It was set up for a generic business
Default fields and stages describe the vendor’s idea of a sale, not yours, so people work around it.
CRM & integrations
A CRM shaped around how you sell, not how the vendor imagined it.
Pipeline stages, fields, automations and reports built from your real process, with data migrated in and your team trained so it does not become shelfware.
- From
- £900
- Timeline
- 3–5 weeks
- You own
- The code, from day one
HubSpot Zoho Pipedrive Salesforce Xero QuickBooks Stripe Google Workspace Looker Studio Metabase Power BI Webhooks
This is for you if
- You pay for a CRM that nobody keeps up to date.
- Customer information lives in spreadsheets, inboxes and memory.
- You cannot answer “how is the pipeline?” without a meeting.
What it costs you now
What the problem really costs.
Nobody trusts the data
Duplicates, gaps and stale records make reports meaningless, so people stop looking.
Training was a one-hour video
A tool nobody was properly shown becomes a place to dump contacts, not to manage relationships.
How it works
How we build it, step by step.
Four stages, each with something you can see and approve before we move on.
-
Map your real process
How a lead becomes a customer in your business, step by step, including the awkward exceptions.
-
Configure to fit
Pipeline, fields, roles, automations and dashboards matched to that process, with nothing you will not use.
-
Migrate and clean the data
Contacts and deals moved in, de-duplicated and checked, with a rollback plan.
-
Train the people who use it
Short, role-specific sessions and a recorded guide for new starters.
What you walk away with
Everything is yours.
Source files, documentation, accounts and keys transfer to you. Ongoing support is a choice, never a dependency.
- Process map and CRM design
- Configured pipeline, fields and roles
- Automations and reminders
- Dashboards and reports
- Data migration with rollback
- Team training and documentation
Straight answers
CRM setup and customisation: your questions, answered.
Which CRM should I choose?
We compare options on your process, budget and the tools you already use. HubSpot suits many growing teams; Pipedrive suits simple sales pipelines; Zoho suits cost-conscious businesses; Salesforce suits complexity. We recommend, then set it up.
Can you fix the CRM we already have?
Often that is cheaper than switching. We audit it, clean the data and simplify the setup before suggesting a move.
How long does a migration take?
Most small-business migrations take a few days of actual work once the new structure is agreed. The planning and checking is the larger part.
Do you provide the CRM licences?
No. Licences are bought by you directly from the vendor, so the account and the data are yours.
Often paired with
More from this area.
-
Sales pipeline automation
Routes leads to the right person, chases follow-ups and warns you when a deal is going quiet.
from £1,400 -
Data migration and clean-up
Moves your data to a new system safely — de-duplicated, mapped and reversible.
from £1,200 -
Systems integration and APIs
Connects your CRM, accounting, e-commerce and internal tools so data flows without retyping.
from £1,900
Start here
Want CRM setup and customisation? See it before you pay.
Describe it in your own words. A person reads it, and for most projects you get a free mockup within one working day.