Most companies buy a CRM. Very few ever implement one.
Pipelines, automation, integrations and adoption designed around your sales process — so the system gets used instead of abandoned.
What an unimplemented CRM looks like
If two or three of these are true, this service is likely the right fit.
- You bought licences a year ago and the team still works from a spreadsheet.
- Data was imported once and has been out of date ever since.
- Every salesperson tracks deals differently, so no report can be trusted.
- Leads arrive by email and get entered manually, if at all.
- Nobody knows which stage a deal is at without asking the person who owns it.
- Follow-up depends entirely on someone remembering.
What CRM implementation includes
We do not resell licences or mark them up. You buy those directly from the vendor — we are paid to make the system work.
Process mapping
Your actual sales process documented before anything is configured.
Platform configuration
Pipelines, stages, fields, modules and layouts built around how you sell.
Data migration
Existing contacts, deals and history imported, de-duplicated and validated.
Workflow automation
Assignment rules, follow-up tasks, alerts, approvals and escalations.
Email & WhatsApp integration
Conversations logged automatically against the right record.
Lead capture integration
Website forms, ad platforms and landing pages feeding the CRM in real time.
Reports & dashboards
Pipeline, forecast, activity and source performance visible without manual work.
Training & adoption
Role-based training, documentation and a follow-up review so it actually gets used.
Choose the level that fits
Every package is quoted after a short consultation, so the scope matches your actual situation rather than a generic template.
Small teams adopting a CRM for the first time.
- Up to 5 users
- 1 pipeline
- Basic custom fields
- Up to 2,000 records migrated
- 5 automation workflows
- 1 training session
SMEs with a structured sales process.
- Up to 25 users
- 3 pipelines
- Advanced customisation
- Up to 25,000 records
- 20 workflows
- WhatsApp integration
- 3 training sessions
Multi-team and multi-branch organisations.
- Up to 100 users
- Unlimited pipelines
- Custom modules
- Unlimited migration
- Unlimited workflows
- Territory management
- Full training programme
Businesses whose process no product fits.
- Fully bespoke system
- Custom data model
- Any integration
- Custom reporting
- Source code ownership
- Extended support
Not sure which fits? Tell us the situation and we will recommend honestly — including telling you if a smaller package is enough.
How we deliver
Map
How your team actually sells today — including the parts that only exist in someone's head.
Select
The right platform for your process and budget. Sometimes that is not the one you already bought.
Configure
Pipelines, fields, automation and integrations built and tested.
Migrate
Existing data imported, cleaned and de-duplicated.
Train
Role-based training, then a review after real use to fix what people struggle with.
CRM Solutions — frequently asked
Honest answers, including where we would tell you not to buy.
Do you sell the CRM licences?
No. You buy licences directly from Zoho, HubSpot or whichever vendor you choose. Marking up software we did not build would be poor value for you, and it would compromise our advice on which platform to pick.
Which CRM should we use?
It depends on your process, team size and budget. We recommend honestly — including recommending you stay on what you already have if it is capable and simply not configured.
Can you rescue a CRM we already bought?
Yes, and that is a large part of what we do. The licence is usually not the problem.
How long does implementation take?
A small team can be live in a few weeks. Multi-team enterprise implementations take longer. We give you a firm timeline in the proposal.
What if the team refuses to use it?
Adoption is a design problem, not a discipline problem. If the CRM creates more work than it saves, people avoid it — so we configure to reduce data entry, and we train by role rather than giving one generic demonstration.
Often combined with
WhatsApp Business Integration & Automation
Official Business API setup, verification, chatbot flows, campaigns and CRM integration — managed.
Learn morePayroll Software & Applications
Statutory-compliant payroll, cloud or on-premise, with the implementation actually done for you.
Learn moreCustom Software & Business Applications
Operations platforms, portals and automation — scoped upfront, delivered in sprints, handed over in full.
Learn moreLet us look at your situation properly.
Tell us what you need and you will get an honest assessment, a clear scope and a written proposal — with no obligation.