Your customer data lives in spreadsheets, inboxes and someone's head.
You cannot see the pipeline at a glance, follow-ups slip, and every report is a manual scramble. We build a CRM around the way you actually sell and serve, so your whole team works from one reliable, up-to-date view.
The call maps how you work today and what a CRM built around it would change. No obligation.
You do not need a CRM because everyone has one.
You need it when these start biting:
- You cannot see your pipeline No single view of what is in play, what is stuck and what is about to close.
- Follow-ups slip Deals go cold because nobody remembered to chase, and there is no system reminding them.
- Data in five places The same customer sits in a spreadsheet, an inbox, an accounts package and someone's memory.
- Reporting is a manual scramble Every report means hours pulling numbers together by hand, out of date by the time they land.
- A generic CRM nobody uses You bought one, but it does not fit how you work, so the team quietly went back to spreadsheets.
- It all lives with one person Lose them and you lose the relationships, the history and the process.
What working without a real CRM is costing you.
The cost is rarely on an invoice. It is in deals lost to missed follow-up, hours lost to manual reporting, decisions made on guesswork, and the risk that sits with whoever happens to hold the relationships.
- 30% of deals lost to slow or missed follow-up
- 6 hrs a week on manual reporting
- No reliable forecast to plan from
- High key-person risk on customer relationships
A CRM that fits you
One view of every customer, and a team that actually uses it.
Whether you need HubSpot set up properly or something fully bespoke, the result is the same: a system shaped around your real process, that your team adopts because it makes their day easier, joined up to the tools you already run.
- Pipeline visibility
- Automated follow-up
- One clean customer record
- Live dashboards
- System integrations
- Mobile access
What a CRM built around you includes.
Capture & pipeline
- lead capture from your site and channels
- a pipeline that matches how you actually sell
- tasks and reminders so nothing slips
Automate & serve
- automated follow-up and nurture
- quoting and document workflows
- service and aftercare tracking
Report & integrate
- live dashboards and forecasts
- integration with finance, email and your other tools
- one reliable customer record
Real businesses, real visibility and time gained.
Every account mapped
A specialist insurer selling into block management companies, where one account holds many decision makers and nothing showed how they connected.
2 FTEs released
Shift allocation required manual data gathering across skills, geography and availability.
1 FTE released
Availability was gathered via calls, texts and emails, causing delays and inconsistent data.
Prove it on one team first, then roll it out or build it bespoke.
Either way we scope it before we build.
Pilot
Prove it on one team
Fixed scope · Low risk
For getting one team or one pipeline working properly in a CRM, so you see the value before rolling out.
- Process mapping of one pipeline
- CRM setup (HubSpot or equivalent)
- Data import for that team
- Training and adoption support
- Success measured on adoption and visibility
The outcome: one team selling and reporting from a CRM they actually use.
Project
Roll out or build bespoke
End to end · Bespoke or full rollout · Integrated
For rolling the CRM out across the business, or building a fully bespoke system where off-the-shelf cannot fit.
- Full requirements and process design
- HubSpot rollout or bespoke build
- Data migration and clean-up
- Integrations across your stack
- Change management, training and ongoing support
The outcome: the whole business working from one CRM, built around how you operate.
Our Process
No rip-and-replace. We prove it on one team, then scale.
- Free CRM discovery We map how you sell and serve today and where the data and follow-ups break down.
- Scope the pilot We pick one team or pipeline and scope it clearly, so you see the value before committing further.
- Build and prove We set it up, migrate that team's data, and get them using it day to day.
- Scale to a project With adoption proven, we roll it out across the business or build the bespoke system.
Your options, honestly compared.
Questions, answered.
The questions businesses ask before building or replacing a CRM, answered honestly.
HubSpot or a bespoke build?
Whichever fits. HubSpot suits most businesses and is faster and cheaper to stand up. We recommend bespoke only when your process genuinely cannot be served off the shelf. We will tell you honestly which is right for you, not sell you the bigger build.
Will our team actually use it?
That is the whole point of building it around how you work. Poor adoption usually comes from a generic system that adds friction. We design for the people using it and support adoption, so it becomes the easy way to work, not extra admin.
What happens to our existing data?
We migrate and clean it as part of the build. Messy spreadsheets and duplicate records are normal, and sorting them out is part of the job, so you start on a reliable, single source of truth rather than carrying the mess across.
How much does it cost and where do we start?
Start with a free discovery call and a pilot on one team, so the spend matches the value you have seen. A full rollout or bespoke build is scoped from there, with no big commitment before the pilot has proven itself.
Will it connect to our other systems?
Yes. We integrate the CRM with your finance, email, website and other tools so data flows automatically, rather than leaving your team to copy it between systems.
The next step is to book a short screenshare where we’ll walk you through everything.