Sound familiar?
- Customer details live across your inbox, a spreadsheet, a notebook and WhatsApp, and nobody's sure which is current.
- A lead goes quiet for a week because the follow-up only happens if someone remembers.
- You've already paid for a CRM once. It's half set up, and nobody on the team opens it.
- You can't tell, at a glance, which enquiries are still open and which ones need chasing today.
- New team members have no idea what's already been said to a customer, so you end up repeating yourselves.
What we do
A CRM, a customer relationship management system, should do one job well: make sure nothing and nobody gets forgotten. We set it up around your actual process, not a generic template, so your team uses it because it's easier than the spreadsheet, not because they've been told to.
Choosing and setting up the right CRM
We help you pick between options like HubSpot, Pipedrive or Zoho, based on your budget and how your team actually works, then configure it so it matches your real sales or job process from day one.
Bringing everything you've already got into one place
Contacts, past jobs, open enquiries and history imported from spreadsheets, inboxes and wherever else they currently live, so you're not starting from zero.
An enquiry pipeline that chases for you
A simple pipeline view so you can see every lead at a glance, with automatic reminders so follow-ups, quotes and renewals happen on time without anyone having to remember.
Training your team properly
Short, practical training sessions plus a written guide your team keeps, so the system gets used properly from the start rather than abandoned after week one.
Guide prices
Every CRM setup is scoped to your team size and current process, but here are the guide prices for similar projects, with the fixed quote agreed after a free 30-minute call.
Guide prices excluding VAT. Every project gets a fixed written quote after a free 30-minute call, and nothing starts until you're happy with it.
How CRM projects work with us
We start with a free call about how enquiries move through your business, then configure, import and train your team on the system, as explained on how we work.
Why work with us
We fit the CRM to how your business already runs, and if you've already got one nobody uses, we'll often fix and reconfigure it rather than sell you another. The price is fixed before we start, your data and account belong to your business if you ever want to leave, and we're UK-registered with 5+ years' experience, replying within one working day.
Related reading: how to choose a CRM for a small business, 7 signs your business has outgrown spreadsheets, and how to stop losing leads with a simple follow-up system.
Especially useful for professional services, health and beauty and property businesses juggling a growing list of clients. See guide prices or start your project.