October is Cyber Security Month. These simple wins protect your systems without complexity. Essential Security Steps Enable multi-factor authentication everywhere Review and update user permissions Test your backup restore process Check for software security updates Audit who has admin access Start with MFA. It is the single best security improvement you can make. We use […]
CRM systems are not forever. What worked when you had 50 customers might struggle with 500. What handled simple sales processes might break with complex workflows. Bespoke CRM Custom CRM Knowing when to upgrade is crucial. Wait too long and you lose productivity. Upgrade too early and you waste money. Here are five clear signs […]
Sometimes off-the-shelf software works perfectly. Sometimes it does not. When it fails, businesses face a difficult choice. Keep struggling with tools that do not fit, or invest in something built for their exact needs. Bespoke Software Development Custom Software Development This story shows how bespoke software transformed a client’s workflow. The change was not just […]
Spreadsheets are brilliant tools. But they are not CRM systems. When businesses try to use Excel for customer management, chaos follows. Data gets duplicated. Information goes missing. Teams work from different versions. Bespoke CRM Custom CRM This case study shows how one organisation moved from spreadsheet chaos to a seamless CRM system. The transformation was […]
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 […]
Every business is different. The way you work, the systems you rely on, the quirks in your data. They do not always fit neatly into off-the-shelf software. That is why many organisations still run Delphi systems, even decades after they were first built. The big question is how to keep them reliable, secure, and useful […]
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 […]
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 […]
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 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 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 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. […]
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 […]
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. […]
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 […]
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 […]
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 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. […]
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 […]
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 […]
A web-based customised CRM and charity shop management package with a Gift Aid claim solution included.
TMS XData TMS Webcore TMS SphinxContact us today for a free 15-minute consultation to discuss how we can work together to achieve your goals!
