Van Hire CRM

Our existing client launched a new vehicle hire business and wanted to replace disconnected admin, paperwork and manual processes with one system built around the way the team actually works. Rather than forcing the business into off the shelf software, we designed the software around the owner’s preferred process.

We mapped the full customer journey and built a custom CRM that manages everything from the initial booking through to vehicle collection, return and deposit release. Customers can check live availability, choose their van, upload their driving licence and ID, sign the rental agreement and pay online without needing to create an account. Behind the scenes, staff can manage bookings, payments, deposits, documents, vehicle inspections, damage records, enquiries and fleet availability from one secure dashboard.

The system also tracks revenue, vehicle utilisation, customer history and fleet performance, giving the business a much clearer view of day to day operations and removing much of the repetitive admin that would otherwise sit around every booking.

AI Email Matcher

Our client runs a long established engineering business receiving more than 200 sales emails every single day, many containing extensive lists of parts, product codes and technical requirements.

For Phase 1, we built a custom AI system that reads incoming enquiries, identifies the customer, checks their previous order history and helps the sales team understand exactly what products or parts are being requested. This dramatically reduces manual admin, speeds up response times and helps prevent valuable sales opportunities from being missed.

Phase 2 took this further. In addition to everything handled in Phase 1, the system can automatically access relevant supplier websites on our clients behalf, check availability and calculate potential costs using a combination of the client’s own stock and supplier stock and pricing.

Phase 3 will take the process closer to end to end automation, with AI responding to enquiries and even calling customers where necessary to confirm requirements before an order progresses.

WhatsApp Instant Booking

Research found that leads contacted within 5 minutes are 800% more likely to convert as those left waiting. The UK average for a response to an enquiry is 2 days!

We helped an electrical contractor take that response time from hours or days to seconds.

We built an AI powered system that takes enquiries from their website, social media or other lead sources and immediately starts a WhatsApp conversation with the potential customer.

The AI understands which service they are looking for, answers common questions and gathers the information the business needs. It then asks for preferred appointment times, checks live availability and books the customer directly into an available calendar slot.

Both the customer and the business are notified automatically.

The result is a 24/7 enquiry and booking system that responds instantly, reduces admin and removes the delay that cost businesses customers, appointments and jobs.

AI Phone System

We developed a complete AI call handling system for a dental practice manager and his team. When patients call, the AI handles the conversation naturally, answers common questions, triages enquiries and prioritises urgent cases automatically.

At the same time, the team can see live call transcriptions on screen and step into the conversation instantly whenever human input is needed. This means more calls are answered consistently, emergencies are prioritised faster and staff are freed up to focus on higher value work rather than routine call handling.

The commercial impact can be significant too. Based on average treatment values and conversion rates across private dental and orthodontic practices in the UK, the system has the potential to unlock £30,000+ in additional monthly treatment revenue simply by capturing enquiries that might otherwise be missed, delayed or lost.

AI Powered Cleaner’s CRM

Working with a domestic and commercial cleaning company, their work is excellent but they needed a system that matched that quality and made their lives much easier. Leads, quotes, onboarding, scheduling and follow up were spread across different channels and systems, creating unnecessary admin and duplication.

We built a custom CRM around the way the team already works. No matter where a lead comes from, whether it’s email, WhatsApp or even a LinkedIn message, they can add that lead into to the CRM system simply by speaking into their phone. The CRM captures the information, fills in the gaps and starts the lead process automatically.

The same approach applies to quoting. Instead of scribbling notes during a site visit or sending themselves reminders to sort later, the team can speak directly into their phone or tablet during the meeting. The AI listens, calculates the pricing, accounts for different job variables and additional costs and generates a quote instantly. From there, the information flows automatically into their scheduling software, accounts software and all follow up processes.

What previously involved multiple steps, repeated data entry across 4 or more places and a lot of frustration can now be completed in minutes. The result is a system that is fast, practical and natural to use, especially for people who don’t want to spend their day fighting with technology.

Cold Outreach Engine

Our client, a mortgage advisory business wanted to build relationships with more referral partners across key professional sectors. Rather than targeting individual consumers one at a time, we identified the professions most likely to regularly encounter people who need mortgage advice and built a targeted dataset of relevant contacts.

We then researched and personalised cold outreach at scale. Thousands of emails could be sent efficiently, while each message could be tailored to the recipient, their profession and the specific value of the referral partnership being offered.

The result is a powerful combination of automation and personalisation. Instead of choosing between mass outreach and highly personalised communication, our system allows us to do both, particularly when it is backed by a genuinely compelling offer.

More importantly, the strategy focuses on referral sources rather than individual customers. One successful relationship with the right professional can generate opportunities repeatedly, making the value of each new connection significantly greater than a single lead.

SaaS

We created a SaaS product around a problem we kept hearing from trades and service based businesses: “I know I should post on social media, but I don’t know what to say”. Instead of leaving users staring at a blank screen, the platform guides them through a series of simple questions and turns their answers into ready to use social media posts in seconds.

To make the process even easier, users can now speak their answers instead of typing, allowing them to create content quickly while on the move, between jobs or whenever an idea comes to mind. The goal was to remove as much friction as possible from content creation.

It’s a real world example of identifying a recurring problem, building a practical solution around it and turning that solution into a scalable SaaS product with potential across a wide range of industries.