Simple CRM for Small Businesses
Stay organised with your contacts, enquiries and bookings all in one simple system
Everything in one place contacts, deals and bookings so nothing gets missed. Start simple and build as your business grows. If you would like to see how it works, you can book a free demo.
The starter package is £99 per month.
Easy setup & guided onboarding
Manage contacts, deals & pipelines
Scheduling, reminders & booking links
If you would prefer a demonstration before you sign-up then click the button below.
“We replaced 4 different tools and booked our first 10 appointments in week one.”
Lets Get You Set Up!
The starter package is £99 per month.
Hi Paula, Great and I have experienced first hand the smooth invoicing and receipting, and Docusign process Just so I can get an idea of budget for the Back office process set up - how many months do you think it will take to get set up? Best wishes Jane
Trusted by small local business owners
Free up your time without pausing new bookings
Small businesses using The Back Office System see more booked calls, simpler customer tracking, and less time spent on admin within the
first 30 days.
Many small businesses save 6–10 hours a week by automating follow-ups, emails and admin tasks inside one system.
When everything sits in different systems, things get missed. Bringing it all into one place creates a smoother, more reliable way of running your business.
Email is still one of the highest-converting channels, often returning £30+ for every £1 spent when used consistently.
How it works
Capture leads, manage bookings and automate follow up in one simple system
Everything you need to manage your customers in one place. Capture leads from ads, forms and chats, keep contacts organised, manage bookings and set up simple follow up, all with a setup that is quick and easy and can grow with your business..
Capture leads - high-converting forms and tracking from ads, social, and chat.
Store contacts - centralised contact records with notes, tags, and history.
Schedule appointments - booking pages, integrated calendars, and reminders.
Basic automations - autoresponders, follow-ups, and simple task routing that work out of the box.
In your demo, I will show you how this could work for your business using what you already have in place. You can start simple and build on it with more advanced automations, reporting and workflows as your business grows.
What you get
We set up simple automations to handle your day to day tasks so everything runs more smoothly
We use existing workflows for lead capture, appointment reminders and follow up so you are up and running quickly, with the option to build more advanced automations as your business grows
Lead capture & routing
High-converting funnels, forms and calendars for cold traffic, with automatic routing to the right pipeline and team member.
Landing pages for paid traffic
Pipeline & stage templates
Instant notifications for new leads
Nurture & follow-up
Multi-channel sequences that warm up cold leads, chase no-shows and re-engage old opportunities, without you lifting a finger.
Cold lead nurture campaigns
No-show & reschedule sequences
Winback & reactivation drives
Systems & reporting
Standardised pipelines, tasks and dashboards so you always know where revenue is coming from and what’s stuck.
Sales pipeline templates
Task & SLA automations
Simple revenue dashboards
Simple pricing
Everything you need to manage your business in one place -
£99 per month
Built for small business owners—easy setup, lead capture and booking, automated email & SMS nurturing, plus reporting. Cancel anytime.
What’s included
Everything you need to get your back office organised and running smoothly
Simple CRM
Keep all your contacts, enquiries and conversations in one place so nothing gets missedLead capture and bookings
Capture leads from forms, calendars and messages and manage bookings easilyFollow up set up
Email and SMS follow up in place so your leads are looked after without you chasingPipelines and tracking
Clear pipelines and dashboards so you can see exactly what is happening in your businessSupport to get started
We help you get everything set up so it feels simple and works properly from the start
Real outcomes for small businesses
How this helps your business day to day
Designed for small businesses, The Back Office System helps turn enquiries into bookings so you have a more consistent flow of clients
More bookings without the back and forth
Less time spent on admin each week
Follow up happening automatically so nothing gets missed
More bookings without the back and forth
Automated confirmations, SMS reminders and simple rescheduling help reduce no shows and keep things running smoothly
Less time stuck in admin
Automations and templates take care of the follow up so you can focus on your customers
Note: Results will vary depending on your business, but everything is designed to help you get small wins in place that build over time
FAQ
Questions about The Back Office System
IWhether you already have systems in place or are starting from scratch, a demo will show you how everything could work for your business
How long does setup usually take?
Most businesses are up and running within a couple of days. I will make sure everything is set up properly so it works as it should from the start. If anything more is needed, I will guide you through it.
If you would prefer this to be set up for you, I can do this with you for a one off £97 so everything is ready and working as it should from the start.
Do I need technical skills to use the system?
No. You do not need to be technical. I will guide you through the setup on a call and show you how everything works so it feels simple and easy to manage.
If you would prefer more hands on help, I can also support you in getting everything set up for a one off £97 so it is ready and working from the start.
Can you migrate my existing data (contacts, funnels, calendars)?
Yes. We can move your contacts, funnels, calendars and other key parts of your business across. I will look at what you already have and guide you through the best way to bring everything over.
How can I scale features as my business grows?
Start with what you need now and build as you grow. When you are ready, you can add more features and automations, and I will help you decide what is right for your business.
What support and hand‑holding do you provide during onboarding?
You will have a setup call where I show you how everything works and help you get started so it feels simple and easy to manage.
If you would like more hands on help, I can work through the setup with you for a one off £97 so everything is ready and working from the start.
Simple to start, built to grow with your business
Designed for small business owners, this is a simple way to get everything in one place and start building as you grow. If you would like to see how it works, you can book a free demo and I will talk you through it.
I work with a small number of businesses at a time so I can support you properly. If there is availability, you will be able to book a time after you submit the form.
Guided help when it matters
Support That Feels Simple
Get practical, plain-language support that fits how small business owners actually work. From getting the basics set up to checking in on what’s working and what’s not, support is focused on keeping your back office simple, reliable, and stress-free.
- Setup support & guided onboarding so your contacts, pipelines and calendars are configured correctly from day one.
- Monthly Tech Clinic access for recurring Q&A, quick fixes and ideas to keep your system running smoothly.
- Optional hands-on help when you need more in-depth, done-with-you or done-for-you implementation support.
Get started with a simple back office system for your business
Book a free demo and I will show you how The Back Office System could work for your business. We will then book a short call to look at your setup and how to get started.
Start when you are ready with a simple £99 per month and no long term commitment