# Software built for the way you work. Canonical page: https://withvalmont.com/business-software We build systems that bring your customers, jobs and information into one place. [Let’s talk](https://withvalmont.com/contact/index.md) — 15-minute introduction. For owners and operations leads whose business has outgrown spreadsheets, scattered updates or software that never quite fits. ## From scattered records to a shared system Illustrative concepts, not client results or working applications. ### From scattered records to your own system. Illustrative project, not a client case study. #### 1. Talk Your starting point: Customer details are in emails. Jobs are in a spreadsheet. Valmont: What does your team need to see together? You: The customer, their agreed work and who needs to act next. We check the goal, budget, timing and who needs to be involved. #### 2. Agree Your first customer system - Customer records - Work and documents - Owners and next steps A preview where useful. Then an agreed scope, price and dates for the build. #### 3. Build You: Can each job show who is responsible? Valmont: Yes. Let’s check the view with the people doing the work. You see progress each week. We test the work together before launch. #### 4. Use The customer system, in use One place to find the customer, their work and the next step. You check and accept the first version. We keep it running and improve it with you. Illustrated starting point: One customer. Three places to check. - Email: Northside. Latest conversation. - Delivery sheet: Tuesday. Delivery due. - Proposal: Agreed. Saved separately. Planned system: Customer → Their work → Next action. One record your team can work from. First version for review: Northside. Customer workspace. Delivery: Tuesday. Proposal: Agreed & saved. Responsible: Your team. Next: confirm delivery Example customer workspace: an email, a delivery spreadsheet and a proposal come together in Northside’s customer record, with a clear next action. 1. Gather 2. Connect 3. Act The customer, the work and the next step. Together. ## One customer. Everything you need. Here, Northside is a customer. Its emails, delivery date and agreed quote sit in different places. We build a customer system that brings them together. ### Bring the right information together. We connect the records your team needs, keeping the tools that already work well. ### Give each person a useful view. Each person can see their work, the details they need and what happens next. You decide who can see and change what. ### Make the next action clear. Your team can open a customer record, update the work and see who needs to act next. ## What could we build? ### Customer systems Know the customer. See what’s next. A customer system, often called a CRM, with contacts, conversations and follow-ups in one place. Illustrative example: - Starts with: A customer calls about an existing job. - With your system: Their history, agreed work and next step are on one record. - Your part: Your team updates the record and follows up. ### Projects & operations See who’s doing what. See each job, who is responsible, what is due and the files needed to do it. Illustrative example: - Starts with: A new job is ready to begin. - With your system: Tasks, files, due dates and the people responsible sit together. - Your part: Your team assigns the work and keeps progress up to date. ### Financial tools See costs, invoices and payments. Track project costs, invoices and payments using the financial records you agree to connect. Illustrative example: - Starts with: You need to know what has been paid. - With your system: Invoices, payment status and project costs are easy to find. - Your part: You check the figures and decide what to chase or pay. Made around your business. Have a project in mind? [Talk it through](https://withvalmont.com/contact/index.md) or [send a brief](https://withvalmont.com/start/index.md). ## Start with one part of the business. Map one important job from beginning to end. Agree the people, records and decisions involved, then build a first release that can be checked against real work. If there is a useful fit, we agree a free personalised preview before the paid build. The preview and working release have separate scopes and dates. ## Built with you. Looked after by us. One monthly payment. Three months to start. ### Scope, pricing & ongoing service A separate build fee and monthly service can also be agreed. Our usual starting arrangement is one monthly payment with a three-month initial commitment. It covers the agreed build, running the systems and a defined amount of improvement. We can also agree a separate build fee followed by monthly service. You receive a clear scope and price before deciding. Substantial additions are quoted separately. After the initial commitment, our proposed standard is monthly continuation with 30 days’ notice, confirmed in your agreement. ### Outcome guarantee & refund Before you commit, we agree the starting point, the improvement we’re aiming for, the quality required and when we’ll measure it. We also set out what each of us needs to do and the amount we’ll refund if the agreed outcome is missed. Those terms are written into your agreement, so you know what the promise covers. [How we work at Valmont](https://withvalmont.com/about/index.md) ## Outgrown your tools? Show us where the work gets stuck. [Let’s talk](https://withvalmont.com/contact/index.md) — 15-minute introduction. [Choose a time](https://withvalmont.com/book) in Cal.com, where your booking is confirmed. Prefer to write? [Send a brief](https://withvalmont.com/start/index.md). ## Explore what we build - [Websites](https://withvalmont.com/websites/index.md): A website built around your business. - [Business software](https://withvalmont.com/business-software/index.md): Software built for the way you work. - [AI & automation](https://withvalmont.com/ai-automation/index.md): Give the repeat work to a system. [Your business](https://withvalmont.com/your-business/index.md) · [About Valmont](https://withvalmont.com/about/index.md) Valmont Ltd · Company 17268529 · Based in Birmingham, UK [Contact](https://withvalmont.com/contact/index.md) · [Email us](mailto:troy@withvalmont.com) · [Privacy](https://withvalmont.com/privacy.md)