In launch
Glow-CM
A hybrid CRM, case management and booking system, configured around the way your organisation works.
For businesses, clubs and charities that shouldn't have to change how they work.
Why Glow-CM exists
Glow-CM brings CRM, case management and bookings together in one system, and bends to your organisation rather than the other way round. Your own people describe what you keep track of, what you record about each thing, how they connect and the rules you work to, and Glow-CM runs on that: one record per person, worked in by many teams with the right visibility, with self-service booking and AI-powered insights (optional) under your control. A full API connects it to the systems you already run.
Most organisations that look after people end up with three systems that do not talk to each other: a CRM for contacts, something else for cases, and a booking tool on the side. Each holds its own copy of the person, and the way the organisation actually works lives in spreadsheets and workarounds between them.
Glow-CM arrives empty and takes its shape from you. You describe the things you actually keep track of, whether members, clients, service users, matters, sessions or something only you have a word for, then what you record about each one, how they connect, and the rules that govern them. Publish, and the whole system rebuilds itself around that: screens, lists, reports and the public booking page included. Under the hood that is a metadata engine rather than a fixed data model, which is why none of it needs a developer.
That flexibility is the point. Veterinary practices, solicitors, charities and clubs do not share a workflow, so the product does not impose one. It keeps one record per person, gives each team the visibility it should have, and offers AI-powered insights (optional) that summarise and flag while a person decides what is kept. A full API keeps it open to the other systems you run.
At a glance
- CRM, case management and bookings in one record per person
- What you keep track of, and the rules around it, set by your own people without a developer
- Team-based visibility, with confidential teams where needed
- Self-service booking from a public page, matched to the right record
- A full API, so it works alongside the systems you already run
- Your own database, with a dedicated server available on request
- AI-powered insights (optional): summaries and flags a person confirms
Security and compliance: Cyber Essentials certified, hosted in the UK, ISO 27001 under way.
Part of the Glow family: for the people you serve: answer, book, record and support, every day.
How it works
1
Model the entities your organisation uses
Define the entities, fields and relationships that describe how you work, in your own vocabulary.
2
Set the business rules and automations that suit you
Forms, workflows, booking rules, visibility and reports, configured by your admins and published when ready.
3
Bring your people in, and train
Import from spreadsheets or other systems. Matching finds the duplicates before they land. Then we train your team on the system you have just configured.
4
Run it, every day
Teams record contact against the one record, people book themselves in, and AI-powered insights (optional) wait for a person to confirm.
What it does
Every screen below is a running demo of the product setup in one particular Glow-CM configuration, for a firm of solicitors. Clients, matters, court hearings and undertakings are that firm's own vocabulary, defined by its own admins in the first screen. A veterinary practice's would say patients, consultations and vaccination reminders instead, and the rest of the system would follow.
You decide what it holds
What you keep track of, what you record about it, how things connect and the rules that govern them are all yours to set, change and publish, in your own words. The system reshapes itself around them, without code.
One person, one record
Every way in, whether a booking, a sign-up, an import or a manual entry, matches before it creates. Duplicates that slip through are found and merged, never left.
Team-based visibility
People see the whole record but only their own team's activity, and sensitive teams can be kept confidential. Right for organisations where several teams support the same person.
Case management built in
Open a case or a matter, track activity and tasks against it, and close it, with the stages and labels you choose.
Self-service booking
People book their own appointments, sessions or slots from a public page, and each booking lands on the right record.
AI-powered insights (optional)
Switch them on when you want them: summaries, extractions and flags that a person confirms before anything enters the record. The AI can be configured for zero retention at the model provider, and we can work through your compliance needs with you. Leave them off and nothing else changes.
Who it is for
Veterinary practices, solicitors and other professional firms. Charities, helplines, advice and advocacy services, and membership bodies that handle casework for their members. Clubs, associations and community organisations. Animal rescue and rehoming, grant-makers, letting agents, training providers and funeral directors. And any organisation whose way of working does not fit an off-the-shelf CRM.
Veterinary practices
Owners and their animals on one record, appointments booked online, and a treatment history that stays with the case.
Solicitors and legal services
Matters, court hearings and undertakings, confidential teams, careful records and an audit trail throughout.
Charities and community organisations
Several services and teams, one record per person, and workflows that match how you actually deliver.
Clubs, memberships and associations
Members, sessions, bookings and renewals, modelled on your own rules rather than someone else's.
Foundation partners
Cohort one
Glow-CM is new. It was designed and built from the ground up through 2025 and 2026 as one system, rather than a CRM with case management and bookings added on later. We are taking five organisations into the first cohort, because five is how many we can set up properly ourselves.
