The shared base
Your customer records keep themselves
One place with your customers, your appointments and the work you did for them — kept up to date by the agents themselves. Some people call that a CRM. You just don't have to spend time on it.
No logins. No fields to fill in. No forms.
Do I have to learn a system?
No. There is no system to learn.
You may have tried a system someone sold you that nobody ended up using. This is not that. The base is not somewhere you work — it is somewhere the agents work. They write. You ask.
The agents create the customer when she calls or writes. Not you.
The booking, the enquiry and what you agreed on land there by themselves.
Want something changed? Just say so. There is no screen to find first.
The foundation
The base has three parts
It is the same foundation under every agent you put to work, however many that turns out to be. The record of who your customers are, the calendar of when you meet them, and the brain that remembers how you do things.
Customer records
Customers, enquiries, appointments, jobs, quotes and bills. Who called, what was agreed, and what is still outstanding.
You're reading about this one
Bookings
One calendar: the customer books it themselves, the receptionist books it mid-call, and the other agents write into the same one.
See bookingsThe company brain
What has been learned along the way: your tone, your prices, what you say yes and no to. Which is why the next agent doesn't start over.
See the brain
It all stays put
The next agent already knows your customers
The agent you put to work a year from now doesn't have to ask who Mrs Hansen is, what was agreed, or which jobs are running. That's in the base. How you do things — your tone, your prices, what you turn down — is the brain's department.
What is in the base
Whether you call them customers, clients or guests, they are all in the same place. Below is not a feature list, but an overview of who writes what — and who reads it.
Customers and contacts
Name, phone, email and history. Created by whichever agent spoke to them first.
Enquiries
Every enquiry becomes a record an agent owns — not a note in the van or a message that gets lost.
Appointments and bookings
Time, place and what was agreed. Written in once you have approved it.
Work and treatments
What needs doing, when it was finished, and what happened along the way.
Quotes and bills
What you sent, what was agreed to, and what is still unpaid.
What the agents replied
What was said on your behalf and what was agreed. So you can look up what you settled on four months later.
Insight, not work
You don't maintain it. You get to see it.
Keeping customer records up to date is boring work, which is exactly why it doesn't happen. That is the agents' job, not yours. But it is your business, and you should be able to see what is being done in your name: which customers are in there, what was written, and why. You ask, and you get an answer — in the same conversation as everything else.
It's yours
You can always get all of it out, in an ordinary format you can use elsewhere.
If you leave, it is deleted — including what the agents learned about your business.
No lock-in. Your data is processed in the EU.
Frequently asked questions
I already have a system I'm happy with.
Then we'll have that conversation once we know your setup. The base is what the agents work from, and how it fits with what you already have is something we work out together.
Do I have to move all my old customers over?
No. The base fills itself as the agents work. If you want your history in there from day one, we'll help with that.
What if I want to correct something?
You tell the agent, the way you would tell an employee. There is no form to fill in and nowhere to log in.
Who can see my customers?
Only you and your own agents. Your base stands on its own and is never mixed with another business's.
The base is there from the first agent you put to work. What you build on top is up to you.
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