September brings fresh starts. Time to revisit CRM basics that teams often forget. CRM Fundamentals Who owns each contact record? What fields are actually required? How clean is your pipeline data? When was the last data cleanup? Who has admin access? Answer these questions honestly. Fix the basics before adding new features. Our CRM solutions […]
Still Using Delphi? Here’s How We Keep Legacy Systems Thriving
Delphi systems are not dead. They are just misunderstood. Many businesses run critical applications built in Delphi. These systems work well. They just need proper care. Delphi Programming Delphi Development We specialise in keeping Delphi systems healthy and modern. Our approach is calm and practical. We do not force unnecessary changes. We make smart improvements […]
Still Using Delphi? Here's How We Keep Legacy Systems Thriving
Still Using Delphi? Here’s How We Keep Legacy Systems Thriving Every organisation is different. Off-the-shelf tools often miss the details that matter. In this article we explore still using delphi? here’s how we keep legacy systems thriving with examples from our client work. This part explores a unique angle of Still Using Delphi? Here’s How […]
Myth vs Reality: Bespoke Software
Bespoke software has myths. Let us address the common concerns with honest answers. Myth: Bespoke is Slow Reality: Good bespoke development is fast. We start with proven frameworks and build what you need. No unnecessary features. Myth: Bespoke is Risky Reality: Bespoke is predictable. You know exactly what you are getting. No surprise limitations or […]
Why a Bespoke CRM Is the Smartest Investment You’ll Make This Year
Every business is different. Yet most CRM systems treat them the same. Generic tools force you to change your process to fit their workflow. A bespoke CRM does the opposite. Custom CRM We have seen this time and again. Clients come to us frustrated with off-the-shelf systems that do not quite fit. They end up […]
Why a Bespoke CRM Is the Smartest Investment You'll Make This Year
Why a Bespoke CRM Is the Smartest Investment You’ll Make This Year Every organisation is different. Off-the-shelf tools often miss the details that matter. In this article we explore why a bespoke crm is the smartest investment you’ll make this year with examples from our client work. This part explores a unique angle of Why […]
SMXi at Hackabury 2025: Showcasing Practical Software Skills
SMXi Software partnered with Romax Digital to support Hackabury 2025, Canterbury Christ Church University’s first Hackathon and Games Jam. The partnership underscored collaboration between academia and industry, giving teams real‑world challenges and expert backing for their projects. Brief and Sponsor Challenges Participants tackled challenges set by the nine official sponsors: Romax Digital, Southeastern, Holiday Extras, Wave Community Bank, Barclays LifeSkills, Dovetail Games, Google, Hootsuite […]
Summer Slowdown Wins
Summer holidays mean quieter offices. Perfect time for small improvements you can ship while the world is away. Quick Wins Add one new automation Improve one report Fix one annoying bug Update one user guide Test one backup restore Pick one improvement. Complete it properly. Small wins build momentum. Our bespoke portals help streamline operations. […]
Mid Year Health Check for Legacy Apps
Summer is perfect for checking your legacy systems. These three signals show when attention is needed. Warning Signs Users complain about slow performance Error messages appear more often Backup processes start failing Integration connections drop frequently Support tickets increase Do not ignore these signs. Small problems become big problems quickly. See our Delphi web development […]
Glossary for Busy People
Technical terms can confuse. Here are simple definitions for common software terms. Essential Terms CRM – Customer Relationship Management. Software that tracks contacts and sales. ERP – Enterprise Resource Planning. Software that manages business processes. SSO – Single Sign-On. One login for multiple systems. API – Application Programming Interface. How systems talk to each other. […]
Security Spring Clean
Spring is perfect for security housekeeping. These simple steps protect your systems. Essential Security Steps Update all passwords Review user access permissions Test your backup restore process Check for software updates Audit login logs Start with passwords. Use a password manager. Enable two-factor authentication everywhere possible. We use TMS Sphinx for robust identity management. Talk […]
End of Tax Year Admin Shortcuts
Tax year end brings extra admin. These shortcuts help you prepare reports faster. Quick Report Prep Export contact lists by date ranges Generate donation summaries Create membership renewal reports Export transaction histories Prepare Gift Aid declarations Most CRM systems can automate these reports. Set them up once, use them every year. Our CRM solutions include […]
How We Plan a Quarter
Planning is not glamorous. But it works. Here is how we approach each quarter at SMXi. Our Planning Process Review what worked last quarter Identify one big goal for this quarter Break it into weekly milestones Schedule regular check-ins Keep a simple progress tracker We keep it simple. One goal per quarter. Clear milestones. Regular […]
Spring Clean Your Data
Spring cleaning is not just for cupboards. Your data needs attention too. This 45-minute checklist will tidy up your CRM. The Data Cleanup Checklist Find and merge duplicate contacts Fix inconsistent company names Update outdated phone numbers Remove bounced email addresses Standardise address formats Delete test records Start with duplicates. They cause the most problems. […]
Why a Bespoke CRM is the Best Choice for Your Charity or Not-for-Profit Organisation
For charities and not-for-profit organisations, managing relationships, processing donations, and ensuring compliance with regulatory bodies are top priorities. The challenge? Finding a Customer Relationship Management (CRM) system that aligns perfectly with your organisation’s unique needs. Many organisations initially turn to off-the-shelf CRM solutions, only to find themselves struggling to fit their requirements into a system […]
Why a Bespoke CRM is the Best Choice for Your Membership Organisation
For any membership organisation, managing relationships, streamlining operations, and ensuring member satisfaction are top priorities. The challenge? Finding a Customer Relationship Management (CRM) system that aligns perfectly with your organisation’s unique needs. Many organisations initially turn to off-the-shelf CRM solutions, only to find themselves struggling to fit their requirements into a system that was never […]
Tool Stack We Actually Like
We are vendor neutral. But some tools earn our respect through consistent performance. Here is what we actually use. Development Tools Delphi and RAD Studio – Still excellent for Windows applications. Reliable, fast, and well-supported. TMS Sphinx – Robust identity and access management. Handles complex permissions elegantly. FireDAC – Solid database connectivity. Works with multiple […]
New Year, New CRM Habits
January is perfect for small improvements. These tiny tweaks save minutes each day. They add up to hours each month. Start Simple Set up one automated email template Create a daily reminder to update contact notes Use consistent naming for your files Set up one useful dashboard widget Pick one habit this week. Master it. […]
Developing software is for geeks…
is a phrase that is banded around “A LOT”. The truth of the matter is that the people who spend their working lives simplifying and connecting complex and multi-layered processes are amongst the world’s best problem solvers. Now, let’s be realistic developers can attract (whether fairly or not) a label of ‘geekdom’. They are an […]
We’re Thrilled to Announce Our Cyber Essentials Accreditation!
At SMXi Software, cybersecurity is not just a priority, it’s embedded in our DNA. We’re proud of our Cyber Essentials achievement. In an era characterized by increased digital dependence and a rise in remote work, the prevalence of cyber threats has also grown. SMXi Software has proactively secured the Cyber Essentials certification to combat cyber […]
