Frequently asked questions

SentiGrow is a business operations consultant who also builds and runs the systems that make the improvements stick. Instead of handing over a report and walking away, we design the bespoke CRM/ERP or automation, build it, host it, and keep improving it — so the recommendation and the delivery come from the same place.

The discovery call and initial scoping are free. Bespoke system builds start from £12k, with the live, managed service from £800/month. Automation projects inside your existing tools are scoped and priced individually, often for less. Every build is priced against the admin cost and return it should generate, not a generic day rate.

Off-the-shelf tools force your business into their workflow and charge per seat, forever. Customising platforms like HubSpot or Salesforce to properly fit typically costs several times more than a bespoke build on an open-source core like ERPNext. A bespoke system fits how you actually work, with one predictable monthly fee.

SentiGrow does. Your system runs on a dedicated private server which we host, secure, support and continuously improve as part of the monthly service — you get a system that keeps getting better without hiring an IT function.

Yes. If you're invested in Microsoft 365, Google Workspace or an existing CRM, we build automations and integrations inside your current stack — Power Apps, Workspace scripts and connections between the tools you already pay for.

We work with UK SMEs with 5-50 employees, particularly founder-led and operations-led businesses in the service sector. Typical clients include consultancies, agencies, trades businesses and professional services firms.

Discovery and scoping typically take 1-2 weeks. Builds are delivered in stages so quick wins land early, with most projects seeing initial results within 4-8 weeks — full bespoke systems can take longer depending on scope.

We work flexibly. Most discovery and planning work can be done remotely, but we're happy to work on-site for workshops, team training and implementation phases. We're based in North West England and work with businesses across the UK.

We specialise in service-based businesses: consultancies, agencies, trades companies, professional services firms and businesses that process high volumes of enquiries, quotes, jobs and invoices. The common thread is operations that rely on workflows and systems rather than manufacturing or physical products.

Minimal disruption is a core principle of how we work. We implement changes incrementally, prioritise quick wins, and work alongside your team rather than imposing changes from outside. Most clients find the process energising rather than disruptive.

That's exactly what the free discovery call is for. We'll have an honest conversation about your situation and help you understand where the biggest opportunities lie. There's no obligation to proceed further.

We can build smart triage for a shared inbox: every message is read and classified as sales, support, accounts or supplier, routed to the right person, and logged against the sender automatically. Genuine enquiries can also get a same-minute acknowledgement with a realistic response time, backed by a real ticket so nothing slips through. If you'd like to see how that would fit your setup, the free discovery call is the place to scope it.

Yes — this is a common one we can build. A missed or abandoned call can create or update a contact record, assign a call-back owner and send the caller a short acknowledgement text, so the enquiry isn't lost. Website form enquiries can be validated, matched to existing contacts and turned into a qualified CRM lead within seconds, before anyone has even opened the inbox.

Yes, three-way matching is a well-established pattern we can build. A supplier invoice is cross-checked against the original purchase order and the delivery note, and any quantities or prices that disagree are held for review rather than paid automatically. It's typically paired with duplicate-invoice detection so an exact or near-duplicate is flagged before it reaches the payment run.

This is one of the most popular things we can build. A purchase invoice, receipt or PDF is read automatically for supplier, net, VAT, gross and due date, then posted as a draft in your accounting system for a quick approval instead of manual keying. The extracted values are run through checks — VAT-number format, net plus VAT equalling gross, sensible dates — and anything that fails is routed to a person rather than posted straight through. A free discovery call is the quickest way to confirm it fits your documents.

Yes. We can build staged overdue-invoice chasing that works accounts through a rising schedule of polite reminders, prioritises the hardest cases, and raises a task for a human call before things escalate. It keeps the routine chasing off your desk while leaving the judgement calls with a person.

Yes — approval routing is something we can build across purchases, bills and quotes. A request is sent to the right approver by value or department, sign-off is captured with a full trail of who approved what and when, and it only proceeds once cleared. For sales, a quote priced below an allowed margin can be held for manager sign-off so discounts stay within policy. Exactly where the thresholds sit is best worked out on a free discovery call.

Yes, this is a natural fit for what we can build. An incoming job request can be read, opened as a job record and scheduled to an owner by your rules; engineers work from job packs on a mobile app that syncs back when they're back in signal; and when a job meets its completion criteria it can be closed, the customer notified and an invoice prepared automatically. Reminders and an 'on the way' message can also go out to cut no-shows.

Yes. We can build a sync so that when a customer or order changes in one system, the matching record is updated in the others, with mismatches flagged instead of the same data being keyed in twice. Where two tools have no native integration, we can build a connector layer between them that matches and validates records both ways. A free discovery call lets us map your specific tools and where the double-entry happens.

Yes — this is very achievable. Uploaded contracts can be read for their start, end, renewal and notice-period dates, held in a register, and reminder tasks raised well ahead of each deadline so nothing auto-renews unnoticed. For your own recurring revenue, a renewal date can also trigger a ready-to-send renewal quote and a task for the owner, so contracts aren't lost to a missed date.

We can build change-control around this. A supplier bank-detail change request is held rather than applied straight away, an independent verification task is created, and the record only updates after dual approval — closing off a common invoice-redirection fraud route. It's a small control that shuts down a real risk, and the discovery call is a good place to talk through how it would sit alongside your existing finance process.

Yes. We can build a register that tracks company and staff certifications — ISO, Gas Safe and similar — along with supplier insurance and certification documents, reading their expiry dates and chasing them automatically before they lapse. On completion of a compliance job, a certificate can be generated from the captured readings, checked for completeness and sent to the customer with a copy filed against the record.

Yes, and it's a popular request. We can build reporting that pulls figures from your operational and finance systems on a schedule, reconciles them from source rather than screenshots, and assembles a consistent cashflow snapshot, exec brief or board pack with draft commentary — leaving a person to review and finalise rather than spend days building it. A free discovery call is the best way to work out which numbers matter most to you.