Bespoke CRM
A custom CRM for a UK accountancy practice, built with AI in 14 days, bringing enquiries, clients, deadlines and follow-ups into one simple, accessible tool.
Overview
An accountancy practice was running its client relationships across spreadsheets, inboxes and memory, and off-the-shelf CRMs came with more screens, fields and monthly fees than the team needed. Using AI-assisted development, I designed and built a bespoke CRM around how the practice actually works in 14 days. New enquiries arrive automatically from the website, move through a clear pipeline from first contact to signed engagement, and every client has one timeline of notes, documents, deadlines and next steps. AI helps summarise client history and draft follow-ups, while the team stays in charge of every decision.
Challenges
- Mapping the practice's real process, from first enquiry to signed engagement letter, before designing a single screen.
- Delivering a complete, reliable tool in 14 days by using AI to speed up development without cutting corners on testing.
- Keeping sensitive client and financial records secure while making a data-heavy tool fast, simple and accessible.
Results & Impact
Replaced five separate spreadsheets with one shared view of every enquiry and client.
Saved the team around 6 hours a week on admin and chasing follow-ups.
Every new website enquiry logged and assigned within minutes, with none missed.
No per-seat subscription: the practice owns the tool and its data.