One system for every customer, job and next step.
We design and set up the systems small businesses run on: CRM, booking, payments, documents and reporting, connected so information flows on its own. We configure tools like HubSpot or GoHighLevel when they fit, and build custom systems when they don’t.
Signs you’ve outgrown your setup
- Customer details live in phones, inboxes, notebooks and spreadsheets.
- Nobody can say where a lead or job stands without asking around.
- You pay for software your team doesn’t really use.
- Every new hire has to learn a different workaround.
What we set up
CRM setup and cleanup
Pipelines, stages and fields that match how you actually sell and deliver, with your existing data cleaned up and moved in.
Workflow design
Clear handoffs from first contact to paid invoice, with automation at every step that doesn’t need a person.
Booking and scheduling
Online booking tied to real availability, deposits and reminders.
Payments and invoicing
Quotes, contracts, invoices and payments connected to the customer record.
Integrations
Your website, CRM, accounting, calendar and messaging tools sharing data automatically.
Custom systems
Purpose-built platforms, like the ones behind FleetGoGo and PhotoBoothOS, when off-the-shelf tools stop fitting.
Who it’s for
- Service businesses with a sales pipeline
- Rental and fleet operators
- Event, booking and hospitality businesses
- Contractors and field service teams
- Consultants and agencies
- Growing teams leaving spreadsheets
- 01
Audit
We review your current tools, data and process, and what your team actually needs.
- 02
Design
We map the customer lifecycle and the system behind it before configuring anything.
- 03
Build and migrate
We set up the system, connect your tools and move your data over.
- 04
Train and support
We train your team, document how it works and keep improving it.
Systems we’ve built and run.
Ferrer Enterprise
Connected rental operations: lead capture, applications, onboarding, fleet, billing, collections and reporting.
FleetGoGo
Our operating system for rental fleets, with AI-drafted lead replies built in.
PhotoBoothOS
Our booking system for photo booth businesses: deposits, contracts and reminders in one place.
Common questions about Business Systems & CRM
Which CRM is best for a small business?
It depends on how you sell and deliver. HubSpot suits sales-led teams, GoHighLevel suits marketing-heavy service businesses, and some operations need a custom system. We recommend the simplest option that fits, not the one we prefer to sell.
Can you move our data from spreadsheets or an old CRM?
Yes. We clean up, de-duplicate and migrate your existing customer, lead and job data as part of setup.
Do you build custom CRMs?
Yes, when it makes sense. We built the systems behind FleetGoGo, PhotoBoothOS and Ferrer Enterprise from scratch because no off-the-shelf tool fit those operations.
Will our team actually use it?
That’s the point of designing around how they work. We keep systems simple, train everyone and adjust after launch based on real use.
More services
Areas we serve
Your business shouldn't depend on manual work to scale.
Let's identify where better software, automation, and AI can create the most leverage in your operation.