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Explore selected case studies.

Bespoke CRM Operations Planning Commercial Workflow

Operational Workflow CRM

A custom CRM connecting enquiries, quotes, job planning, invoices, customer communication and follow-up activity.

Coastal Marine Engineering Ltd Marine Engineering
Workflow Platform ISO Compliance Document Control

ISO Compliance Tracker

A compliance workflow system for controlled documents, reviews, evidence, approvals and audit-ready records.

Clyde Workboats Ltd Workboat Rental & Marine Services

Case Study | Coastal Marine Engineering Ltd

Operational Workflow CRM

A bespoke operational CRM connecting enquiries, quotes, proformas, job planning, invoices and customer follow-up in one commercial workflow.

  • Commercial records stay connected from first enquiry through to completed and paid work.
  • Sales, planning, finance and follow-up activity work from the same customer context.
  • The team can see live work, responsibilities and commercial status without chasing separate records.
View CRM case study

Business Need

  • Customer, quote, job and invoice records needed to stay connected across the full commercial workflow.
  • Commercial activity needed to move cleanly from enquiry to quote, proforma, job and invoice.
  • Staff needed practical visibility of live work, customer history and responsibilities.
  • Follow-up and marketing activity needed to use the context already held in the CRM.

What the App Does

  • Centralises customer records, enquiries, quote activity, proformas, jobs and invoices.
  • Connects each commercial record to the relevant customer and operational job history.
  • Gives the team clearer views across sales, planning, finance and live work status.
  • Keeps customer communication, reminders and follow-up activity in the same context.

Key App Areas

Customer records Enquiry pipeline Quote workflow Proformas Job planning Invoice tracking Staff tasks Customer timeline Follow-up activity

Business Value

  • Less duplicated admin between customer, quote and invoice records.
  • Clearer continuity from first enquiry to completed and paid work.
  • Better visibility across sales, planning and finance status.
  • More structured customer follow-up and account management.

Case Study | Clyde Workboats Ltd

ISO Compliance Tracker

A bespoke compliance workflow platform for controlled documents, review schedules, evidence, approvals, corrective actions and audit-ready records.

  • Controlled documents, review dates, evidence and ownership stay connected in one structured system.
  • The team can see what is current, overdue, approved or waiting for action.
  • Compliance activity keeps a clearer audit trail without relying on disconnected folders and spreadsheets.
View compliance case study

Business Need

  • Controlled documents, review dates and evidence needed one reliable place.
  • Audit preparation relied too heavily on folders, spreadsheets and manual checking.
  • Recurring compliance work needed clearer ownership, review status and evidence history.
  • The team needed a practical view of what was current, overdue, approved or waiting for action.

What the App Does

  • Organises controlled documents, compliance records and review schedules.
  • Tracks ownership, approvals, corrective actions and recurring compliance tasks.
  • Connects evidence, decisions and actions to the relevant workflow history.
  • Gives the team a clearer view of live compliance status and audit readiness.

Key App Areas

Document bank Review calendar Evidence capture Approval workflows Corrective actions Audit trail Staff ownership Compliance dashboard

Business Value

  • Less chasing for reviews, document updates and evidence requests.
  • Clearer ownership of compliance tasks across the team.
  • Easier audit preparation because records and evidence stay connected.
  • More confidence in which documents are current and what needs attention.