CRM and portals
Every enquiry becomes a record, a follow-up and a next action.
One signal comes in. It becomes a customer record, a planned follow-up and a visible next step, all in one organised place.
- Customer record
- Follow-up
- Next action
Enquiries scattered across inboxes, notes and memory
A message in one inbox, a phone call remembered by one person, a quote promised on a scrap of paper. Nothing is lost on purpose, but nothing is organised either, and following up depends on someone remembering.
Customer record
One place for each customer
Contact details, enquiries, quotes and documents held together, so anyone in the business can see where things stand.
Communication history
The whole conversation, kept
Messages and notes in order, so a customer never has to repeat themselves and you never have to reconstruct a thread from memory.
Follow-up and next actions
A next step on everything
Every open enquiry carries a planned follow-up and a visible next action, so opportunities stay in view instead of drifting.
Enquiry record
Open- Status
- New enquiry
- Acknowledgement
- Sent
- Customer record
- Created
- Follow-up
- Scheduled
- Next step
- Visible to the team
Portals
Give customers and staff their own view
Customer portals for documents, bookings and progress. Staff portals with role-based permissions, so each person sees what their job needs and nothing more.
Data ownership and access
Your records stay yours
Your data is yours. If you leave a CRM or automation service, you can request an export of your records in a portable format.
How your data is looked after
Certified
Jogan is Cyber Essentials certified and an ICO registered data controller, registration ZC195263.
Backed up
Hosting includes security updates, backups and SSL as standard, with availability monitoring where supported.
Accountable
A UK limited company, no. 17067444, registered in England and Wales. You deal directly with the owner.
Never locked in
Your data is yours. If you leave a CRM or automation service, you can request an export of your records in a portable format.
The journey
From message to organised next step
-
01
New enquiry
-
02
Acknowledgement sent
-
03
Customer record created
-
04
Follow-up scheduled
-
05
Next step visible
Pricing
CRM and business systems
From £1,500 implementation
From £99 per month
Depending on users, hosting, functionality, support and infrastructure.
Organisations that need customer records, pipelines, documents, portals and bookings in one place.
CRM and automation are monthly services because there is software to host, maintain, secure and back up, workflows that run every day, and support behind them. A website that simply needs to stay online does not need that, which is why website hosting is charged annually instead.
Included
- Custom CRM development
- Customer and contact records
- Enquiry pipelines
- Document management
- Booking systems
- Staff and customer portals
- Role-based permissions
- Reporting and dashboards
- Compliance workflows
- Data export
- Ongoing support
A CRM or automation service is a licensed service, not a transfer of software. Jogan retains ownership of its reusable platform, templates, modules and automation code. Your workspace, your records and your business data remain yours, and you can export them at any time.
Talk through what organised would look like
Describe how enquiries reach you today, and we will map what a connected record and follow-up system would change.