Bespoke CRM development
Custom-built, without the custom-build price.
Most bespoke CRM projects come with a five-figure cost and a long build cycle. SmartCo starts with a maintained platform and shapes it around your operation, including your terminology, approvals and reporting, on a monthly licence with no implementation fee and rolling terms.
From £299 a month. Data migration included. UK based, with technology experience since 2011.
The usual trade-off
Off-the-shelf makes you change. Bespoke makes you wait.
Buy a mainstream CRM and you spend the first year bending your process to fit somebody else's idea of a sales pipeline. Commission a bespoke build and you pay for a discovery phase, a development phase and a support contract before anyone has used it in anger. Both are reasonable. Neither is what most operational businesses actually want.
Software that dictates process
Fields you cannot rename, stages you cannot remove, and an approval flow that assumes your business works like a SaaS company.
Quotes with no number on them
"Request a quote" for a platform whose price depends on how much they think you can pay.
Built, then abandoned
A bespoke system delivered by an agency that moves on, leaving you with code nobody there remembers writing.
How it works
A platform underneath. Your operation on top.
The core platform already includes records, pipeline, tasks, permissions, reporting and API access. We configure and extend the parts that are specific to your business.
We map how the work really moves: who does what, which approvals matter, where the friction is, and what people are currently doing in spreadsheets because the software would not let them.
Records, workflows, permissions and dashboards are configured in your language. If your team calls it a placement rather than a deal, the system calls it a placement.
We configure the platform, add bespoke modules where the standard ones do not fit, and move your existing data across. Migration is included rather than added as a separate line item.
When the business changes, the system can change with it. Support stays with the team that understands how your configuration works.
Bespoke in practice
Features that exist because the work demanded them.
These were not on any roadmap. Each one was built because an operation could not run properly without it.
Anatomical incident reporting
Built for a care provider who needed incidents recorded precisely enough to stand up to inspection.
- Body diagram with marked position
- Injury type and time captured
- Evidence rather than free text
Commission matrix
Built for a sales operation where every deal splits between the person who generated it and the person who closed it.
- Automatic generator and closer split
- Rates that vary by product and tier
- Calculated at the point of sale
Property & energy qualification
Built for field sales, where qualifying at the door decides whether a survey is worth booking.
- Occupancy and tenure
- Roof type and orientation
- Current supplier captured on the doorstep
Offboarding & reassignment
Built because staff leave, and their leads, tasks and learners should not leave with them.
- Single-pass transfer of everything owned
- Access revoked in the same action
- Audit trail of what moved where
What it costs
The number, on the page.
Platform licence from £299 a month, ten users included, £20 per additional user. Training and LMS from £399. Operations and ERP quoted after discovery. Care is priced per carer rather than per user.
No implementation fee. Supported integrations are configured as part of the licence. Rolling monthly terms. Data migration included.
Common questions
Bespoke CRM, answered plainly.
How is this different from a bespoke build by an agency?
An agency builds you a system from nothing and hands it over. SmartCo is a maintained platform that gets configured and extended around your operation. You get the parts that are specific to you without paying to have records, permissions, reporting and an API written from scratch.
Is there an implementation fee?
No. The monthly licence covers configuration, data migration and supported integration setup. There is no separate setup cost and no minimum term beyond the rolling month.
How long does it take?
Training, lead management and energy CRM configurations can be provisioned in as little as one working day when the standard SmartCo build fits the requirement. Care generally takes a few days. Data migration, bespoke integrations and ERP can add time, which is confirmed before work starts.
Can we keep our existing data?
Yes. Migrating records from spreadsheets or an existing system is included rather than charged as an extra, and it is verified record by record before go-live rather than after.
What happens when our process changes?
The system is extended. That is part of the value of the ongoing licence. Instead of the software gradually drifting away from the business, it can be adapted as your process changes.
Do we own what is built for us?
Bespoke modules built for your operation are yours to use for as long as you are a customer, and your data is yours unconditionally and exportable at any point. The underlying platform stays licensed rather than sold.
Tell us how your business actually works.
Not just what you want the software to do. Show us how the work moves now, including the parts that still happen in spreadsheets. That conversation is where every SmartCo system starts.
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