Services · Mobile app development · CRM software
Codeeo offers CRM software development in London for firms whose client relationships are too complex for a standard sales pipeline. Insurance brokers in the City, wealth managers in Mayfair, letting agents across the boroughs and scale-ups in Shoreditch all track different things: renewals and placements, suitability and AML evidence, tenancies and licences, investors and enterprise deals. We build the CRM around the relationships your London business actually manages, then connect it to the tools your people already open every morning.
London firms tend to work with clients who are demanding, international and regulated, often all three at once. The CRM has to hold that detail cleanly, show who knows whom, and leave an audit trail that a regulator or a client's own compliance team can follow without asking your staff to reconstruct events from memory.
200+ companies servedFrom a first store to an ADX listed developer
What we build for London firms
A London CRM rarely fails because it lacks a pipeline view. It fails because it cannot represent a Lloyd's placement with several markets, a family office with five related entities, a landlord with properties in three boroughs, or a scale-up selling to enterprise buyers in other countries. Staff then keep the real picture in spreadsheets and inboxes, and the CRM becomes a reporting chore.
Custom CRM software development for London firms fixes that by modelling your relationships properly first. The modules below are the ones we are asked for most often in the capital. Few firms need all of them, and discovery decides which belong in the first release.
We also look at what your London clients see. A portal where a landlord checks rent statements, or a client downloads a renewal schedule, is often built on the same data and saves your staff a steady stream of emails.
For brokers working around the Lloyd's market, each client account links to its policies, renewal dates, the markets and underwriters involved, and the broker who owns each relationship. Renewal pipelines open automatically ahead of expiry, with placement notes kept on the policy rather than in personal email.
Renewals are prepared early and no market contact lives in one person's head.
New clients move through identity checks, source of funds questions and risk scoring under the Money Laundering Regulations, with documents stored against the client and a review date set by risk level. Onboarding cannot complete until the required evidence is recorded and approved.
Client files that stand up to an internal or regulatory review.
Wealth managers and family offices in Mayfair and St James's often serve one family through trusts, companies and individuals. The CRM links these entities, shows combined holdings and contacts, and restricts sensitive notes to the advisers who need them.
A whole client picture, with access limited to the right people.
Letting agents track landlords, properties, tenancies and applicants by borough, including whether a property sits in a selective or additional licensing area. Reminders cover Right to Rent follow up checks, deposit protection, gas safety and licence renewals for every property on the books.
Compliance dates tracked per property across every borough you cover.
Enquiries from your website and from the property or job portals you advertise on are parsed, deduplicated and routed to the right branch or consultant. Response times are measured so managers can see which London offices answer fastest.
Every enquiry lands with an owner within minutes.
Agencies placing people across the City, Canary Wharf and the West End manage clients, vacancies, candidates and interviews in one system. Consent for keeping candidate CVs is recorded and refreshed, and stale records are flagged for review or deletion.
Faster shortlists with candidate data handled lawfully.
Scale-ups around Shoreditch and King's Cross track funding rounds, investor conversations and long enterprise sales in parallel, with stakeholder maps for buyer committees and multi-currency deal values for overseas prospects.
Founders and sales leads read the same pipeline.
Emails and meetings in Outlook attach to the right client automatically, using domain matching and manual filing for edge cases. Partners see recent contact with any client before a call, without asking around the office.
Client history built from work already happening.
Reporting by team, partner and practice area, showing new business, renewals at risk, onboarding backlogs and client contact gaps. Directors drill from a London-wide figure into the individual accounts behind it.
Management meetings start from current numbers.
Requests, queries and complaints from clients are logged as cases with categories, response targets and escalation paths. Account handlers see open cases on the client record before every conversation, and managers can spot clients with repeated issues before those clients start looking at competitors elsewhere in the capital.
Service problems surface early, while they can still be fixed.
Who this is for
Plenty of London companies run perfectly well on a mainstream CRM. The firms that come to us are the ones whose structure or regulation makes the standard object model a poor fit, so every change becomes a costly workaround. As CRM software developers working with London clients, we start by checking whether configuration would do the job. If it would, we tell you.
What separates a CRM software development company London firms keep working with from one they replace is usually the quality of the questions at the start, so we spend real time on discovery before quoting anything.
Broking houses near Lime Street manage clients, policies, binders and market relationships that generic sales tools flatten into a single deal. We model policies and placements as their own records, attach market correspondence, and drive renewal work from expiry dates. Producing and placing brokers each see the view they need, and account handlers stop rebuilding renewal packs from scratch every year. Claims notifications can also be logged against the policy, so the client's broker sees the full history.
Designed around renewals, not one-off sales.
Firms in Mayfair, St James's and the City serve clients whose affairs cross several entities and jurisdictions. Advisers need suitability records, review schedules and vulnerable client flags in one place, while compliance staff need evidence of how each client has been treated under the Consumer Duty. We build role-based access so sensitive information reaches only the advisers responsible. Annual review reminders are generated from each client's agreed schedule rather than from memory.
Privacy between advisers is designed in.
An agency with offices in Clapham, Islington and Ealing faces different licensing schemes in each borough and a constant flow of portal enquiries. The CRM ties landlords, properties, tenancies and applicants together and drives the compliance diary for every let. Branch managers see their own book, and directors compare offices on response times and instructions won.
Borough rules recorded per property.
Tech and services companies in Shoreditch, King's Cross and around Old Street often start on a free tier and hit its limits once enterprise sales, partner channels and investor reporting arrive together. We either build a focused custom system or extend what you have with custom modules, depending on which costs you less over the next few years. Data from the old tool is migrated so sales history and investor notes are not lost in the switch.
How we work together
Codeeo has no London office and does not offer in-person meetings in the UK. Our team of 80+ works from Dubai, Riyadh and Karachi and collaborates remotely with London clients, with discovery, design reviews and acceptance testing held over video call. Across the UAE and the US we have delivered 200+ projects, and clients rate us 4.7 from 23 Google reviews.
Most London firms commission a fixed scope first release, then keep a retainer for new modules and integrations. Firms with a larger programme, such as replacing several legacy tools, sometimes take a dedicated team that joins their own planning meetings.
Whichever model you choose, you get one delivery lead who owns the plan, a shared board showing progress against the agreed scope, and written notes after each decision so nobody in your firm has to remember what was agreed on a call.
A defined build with a deadline
We agree what the product has to do, write it down with a price and a date, and build exactly that. Changes are priced before they are made, not discovered on the invoice.
A product that keeps evolving
Named engineers who work your hours, join your standups and stay on the codebase. You direct the backlog; we own the quality of what ships.
Something live that needs looking after
A monthly block of hours for improvements, fixes and the small requests that otherwise wait months. Unused hours carry for a quarter.
Technology
We typically build London CRMs with Laravel or .NET on the server, React for the web interface and Flutter for mobile. Single sign-on through Microsoft Entra ID suits firms already on Microsoft 365, and data can be hosted in a UK cloud region if your policies require it.
01Mobile
02Data and cloud
03Marketing and tracking
After discovery, once the modules and integrations are clear.
Cost follows the number of modules in the first release, the integrations needed, the volume and condition of data to migrate, and how strict your access and audit rules are. A regulated firm with AML onboarding, Microsoft 365 capture and partner dashboards needs more work than an agency tracking enquiries and viewings. We set out which items carry most of the effort, so you can decide what to defer to later phases. Ongoing hosting and support are separate from the build, and we explain those running costs before you commit.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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