Sales
See quotes, orders, and completed sales together so you can tell what is moving and what needs a follow-up.
What We Build
Make your business work together.
We connect your systems, information, and workflows, and build the software your business needs.
Your connected workspace
A place to see what matters and get work moving.
We call this your CIS Hub: a connected workspace we design around your business. It brings your systems, information, and workflows together so you and your team can work from a clearer picture.
For you, that could mean seeing the day’s jobs, payments, and problems in one place. For your team, it could mean finding the customer’s details and next step without calling the office. What goes into it depends on the work you do.
The whole business in view
The parts of your business affect each other.
A sale changes stock. A booking changes the schedule. A completed job creates an invoice. We connect the areas that matter to you.
Customers
Give the team the customer’s history, requests, and next step without searching several places.
Inventory
Connect what is in stock, what is reserved, and what is selling. For a service business, focus on supplies or parts.
Operations
Bring bookings, jobs, staff schedules, and handoffs into a clearer day-to-day view.
Marketing
Follow where customers came from through to the work you completed and the money collected.
Finances
Bring sales, invoices, payments, and costs together. Keep unpaid invoices separate from money received.
Built around what you need
Build what’s missing. Keep what works.
We look at the whole business before deciding what to build.
A fuller custom system
When your business needs more than your current tools can do, we can build a connected workspace and the software behind it: screens for staff, reporting for you, and steps that move work between teams.
Connections for existing tools
If your booking, job, stock, or accounting tools work well, we can connect useful information from them and build around the gaps. We check what each tool allows before agreeing the work.
These can work together. Your custom workspace could use your current accounting software and new screens built for the way your team works.
From information to useful action
A new shipment can do more than update a stock list.
Illustrative retail workflow. The steps would be agreed with the business.
Shipment arrives
Stock updated
Suitable customers found
Staff approve outreach
Sales and stock reviewed
The workspace shows what arrived and could suggest customers who asked about those items. Staff check availability and approve any message. Agreed stock updates and reporting can happen automatically. The owner can then compare sales with the stock still on hand.
Explore the working retail example →Different businesses, different workspaces
Built for your workday.
These are illustrative examples of what we could build, not a fixed set of features everyone receives.
Illustrative example: a salon
Appointments, staff, and repeat visits.
For the owner
See bookings, available chairs, collected payments, repeat visits, and product stock together.
For the front desk
See today’s appointments, client preferences, and openings for each stylist. A cancellation could bring up suitable clients who asked for an earlier appointment.
People decide: staff choose who to contact and approve the message. Routine reminders can run automatically if that is what you agree.
Explore the working salon →Explore the working gym →Illustrative example: a plumbing crew
Jobs, crews, and money collected.
For the owner
A daily sales dashboard could pull together completed jobs, collected payments, unpaid invoices, and the work booked for tomorrow.
For the office and crew
The office sees jobs needing parts or a schedule change. The plumber sees the next job, address, customer history, and agreed work.
People decide: the office approves changes to crew assignments. Agreed daily reports can be prepared automatically.
Explore the working field services business →Working business examples
Try the decisions. See the work connect.
Each fictional business has a guided story and a full dashboard. Your system would be built around your own operation.
Retail
Turn an arrival into a personal selection, a fitting, and a completed sale.
Explore the working example →Gyms & Fitness
Help members return, fill released class places, and keep coaches covered.
Explore the working example →Field Services
Prepare crews, approve changes, document the work, and bill the correct balance.
Explore the working example →Food & Beverage
Coordinate a catering promise without using stock or staff committed to dinner.
Explore the working example →Wholesale & Distribution
Connect customer choices, branch availability, warehouse work, and delivered invoices.
Explore the working example →Solve First
Understand the whole business. Deliver useful parts.
We agree what should improve, build and test in manageable stages, help your team use it, and check the results before adding more.
See how it gets built →Let’s talk
Tell us what takes too much of your day.
You know your business. We’ll help you work out what should connect, what needs building, and where to start.