Generic CRMs come with someone else’s idea of a customer journey. Mobbit. builds customer management software around yours: your stages, the details you need, and the follow-ups that keep things moving.
More than a contact list
Sales software is built around getting to yes. A small business also has to deliver: onboard the customer, remember what they like, and notice when they’re due back.
A form, a call or a booking arrives and becomes a record, with where it came from.
Someone owns the next step, and the system notices when nobody has taken it.
A quote accepted, a deposit paid, a contract signed. Whatever ‘won’ means to you.
The checklist that turns a new customer into a settled one, the same way every time.
Visits, orders, renewals and support, building into a history the whole team can read.
Because we build the website and the booking system too, a customer record can fill itself in: the enquiry form, the booking and the visit all land in the same place. For workflows that go beyond customers, see bespoke business software.
Your stages, your words
A pipeline is just the steps a customer goes through with you. Choose a business to see how differently those steps can look.
A private-hire enquiry isn’t a sale until the deposit lands. The stages follow the conversation.
New enquiry
Birthday lunch
Sat 14 Jun · 18 guests
Reply today
Book club
Monthly · 10 guests
Menu sent
Leaving do
Fri 6 Jun · 24 guests
Deposit paid
Christening
Sun 22 Jun · 30 guests
Done
Team breakfast
Last week · rebooked
A long, careful process with a territory attached to every prospect, and head office watching the whole map.
Enquiry
J. Okafor
Leeds North · checked
S. Patel
Bristol · reserved
Territory held
Discovery day
M. Hughes
Booked for Tue
Application
R. Clarke
2 documents to come
Signed
A. Byrne
Onboarding started
A quote has to be surveyed, priced and chased before it becomes a job in the diary.
Quote requested
Kitchen refit
Survey needed
Boiler service
Repeat customer
Due again
Survey booked
Loft insulation
Thu · 10:00
Quote sent
Bathroom
Sent 6 days ago
Chase
Booked in
Garden wall
Starts 9 Jun
The customer record
Customer management is mostly about memory: what this person wants, what happened last time, and what should happen next.
Children’s ages, a territory, a dog’s vaccinations, a preferred table. Not forty fields you’ll never fill in.
Enquiries, bookings, orders, calls and emails in date order, so anyone can pick up where the last person left off.
Next steps with an owner and a date, and a list each morning of what’s due.
What each person agreed to and when, so marketing only reaches people who asked for it.
Permissions by role or site, so a new starter sees today’s customers, and the owner sees everything.
The handful of numbers you check every week, built in rather than exported and rebuilt.
In the work
One looks after a cafe’s regulars. The other runs a franchise network’s recruitment and every operator after it. Both are example projects, not client case studies.
Example project · Franchising · B2B
Franchise CRM & Growth Platform
Prospective franchisees move through recruitment stages with a territory attached. Once signed, they become operators with onboarding plans, contracts and support requests of their own.
Example project · Hospitality
Neighbourhood Cafe Website & Customer System
Reservations and private-hire enquiries feed one simple record per guest, so every member of staff knows the regulars, their preferences and their allergies.
Moving in
Most businesses already have customer records, just not in one place. We plan the move with you, tidy as we go, and you check everything before the switch.
Bespoke or off-the-shelf?
There are good CRMs you can sign up for today. If one fits how you work, use it. Here’s the honest comparison.
Questions
It can be, when it’s scoped to what you need. A focused customer system for one team is a very different job from enterprise software. We’ll usually suggest starting with the part that causes the most admin today.
Yes. We plan the move with you: what comes across, how fields map, and what gets tidied on the way. You check it before the switch.
Often, yes, through the tools’ own connections. We’ll look at what you use and tell you what can be joined up and what’s better left separate.
Consent, access and retention are part of the design, not an afterthought. Records hold what you need and no more, and staff see only what their role requires.
Sometimes that’s the better answer, and we’ll say so. If a well-configured off-the-shelf CRM would do the job, we’d rather point you to it than build something you don’t need.
Where enquiries come from, what happens next, and where the details live today. We’ll come back with honest thoughts on what would help and what it would cost, even if the answer is a CRM you could sign up for.