Bespoke CRMs & dashboards
Bespoke CRM systems for small businesses and sole traders
EKKO builds bespoke CRM systems and dashboards around the way you already work. Customers, bookings, jobs, invoices, reminders and reviews in one place, with no per-seat subscriptions and no forcing your business into someone else's software.
Quick answers
- Why not just use an off-the-shelf CRM?
- Generic CRMs make you change how you work and charge per user every month. A bespoke EKKO CRM mirrors your existing process, holds only the fields you actually use, and has no per-seat pricing.
- Can it replace my spreadsheets and paper diary?
- That is usually the starting point. We map what you currently track, then rebuild it as a single system with customer records, jobs or bookings, invoices and reminders in one place.
- Will it work on my phone?
- Yes. Every dashboard we build is mobile-first, so you can update jobs, check customers and send follow-ups from a phone on site.
Built around your process
We map how you actually run the business, then build the system to match it.
No per-user fees
Own the system instead of paying a rising monthly charge for every person on your team.
Mobile-first
Update jobs, customers and invoices from a phone between appointments.
What a bespoke EKKO CRM handles
Every build is different, but most small business systems bring the same moving parts together so nothing is tracked in three places at once.
- Customer records with full history, notes and documents
- Bookings, jobs and scheduling with automatic reminders
- Quotes, invoices and payment status
- Automated follow-up by email, SMS and WhatsApp
- Review requests through EKKO Review Flow
- Reporting on revenue, repeat customers and enquiry sources
Why bespoke beats off-the-shelf for small teams
Off-the-shelf CRMs are built for average companies. Small businesses and sole traders rarely fit the average, so you end up ignoring most of the software while paying for all of it. A bespoke system contains only what you use, which means people actually keep it up to date.
- Only the fields and screens you need, in your language
- Automations that fit your real timeline, not a vendor's default
- Connects to your website, forms and WhatsApp directly
- Grows with new modules instead of forcing a migration
How the build works
We start with a short discovery session to map your workflow, agree a fixed scope and price, then build in stages so you can see progress. Data is imported, your team is trained, and we stay available for changes as the business shifts.
Frequently asked questions
- Why not just use an off-the-shelf CRM?
- Generic CRMs make you change how you work and charge per user every month. A bespoke EKKO CRM mirrors your existing process, holds only the fields you actually use, and has no per-seat pricing.
- Can it replace my spreadsheets and paper diary?
- That is usually the starting point. We map what you currently track, then rebuild it as a single system with customer records, jobs or bookings, invoices and reminders in one place.
- Will it work on my phone?
- Yes. Every dashboard we build is mobile-first, so you can update jobs, check customers and send follow-ups from a phone on site.
- What happens to my existing customer data?
- We import it. Spreadsheets, exports from another CRM or booking tool, we bring it across and tidy it as part of the build.
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Tell us what you need
Send a few details and we will come back with a clear scope, a fixed price and a realistic timeline. No jargon, no pressure.