Independent Software Vendor – Graphical Tools & Custom User Interfaces for CRM – For Sale

Reference Number: HFM014

Location: North West England

Turnover: £680k

Status: Offers Invited

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  • Independent Software Vendor (ISV) that provides graphical tools to build agent call scripting and custom user Interfaces for CRM and other back office systems, with the associated support services.
  • Based in North West of England.
  • Founded 12 years ago in 2003.
  • Gold Microsoft ISV partner.
  • Core product is a graphical tool that enables non-programmers to design and build “Logic-driven user interfaces”.
  • Tool enables advanced call scripting functionality in contact centres and can be used in any other user interaction where efficiency, consistency and accuracy are essential, including web self-service.
  • Vertical markets include financial services, healthcare, regulated services, local and regional government.
  • Product is primarily deployed as a front-end to Microsoft Dynamics CRM through the Microsoft CRM partner channel but can also be used with any CRM system, legacy back office-systems and in a stand-alone mode.
  • Turnover for financial year 2013-2014 was £680K with a profit of £120K.
  • Contracts include a number of blue-chip companies and have deployments in the US, Australia, South Africa, France, Brazil, Russia as well as the UK.
  • Deployment and licensing models are built to suit the needs of individual clients; with on-premise and cloud options with perpetual or SAAS licensing.
  • Excellent customer retention rate.
  • Company provides on-going support to its customers which provides recurring revenue and enhances customer relationships.
  • In the past 4 years, there has been an upward trend in the number of new customers - five so far this year - making a total of 38 customers; some of whom have multiple deployments
  • 63% of clients have been with the company for 3 years or more.
  • A new variant of the product - a simple portal-style solution that can be sold at relatively low value in high volume - is currently being trialled.
  • There is a strong current pipeline of opportunities including major blue chip potential clients.


Vendor plus 3 full time staff:-

1 x Senior Lead Developer and 2 x Support/Pre-Sales


  • Main office with 5 workstations, circa 500sq ft.
  • Server/equipment office, circa 150sq ft.
  • Rent is £1,420 per month plus VAT
  • Notice 3 months

Reason for sale

The vendor is keen to retire in the medium term but will support a full handover for as long as is required by the buyer.

Financial Summary

Financial year 2013-2014:

Turnover        £680,000

Profit              £120,000

Basis for sale

It is anticipated that the basis of the sale will be a share sale and that value will be derived by way of a combination of earnings value and the value of the product intellectual property.

Offers Invited

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