CRM implementation for your business

chosen for your processes free consultation

A CRM is a system that gathers all enquiries and customers in one place, so no lead is lost and you see the whole sales picture. We help choose a CRM that fits your processes — from a free HubSpot plan to Pipedrive or a solution integrated with your invoicing — set it up, connect it to your site and advertising, and train the team. We start with a free consultation: we'll review how you currently handle enquiries and honestly say whether you need a CRM and which one.

When it's time to implement a CRM

  • Enquiries get lost.
    Some come by email, some through the website, some jotted on a note — and part inevitably gets lost, along with the money.
  • It's unclear what's happening with customers.
    Who's at which stage, who to call back, why a deal fell through — it all lives in a manager's head and leaves with them.
  • No sales picture.
    How many enquiries, from where, what conversion, what brings money — without a CRM you can only guess.
  • The business is growing.
    With a dozen customers a spreadsheet is enough. With hundreds, chaos sets in without a system.
When it's time to implement a CRM

Processes first, system second

We don't start with "which CRM to buy". First we review how your customer work actually runs: where enquiries come from, who handles them, where things get lost. Only then do we choose a system for your processes — rather than breaking processes to fit a fashionable tool. For a small team a free HubSpot plan or a simple Pipedrive pipeline is often enough; larger operations may need deeper integration. Our advantage is that we do both the site and the advertising — so we connect the CRM to the enquiry sources in a single chain, where every lead is visible from click to deal.

What we do in implementation

  • Review of your customer-handling processes
  • Help choosing a CRM for your tasks and budget (HubSpot, Pipedrive, Zoho and others)
  • Setup of the sales pipeline, fields and deal stages
  • Integration with your website and forms — so enquiries reach the CRM automatically
  • Connection to email (Outlook, Gmail / Google Workspace) and, where relevant, invoicing and e-commerce tools
  • Team training
  • Support at launch

Frequently asked questions

Free CRM consultation

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