£25 per user, per month
plus £125 per month for the licence
The per-user rate is held for 12 months from the day you start, then £30 for a year before the standard rate.
The licence is £125 either way. The standard per-user rate is £35, for one to five users, with volume pricing above that.
Prices exclude VAT.
What you get
- £25 per user per month instead of £35, held for 12 months, then £30 for a year before the standard rate.
- Setup, configuration and a standard data import* included, rather than quoted separately.
- A named person here, and a call with them every month.
- A monthly allowance of AI and text message credits included, with larger bundles available if you need more.
- Your data exportable in full whenever you ask, written into the contract from the first day.
- Real influence over what gets built next, while the roadmap is still open.
* A standard import means data you can get out of your current system yourself, as CSV or a spreadsheet. If yours needs bespoke extraction, or the records need heavy cleaning before they are usable, we will say so and quote for that part before any work starts.
What we ask
- Your honest feedback on what you love and what you would like to see improved.
- Permission to say so publicly that it works for you, as a short case study.
Cohort one is open from September 2026 and closes when the five places are taken. After that, Glow-CM is £35 per user per month for one to five users, with volume pricing above that, plus the £125 licence. All prices exclude VAT.
Plans for Glow-CM
£35 per user, per month
plus £125 per month for the licence
A rate for each person using it, and one licence per organisation whatever your headcount. Volume pricing above five users.
A monthly allowance of AI and text message credits is included with every plan. Larger bundles are available when you need more.
Prices exclude VAT.
Monthly or annual, and custom for larger organisations. Hosting, backups, security updates, new AI features and support are all included.
Managed service
We set up Glow-CM, configure it around how you work, train your team and keep supporting you, for a set management fee on top of your plan.
Questions worth asking
The things people check before they trust a system with their records. If yours is not here, ask us and we will answer it straight.
How new is Glow-CM?
New. It was designed and built from the ground up through 2025 and 2026, and it is in its launch period: cohort one of the foundation partner programme is open. We would rather say that plainly than have you work it out later. What it is not is a rebadged product, or an old CRM with case management bolted on: it was built as one system, and the screens above are that system, not a mock-up.
Can we get our data whenever we want?
Yes. Export everything, in full, whenever you want it, in a form you can load into something else: the records themselves, not a summary or a report. You do not need to give a reason, and you do not need to be leaving. That right is written into the contract from the first day rather than living on a web page, so ask to read the clause before you sign rather than taking our word for it here, and we will send it over.
Who are we actually buying from?
PHC Digital Ltd, registered in England and Wales, company number 11284209, VAT number 291 1190 18, at 7 The Close, Norwich NR1 4DJ. Glow Forge Labs is the brand PHC Digital puts on the software it owns; it is not a separate company. PHC Digital is who you contract with, who invoices you and who answers when you need support, and you can look the company up at Companies House before you talk to us.
Where does our data live, and who can see it?
Designed, built and hosted in the UK, by the same team that supports you. Your records sit in a database of your own rather than pooled in shared tables with other customers, and you reach it at your own subdomain. If you would rather have a dedicated server to yourself as well, we will quote for that. Inside your workspace, people see the whole record but only their own team’s activity, and teams that need to stay confidential can be. Credentials are encrypted, actions are logged, and there are no third-party resellers between us and you. There is more detail, including our certifications and the data processing agreement, on the security and compliance page.
Do we have to use the AI?
No. The AI-powered insights are optional and off until you switch them on. When they are on they summarise, extract and flag, and a person confirms before anything is written to a record, so nothing enters your data because a model suggested it. The AI can be configured for zero retention, and we would rather talk your compliance needs through with you than have you assume one answer fits every organisation. Leave the insights off and every other part of the system works exactly the same.
What do the AI and the text messages cost?
They are the one part of the subscription that is not flat, because every AI action and every text message costs money to run or to send. So each plan includes a monthly allowance of both, and if you need more than the allowance you add a larger bundle. Before you start we go through the volumes you expect and put you on the right size, rather than letting you find out from an invoice. Leave the AI-powered insights switched off and you will not touch the AI side of the allowance at all.
What if Glow-CM is not the right fit?
Then we would rather tell you. Describe what you are trying to do and we will be straight about whether Glow-CM does it, because a customer who signed up for the wrong thing is no use to either of us. PHC Digital also builds bespoke systems for organisations that need something of their own, which is a different conversation with a different price, but it is one we can have.
See Glow-CM for yourself
A hybrid CRM, case management and booking system, configured around the way your organisation works. Book a demo and we will walk you through it, or send a message and a person will reply.