CRM and Business Systems
One system for customers, sales and service, set up around how you work and connected to the rest.
- How long3 to 8 weeks
- How we workFixed package
What you receive
One system for customers, sales and service, set up around how you actually work and connected to everything else you use.
Where do customers fall through the gaps?
You receiveA review of how you sell and serve
You fix the real gaps, not the ones a software brochure assumes you have.
What it is. A look at every step from first enquiry to happy customer, and where things go missing.
Why it matters. You fix the real gaps, not the ones a software brochure assumes you have.
Which system should we choose?
You receiveA recommendation: HubSpot, Zoho, Salesforce or Odoo
The wrong system costs years.
What it is. An honest recommendation for your size, budget and way of working, with the reasons.
Why it matters. The wrong system costs years. We have no reason to push one over another.
Can we see every deal and where it is?
You receivePipelines and stages set up for you
Everyone sees the same picture, and nothing waits on someone's memory.
What it is. Your sales and service steps set up in the system, with the fields you need and nothing more.
Why it matters. Everyone sees the same picture, and nothing waits on someone's memory.
Do we lose our history?
You receiveYour data cleaned and moved across
You start with everything you had, minus the mess.
What it is. Contacts, companies and history cleaned of duplicates and moved into the new system.
Why it matters. You start with everything you had, minus the mess.
Will it talk to our other tools?
You receiveConnections to email, calendar, website and finance
Enquiries arrive by themselves and invoices match deals.
What it is. The system connected to your email, calendar, website forms and accounting.
Why it matters. Enquiries arrive by themselves and invoices match deals.
Can the follow-ups happen by themselves?
You receiveAutomations for the repetitive steps
Your team spends its time with customers, not on admin.
What it is. Reminders, follow-ups and handovers set to happen automatically, with a person approving what matters.
Why it matters. Your team spends its time with customers, not on admin.
Will the team use it properly?
You receiveTraining and a short guide
A system only helps when everyone uses it the same way.
What it is. Hands-on training and a short guide to how you work in the system.
Why it matters. A system only helps when everyone uses it the same way.
From brief to done
- 1
Week 1
Review and choose
How you sell and serve, and which system fits.
- 2
Weeks 2 to 5
Set up and move
Pipelines, data, connections and automations.
- 3
Final week
Train
Your team trained, and the old tools retired.
Where would AI actually help us?
AI opportunity map. The three places in your business where AI would save the most time, what each would need, and the risks to watch.
- A 45-minute call about how your team works today
- A two-page report: three opportunities, what each needs, the risks, and a rough size of effort
- It is free. There is nothing to pay and nothing to sign.
- The report is yours to keep and share, whatever you decide.
- No sales call unless you ask for one.
Questions people ask
How much does it cost?
We send a written quote after your request: what it covers and what it does not. The tier, scope and timing set the price.
Could I just use AI for this?
Who owns the work?
You do. Code, designs, files and documents are yours, and the quote says so in writing.
Can we change the scope?
Yes. If something needs adding or removing, we agree it in writing before we do it.
What happens after?
Most people go on to Workflow Automation, but there is no obligation. You keep everything we made.