CRM setup and integrations.

A sales pipeline, connected tools and follow-up rules your team will use every day.

Two colleagues organise a customer record and connect it with an incoming enquiry.

Keep the customer history in one place.

We help your team agree how a lead moves from first contact to the next decision. The CRM supports that process with the right fields, named owners and connections to the tools you already use.

What we can build together.

The final deliverables, review rounds and schedule are agreed around your brief.

Pipeline design: Define stages, lead ownership, required information and handoff rules.
Setup and migration: Configure the agreed platform and map the data that needs to move.
Integrations and follow-up: Connect forms, messaging or business systems where supported, with reminders and automations.
Team handover: Test everyday workflows and write short guides for users and administrators.

Make the system fit the working day.

Use real records in the planning session

Bring examples of a new enquiry, an active opportunity and a completed or lost sale. Walk through what the team needs to know at each stage. This exposes unnecessary fields and missing information faster than selecting features from a product checklist.

Keep the first rollout focused

Start with the pipeline, ownership and views people need for routine work. Agree the data owner and how changes will be approved. Add more automation after the team can explain the basic process and the records reflect what is happening in the business.

From brief to handover.

Map the sales process
Walk through current lead sources, responsibilities and points where information is lost.
Configure and connect
Build the agreed pipeline and integrations, then validate the data with your team.
Train and adopt
Run through real scenarios and agree how the CRM will be maintained.