Pipeline you can trust
Every opportunity is a project with a stage, a value and a close date. See what is open, what is won and what is slipping — without chasing anyone for an update.
CRM, projects and support in one system
The business system you own outright.
Sovereign brings your clients, pipeline, projects, support and follow-ups into one place — shaped around how you work, hosted where you choose, and yours to keep.
No hard sell. No commitment.
Google Workspace sign-in
Every organisation’s data kept apart
A full audit trail of every change
Restorable backups, with optional encryption
Why it matters
Built to keep money moving.
Sovereign makes income, pipeline, delivery and follow-up visible every day — so you always know what moves revenue forward, what’s blocking it, and who owns the next step.
Follow-ups that don’t slip
Tasks, owners and due dates live on the client record. Overdue work surfaces itself instead of hiding in someone’s inbox.
Support clients can see
Clients raise and track requests through a portal with no account needed, or simply email in. Every request becomes a ticket with an owner.
Service levels you can prove
Attach agreements to clients, track response and resolution times, and pause the clock when you’re waiting on them — with a ledger that shows why.
Know what a job earns
Record time, materials and commercial events against each project, so profitability is visible while the job is live, not months later.
One record per client
Contacts, organisations, projects, tickets, assets and notes all connect, so anyone can pick up a conversation exactly where it was left.
See it in action
One system, the whole journey.
From the first conversation to the last support ticket — here’s what it looks like day to day.
Contacts & organisations
Every client, one record.
People, companies and everything that has happened with them, in a list that works like a spreadsheet and a record that works like a file.
- Change a status, owner or phone number right in the list.
- Spot leads and active clients at a glance, with statuses you define.
- Import from a spreadsheet, export whenever you like, and honour do-not-contact flags.
Tasks & follow-up
Work that actually gets done.
Every task has an owner, a due date and a place on the client or project it belongs to. See the whole team’s work as a board or a table.
- Group the board by status or priority; drag work forward as it moves.
- Catch things fast in an inbox, then assign them to a person or a team.
- Overdue dates show in red, so nothing quietly slips.
Ticketing & service levels
Support clients can rely on.
Requests arrive from the client portal or by email and land in one queue, each with an owner, a priority and a clear history.
- Clients track and reply to their requests without needing an account.
- Copy colleagues in, and keep the whole thread in one place.
- Agreements, response targets and a pause ledger — so you can show your working.
Packages
Switch on only what you need.
Sovereign starts small and grows with you. Capabilities are packages you enable when you’re ready — and turning one off never throws your data away.
- Ticketing, service levels, surveys, vault, assets and teams, on or off per organisation.
- Add your own fields and objects as configuration — no developer, no release.
- Stages, statuses and priorities are yours to rename and recolour.
Desks Rolling out
The right desk for every role.
A Desk is a curated menu and landing dashboard built for one job — sales, service, marketing, or a specific team’s day. Everyone starts on the numbers that matter to them, and nothing they don’t need gets in the way.
- A tailored menu and dashboard for each role, not one screen for everybody.
- Give each person access to the desks they need, and choose the one they open on.
- Switch desks from the top bar when you wear more than one hat.
AI, already built in
AI that works on your data, under your control.
Not a chatbot bolted on the side. These features are live in Sovereign today, they only see what the person using them is allowed to see, and everything they do is on the record.
Ask your business anything
Put a question in plain English — “what’s overdue?”, “what’s in delivery?”, “how much is in the pipeline?” — and get an answer from your live records, not a guess.
Turn messy notes into records
Paste a brain-dump from a call. The AI proposes the organisation, contact, project, commercial events and tasks it found. You review and approve before anything is saved.
Bring your own AI
Each organisation connects its own AI provider with its own key, and can switch or add more. Your data is never sent through a shared account of ours.
Connect your own AI tools
A read-only API lets tools like Claude query your pipeline, tasks and records. Access is by personal token, permission-gated, rate-limited and logged.
Accountable by design
AI work is attributed to an AI user acting for a named person, never hidden. It can’t do anything that person couldn’t, and every change shows in the audit trail.
You stay in charge
AI proposes; people decide. Nothing is written to your records without a human approving it, and an administrator can switch the assistant off.
Built for you
Need something we don’t have? We’ll build it.
Custom packages, tailored exactly to your business, built far faster and for far less than traditional software development — because we use AI throughout, with senior people steering every project.
The traditional way
- Months of specification before anything is built
- Logins, permissions, audit and security written from scratch
- A bespoke system you’re locked into
- A bill that grows with every change
A Sovereign package
- Built on a platform that already works, so we start at your process, not at the plumbing
- AI-assisted development, reviewed by senior engineers
- Permissions, audit trail and data isolation come built in
- Yours to own, like the rest of the system
Exactly your process
Your fields, your stages, your approvals and your reports — not a workaround for someone else’s idea of your business.
