Software & automation agency, Leeds
Automation and internal tools for businesses stuck in manual work.
We build software that replaces spreadsheet-heavy processes, disconnected systems, and repetitive admin. Practical tools your team will actually use, not shelf-ware.
Systems and platforms we've built
Sound familiar?
Problems we solve
Most businesses we work with are running fine. They're just losing hours every week to manual processes that should have been sorted out years ago.
Staff retyping the same information across systems
Data gets entered into one tool, then manually copied into another. Every handoff introduces errors, delays, and wasted time.
Quotes and enquiries getting stuck in inboxes
New leads come in by email or form, then sit until someone remembers to follow up. No triage, no assignment, no visibility.
Reporting built manually every week
Someone spends hours pulling numbers from different places, pasting them into a spreadsheet, and formatting it for a meeting. That meeting could have a live dashboard instead.
Workflows spread across spreadsheets and email
Customer records in one spreadsheet, job tracking in another, invoices somewhere else. Nothing connects and nobody has the full picture.
No clear system for tracking jobs or progress
Work gets done, but nobody can see where things stand without asking around. Status updates live in chat threads or not at all.
Featured operational build
From spreadsheets, email, and WhatsApp to a single operational system
An anonymised example of the kind of system we build for businesses running core work across spreadsheets, inboxes, chat, and manual follow-up.
The problem
A service business tracking jobs across spreadsheets, email, and WhatsApp. Nobody could see what was overdue. Ownership was unclear. Managers spent half their day asking people for updates instead of managing the actual work.
What we built
- Central job tracking with live status board
- Automated assignment based on team and capacity
- SLA monitoring with overdue and at-risk alerts
- Owner visibility across every active job
- Weekly summary that generates and sends itself
- Searchable activity log with full audit trail
What changed
- Team stopped chasing updates manually
- Overdue work surfaced automatically
- Job ownership became visible to the whole team
- Managers had one place to check workload and bottlenecks
Services
What we build
Built across workflow systems, reporting tools, data products, and operational dashboards.
Process & workflow systems
Workflow Automation
Your team shouldn't be copying data between tools, chasing approvals by email, or reminding each other to follow up. We build automations that handle the repetitive steps.
- Enquiry and lead routing
- Automated follow-ups and reminders
- Job status updates and notifications
- Form-to-system data flows
- Multi-step approval chains
Document, Inbox & Request Processing
Inbound emails, attachments, and requests pile up. We build systems that pull out the key data, sort and assign the work, and track it until it's done.
- Inbound email and enquiry triage
- Document data extraction
- Request categorisation and assignment
- Resolution tracking and SLA alerts
- Structured data from messy inputs
Internal Tools & Dashboards
If your team is asking each other for updates instead of checking a system, something is missing. Job tracking, workload, KPIs. One place, always current.
- Live job tracking and status boards
- Team workload and capacity views
- Customer and order management panels
- Admin portals for non-technical staff
- Operational KPI dashboards
Data & visibility systems
CRM & Data Migration
Five spreadsheets, two email accounts, and a contacts list someone exported in 2019. We clean it up, deduplicate it, and migrate it into a system your team can maintain.
- Spreadsheet-to-CRM migration
- Data cleaning and deduplication
- Custom CRM setup and configuration
- Legacy system data extraction
- Ongoing sync between platforms
Reporting & Operational Visibility
If someone on your team spends Friday afternoon building a report by hand, that's a system problem. We connect your data sources and build reporting that updates itself.
- Automated weekly and monthly reports
- Live dashboards from multiple sources
- Financial and operational summaries
- Client-facing performance reports
- Data pipeline and warehouse setup
Not sure where to start?
Tell us what's slowing your team down. We'll tell you where software helps, where it doesn't, and what a sensible first project would look like.
Walk us through the bottleneckTypical first projects
The kinds of systems we build
Representative first projects. Every engagement is scoped and tailored to the business.
Booking & scheduling automation
Before
Bookings split across calls, email, and a paper diary
After
One flow with confirmations, calendar sync, and prep checklists
Quote and invoice pipeline
Before
Quoting in spreadsheets, invoicing from a separate tool, chasing payments manually
After
Quote to invoice to payment in one pipeline, with automated chasing
Internal dashboard & reporting system
Before
Friday afternoon spent assembling a report from three different systems
After
Live dashboard with job status, capacity, and weekly summaries that generate themselves
CRM setup & spreadsheet migration
Before
Customer records across five spreadsheets and two email accounts
After
One CRM with clean data, duplicate flagging, and stale contact alerts
Request triage & document processing
Before
Inbound emails sitting unread, attachments lost, no tracking on resolution
After
Automated extraction, categorisation, assignment, and SLA tracking
Process
How we work
Fixed-scope first projects. Direct access to the builder. Quick practical wins with clear milestones.
Discover
You tell us what's slowing your team down. We ask questions, look at your current setup, and identify where automation or tooling would make the biggest difference.
Scope
We define a fixed-scope first project with clear deliverables, a clear timeline, and no vague estimates. You know exactly what you're getting before we start.
Build
We build it. You have direct access to the person doing the work. Regular check-ins, visible progress, no disappearing for weeks.
