We map what you’ve actually got.
Every tool, every tab, every manual step your team does because nothing talks to anything else.
Your business runs on five tabs and good intentions. Let’s fix that.
We map how your business actually works, then rebuild your CRM, intake, finance and reporting into one connected system — so it stops depending on you remembering everything.
When every tool needs you in the middle
Most businesses we meet are running on a CRM, a spreadsheet, Notion, Slack, email, an accounting tool, and WhatsApp — with nothing talking to anything else. That’s not a tooling problem. It’s a process problem wearing a tooling disguise. We fix the process first. The tools come after.
CRMSpreadsheetNotionSlackEmailXeroWhatsApp
One connected system
How we work
We design the fix before touching software.
We decide how work should flow, then pick tools to match — not the other way round.
We build it.
Your CRM, intake, finance, follow-up and reporting, connected into one system, using tools you already have wherever possible.
We hand you the playbook.
Fully documented, so your team can run it without needing us. If AI genuinely removes admin work at this point, we add it — carefully, and only here.
~8 hours/weekgiven back to the founder
1 connected systemreplacing an average of 6–8 disconnected tools
3 weekstypical time from audit to live system
“D&G assisted my company in streamlining multiple departments. What they were able to do was move all data into one manageable, simple, and time-efficient system, saving operational costs of around £200k.”David T., Founder, Commercial Property Advisors LTD
What we build
See servicesSystems audit
A clear map of how your business actually runs, and where it’s leaking time.
System design
We decide how work should flow before recommending any software.
Automation build
Your CRM, intake, finance and follow-up, connected into one system.
Playbook & handover
Documented steps your team can run without you.
AI, where it earns its place
Only added once the process is solid, and only where it actually saves admin time.
Ongoing operations support
Ongoing help as your business grows past the current fix.
Why it works
- We work with what you already pay for — no forcing you onto new software.
- Everything we build is documented, so it doesn’t depend on us.
- Nothing gets automated with AI unless it visibly reduces your admin load.
Ready to stop running your business on five tabs?
Start with a free systems audit. No pitch, no pressure — just a clear map of where your time is going.