Most CRM projects fail for predictable reasons: unclear processes, messy data, “too many fields”, and no reporting people trust. We implement CRM and business systems with a simple rule: configure around how your business actually sells and delivers, automate the repetitive work, and make reporting meaningful—so teams adopt it and leadership gets visibility.
Common reasons clients come to us:
CRM is being used as a contact list, not a sales system
No consistent pipeline or forecasting
Poor data quality and duplicated records
Manual admin stealing time from sales/service teams
Reporting doesn’t match reality
Need integrations between CRM, email, website, finance or ops tools
Discovery workshops (process, pipeline, stages, roles, pain points)
CRM setup and configuration (fields, stages, permissions, structure)
Data clean-up and migration approach (practical, not perfect-theory)
Automation (task prompts, follow-ups, notifications, routing)
Reporting dashboards (pipeline, activity, conversion, service metrics)
Integrations (email/calendar, forms/website leads, finance/ops systems where needed)
User onboarding and training (role-based, short and usable)
Documentation + handover (so you’re not locked in)
Post-go-live stabilisation and optimisation period
Typical project flow:
Discover (how you work today + target process)
Build (configure, automate, prepare data)
Launch (train + go-live support)
Improve (optimise based on usage and feedback)
We implement a range including HubSpot, Microsoft Dynamics and Zoho. If you’re not sure what platform is right, we can help you choose based on budget, complexity, and goals.
Yes. Many clients don’t need a new CRM – they need a clean-up: simplified fields, consistent pipeline, better reporting, and automation that reduces admin.
We keep it practical: role-based design, minimum required data, automation that helps (not nags), and training that matches real daily work. Adoption is a deliverable, not an afterthought.
Yes. We’ll agree what data matters, clean it sensibly, and migrate in a controlled way. We avoid dragging old mess into a new platform.
Yes. Common integrations include web forms, marketing leads, email/calendar, finance systems, and operational tools. We focus on reducing duplicate data entry.
Yes. We’ll run discovery to agree a pipeline that reflects how you sell today, then improve it where needed so reporting and forecasting become reliable.
Typically pipeline value, stage conversion, activity levels, lead sources, sales cycle length, win/loss reasons, and service metrics (if relevant). We’ll align reporting to what leadership actually needs.
Both. A well-defined implementation can be fixed price. If scope is evolving (new processes, changing requirements), we can phase delivery with checkpoints and clear visibility.
Yes. We can provide a small monthly optimisation/support retainer if you want continuous improvement and quick changes without starting a new project each time.
A short scoping call, then discovery workshops. We’ll confirm goals, users, current process, and provide a clear plan and quote.