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CRM & Business SystemsOur own CRM or HubSpot set up around how you sell and deliver, your data moved in, your people trained, linked to your accounts.
Our own CRM or HubSpotTalk to an engineerFind my fit
Our own CRM or HubSpot

A CRM set up around how you sell and deliver.

Tick what the system has to run. The right-hand side says which system fits, what it does out of the box, what we add, and what it costs. We run our own business on one of them.

What should the system run?
Set this up for usBack to Business Software
Our CRMthe fit for quotes, invoices and tickets: one system, self-hosted on our platform, no per-seat licence
Does out of the boxQuotes, invoices, tickets, contracts, a customer portal
We addYour quote template, your ticket SLAs, the Sage link and the modules we have already built
4 weekssetup, your data in, two half-days of training

CRM setup from £2,900, then from £120 a month hosted and supported, with no licence per user.

What a setup includes

Six things, so the system is used after month one.

Set up around your processYour quote template, your stages, your SLAs; not the vendor defaults
Your data moved inCustomers, open quotes, history, from the spreadsheet or the old system, checked by hand
Trained in your officeTwo half-days with the people who will use it, on your data
Linked to Sage or XeroInvoices raised once; the accounts package picks them up
Our CRM: no per-seat licenceSelf-hosted on our platform; add users without adding cost
Changes are ticketsA new field or report is a ticket to the desk, not a project

The system we run on

Built by us, used by every client.

A CRM dashboard on a laptop
Our own CRMTickets, quotes, invoices, the client portal: this page is fed by it

The system we run our business on

Every IT360 client logs into a portal we built and still extend. The modules we sell were built for us first; the live figures on this website come out of it.

from £2,900 setupOur CRM hosted and supported from £120 a month; HubSpot setup from £1,900 plus HubSpot’s own licence
Set this up for usThe client portal

Goes with

The pages most people read next.

Bespoke softwareWhen no package fits
IntegrationsThe Sage and 365 links
AI phone assistantCalls logged straight into it

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Type a word, press a topic, or open a row. If it is not here, an engineer is.

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An engineer answers the phone, Monday to Friday 08:00 to 18:00.

0113 216 6777Talk to an engineer

Our own CRM or HubSpot. Our CRM covers quotes, invoices, tickets, contracts and a customer portal out of the box, and is self-hosted on our platform with no per-seat licence.

Nothing matches that. Ring 0113 216 6777 and an engineer will answer it.
Crm business dashboard
Running the business on a spreadsheet?

Tick what it has to do above; setup is four weeks.

Helpdesk 0113 216 6777, Monday to Friday 08:00 to 18:00.

Find my fitTalk to an engineer
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0113 216 6777
Mon–Fri 08:00–18:00
Out of hours: contract clients