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Operational CRM
The world's first operational CRM. Not another CRM.
A CRM that runs the whole operation, not just the sales contacts. Designed around the way your business actually works.
What it is
Built around your operation, not a template.
A normal CRM keeps a list of people and deals. It stops the moment someone says yes.
An operational CRM keeps going. The same system takes the job from first enquiry through the work itself, the people doing it, the paperwork, the invoice and the payment, and watches all of it for problems.
And it is shaped around your operation: your jobs, your stages, your words. Not a template with your logo on it.
Why first: one system that runs the whole operation, from enquiry to payment, built around each business, with human-first AI. We haven't found anything else that does all three.
How it's different
Not a sales CRM. Not an ERP.
Sales CRMs stop at the signature. ERPs make you fit them. An operational CRM follows the work all the way through, in your words.
Contacts, deals and email sequences. Great for a sales team; blind to everything after the sale.
Built for every business at once, so every business bends to fit them. Long projects, rigid screens.
Ten tools, each holding part of the truth, joined by copy and paste and someone's memory.
One system around your operation: sales, delivery, people, money and clients, watched by Radar.
Designed for your thing
Every one is shaped around the business.
The same proven core, built into a different system for each operation.
Loads, drivers, PODs and invoices tied together on a live map.
See it Operational CRM forConstructionJobs, phases, subcontractors, snags and stage payments in one record.
See it Operational CRM forRetail & EPOSTills, stock, rotas and the back office feeding the same numbers.
See it Operational CRM forMulti-siteEvery site's checks, people and figures, compared side by side.
See itOperational CRM = business in a box
Because it's all in one system, it can grow in any direction.
An operational CRM is the business in a box. Every process, person, number and client lives in one system, so growing doesn't mean starting again.
- New sitesOpen a new location from the same box: processes, roles and checks ready on day one.
- New brandsRename, rebrand or launch a sister brand without rebuilding anything underneath.
- Go verticalMove deeper into your own supply chain: suppliers, production or delivery, on the same records.
- Go horizontalAdd new services and markets alongside the ones you run today.
- Plug in toolsConnect the other software you rely on, so data flows in instead of being re-typed.
in a box
The small shifts
Little problems like these, fixed for good.
Most of what costs a business isn't a disaster. It's a client who went quiet, a handover nobody picked up, an invoice that slid. AquaCRM notices, and puts it in front of the right person.
Example · RadarWe haven't heard from Harbour Freight in 21 days
EvidenceLast email 21 days ago. They usually order every 9.
SuggestedDraft a check-in for Sam to send
Waits for a person to accept it.
Example · RadarA handover was missed on Job 1042
EvidenceSurvey signed off Tuesday; install hasn't been booked.
SuggestedAssign to the install lead
Waits for a person to accept it.
Example · RadarInvoice INV-2207 is drifting overdue
EvidenceDue in 2 days. This client paid late the last 3 times.
SuggestedQueue a friendly reminder for approval
Waits for a person to accept it.
Example · RadarThe pipeline has gone quiet
EvidenceNo new enquiries from the website in 6 days, against a usual 4 a week.
SuggestedCheck the contact form and campaigns
Waits for a person to accept it.
- Harbour FreightCan we move Thursday's collection?Operations
- Supplier invoiceINV 88213 — OctoberFinance
- New website enquiryQuote for three sitesSales
- Driver: LeonPOD photos for load 7781Operations
- Client: NorthgateApproval for phase 2You
- NewsletterThis week in logisticsLater
Your data
Safe, yours, and on the record.
- UK GDPR-minded by designConsent recorded, data kept to what's needed, and requests to see or erase data handled in the system.
- Your data stays yoursYou can export it whenever you like, and take it with you if you leave.
- Encrypted daily backupsYour data is backed up every day, encrypted, and kept apart from the live system.
- Role-based accessPeople see the parts of the business their role needs, and nothing else.
- Every action auditedWho did what, and when, is written to an audit trail.
- Nothing sent without a humanAutomations prepare and remind. People send.
- Uploads scannedFiles uploaded into the system are checked for malware before anyone opens them.
Read how we handle personal data in the privacy notice and our legal pages.
What is an operational CRM?
A CRM that runs the whole operation, not just the sales contacts. It follows each job from first enquiry through the work, the people, the paperwork and the payment, and it is built around how your business actually works.
How is it different from off-the-shelf software?
Off-the-shelf tools are built for everyone, so you change how you work to fit them. We map how you work first and build the system around that. You still get a proven core, because AquaCRM's modules run real businesses already, but the screens, stages and words are yours.
Who owns the data and the code?
Your data is yours, always, and you can export it whenever you want. Who owns the code depends on what we build for you; it's agreed in writing before we start, so there are no surprises.
How do you keep our data safe?
Role-based access, an audit trail of every action, encrypted daily backups, and malware scanning on uploads. Nothing is sent to your customers without a person choosing to send it.
What if we want to leave?
You can. Your data is exportable at any time, and we'll help you take it with you. We'd rather keep you by being useful than by locking you in.
Let’s talk
What would yours look like?
Tell us how you run. We'll come and see it, then show you what we'd build.
Whatever you're looking for, we've got it. We want to be your business partner for everything.