Much faster to value
Starting from a working platform and building with AI means something real in your hands far sooner.
Far more affordable
You pay for what makes your business different, not for rebuilding what every business needs.
Roadmap
What’s landing next.
We build in the open and ship steadily. Here’s what we’re working on next. Plans can change, and we’ll never sell you something that isn’t built.
Coming soon
Sovereign in Slack
Ask Sovereign a question or log an update without leaving Slack. Use a slash command, mention it in a channel, or send it a direct message.
- Ask in plain English — “what’s overdue?” — and get an answer from your live records, privately.
- Log a note from a call and the AI drafts the records. You approve with a button before anything is saved.
- Each person links their own Slack account, so it only ever shows them what they’re allowed to see.
Sales Desk
Capture enquiries from every source, catch duplicates and merge them, log calls with outcomes and reminders, and give each salesperson a home screen of what to do today.
Coming upMarketing Desk
See which channels bring in business. Capture touchpoints, pull in ad spend from Google and Meta, score leads, and report return on spend.
Coming upReports and dashboards builder
Build and save your own reports with filters and groupings, then pin them to a dashboard and drill from any chart down to the records behind it.
Coming upAutomation rules
When this happens, do that: create a follow-up, assign an owner, send a reminder. Set up by you, with no developer involved.
Coming upEmail on the record
Emails with your known contacts logged against their record automatically, so the whole conversation is in one place.
Coming upQuotes and orders
Bring quote and order values in from your quoting or manufacturing system, so revenue and return on spend come from real figures.
Coming upPeople and places on projects
Several contacts on a project, each with a role — homeowner, architect, specifier — plus site addresses and branches.
Coming upProduct catalogue
Record the products each enquiry is interested in, and report on what’s in demand.
Coming upGovernance and GDPR
Branch-level visibility, so people see only their own patch, and a toolkit for handling data-protection requests.
Coming up
And the rest
Everything else in the box.
The extras are part of the same system, so they share the same clients, the same search and the same audit trail.
Projects & stages
One record for the opportunity and the delivery, with stages you define.
Custom fields & objects
Add your own fields and objects without a developer or a new release.
Surveys
Ask clients for feedback with a link — no account, anonymous if you prefer.
Vault
Keep client credentials and one-time codes on the record, revealed on demand.
Assets
Track equipment, licences and anything else you look after for a client.
Teams
Assign work to a team as well as to a person.
Time & materials
Log operatives’ time and materials against the job they belong to.
Import & export
Bring data in from a spreadsheet and take it out whenever you like.
Search everywhere
One search box across clients, contacts, projects and tickets.
Help built in
Plain-English guides inside the product, so new starters can find their feet.
Yours to own
Built around your business, and yours to keep.
Most business systems are rented, rigid and hard to leave. Sovereign is the opposite: configured to how you work, with your data and your system firmly in your hands.
01
Built around your business
Not a rigid template. Stages, statuses, fields and objects are yours to define, and they change when your business does.
02
Yours to own outright
Available on a perpetual licence as well as by subscription. Buy it once and it’s yours — no dependence on us to keep it running.
03
Hosted your way
On your own servers, in your private cloud, or in a Wayfînder-managed environment — whichever suits your data and infrastructure.
04
Supported your way
From a self-managed system with the odd call to us, to a fully managed service where we run it for you. You choose.
Your people sign in with Google Workspace
Single sign-on inside the domains you allow. No new passwords to forget.
Your data stays your data
Every record belongs to one organisation and is locked to it twice over: in the application and in the database itself.
Every change is on the record
See who changed what, and when, for people and AI alike.
Backups you can actually restore
Scheduled, optionally encrypted, with a tested restore that keeps a safety copy first.
Getting started
From first call to live, with people who’ve done it before.
Talk it through
A short walkthrough using your sort of work: your pipeline, your support, your follow-ups. We’ll tell you honestly if it’s a fit.
Shape it to fit
We configure the stages, statuses, fields and packages around how you already work, rather than the other way round.
Move in and go live
Bring your contacts and organisations across from a spreadsheet, and we’ll stay close while your team settles in.
Book a demo
See it on your own business.
Tell us a little about you and what you’d like to see. We’ll come back to you by email to arrange a walkthrough built around how you actually work.
- A walkthrough of your workflow, not a script.
- Straight answers about fit, cost and ownership.
- Senior people on the call, and no hard sell.