Toolkit · Case study

Beyond the CRM

When standard forms aren't enough, we build custom web apps (waivers, ID checks, aftercare portals) that plug straight into your CRM in real time.

Case study

Firefly Tattoo

FireFly Tattoo Company in Hailsham were running client consent through a third-party form tool (Stabpad) and doing paperwork by hand. We replaced it with their own consent app on their own domain, connected to their HighLevel account.

Photo ID & consent on the iPad

Clients fill in their details and health screen, agree to each clause, sign with a finger and photograph their ID. Under-18 rules are built in, including parent or guardian sign-off for piercings.

Signed PDF, filed automatically

The practitioner signs off with a staff PIN. The app then produces a branded PDF with both signatures and the ID photos, and stores it with a searchable record.

Live CRM sync

Every form creates or updates the contact in HighLevel and fires a workflow that emails the studio copy and the client copy. Nobody chases paperwork.

"Because the app is wired straight into the CRM, clients get a smooth experience on the iPad and the studio never handles paperwork or chases follow-ups by hand." The idea behind every build

How it works

Every build follows the same shape: a simple app for the client, an instant handover to your CRM, and automation from there.

  1. Client opens the app

    On a studio iPad, from a QR code or a link in a text. Hosted on your own domain.

  2. They complete it

    Signatures, uploads, health questions: whatever the job needs, in big, clear, phone-friendly steps.

  3. Instant sync

    The data lands on the contact in your CRM within seconds, tagged and in the right fields.

  4. Workflows take over

    Confirmations, copies, reminders, review requests and pipeline moves all happen automatically.

What we build

If your business has a client touchpoint that's still on paper or in a clunky third-party tool, we can probably build it.

01

Waivers & consent

Touch signatures, terms and medical declarations on any tablet or phone, with a PDF generated automatically.

02

ID & verification

Photo ID uploads (driving licence, passport) attached straight to the client's CRM record.

03

Portals & aftercare

Pages for aftercare, programmes or progress tracking that change depending on the client's service.

04

QR check-ins

Scan on arrival to mark attendance, open the right form and let staff know who's in.

05

Instant automations

Every action can move a pipeline stage, send an SMS or start an email sequence.

06

Your own domain

Hosted on your domain or a subdomain (like consent.yourbusiness.com), fully in your brand.

Need an app built?

We design it, build it and wire it into your automations. Tell us what's still on paper.

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