Launch
We deploy, test with your team, and make sure everything works in practice, not just in a demo. Clear handover, no loose ends.
Support
We stay available for fixes, adjustments, and follow-on work. Most clients come back with the next thing once the first project lands.
Discover
You tell us what's slowing your team down. We ask questions, look at your current setup, and identify where automation or tooling would make the biggest difference.
Scope
We define a fixed-scope first project with clear deliverables, a clear timeline, and no vague estimates. You know exactly what you're getting before we start.
Build
We build it. You have direct access to the person doing the work. Regular check-ins, visible progress, no disappearing for weeks.
Launch
We deploy, test with your team, and make sure everything works in practice, not just in a demo. Clear handover, no loose ends.
Support
We stay available for fixes, adjustments, and follow-on work. Most clients come back with the next thing once the first project lands.
More builds
Other systems we've shipped
Platforms, data products, and analysis tools alongside the operational systems featured above.
PageProbe
Problem
Agencies needed to systematically analyse competitor websites. Doing it manually took hours per site and output was inconsistent.
Built
Analysis engine that crawls websites, identifies design patterns and UX conventions, and generates structured reports. Half-day manual job became five minutes.
113+ design patterns catalogued automatically.
War Room
Problem
Complete web application needed from scratch. User accounts, real-time collaboration, integrated AI analysis. No existing codebase to work from.
Built
Custom backend, database, auth, and frontend. Real-time data updates and AI tools wired in throughout. Production-grade infrastructure from day one.
Live platform with real-time multi-user AI features.
NHS Placement Ranker
Problem
NHS foundation doctors needed to compare 500+ placement options across multiple criteria. No existing tool made this practical under time pressure.
Built
Interactive ranking tool with drag-and-drop, filterable comparison views, and data export. Built for quick, confident decisions with real-world data.
500+ options compared through a single interface.
Who we work with
Established SMEs where operations matter
We work best with businesses where admin is already eating too much time and the team knows things could run better with the right tools.
Trades and field service
Booking, quote follow-up, job tracking, engineer allocation, invoice flow
Healthcare and practices
Patient/admin workflows, document handling, scheduling, reporting, inbound triage
Professional services
Enquiry routing, CRM cleanup, approvals, internal reporting, client onboarding
Property and construction
Job scheduling, contractor management, compliance tracking, snag lists, reporting
Hospitality and guest operations
Booking systems, guest communications, ops dashboards, supplier management
Logistics and service operations
Route planning support, job dispatch, status tracking, capacity management
About
Software and automation agency, Leeds
Fidelity Digital builds internal tools, workflow automation, and operational software for UK businesses. We work with companies that know they need better systems but don't have the in-house resource to build them.
We keep things lean on purpose. No account managers, no layers between you and the work. You deal directly with the person building your solution. That means faster turnaround and clearer communication.
Most of our clients are small and mid-size businesses running real operations: trades, services, healthcare, property, logistics. The work is always practical. Less admin, better visibility, fewer things falling between the cracks.
We work with businesses that need better systems, but don't need a six-figure consultancy engagement.
Why Fidelity Digital
You work directly with the builder
No account managers, no layers of sign-off. The person you speak to is the person writing the code. That means faster decisions and fewer things getting lost in translation.
Fixed-scope, practical first projects
We don't start with a six-month roadmap. We scope a focused first project with clear deliverables, deliver it, and go from there. You see results before committing further.
No jargon, no oversell
We'll tell you what's realistic, what's not worth building, and where the real value is. If a spreadsheet is genuinely the right answer, we'll say so.
Commercially sensible scope
We work with businesses that need better systems but don't need a six-figure consultancy engagement. Focused delivery without enterprise overhead.
Who you'll work with
You deal directly with the person building the system
No layers, no handoff between sales and delivery, no account-management theatre. The person who scopes the project is the same person who builds it, tests it, and hands it over.
That means quicker decisions, fewer miscommunications, and a system that actually matches what was discussed.
Software engineer and agency founder based in Leeds. Builds workflow automation, internal tools, reporting systems, and operational software for UK businesses. Previously built data tools, web platforms, and AI-integrated products across multiple sectors.
What to expect
What a first project usually looks like
One clear operational bottleneck, scoped tightly, delivered fast. You know the cost, the timeline, and the deliverables before anything starts.
Typical timeline
2 to 4 weeks
Typical project size
£3k to £8k
- Fixed scope with clear deliverables
- Built around your existing tools
- Delivered with handover and documentation
- No vague estimates, no scope creep
Good fit
- Spreadsheet-heavy admin that eats up hours every week
- Repeated manual work that could be automated
- Disconnected systems with no single source of truth
- A clear operational pain that someone internally owns
- Willingness to start with a focused first project
Probably not a fit
- Vague 'we want AI' without a clear workflow problem
- No internal owner or urgency behind the project
- Enterprise procurement with a long RFP process
- Looking for the cheapest possible option
Website design and hosting
Available where it makes commercial sense. Many automation clients also need a cleaner web presence, and we handle that too. Part of the offer, not the main focus.
FAQ
Common questions
Get started
Tell us what's slowing your team down
Describe the problem, the process, or the bottleneck. We'll come back with an honest view on whether it's worth building something and what a sensible first project looks like.