Sort Your Tech Out CRM
Stop leads and payments slipping through the gaps between your tools.
Sort Your Tech Out CRM is one place that remembers every lead, client and payment. It is set up in your logo and colours, built to work with Claude so your emails, follow ups and pages get drafted faster, and comes with the Get Tech Sorted Club to help you run it.
Start my 14 day free trial14 days free, then £97 a month or £970 a year.
An example pipeline. Each lead moves across as it progresses.
- Leads
- Emails
- Bookings
- Payments
- Drafted with Claude
Sound familiar?
You have the tools. What is missing is the system behind them.
Your leads land in one place, your emails live in another, and your payments sit somewhere else.
You wrote a lovely welcome email once, and cannot remember where it is.
Someone starts to check out, then disappears, and nobody follows up.
A payment fails, and you find out three weeks later.
None of this means you are behind. It means the system behind the business is missing.
Proof
This is how I run Sort Your Tech Out.
I use this system for my own business, so I teach what I actually do.
Sort Your Tech Out runs on this, from the first enquiry to the final payment.
What it replaces
One system instead of a pile of separate tools.
Many business owners pay for several tools that do not talk to each other. This is what Sort Your Tech Out CRM can bring into one place.
The tools named are examples. What it replaces for you depends on what you use today.
What you get
Everything you need to follow up, book and get paid, in one place.
Your plan includes the system, your brand set up, and the Club to help you run it, so you are never working it out alone.
Keep track of every lead
A simple pipeline shows who has got in touch, who needs a reply and who is ready to book, so nobody is forgotten.
Follow up without thinking
A welcome sequence for new sign ups, ready to adapt to your own offer.
Fill your diary
Booking and event flows that remind people to turn up.
Catch the money that slips
Follow up emails go out for abandoned checkouts and failed payments, so money does not quietly slip away.
Look like you
Add your business name, colours and logo once. They appear on your emails, pages and forms.
Get help when you are stuck
Email support, a weekly tech call, short videos in the Club and a community of members who help each other, so you always have somewhere to ask.
Faster, with you in charge
Get it done faster with Claude. It drafts, and you decide.
Claude is the AI assistant I teach with. Inside the Club, I show you how to use it alongside your system, so your emails, follow ups and pages get drafted faster. A person always checks the result: you edit it, you decide, and nothing sends until you switch it on. You will need your own Claude plan, which is separate from your system plan.
How it works
How does it work? Three steps, and you stay in charge of each one.
Step one
Join and log in
Start your 14 days free. Your account is created for you, and a welcome email tells you exactly what to do first.
Step two
Add your brand once
At your first login, you add your business name, colours and logo. Your emails, pages and forms then carry your brand.
Step three
Switch on what you need
Everything starts switched off, so nothing emails your contacts until you decide. Turn on one flow at a time, and bring your questions to the weekly Tech Q&A in the Club.
Cost
What does it cost? One plan, monthly or yearly, with 14 days free.
One plan, with the Club included. Pick monthly or yearly when you join.
Monthly
Pay month by month, after your 14 days free.
Your system in your brand, the starter flows for leads, events, bookings and payment recovery, and the Get Tech Sorted Club.
Start my 14 day free trialYearly
Pay once a year and save £194 compared with paying monthly, after your 14 days free.
The same plan, the same Club and the same weekly Tech Q&A, in one payment instead of twelve.
Start my 14 day free trialIncluded with every plan
- Support by email, answered in working hours
- A community of members who help each other
- A weekly tech call
- 14 days free to try it before you pay
What you also need. Your own Claude plan, which you pay Anthropic for directly. Texts and other extras that use credits start switched off, and you will see what they cost before you turn them on.
The questions people ask before they join.
Do I need to be technical?
No. You do not need to know how the tech works. Your system arrives set up, and the weekly Tech Q&A in the Club is there for every "how do I" question.
What is a CRM, and do I need one?
A CRM is the place that remembers every person who gets in touch with your business, what they bought and what happens next. If your leads, emails and payments live in different places, it brings them together so nothing is forgotten.
Do I need my own Claude plan?
Yes, if you want to use Claude with your system. It is a separate plan that you set up and pay for with Anthropic yourself. The system works without it, but Claude is what makes it easier to run.
Is it switched on when I join?
No. Everything starts switched off, so nothing emails your contacts until you choose. That gives you time to read each flow and make it yours first.
How do I get help?
Bring your questions to the weekly Tech Q&A in the Club, ask in the Sort Your Tech Out community where members help each other, or email us. We reply within one working day, in working hours, Monday to Friday. How we work: a real person is accountable for your work, and AI does the heavy lifting behind the scenes so you get faster, more personal service.
Who is this not for?
If you want a fully custom system built for you, this is a starter, not a custom build. That is a different service, and you can find it on my Work With Me page.
Can I keep my existing website?
Yes, that is your choice. Your landing pages, forms and emails can live in your new system, and nothing is switched off for you. Start with one flow and bring more across when you are ready.
What if I already use another CRM?
Start with one flow in your new system and bring more across when you are ready, so you are never starting from a blank page. Moving a large amount of data is a separate piece of work.
Ready to try it? Start with 14 days free.
Join, add your logo and colours at your first login, and your system looks like yours from day one. Then bring your questions to the weekly Tech Q&A.
Start my 14 day free trial