CRM Implementation Services
Your CRM, built around your business.
Buying a CRM licence is easy. Turning it into a system your team actually uses, one that genuinely supports the way your business works, is much harder. Our CRM Configure service designs, builds and implements your tailored CRM solution, shaped around your processes, your data and your customers.
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Built for businesses ready to do it properly
CRM Configure is for SMEs that have made the platform decision, or are close to it, and need experienced hands to build a system that actually works for their teams.
Chosen a CRM, but stuck on setup
SMEs that have selected a CRM (or narrowed it down) but don't have the time or in-house expertise to configure it properly from the outset.
Had a go, but it's got messy
Businesses that have already attempted to configure their CRM themselves and find it inconsistent, cluttered, or not set up in a way that reflects how they actually work.
Moving from spreadsheets or an older system
Teams transitioning from spreadsheets or a legacy system who want a smooth move, all without losing history or disrupting day-to-day operations in the process.
Needing a connected tech stack
Companies that need their CRM to integrate with other tools - email marketing, telephony, finance, project management - rather than sitting in isolation from the rest of the business.
We shape your CRM around how you work
We take your chosen CRM platform and build it around your real-world processes, data and reporting needs, so the result feels intuitive for your team, not like a compromise.
Map your real-world processes.
We translate how your teams actually sell, deliver and support customers into clear CRM designs, structures, stages, fields, automations and permissions that reflect how your business genuinely runs.Configure in your language.
We configure pipelines, page layouts, record types and workflows so they suit your terminology and mirror your way of working, not the software's defaults.Connect your tools.
We integrate your CRM with the systems you already rely on - email, telephony, finance, forms and more - so data flows automatically and nobody works in silos.Test, train and hand over.
We test rigorously in a safe environment, train your team on the way you actually work, and document everything so adoption sticks long after go-live.The platforms we configure
We're platform-agnostic by design. We configure the CRM you've chosen, or help you choose if you haven't, and we hold active partner relationships across the major SME platforms without taking a penny in reseller commission.
Zoho
Powerful, cost-effective CRM for growing teams.
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monday.com
Flexible work-OS and CRM your team will love.
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HubSpot
Joined-up marketing, sales and service.
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Salesforce
Enterprise-grade power for ambitious SMEs.
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MS Dynamics
Deep integration with the Microsoft stack.
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Pipedrive
Sales-first CRM with a visual pipeline.
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Attio
AI-native, fully customisable CRM for modern teams.
Learn more ->Free consultation
Let's talk through your CRM Configure project - no obligation.
Book a free callWhat you receive at the end of CRM Configure
A working CRM that is ready to use from day one, built around your business, not the software's defaults.
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Four phases. One system your team will use.
A structured, collaborative approach, from initial scoping to go-live and early-life support, with your team involved at every stage.
Why SMEs choose CRM Configure
A CRM configured by the right people, in the right way, pays for itself quickly, in faster adoption, better visibility and fewer manual workarounds.