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CUSTOMERS. BOOKINGS. BUSINESS FIGURES.

A clearer place to organise your business.

A website helps customers find you and get in touch. A customer relationship management system, or CRM, helps you organise what comes next: customer details, bookings, job information and business figures.

Clyde North Creative’s CRM is part of the Growth and Connected website packages. This page explains the proposed tools and the questions to discuss before choosing a package.

What would you use it for?

• Plan the working day. Daily, weekly and monthly diary views help you see the bookings you need to organise.
• Keep the job information together. Customer records, job notes and photographs give the team a place to refer back to the details.
• Review the business figures. Revenue, payment, expense and profitability tools help you review the information recorded for your jobs.
• Give your team access. Staff logins and separate business accounts are part of the proposed setup; access requirements are agreed for your business.

For example, a service business might need to keep an enquiry, the agreed job details and photographs together, then record the booking and payment. Tell us how you currently do this so we can check which parts the agreed setup will support.

Growth or Connected?

These are starting prices. Hosting, ongoing support, CRM running costs, SMS provider setup and message usage are confirmed in your quote. If you only need a website and enquiry form, Launch starts from £380 without a CRM.

Bert the AI dog — optional £150 setup

Add Bert to any website as an optional extra. He is available with Launch, Growth and Connected, or for an existing website, even if we did not build it. The £150 fee covers setup; no CRM package is required.

Tell us about your business and current website so we can confirm the installation details.

What needs agreeing before SMS goes live?

1. The purpose: identify the booking messages, follow-ups or marketing you want to send.
2. The provider and costs: confirm the connection, setup charges and message usage.
3. The audience and wording: agree the message content and which opted-in customers should receive marketing.
4. Testing and activation: check the agreed workflows before enabling them for customer use.

Choosing Connected does not mean messages start sending immediately. Setup and testing come first.

Bring your workflow, not your customer database

For an initial enquiry, describe your business, team size, how you arrange jobs and the tasks that take the most time. Mention any existing website, diary, messaging or accounting tools so compatibility can be reviewed. Do not send passwords or sensitive customer information through the enquiry form.

Questions to discuss

Talk through your booking process

Tell us what you need to organise and where information gets missed. We can discuss the right starting point and confirm what is ready before you commit.