripples through everything automatically.
You're running more than two jobs at once and keeping track of who's doing what in your head or a group chat.
The example shows a trades business running four jobs side by side.
Want a second pair of eyes?
15 free minutes to sanity-check your setup and what to do first. Plenty of people book it a year before they need us.
Not ready to talk? Connect instead.
Join the small business growth conversations on LinkedIn. No pitch, just useful posts.