Premium CRM systems built around how your business actually works.
MDS designs practical CRM and dashboard systems for client records, billing, tasks, staff workflow, reporting, compliance, and day-to-day business management, with demo versions available for different industries.
CRM demo versions
Start with a proven demo direction, then let MDS adapt the system around your industry, staff, data, forms, permissions, and reporting requirements.
Business Dashboard CRM
A complete operations dashboard for client management, invoicing, expenses, staff, projects, tasks, and business reporting.
- Best for service businesses and growing teams
- Can include staff roles, task status, billing and reporting
- Demo version available online
Accountancy Firm CRM
A practice-focused CRM for accountants who need better visibility across clients, deadlines, onboarding, billing, staff workload, and compliance tasks.
- Client and document tracking
- Staff workload and deadline management
- Demo version available by request
Carehome CRM System
A care-sector CRM concept for resident records, staff management, HR, compliance, tasks, activity notes, and operational visibility.
- Designed around care home operations
- Useful for HR, resident notes, tasks and oversight
- Demo version available online
A CRM should make client work easier to track, not harder to manage.
MDS can help turn spreadsheets, scattered files, email follow-ups, manual task lists, and unclear staff ownership into a cleaner system your team can use every day.
Shape the system around the way your team already works.
Every business handles customers, staff, services, documents, and reporting differently. We can adapt modules and workflow instead of forcing you into a generic template.
- User roles, permissions, departments and staff views
- Client onboarding forms, service records and status tracking
- Invoice, expense, task, ticket or project modules
- Dashboards for managers, staff and admin teams
- Hosting, backups, updates and IT support options
Dashboard interface examples
These demo screens show different dashboard styles and layouts. MDS can use a similar approach as a starting point and tailor the final system to your sector.
Demo 1 - CRM
General CRM dashboard layout for customer records, pipeline and management screens.
View demo
Demo 2 - Admin CRM
Admin-style dashboard for teams that need clean navigation, records, charts and quick actions.
View demo
Demo 3 - Reporting CRM
Dashboard direction for reporting-heavy teams that need status, analytics and operational insight.
View demo
Demo 4 - Business Admin
Suitable for businesses that need a structured admin dashboard with modular screens.
View demo
Demo 5 - Operations Dashboard
Operational dashboard direction for logistics, workflow, job tracking or service coordination.
View demo
Custom CRM version
Need something more specific? MDS can combine modules from multiple demo directions and build around your process.
Discuss a custom versionHow a CRM project works
A clear process helps your CRM become a useful business tool instead of another system nobody wants to maintain.
Discover
Map your users, data, workflow, reports, problems and must-have modules.
Prototype
Choose a demo direction and shape screens around real business use cases.
Build
Develop modules, dashboards, user roles, data flows, and admin controls.
Support
Help with hosting, handover, user training, updates, backups and improvements.
Ready to see what a CRM could look like for your business?
Tell MDS your industry, team size, current process, and which demo version feels closest. We will help you plan a CRM that fits your business properly.
Free MDS tools for this service
Use cost, quote and invoice tools alongside CRM planning and reporting workflows.
CRM Systems and Dashboards with clear support from start to finish
Every job is scoped clearly, explained in plain English and handled with the practical business support MDS is known for.
What's included
- CRM planning around your real workflow
- Demo systems, dashboard ideas and user roles
- Custom data, reporting and task management support
How MDS works
- Initial discussion to understand the issue or goal
- Clear recommendation before paid work begins
- Follow-up support so the work is properly settled
Service guarantee
If something related to the completed work needs adjustment within 14 days, MDS will review it and help put it right.
Simple pricing with no long contract required
Pricing depends on the size of the job, but you will always know the expected cost before work begins.
CRM demo discussion
Clear scope and pricing agreed before work starts.
Build or customisation
Clear scope and pricing agreed before work starts.
Ongoing changes
Clear scope and pricing agreed before work starts.
Common questions about CRM Systems and Dashboards
Can MDS build a custom CRM?
Yes. We can design practical systems around clients, billing, tasks and reporting.
Can we see demo versions first?
Yes. Demo examples can help choose the right structure before build work starts.
What clients value about MDS
"Clients choose MDS for CRM systems that match how their business actually operates."
MDS client feedbackNeed help with
Tell MDS what you need and we will come back with clear advice, pricing and the next best step.