Solution
CRM Starter: a CRM your team will actually use.
We map your sales process, configure a CRM around it, move your data in cleanly and train your people, so you start with a system that works.
- From
- £900
- Timeline
- 3 weeks
- You own
- The code, from day one
Ideal for
Teams moving off spreadsheets or a CRM nobody uses
What is included
Everything in the box.
- Sales process mapping
- Configured pipeline, fields and roles
- Data import and clean-up (up to 10,000 records)
- Core automations and reminders
- Dashboards for sales and management
- Website form connection
- Two team training sessions
- Recorded guide for new starters
How it works
From hello to live.
3 weeks.
-
Map how you sell
We follow a real deal from enquiry to invoice and write down the stages.
-
Build and import
Configure the system, clean your data and import it with a test run first.
-
Train and launch
Role-specific training, then a supported first fortnight.
Price
£900 setup
A starting price for the standard configuration. We adjust it to your needs and budget, and a person confirms it after you approve a mockup.
Straight answers
CRM Starter: your questions, answered.
Which CRM will you set up?
The one that fits your process and budget — usually HubSpot, Zoho or Pipedrive. We recommend before we build.
Who pays for the licences?
You, directly to the vendor, so the account and data are yours.
What if my data is a mess?
Clean-up is part of the package, up to the stated limit. We report what we found and what we fixed.
Can you integrate it with other tools?
Basic website forms are included; wider integrations are quoted separately.
Popular with
Industries that choose this.
Start here
Want CRM Starter? 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.