Services/Overview
Our Services

CRM Consulting Services for UK SMEs

Whether you're buying your first CRM, escaping one that never worked, or getting real value from a system that should, we've done it across the board - eight joined-up services spanning the full CRM lifecycle.

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The problem

Six signs you've outgrown your CRM.

Every growing business hits a point where the tools that got them started become the things holding them back. These are the patterns we see again and again.

Your customers can feel the chaos

Clients repeat themselves every time they speak to someone new because there's no single customer database or source of truth for their history. Trust erodes quietly.

Your best people are buried in data entry

The people you hired to close deals are spending half their day copying information between systems instead of letting CRM automation handle it.

Your teams work in silos. So do their tools.

Sales, marketing and service run on different systems that aren't integrated and don't talk to each other. Your customers feel like they're dealing with three different companies.

You've tried to fix this before. It didn't stick.

You invested in a CRM that suffered from poor user adoption or a CRM implementation that ran over budget and fizzled out. The problem was not the technology. It was the approach.

You're flying blind on revenue

You have no real-time pipeline visibility or CRM reporting dashboards, so sales forecasting is a guessing game, deals stall unnoticed, and board meetings run on instinct rather than accurate data.

Leads disappear between the cracks

Leads come in but there's no lead management system to track follow-up. So, deals stall as there's no system to track who said what, when, and what happens next.

If you recognised your business in any of that, a 30-minute conversation could save you months of going in circles.

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Our palette of services

Our eight CRM consulting services

One coherent partnership.

Each CRM service stands on its own, yet they're designed to work together across the full CRM lifecycle. Engage us for a single phase, or let us run the whole CRM journey from first blueprint to long-term care - whatever your business needs right now.

01

CRM Strategy & Roadmapping

CRM Envision

Blueprint your CRM future with clarity and confidence.

Most CRM projects fail before a single setting is configured, and it has nothing to do with the tech, but rather because nobody defined what success looks like first. We audit your current setup, run structured workshops with your team, and produce a CRM Blueprint with a phased roadmap and real cost estimates your board can approve.

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Audit current state
CRM setup Integrations Process maps
Workshops with your team
Sales Operations Finance
CRM blueprint delivered
Phased roadmap Cost estimates Board-ready
02

CRM Selection & Vendor Evaluation

CRM Select

Choose the right CRM, first time.

The wrong CRM choice costs you twice, once when you buy it, again when you replace it. We document your real requirements, scan the market, run structured demos against your own scenarios, and give you a scored recommendation in writing.

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Document requirements
Must-haves Budget UK support
Market scan & demos
12 vendors Shortlisted 4 Live demos
Scored recommendation
HubSpot Pipedrive Zoho
03

CRM Configuration & Customisation

CRM Configure

Make your CRM work your way.

Choosing a CRM is only half the battle; making it actually work for your business is where the real value is. Our CRM Configure service designs, builds and implements your tailored CRM solution so it fits how your team really works - not just how the software looks out of the box. We configure and customise your chosen platform - Salesforce, HubSpot, Zoho, monday.com or others - to match your workflows.

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Discover your processes
Sales pipelineLead flowTeam handoffs
Configure & migrate
FieldsWorkflowsData import
Deploy & train every user
Role-specificEvery userPlaybooks
04

Custom CRM Development

CRM Bespoke

A CRM built around you.

When off-the-shelf CRM can't do what you need, the workarounds stack up and your team ends up managing the system instead of using it. We design and build a custom CRM around your exact requirements - our workflows, your data, your reporting - in an environment you own and control.

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Requirements log
Non-standard flowsCustom objectsCompliance
Standard CRM fits?
Test native fieldsMap workflows
True False
Custom build
Your data modelYour workflowsYour reports
05

CRM Migration & Replatforming

CRM Switch

Migrate without the mayhem.

Changing CRM looks simple until you're in the middle of it. We plan everything before we move anything, clean your data first, run a test migration, and only go live when we're confident in the result.

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Migration plan From legacy to new
Legacy CRM
Contacts 12,450 Deals 8,200
New CRM
Notes 45k Migration progress
87%
Data audit & cleanTest migration completeCutover rehearsal
06

Fast-Track CRM Implementation

CRM Express

CRM up and running - fast, fixed, affordable.

Not every business needs a six-month CRM project. We guide you to the right platform, configure the essentials, bring in a clean slice of your existing data, and train your team, all within a fixed scope and a fixed price.

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Fixed price£X,XXX / 3-5 days
01 PLAN Kickoff
02 CONFIG Essentials
03 DATA Clean slice
04 LIVE Go-live
07

CRM Integration & Automation

CRM Connect

Join the dots, kill the silos.

Every time someone re-keys data between systems, time is wasted and mistakes are made. We audit where your data should flow, design and build integrations between your CRM and the tools your team relies on, and monitor them after launch. Enter it once. Have it appear everywhere it should.

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Outlook sync 5m
QuickBooks sync 1h
Slack sync 30m
Calendly realtime
Website forms on submit
YOUR CRMSingle source of truth
08

Managed CRM Support

CRM HyperCare

Your CRM, fully managed.

Without someone actively owning your CRM, adoption drifts and your team starts working around it instead of with it. We handle day-to-day support, run regular health checks, make ongoing improvements, and act as your CRM function, the people you call when something breaks or something needs to change.

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System health All OK
Active users
42
Tickets open
3
Avg response
1h 42m
Response time - last 30 days SLA compliance
98.2%
Service guide

Not sure where to start? Use this.

Match your situation to the right engagement in under a minute.

Service Primary outcome Best for when… Typical starting question Includes / focuses on
CRM Envision Clear CRM blueprint & roadmap You're unsure what "good CRM" looks like or where to start "What should our CRM look like, and what will it cost?" Current-state audit, future-state design, phased roadmap, costs
CRM Select Confident, documented CRM choice You're overwhelmed by options and vendor pitches "Which CRM is actually the best fit for us?" Requirements, market scan, shortlist, demos, recommendation
CRM Express Simple, live CRM up and running fast You want a solid starter CRM without a big project "Can we just get a decent CRM in place quickly?" Fixed-scope setup, core config, starter data import, training
CRM Configure Tailored implementation of your chosen CRM You've picked a platform and need it done properly "Can someone set this up the right way for us?" Design, config, integrations, migration, dashboards, training, go-live support
CRM Bespoke Fully custom CRM application Your processes are too specific for off-the-shelf "Standard CRMs can't do what we need, what now?" Custom design & build, integrations, docs, deployment
CRM Switch Clean, low-risk migration to a new CRM You're moving from an old CRM or spreadsheets "How do we move CRMs without breaking everything?" Migration planning, data mapping, clean-up, test migration, recreated views and reports
CRM Connect Joined-up CRM that talks to your other systems Your CRM, marketing, finance and support tools don't talk to each other "How do we stop re-keying data between systems?" Integration design, build, testing, automated flows, monitoring and handover
CRM HyperCare Ongoing support & continuous improvement You're live and want it managed and optimised "Who's going to look after our CRM day to day?" User support, admin, small changes, health checks, backlog, optimisation

Not sure which service you need?

That's exactly what the free consultation is for. Tell us where you are, and we'll point you to the right starting place.

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