CRM selection & setup
The right CRM for your sales model, configured with your stages, fields and users.
- Pipelines
- Fields
- Users
CRM Development
Every lead, customer and conversation in one place.
We set up, customize and integrate CRM systems, or build a custom one, so your pipeline is visible and follow-up never depends on memory.
Includes
- CRM setup & migration
- Custom CRM development
- Website & form integration
- Pipeline automation
- Reporting dashboards
The problem
What happens without a CRM.
Leads slip through the cracks
Enquiries sit in inboxes and nobody knows who replied.
No view of the pipeline
Sales forecasting relies on guesswork and spreadsheets.
Customer history is scattered
Emails, calls and orders are spread across tools and people.
Marketing cannot prove results
There is no link between campaigns and closed business.
What we provide.
Custom CRM
A CRM built around a process no off-the-shelf product supports well.
- Custom build
Integrations
Website forms, email, calendars, telephony, ecommerce and accounting connected.
- Forms
- Accounting
Automation
Lead routing, reminders, follow-up sequences and task creation handled automatically.
- Routing
- Sequences
Migration
Contacts, companies and deal history moved from spreadsheets or old systems.
- Data cleaning
Reporting
Dashboards for pipeline, conversion and revenue by source.
- Dashboards
From spreadsheet to system.
- 01
Map
Sales process, stages and data needs mapped.
- 02
Configure
CRM configured or custom-built.
- 03
Connect
Website, email and tools integrated.
- 04
Migrate
Data cleaned and imported.
- 05
Adopt
Team trained and usage reviewed.
CRM ecosystem.
We work with the major CRM platforms and build custom when needed.
CRM platforms
Configured and extended
- HubSpot
- Odoo CRM
- Custom CRM
- Other leading CRMs
Connections
What the CRM talks to
- Website forms
- Email & calendar
- Zapier
- Make
- Webhooks & APIs
What a connected CRM delivers.
Faster follow-up
Every lead assigned and followed up automatically.
A clear pipeline
Accurate forecasting from real data.
Complete customer history
Everyone sees the full relationship.
Measurable marketing
Campaigns linked to revenue, not just leads.
Works best together.
Related services that usually form part of the same plan.
Relevant work.
Examples shared on request
Detailed case studies are being prepared for publication. Ask us and we will walk you through relevant projects on a call.
Questions, answered.
Which CRM do you recommend?
It depends on your sales model, team size and existing tools. We compare options against your requirements and recommend one, or a custom build when nothing fits.
Can you connect our website forms to the CRM?
Yes. Every form can create or update contacts and deals, with the source recorded for reporting.
Can you move our data from spreadsheets?
Yes. We clean, deduplicate and map your data before importing it.
Will our team actually use it?
Adoption is part of the project: simple configuration, automation that removes admin, and training.
Stop losing leads between tools.
Tell us how enquiries and customers are managed today. We will map the CRM setup that fits.