Customers & relationships
A proposed shared customer record with contact information, activity history, notes, and an owner for the next action. Discovery should establish who can see, edit, export, or delete records.
EXPLORE THE PRODUCT PREVIEW
A clearer view of your everyday business.
Discover the vision for an in-house workspace connecting customers, follow-ups, invoices, and financial activity. Try the interactive preview with sample information.
01
A product vision organised around your working day.
Business HQ is currently an interactive product preview. These modules describe the direction we can discuss with you; they are not an available production subscription.
Pipeline & follow-ups
A proposed view of enquiries and opportunities from first contact through the next agreed step. Useful requirements include reminders, assignment, stage definitions, and a record of activity.
Quotes & invoices
Explore the journey from an agreed service to an invoice and payment-status tracking. The current demo can create sample invoices but does not deliver them or collect payments.
Income & expenses
A proposed overview of recorded business activity and outstanding invoices. The demo is illustrative and has no bank feeds, bookkeeping reconciliation, tax calculations, or filing capability.
Team workspace
Plan roles, permissions, handover, and the information each staff member needs. Production authentication, audit history, backups, and support need to be confirmed before customer onboarding.
Connected systems
Identify useful connections to a website, POS, accounting software, or booking tool. Each integration needs a supported interface, a data mapping, an error-handling plan, and a confirmed implementation scope.
02
From scattered records to an agreed workflow.
A CRM succeeds when it reflects the way people actually work. The discovery conversation is as important as the feature list.
Map the day
List how an enquiry arrives, who responds, how a job is approved, how it is invoiced, and how payment is recorded. Identify the handovers where information currently gets lost.
Prepare the information
Identify existing spreadsheets and systems, remove duplicate records, establish required fields, and review whether the data should be retained and imported. Do not enter real data in the public preview.
Define a pilot
Choose a limited team and workflow, write acceptance criteria, and confirm production availability before scheduling a migration. Include export, recovery, support, and account closure requirements.
Measure usefulness
Agree practical measures such as overdue follow-ups, time to prepare an invoice, or completeness of customer records. A dashboard should help the team take action, not simply display more numbers.
BUILT AROUND YOUR BUSINESS
What we can
bring together.
Business HQ is a product preview, not a live customer-account system. The demo does not store business records, send invoices, process payments, connect bank feeds, or calculate taxes. Enquiries express interest without reserving a launch date or purchasing a subscription.
- Customer records and follow-up workflows
- Invoice drafts and payment-status tracking
- Income and expense overview
- Business-specific workflow scoping
- Migration, integrations, and team-access planning
A CLEAR PATH FORWARD
From first conversation
to the next step.
Explore
Try the sample workspace and identify the workflows that would be useful to your business.
Scope
Discuss your current systems, data, users, reporting needs, and required integrations.
Confirm readiness
Production availability, security, migration, costs, and support must be confirmed before onboarding.
A few useful
answers.
Can I use the demo to run my business?
No. It uses sample data in your current page session. Use it to explore workflows, not to hold real customer or financial records.
Will it replace my accountant?
No. A business activity overview is not professional accounting, tax advice, or a tax filing service.
When can I sign up?
Contact the team to discuss your requirements and confirm availability. No production launch date or subscription price is promised on this site.