Setup & architecture
Objects, fields, pipelines and permissions designed around your sales motion, so each stage means the same thing to everyone on the team.
Deliversa documented data model
A CRM your team actually uses
Most CRMs fail quietly: half-filled records, a pipeline nobody trusts, and reports pulled from spreadsheets instead. We set up, migrate, clean and automate your CRM around how your team really works, so the data keeps itself current and the pipeline reflects reality.
New builds & migrationsClean, de-duplicated dataSynced with your other tools
Task createdfollow-up due tomorrow
Deal woninvoice raised automatically
New £0
Qualified £0
Proposal £0
Won £0
What we build
Everything a CRM needs to earn its licence fee.
New setup, rescue job or migration, we work through the same layers so your CRM becomes the place where work actually happens.
Migration
Moving from spreadsheets or another CRM, with contacts, deals, notes, emails and attachments mapped, de-duplicated and checked before you switch over.
Includesa test migration and sign-off
Data clean-up
Duplicates merged, junk records archived, missing fields filled from enrichment tools, and validation rules added so the mess doesn't come back.
ToolsApollo, Clearbit, native dedupe
Workflow automation
Stage changes create tasks, send emails, update owners and alert managers, so reps spend their time selling instead of updating records.
Built withnative workflows + Make
Integrations
Two-way sync with your website forms, email, calendar, billing, support desk and ops tools, so the customer record is always the full picture.
CommonStripe, Xero, Gmail, Zendesk
Dashboards & reporting
Pipeline, conversion and activity dashboards that leadership trusts, built from the CRM itself rather than exported to a spreadsheet each week.
Answers"what will we close this month?"
One record, the whole story
Every touchpoint lands on the right contact.
Form fills, emails, meetings, invoices and support tickets are logged automatically against the right person and company. Anyone opening a record sees what's happened, without asking around.
- Activity captured automaticallyEmail, calendar and call logging that doesn't rely on reps remembering.
- Billing & support contextSee unpaid invoices and open tickets before you pick up the phone.
- Lifecycle stages that update themselvesLead, customer and churn risk move based on real events, not manual edits.
MR
Maya RoweOps Director · Northfield Logistics
Customer
Submitted the demo request form
Website · auto-created contact
Booked a discovery call for Tuesday
Calendly · deal moved to Qualified
Opened the proposal 3 times
PandaDoc · owner notified
Paid first invoice
Stripe · lifecycle set to Customer
Opened a support ticket about onboarding
Zendesk · linked to account
Data hygiene
Clean data in, clean data stays.
We fix what's there, then stop it happening again. Matching rules catch duplicates on entry, required fields are enforced at the right stage, and a scheduled job flags anything that slips through.
- Fuzzy duplicate matchingSame person, different email or spelling? Merged with history kept.
- Enrichment on createCompany size, industry and location filled in automatically.
- Weekly hygiene reportWhat was fixed, what needs a human decision.
Jon Ellisjon@acme-ltd.com
Acme Ltd · 3 deals
Acme Ltd · 3 deals
Jonathan Ellisj.ellis@acme-ltd.com
ACME Limited · 1 deal
ACME Limited · 1 deal
Jonathan Ellisjon@acme-ltd.com
Acme Ltd · 4 deals · full history
Acme Ltd · 4 deals · full history
✓ merged · nothing lost
Dupescaught at entry
Gapsfilled by enrichment
Rulesenforced by stage
How a CRM project runs
From messy to trusted in four steps.
Your team keeps working throughout. We switch over only once the new setup has been tested on your real data.
1
Audit
We review your current CRM or spreadsheets, interview the people who use them, and list what's broken and why.
Discovery2
Design
Data model, pipeline stages, automations and dashboards, agreed with you on paper before anything is built.
Blueprint3
Build & migrate
Configuration, integrations and a full test migration that you check before the real cut-over.
Build4
Train & adopt
Role-based training, short how-to videos and a usage check after 30 days to fix whatever people are working around.
Adoption
Platforms
We work in the CRM you've already got.
Or help you choose one if you haven't. We'll tell you plainly which fits your team size, sales motion and budget.
HubSpotMarketing-led teams that want sales and marketing in one place.
SalesforceComplex processes, larger teams and heavy customisation.
PipedriveLean sales teams that live in the pipeline view.
Zoho CRMCost-conscious teams already using Zoho apps.
GoHighLevelAgencies and local service businesses running funnels.Questions
Before you ask.
Should we fix our current CRM or switch?
Usually fix. Most problems come from setup and adoption rather than the platform itself. We recommend switching only when the tool genuinely can't do what you need or the cost no longer makes sense, and we'll show you why.
Will we lose data in a migration?
Not if it's done properly. We map every field, run a test migration into a sandbox, reconcile record counts and have you check a sample before the real move. The old system stays read-only until you're happy.
How do you get the team to actually use it?
Make it less work than not using it. Automatic activity logging, fewer required fields, views built for each role, and training that matches their day-to-day. We check usage after launch and adjust.
Can it connect to our accounting and support tools?
Yes. Billing, support, e-commerce and project tools are common integrations, either built in or via Make/n8n for anything more custom.
Do you offer ongoing admin?
Yes. On a monthly retainer we act as your CRM admin: new fields and pipelines, reports, user changes and fixes when something breaks.
Pairs well with
Related services.
Find out what your CRM should be doing.
Share a screen with us for 30 minutes. We'll point out the biggest gaps in your setup and what fixing them would involve.