For merchants, distributors and contractors
Your next order is hiding in your own data.
You already hold the information. BadgerCRM finds the sales your team has no time to spot, and turns them into a to-do list for today.
The quiet leak
Nobody decides to lose a good customer.
No complaint. No cancellation. They just buy less, one quieter month at a time. The data knew first. The sales team did not, because nobody can read thousands of invoice lines a day.
One account, nobody noticed
£4,200 a month to £900 a month
£39,600 lost in a year
Gone quietly. Every business has a dozen of these on the books right now, still marked active. A dozen is close to half a million pounds a year.
What BadgerCRM does
Your sales data, turned into a daily to-do list.
Not another CRM that asks your team to type more in. It sits on top of your accounts system and works with the data you already have.
01
Spot the drop-off
Declining and dormant accounts surfaced automatically, flagged the moment they slip.
02
Chase every quote
Quotes from your own system logged, chased on a cadence, and closed with a reason when one is lost.
03
Work it together
A shared WorkSpace and Focus list so the whole team targets the same accounts. No spreadsheets.
See it
Your logo. Your colours. Your system.
These are examples: our studio branding and a second customer’s. Your logo, header and accent colour go on in the same way.
Revenue, margin, pipeline and open quotes at a glance, with alerts for customers going quiet before they are gone.
One platform, three ways in
Shaped around how you work.
Sell
Merchants and distributors
Declining and dormant accounts surfaced the moment they slip. Every quote chased, real margin, run-rate against last year, and your whole book on a map to plan the week.
Build
Contractors
Site Board tracks sites, plots and build-ups, works out the materials, and runs schedule orders, call-offs and snags. The office whiteboard, replaced.
Answer
AI phone agents
Every call answered day and night, logged, transcribed and recorded, with each lead landing as a call-back task for the right person.
White-labelled to your business with your logo and colours. UK-built, your data kept in the EU, and roles that control who sees what, down to the margin.
Nothing to lose
Take core BadgerCRM free for 30 days. See what your data already knows.
The full CRM, set up by me with your data brought in. Start with one branch, one team or one site, or roll out across the whole business from day one. Win back one lapsed account and it has paid for itself for the year. BadgerAI and AI phone agents are scoped and built around your business, so they sit outside the trial.