Everything we can build for your business
Custom software made to fit how you work: CRMs, dashboards, booking systems, management tools and automation. Here's the full picture, and where to go for the detail.
SwitchUp Systems builds the software your business runs on, shaped around your own process rather than bought off a shelf. That ranges from a custom CRM and live dashboards to booking systems, management software, internal tools and the automation that joins it all up. You own every bit of it.
Not sure which you need? That's normal, and it's the first conversation. Have a look through, or pick the problem that sounds like yours below and we'll point you the right way.
Where's the time going in your business?
Pick the one that sounds like you, and see what we'd build to fix it.
Your team spends half the day on repetitive admin
Copying information between systems, updating records, re-typing the same details. It is work a system should be doing, not a skilled person.
- An automation that moves information between your tools on its own
- Software that captures it once and reuses it everywhere
- The repetitive steps mapped and handed to the system
Bookings run on phone calls and a paper diary
You lose time arranging appointments, double-book by accident, and customers can only book when someone picks up.
- A booking system customers use themselves, day or night
- Your diary and your team kept in order automatically
- Reminders that cut no-shows without you lifting a finger
The business runs on spreadsheets and what people keep in their heads
It works until someone is off, or the business grows, and then things get missed because there is no single source of truth.
- A custom CRM or tool with only the fields and steps you use
- Every lead, job and customer in one place everyone can see
- Built around your process, so the team picks it up fast
You cannot see how the business is really doing
The numbers are scattered across tools and spreadsheets, so you are always building reports by hand or guessing.
- A live dashboard that pulls your numbers into one view
- The figures that matter, updated on their own
- Spot problems early instead of at month end
You cannot take on more without hiring
Every bit of growth means more admin, and the only way to cope feels like another salary on the books.
- The repeatable work handed to systems that scale for free
- Capacity added without adding headcount
- Your people freed up for the work only they can do
The kind of things we build
Tap any build to see what's inside it, the platforms behind it, and who it suits. Every one is shaped around the business it's built for.
Job & project management
A system that tracks every job from enquiry to invoice, so nobody's guessing what's where. Your stages, your fields, your team, all in one view that updates as the work moves.
- Every job and its stage in one board
- Who's assigned and what's due
- Notes, photos and documents on each job
- Automatic status updates to customers
- Flows straight into invoicing
Booking & scheduling portal
An online booking system your customers use themselves, day or night, that keeps your diary, team and resources organised automatically and cuts no-shows with reminders.
- Self-service online booking
- Your availability rules and buffers
- Automatic confirmations and reminders
- Deposits or payments at booking
- Syncs with your calendar
Live operations dashboard
A dashboard that gathers the figures that matter from the tools you already use and shows them in one live view, so you can see how the business is doing at a glance instead of building reports.
- The KPIs that actually matter to you
- Pulls from your CRM, accounting and tools
- Trends and alerts when something shifts
- Views for owner and team
- Exports for the accountant or bank
Custom CRM / client platform
A CRM built around how you actually work, with only the fields and stages you use. Every contact, conversation and document in one place, with follow-up built in, so nothing slips and the whole team can see what's going on.
- Your real pipeline and stages
- Full history on every customer
- Follow-up and reminders built in
- Roles and permissions
- Joined to your website, email and tools
Quote, invoice & admin automation
Automation that turns your data into quotes, invoices and documents and sends them at the right moment, so the admin that used to eat evenings just happens in the background.
- Quotes and invoices generated from your data
- Sent automatically at the right step
- Chases unpaid invoices for you
- Syncs with your accounting software
- Nothing typed twice
Client portal & membership area
A private portal where your customers see their information, documents, jobs or progress, so they stop emailing you for updates and you look organised and professional.
- Secure login for each customer
- See documents, jobs and progress
- Upload and sign documents
- Memberships and recurring access
- Cuts the repeat questions
Stock & inventory system
A system that tracks stock, materials or assets across locations, flags what's running low and ties into your jobs and orders, so you stop running out or over-ordering.
- Live stock levels across locations
- Low-stock alerts and reorder points
- Tied to jobs, orders and suppliers
- Barcode or quick entry
- Valuation and usage reports
Compliance & certificate tracker
A system that keeps every certificate, qualification and renewal in one place and chases them before they expire, so you stay compliant without living in a spreadsheet of dates.
- Every certificate and expiry tracked
- Automatic reminders before renewals
- Documents stored against each record
- Audit-ready reports in a click
- Roles so the right people are alerted
Pick a service to explore
Custom CRM
Every lead, job and customer in one place, built to fit.
Learn more →Dashboards & reporting
See how the business is really doing, at a glance.
Learn more →Booking & scheduling
Let customers book themselves, day or night.
Learn more →Management software
Run the whole operation from one place.
Learn more →Business automation
The repetitive handoffs, done on their own.
Learn more →AI in your systems
Practical AI, built in where it saves real time.
Learn more →Industries we help
We build for any business with repetitive admin and a lot to keep on top of. Here are a few we know well. Not listed? The systems are the same, so just ask.
Trades & construction
Job management, scheduling, quotes and compliance for busy trades firms.
See how we help →Professional services
CRM, client portals and workflow automation for firms run on deadlines.
See how we help →Automotive, transport & logistics
Bookings, job tracking and dashboards that keep the wheels turning.
See how we help →Clinics, care & appointments
Online booking, client records and reminders for dental, physio, vets, salons and gyms.
See how we help →Retail & e-commerce
Stock, orders and operations systems behind the shop or store.
See how we help →Property & lettings
Property, tenancy, maintenance and compliance systems for agents and landlords.
See how we help →You deal directly with Morgan, start to finish
SwitchUp Systems is me, Morgan, with specialists brought in when a build needs them. There are no account managers and no handovers. The person who scopes your system is the person who builds it and the person who sorts it afterwards.
SwitchUp runs on its own custom CRM, its own dashboards and its own automations, built in house. I'm not selling you something I've only read about. I build it, use it, then build it for you.
You'll always know what we're building, why, and what it costs. No jargon walls, and no being made to feel daft for asking.
More about me
We run on the systems we build
Everything we'd build for you, we've built for ourselves first. SwitchUp runs on its own custom systems, so when we recommend something, it's because we use it every day and know it works. If a system isn't good enough for our own business, we won't build it for yours.
Our own custom CRM
The CRM that runs SwitchUp, our leads, clients and follow-up, built in house because nothing off the shelf fit how we wanted to work. It's the same thinking we bring to yours.
Our own automations
The repetitive admin behind the business runs on automations we built ourselves, so we spend our time on the work rather than the paperwork.
Agent-run websites
These very sites are built and kept up to date through our own system and agent workflow. You're looking at one of our builds right now.
Built to be yours, not to tie you in
- You own everythingThe system, the code, the data and the accounts are in your name from day one.
- No contractsYou stay because the system is working, not because you're locked in.
- No one held to ransomWe build things to be handed over and maintained, not to keep you dependent on us.
- No jargon wallsEverything explained in plain English, so you know exactly what you're paying for.
- Your data stays yoursSet up properly and privately, in accounts you control.
- One person, start to finishYou work directly with Morgan, not a rota of account managers.
Not sure where to start?
Tell me how the business runs and where the time goes, and I'll tell you honestly what's worth building first.
Book a callLet's work out what to build
Tell me what's slowing the business down, or where a system could help, and I'll tell you honestly what's worth building and what isn't. No jargon, no pressure.
- You own everything we buildIn your name from day one, on no contract.
- You work directly with MorganNo account managers, no handovers.
- An honest view, fastI'll tell you if a build isn't worth it yet.