A CRM that replaced a fragile low-code app.

A purpose-built stakeholder and follow-up tracker replacing an unstable low-code app — contacts, organisations, interactions and scheduled reminders, with Microsoft 365 sign-in and a mobile-friendly interface.

A national training organisation at work
A national training organisation
  • SectorTraining & education
  • StatusIn production
  • Shape of the workCRM · reminders
01

The challenge

A national training organisation tracked its stakeholders and follow-ups in a low-code app that had become unstable and hard to trust — exactly the kind of tool that fails right when you need it.

02

Our approach

A purpose-built stakeholder and follow-up tracker — contacts, organisations, interactions and scheduled reminders — with Microsoft 365 sign-in and a mobile-friendly interface, replacing the fragile app on a stack built to last.

  • Contacts & interactions
  • Scheduled reminders
  • Microsoft 365 SSO
  • Replaced a low-code app
03

The outcome

A CRM the team relies on, with reminders that fire on time instead of getting lost. In production.

A note on how we show our work: We describe most of this work by sector rather than by client, because that is what we are permitted to say. Where the site is public we name it and link to it, so you can go and look. No invented statistics, no testimonials.

In context

The world this runs in

More work

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All of our work

Let’s talk

Want a system like this in your business?

Tell us what you’re running on today — spreadsheets, paper, something ancient — and we’ll map what better looks like.