Tools we work with
The tools you already use
If you have it and give us access, we connect to it.
Accounts
-
Sage
Accounts, payroll and VAT for British businesses of most sizes.
-
Xero
Cloud accounting with bank feeds, invoicing and Making Tax Digital returns.
-
QuickBooks
Bookkeeping, invoicing and VAT returns for smaller companies.
-
Excel and Microsoft 365
The spreadsheets, email and shared files most offices still run on.
ERP and manufacturing
Including the trading systems used by builders’ and timber merchants.
-
Microsoft Dynamics 365 Business Central
Microsoft’s finance, stock and operations system for growing companies.
Microsoft Dynamics 365 Business Central website (opens in a new tab)
-
SAP Business One
ERP for small and mid-sized companies, covering finance, sales, stock and production.
-
Odoo
Open-source apps for sales, stock, manufacturing and accounts, with a CRM module. API access needs Odoo’s Custom plan.
-
Fulcrum Pro
Cloud ERP for job shops and contract manufacturers, from quoting to shipping.
-
Unleashed
Inventory and production management for manufacturers and wholesalers.
-
Cin7
Stock and order management across warehouses, sales channels and suppliers.
-
Katana
Manufacturing planning and stock control for small makers.
-
Brightpearl
Retail and wholesale operations: orders, stock, fulfilment and accounting.
-
Kerridge K8
Trading and stock system for builders’ merchants and distributors.
Access comes through your own licence.
-
Epicor BisTrack
Point of sale, stock and delivery management for timber and building supply merchants.
Access comes through your own licence.
CRM
Every CRM listed here publishes a documented API.
-
Salesforce
The CRM behind many larger sales and service teams, where James did most of his implementation work.
-
HubSpot
Marketing, sales and service CRM with a free starting tier.
-
Pipedrive
Pipeline-focused CRM for small sales teams.
-
Microsoft Dynamics 365 Sales
Microsoft’s pipeline and account management, linked with Outlook and Teams.
-
Zoho CRM
Affordable option within a wider suite of business apps.
-
Freshsales
Sales CRM from Freshworks with built-in phone and email.
-
monday CRM
Sales pipelines on flexible, colour-coded boards.
-
Insightly
CRM with project delivery built in, useful when a sale turns into a job.
-
Nutshell
Straightforward CRM for small business-to-business sales teams.
-
Copper
CRM designed around Gmail and Google Workspace.
-
SugarCRM
Configurable CRM for mid-sized sales and service teams, in the cloud or on your own servers.
-
Creatio
Low-code CRM and workflow platform.
-
Vtiger
All-in-one CRM for sales, support and marketing.
-
Capsule
Simple contact and pipeline management for small teams.
Built in the UK.
-
Really Simple Systems (SpotlerCRM)
Business-to-business CRM for small and mid-sized companies, now sold under the Spotler name.
Really Simple Systems (SpotlerCRM) website (opens in a new tab)
-
Workbooks
CRM with quotes, orders and invoicing for mid-sized companies.
Built in the UK.
-
Unanet CRM (formerly Cosential)
Pipeline and bid tracking for architecture, engineering and construction businesses.
Unanet CRM (formerly Cosential) website (opens in a new tab)
Job management
-
Simpro
Quoting, scheduling, stock and invoicing for electrical, plumbing and fire contractors.
-
BigChange
Job scheduling, vehicle tracking and mobile forms for field teams.
-
Joblogic
Field service software for maintenance and facilities contractors.
-
Commusoft
Job management for heating, plumbing and electrical engineers.
-
ServiceM8
Job app for small trades teams on the move.
Construction
-
Procore
Project management for contractors: drawings, RFIs, budgets and site records.
-
Payapps
Payment applications and valuations between contractors and subcontractors.
-
Fieldwire
Site tasks, drawings and snagging on tablets and phones.
-
Causeway
Estimating, commercial and supply chain software for construction and infrastructure.
Access comes through your own licence.
-
COINS
ERP for contractors and housebuilders, covering finance, projects and plant.
Access comes through your own licence.
Purchasing and spend
-
Payhawk
Company cards, expenses and purchase approvals.
-
Spendesk
Spend management: cards, invoices and expense claims in one place.
-
Soldo
Prepaid company cards and expense tracking.
Product names are trademarks of their owners. Listing them shows the systems we can connect to; it does not imply a partnership or endorsement.
Using something not on this list?
Book a free one-hour consultation with James on Google Meet. No pitch and no pressure: just where work is sticking, and a written AI Report within two working days.