Services · Mobile app development · CRM software
Codeeo handles CRM software development for UK businesses that have outgrown spreadsheets or a packaged CRM that never fitted. We design and build the customer records, sales pipeline, service desk, marketing consent and reporting your teams need, with UK GDPR, PECR and the way British companies bill and trade written into the data model from the first sprint. Head office, branches in other nations and field staff work from one system instead of several half connected tools.
A national CRM has to cope with more than sales stages. It holds personal data under ICO scrutiny, it decides who may be emailed or called, and it often becomes the place finance and service teams look first. We plan for all three before anything is designed, and we write down which team owns each part of the data.
200+ companies servedFrom a first store to an ADX listed developer
What a UK CRM can include
Most off the shelf CRMs are designed in the United States and adapted for Britain afterwards. That shows in the details: consent fields that do not match PECR, address forms that ignore postcodes, invoicing that assumes card payment rather than Bacs, and reports that cannot split results by nation or region.
As a custom CRM software development partner for UK firms, we start from how your company actually wins and keeps customers, then add the national pieces that matter: Companies House data for business accounts, consent and suppression handling for marketing, Direct Debit and accounting links for billing, and permissions that reflect your regional structure. The list below is a menu, not a fixed package. Discovery decides which modules go into the first release and which wait for later phases, based on where your teams lose the most time today.
Business accounts are matched to their Companies House record through its public API, pulling the registered number, registered office, officers and filing status. Your team sees when a customer's accounts are overdue or a director changes, without copying anything by hand.
Cleaner B2B records and early warning when a customer's status changes.
Every contact carries a consent record showing channel, wording, date and source, with soft opt-in tracked separately for existing customers. A self-service preference page lets people change choices, and the CRM blocks sends that the record does not support.
Marketing that can show the basis for every email and text.
Outbound call lists are checked against the Telephone Preference Service and Corporate TPS files you subscribe to, with numbers flagged before a rep dials. Screening dates are stored so you can show when each list was last cleaned.
Sales calls that respect national opt-out registers.
When someone asks what you hold about them, staff gather every record, note and attachment linked to that person in one export. Erasure and restriction requests follow a logged workflow with a deadline counter and a named owner.
Data rights requests answered on time and on the record.
Accounts are assigned by postcode area, nation or branch, and permissions follow the same lines. A Glasgow manager sees Scottish pipeline, while head office sees everything, and reassignments are logged when territories change.
Each region runs its own pipeline inside one national system.
Mandates, collection dates and failed payments from your Bacs Direct Debit provider appear on the customer record. Invoices and credit notes sync with Xero, Sage or QuickBooks, so account managers see payment status before they call.
Sales and finance read the same customer balance.
A mobile app for reps and engineers who travel between regions, with offline notes, visit logging, photos and signatures that sync once signal returns on rural routes.
Visit records captured on site, not typed up days later.
Marketing teams build segments by region, sector, product held or renewal month, then send email and SMS campaigns from inside the CRM. Suppression lists, unsubscribes and bounced addresses are applied automatically at send time, and every message sent is stored against the contact it reached.
Targeted campaigns without exporting lists to separate tools.
Cases, complaints and returns tracked against each customer with categories, deadlines and escalation rules. Firms regulated by the FCA can record complaint stages and final responses in a form that supports their reporting.
Every complaint has a clock, an owner and an outcome.
Dashboards split pipeline, revenue, service volumes and marketing results by nation, region and branch. Directors compare areas side by side and drill into the accounts behind any figure.
One view of the country, with every region accountable.
Who this is for
A custom build is not always the right answer, and we say so when a packaged CRM would serve you better. These are the situations where a system shaped around your own process tends to pay back, because the generic tools either cannot model what you do or demand so much configuration that you are effectively building software anyway, only on someone else's platform and terms.
Choosing a CRM software development company in the UK is partly a question of who will still understand the system in five years. We document the data model, the integrations and the reasons behind each design decision, so a new supplier or an internal team can pick it up.
Builders' merchants, equipment hire firms, care providers and franchise networks often run branches from Aberdeen to Plymouth. Each branch needs its own pipeline and targets, while the board needs one national picture. We model branches, regions and nations as real structures, so permissions, reporting and handovers work without workarounds. Scottish and Northern Irish branches can carry their own terms and documents where the law differs.
Built for national structure, not a single office.
Brokers, lenders, wealth managers and insurers working under FCA rules need more than a contact list. The CRM records suitability notes, vulnerable customer flags, complaints and communications in a way compliance staff can review. We design these screens with your compliance lead so the evidence the Consumer Duty expects is collected during normal work rather than rebuilt afterwards.
Compliance input shapes the design from the start.
Many British firms still run a CRM built in Access, an old .NET application or a heavily modified package nobody can upgrade. We map what the old system really does, including the undocumented habits staff rely on, then move records across with deduplication and checks. Both systems can run in parallel until each region signs off.
Migration is planned as its own workstream.
Manufacturers, software vendors and service firms selling to other businesses manage tenders, framework agreements and renewal dates spread over years. We build account plans, contact maps, contract registers and renewal alerts around that rhythm, with Companies House data keeping company details current. Public sector bids can sit alongside private deals with their own stages and approval steps.
How we work together
We have no UK office. The Codeeo team of 80+ is based in Dubai, Riyadh and Karachi and works remotely with British clients, holding discovery sessions, design reviews and acceptance testing over video call. We have delivered 200+ projects across the UAE and the US, and clients rate us 4.7 from 23 Google reviews. Most UK companies begin with a fixed scope first release, then move to a monthly retainer for new modules and regional rollouts. Larger groups sometimes prefer a dedicated team that works inside their own planning cycle.
Fixed scope suits a first release with clear boundaries. A retainer suits the steady flow of changes that follows once every region is using the system and asking for improvements. A dedicated team suits groups replacing several legacy systems over a longer period, where continuity of people matters more than a single delivery date.
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
Our CRM software developers UK clients work with usually build on Laravel, Node or .NET with React front ends and Flutter for mobile. Hosting can sit in a UK cloud region such as AWS London or Azure UK South when your data policy prefers personal data to stay in the country.
01Mobile
02Data and cloud
03Marketing and tracking
It depends on the modules, the integrations and how much data has to move.
A focused first release covering contacts, accounts, pipeline and basic reporting is far quicker than a programme that also replaces a billing system and migrates fifteen years of records. Each integration adds design and testing time, and so does every region that needs its own rules. We agree the phases in discovery and write the order down, so you know what arrives first and what each later phase depends on.
Schedule a free consultation and get a written recommendation, with costs, before you commit to anything.
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