← Back to work

Tool

The CRM we run our own business on

Client
Project 24/7 (ourselves)
Industry
Technology studio
Team size
Internal build
Location
Auckland, NZ

We'd rather you could leave, and choose to stay.

Our own principle, lived in-house

The problem.

We were running our own pipeline on a rented CRM, paying monthly for a tool that didn't quite fit, our data on someone else's platform. The exact problem we solve for clients.

What we built.

We kept Odoo as the base and built our own interface over it. The home screen puts the client waiting longest on a reply first, next to this month's revenue and anything overdue. Each client gets a dossier with the account snapshot, every email and note, open tasks, files and meetings in one place. The team works from one task board across every client. Screens shown with sample data.

How it works.

  1. Needs you now

    The client waiting on a reply sits first, with the message and what they are worth.

  2. Client dossier

    Account snapshot, comms, tasks, files and meetings on one page.

  3. Built on a base

    Odoo underneath, our custom build on top.

Tell us what’s slowing you down.

A short conversation, then a clear plan for what we’d build. No pitch, no jargon.