The CRM for business
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.
The problem
Nobody can read thousands of invoice lines a day.
Customers quietly spend less. Buying patterns change. Projects go cold. The data sits there, and nobody has the hours to look.
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.
The real cost
That one account, gone quietly, costs £39,600 a year.
It wasn't lost to a sharper price. It was lost to nobody noticing. 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, and your accounts system never taps anyone on the shoulder.
What Badger does
Your sales data, turned into a daily to-do list.
Spot the drop-off
Declining and dormant accounts surfaced automatically, flagged the moment they slip.
Chase every quote
Quotes from your own system logged, chased on a cadence, and closed with a reason when one is lost.
Work it together
A shared WorkSpace and Focus list so the whole team targets the same accounts. No spreadsheets.
The difference
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. White-labelled to your business, UK-built, your data kept in the EU. I migrate you in, so nobody touches a spreadsheet.
One platform, three ways in
Shaped around how you work.
Merchants and distributors
Costed quotes and tiered pricing, real margin, run-rate against last year, and your whole book on a map to plan the week.
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.
AI phone agents
Every call answered day and night, logged, transcribed and recorded, with each lead landing as a call-back task.
BadgerAI
The assistant that does the busywork.
- Voice → note. Mumble the visit into your phone in your vehicle; it writes the tidy note and files it.
- Account briefs. A one-look summary before you walk in the door.
- Ask it anything. “What's the buyer's number?” “What did we agree last time?” Answered in a sentence.
- Morning briefing & BadgerWatch. A morning AI briefing to start the day, and BadgerWatch, the tap on the shoulder the moment a good account starts slipping.
A low-risk start
One branch or every branch. Your call.
Built for multi-branch businesses, with regions, branches, teams and roles that control who sees what. Start with one branch, one team or one site, or roll out across the whole business from day one. I do the setup and bring your data in either way.
See it
Your logo. Your colours. Your system.
These are examples: two customers’ branding on the same screens. 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.
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. Win back one lapsed account and it has paid for itself for the year. BadgerAI and AI phone agents sit outside the trial: they are scoped and built around your business, and that takes longer than a month to do properly.
✓ 30 days free · core BadgerCRM · free setup and migration