AI · Automations · SalesOps · BI Dashboards

Take your business further

Want to take your business to the next level?
Let us do the technical stuff for you, so your business is smooth, slick, and ready to focus on what really matters.

And if you're interested in AI for your business
Scale. Build. Retain.
Overview This month
£284k
Pipeline value
↑ 23% vs last month
41
Active deals
↑ 8 new this week
£18.4k
Commission due
Auto-calculated
12
Installs booked
3 this week
Stage Breakdown
Lead
£84k
Survey
£61k
Quoted
£47k
Signed
£32k
Integrates with
The problem

You're scaling the deals. Your systems aren't scaling with you.

Three things break at exactly the moment you need them to hold.

01
Spreadsheets & manual process are breaking

One person built them, nobody else understands them, and they're wrong more often than you think. Month-end is a two-day firefight. Your top reps don't trust the numbers. Neither do you.

02
Install handoff is chaos

Deals die between sales and the ops team. Jobs get double-booked. Engineers don't have the right materials. Customers are calling in for updates. You're losing an hour a day just chasing paperwork.

03
Ops managers are drowning

Too much of what should be automated is being done manually. Scheduling, reporting, re-keying data from one system to another. You're hiring admin staff to paper over process gaps that shouldn't exist.

The Platform

Designed with you. For you.

A fully pre-built sales operations core, configured to the specific way your business works. Faster than custom development. More flexible than off-the-shelf SaaS.

Automate the work that shouldn't be manual.

Bespoke automations wired into the way your business already runs — triggered by what happens in your pipeline, your inbox, and the tools you already use. The repetitive re-keying, chasing, and reporting that eats your team's day, handled quietly in the background.

Trigger-based workflows that react to events across your tools
Automatic data sync — no more re-keying between systems
Scheduled reports, reminders, and follow-ups sent automatically
Document and email generation straight from live data
Approval routing and escalation, fully tracked and auditable
Automate Your Business

Got Painful, Time Consuming Processes That Need Modernising?

We make sure that you and your team can spend more time on the things in your business that really matter.

Scripting

Process & Data Automation

Re-keying data between two systems by hand? Running the same manual report every week? I'll build a script that does it in seconds and never gets it wrong.

Pulling, cleaning and merging data across sources
Scheduled reports and recurring tasks, automated
Connecting tools that don't talk to each other
Excel / VBA

Spreadsheet Automation

Month-end taking two days in a workbook only one person understands? I'll turn the manual grind into a few clicks — auditable, documented, and safe to hand over.

Automated calculations, reporting and reconciliations
Error-proofed templates that anyone can run
Rescuing and rebuilding fragile legacy workbooks
Web

Websites & Web Apps

Need a fast, professional site, or a small internal tool to replace a clipboard? Designed, built and published — without the agency price tag or the timescale.

Marketing sites and landing pages that convert
Simple internal tools, forms and dashboards
Built, hosted and handed over, ready to run

Not sure which you need? That's fine — tell me the problem, not the solution.

Tell me what's broken →
Industries

Built for your vertical, not a generic one.

We work in a focused set of field-sales sectors where we understand the commission structures, the pain points, and the compliance landscape.

Solar & Heat Pump Installers

Complex commission splits, grant calculations, multi-week install scheduling. We close the gap.

🏠
Roofing & Home Improvement

High-value quotes, long sales cycles, scheduler chaos. Pipeline to install without the leakage.

HVAC, Plumbing & Electrical

Field reps, engineer scheduling, reactive and planned work. One system for both.

🔑
Estate Agents & Lettings

Negotiator commission tracking, instruction management, vendor pipelines.

📡
Security, Telecoms & Pest Control

Door-to-door commissions, high-volume pipelines, tight manager visibility.

+
Are You Next?

Come talk to us. Tell us what you need and let SBR build it.

Get in touch →
Why SBR

Not Salesforce. Not a spreadsheet. Customised For You.

We exist in the gap between off-the-shelf software that doesn't fit and out of the box enterprise solutions not built for your business needs.

vs. Enterprise Platforms
Salesforce is built for companies ten times your size.

Enterprise CRMs carry the cost, complexity, and rigidity of enterprise businesses. Months of implementation, six-figure contracts, and a system that makes you adapt to it — not the other way around. Keep using it if you already have it. We'll sit on top and add the commission, install, and field-ops layer it's missing.

vs. Spreadsheets
What happens when the person who built them leaves?

Spreadsheets work until they don't. And when they stop working — file corruption, key person holiday, one bad formula — the cost is immediate. How many commission disputes have you had this year? How many leads have died in someone's inbox? Put a number on it. That's your monthly cost of staying on spreadsheets.

Custom Development
Bespoke doesn't have to mean slow and expensive.

We have built up dozens of templates for a variety of use cases. This means we can deploy much faster than traditional custom devs while still customising the end product to suit your needs. You get flexibility, speed, and quality all at once.

How It Works

From contract to live in 2–6 weeks.

Discovery, build, training, and go-live. No multi-month implementation. No six-figure consulting bills.

1
Discovery

We map your exact sales process, commission structures, and integration requirements.

2
Build & Configure

We configure the platform to your process. Custom fields, workflows, commission calculators.

3
Data Migration

Your existing data — leads, contacts, deals — migrated cleanly into the new system.

4
Training & Go-Live

Your team trained, integrations connected, and the system switched live with support on hand.

From Chaos to Clarity

No pressure. No six-figure commitment. No system too big. No task too small.