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CRM & Client Management

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Lightweight lead capture, enquiry pipelines and client portals built straight into your website. No HubSpot subscription required.

CRM & Client Management

What is CRM & Client Management?

Most UK SMEs lose enquiries because they live in inboxes, scribbled notebooks and three different spreadsheets. We build a lightweight client management layer directly into your website: smart enquiry forms, a tidy admin dashboard for your team, automated email replies and a simple pipeline so nothing slips. No monthly per-seat fees, no Salesforce learning curve, just the parts of a CRM you actually need.

What We Do for You

As BadeStudio, here is what our CRM & Client Management service covers:

  • Smart lead-capture forms with spam protection and conditional fields
  • Custom admin dashboard to view, tag and assign every enquiry
  • Simple pipeline stages (new, contacted, quoted, won, lost)
  • Automated email confirmations and follow-up reminders
  • Client portal area with secure login for files, quotes and bookings
  • Booking and appointment integrations (Calendly, Cal.com or custom)
  • CSV export and one-click sync with Mailchimp, HubSpot or Notion
  • UK-infrastructure data storage with GDPR-supportive tooling

CRM & Client Management

Start with a free consultation.

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Our Process

Our CRM & Client Management Process

01
1

Workflow audit

We map how enquiries reach you today, where they get lost and which fields your team actually needs.

02
2

Pipeline design

A short spec covering form fields, pipeline stages, user roles and notification rules.

03
3

Build

Forms, admin dashboard and email automations built into your existing site or new build.

04
4

Training

A 30-minute walkthrough so your whole team can manage enquiries from day one.

05
5

Launch

Go live with GDPR notices, backups and quarterly review of pipeline conversion.

Why BadeStudio?

Why BadeStudio?

No More Lost Leads

Every enquiry lands in one tidy place, never in someone's personal inbox.

No Per-Seat Fees

Built once into your site. Add unlimited team members at no extra cost.

GDPR Ready

UK-hosted, encrypted at rest, with consent capture and right-to-erase built in.

Plays Well With Others

Sync with Mailchimp, HubSpot, Notion, Google Sheets or your accounting tool.

FAQ

Frequently Asked Questions About CRM & Client Management

For most UK SMEs, yes. If you need full marketing automation, sales forecasting and 50+ user permissions, stick with HubSpot. If you mainly need to capture leads, follow up and track jobs, our built-in CRM does the job at a fraction of the cost.

Yes. The admin dashboard is browser-based with secure login, works on phone and desktop, and supports multiple users with different permission levels.

On UK infrastructure (AWS London or our own UK servers), encrypted at rest, with daily backups. Built with consent capture, audit logs and right-to-erase tooling to support your GDPR obligations.

Yes. We commonly integrate with Mailchimp, HubSpot, Notion, Airtable, Google Sheets, Xero and WhatsApp Business. Custom integrations are quoted per project.

Starts from £400 as an addon to a Pro or Premium build, depending on pipeline complexity. Standalone CRM builds for existing sites are quoted from £950.

Get a Quote for CRM & Client Management

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