Not sure which CRM, or how to set it up? Start here.
We help you decide what you need, choose the platform, and then build it. The first step is always a conversation about how your business really runs.
Is this for you?
- You are setting up your first CRM
- Your current CRM is not working for your team
- You are choosing between Zoho, Salesforce and HubSpot
- A CRM project started and then got stuck
What you get
- A requirement document in plain language
- A clear plan that you approve
- A configured, tested and signed-off CRM
- Training and a handover pack
What we do
Where we can help
Requirement workshops
We sit with the people who do the work and write down what they need.
Platform selection
A clear recommendation with the trade-offs explained in plain language.
Solution design
A blueprint of the future setup before anything is built.
Implementation
Configuration, scripting and integration in a sandbox first.
Testing and UAT
We test first, then your team tests real scenarios and signs off.
Handover
Training, documentation and a checklist so you can run it yourself.
Questions
Good questions on this topic
Which CRM should we pick?
It depends on your process, team size, budget and the tools you already use. After a short discussion we recommend one and explain the trade-offs. We work in all three platforms.
What do you need from us?
A few hours from the people who use the system, access to your current tools and data, and one person who can approve decisions.
How is a project priced?
Projects have fixed deliverables and milestone-based sign-offs, so you know what you get at each stage. Ask us for a proposal after the first call.
Related
You may also need
CRM migration
Move your records to a new CRM with a rehearsal in a sandbox before anything goes live.
Learn more →Workflow automation
Automate lead handover, follow-ups, approvals and status updates.
Learn more →Training and managed support
Role-based training, hypercare after go-live and monthly administration.
Learn more →Let's make your CRM work better
Tell us where your current processes are slowing you down. We will discuss your requirements and identify practical improvements for your business. The first call is free, and you speak directly with the person who builds it.