Your CRM. Your platform. Built to grow with your business.
Build on a flexible, open-source foundation you can control and extend. IMTG brings streamlined interfaces, capabilities developed through years of client work, and professional hosting and support.
Invest in a platform you can keep building on.
SuiteCRM gives you an open-source foundation with control over your data and the freedom to adapt the system over time. Shape it around your processes, connect it to other systems and start with the capabilities your team needs today.
The software has no per-user licence fees. Your investment goes into implementation, hosting, support and the agreed development that makes the platform useful to your business.
We agree access, handover and any custom-work ownership arrangements as part of your project.
Build around the work people need to do.
Tell us what needs to work better. We recommend a practical combination of existing IMTG capabilities and scoped changes, with a modern experience designed for the people using it.
A clearer workspace for your team
Streamlined grids, Kanban boards and mobile lead capture give people focused ways to work. Morning action digests and recurring tasks keep responsibilities visible.
- Operations grids and Kanban boards
- Mobile forms and QR lead capture
- Linked action reminders and recurring tasks
Quoting that fits what you sell
Support different sales processes and product categories. Assemble product kits, adjust quote line items and generate proposals from the information already in your CRM.
- Quote kits and drag-and-drop line items
- Word proposals from opportunity and quote data
- Product brochures attached to quote emails
Follow-through built into the process
Keep quotes moving, reconnect with customers who have not bought recently and route work through the approvals your business needs.
- Automated quote follow-ups
- Customer reactivation workflows
- Multi-stage approval workflows
Access for the people around your business
Give staff, contractors and dealers a focused portal experience. Connect sign-in and access to the other systems your team uses.
- Staff, contractor and dealer portals
- Microsoft 365 sign-in and connected-system SSO
- Custom login screens, fonts and colours
Customer communication with context
Collect service feedback, keep marketing preferences aligned and send useful information to the right audience.
- NPS, job feedback and evaluation forms
- Bulletins, attachments and designed HTML emails
- Mailchimp and Mautic integration with two-way opt-out handling
Connected data, orders and insight
Bring your CRM into the wider operation, with integrations and reporting designed around the information and decisions that matter.
- ERP orders, invoicing and online payments
- WooCommerce product, pricing and stock integration
- Reporting dashboards and AI assistants for CRM questions
These are examples of capabilities we have built. We confirm suitability for your setup, configuration, integrations and costs before including them in your implementation.
Connect the stages that matter to your business.
A tailored platform can support mobile enquiry capture, lead allocation, stock search and shortlisting, quoting, orders and payments, then service calls and customer feedback. We scope the connections your business actually needs.
A useful starting point. A clear way forward.
01
Understand the work
We discuss your processes, team, data and existing systems, then recommend the capabilities that fit.
02
Build your foundation
We agree the scope, migrate data where needed, configure the selected components and validate the solution with your team.
03
Support and develop
We provide agreed hosting and support. Add further capabilities through separately scoped projects as your needs develop.
Implementation is a scoped project. Your monthly service covers agreed hosting and support; further changes and customisation are scoped separately. Any additional integration or third-party costs are identified in the proposal.
What would you like your CRM to help your business do better?
Tell us about your team, current setup and the processes you want to improve. We will help identify a practical starting point and the capabilities worth considering.