Contacts in personal inboxes
When someone's on holiday or leaves the company, the relationship with those customers goes with them.
CRM and integrations: every contact in the same place
The right CRM, set up and connected to everything else: contacts that come in on their own, classified, followed up, with nothing copied by hand.
Who this service is for
A CRM is where the history of every customer and every opportunity lives: who they are, where they came from, what they asked for, what they were told, and what's still to do. Almost every company already has this information — scattered across personal inboxes, spreadsheets, phones and people's heads. A CRM is only worth it once it stops being one more place to write things down and becomes the only one.
That's the work here: choosing the right tool for the size of the company, connecting it to the sources contacts come in from, and setting up what happens next. Website forms, the online shop, the chatbot and email start creating records on their own, with the source logged and the right salesperson alerted.
Artificial intelligence comes in where there's text and sorting to do: classifying an enquiry, summarising a long conversation, drafting the follow-up, flagging opportunities that have sat idle too long. If the connection you need is purely technical, between two management programs with no decision involved, see integrations and APIs.
Problems this service solves
Requests for a CRM usually come from one of these symptoms.
Nobody knows where customers come from
Money goes into campaigns with no way of saying which ones brought in business, because the source never gets logged.
Enquiries with no follow-up
There are quotes sent three weeks ago that nobody has touched since, and there's no list of which ones they are.
A CRM bought and never used
The licence gets paid every month, but the team keeps working from the usual spreadsheet.
Data duplicated and out of step
The same customer with three records, different addresses and two account owners, depending on where you look.
Contacts scattered across three places are contacts that don't exist.
How we work
Most CRMs that fail don't fail because the tool is bad: they fail because it was installed before anyone defined how the company actually sells.
How the company sells today
We write down the stages an enquiry goes through, from first contact to close, and who's responsible for each one. Without this, any CRM is just a list of names.
Choosing the tool
We recommend a tool based on the number of users, what it needs to connect to, and the monthly budget. If there's already a CRM in place, the first option is to make it work.
Cleaning and importing the data
We gather what's scattered, remove duplicates and import it with whatever history exists. It's the least rewarding part, and the one that decides whether the team trusts the system.
Automatic entries
We connect the website forms, the shop, the chatbot and email, so every new contact creates a record with the source logged.
Rules, sorting and alerts
We set up automatic classification of enquiries, distribution across salespeople, follow-up reminders, and what flags a forgotten opportunity.
Training and follow-up
We train the team to work inside it and come back a few weeks later to fix whatever nobody's using. A field nobody fills in should disappear.
What you get
Beyond a working CRM, you get what lets you carry on without us.
The CRM, set up
With sales stages, fields and permissions designed for the way your company works.
Data imported and cleaned
Contacts and companies with no duplicates, with whatever history could be recovered.
Connections to contact sources
Website, shop, chatbot and email creating records on their own, with the source always logged.
Follow-up automations
Distribution, reminders, alerts for stalled opportunities, and draft replies where it makes sense.
Tracking dashboard
Opportunities by stage, source of contacts, and what's stalled — the numbers that help you decide.
Manual and training
A session with the team and a short document with the agreed rules, for whoever joins later.
Common questions about CRM
What people ask us before changing how contacts are managed.
Which CRM do you recommend?
There isn't just one. The choice depends on the number of users, what needs to stay connected, and how much can be spent per month and per person. A company with three salespeople and one with thirty don't need the same thing, and the expensive tool is rarely the one the team ends up using.
We already have a CRM nobody uses. Does it still work?
Often it does, and it's the first place we look. The problem is usually the setup, not the tool: too many fields, stages that don't match how you actually sell, and nothing entering on its own. Switching CRM without fixing that gets you the same result at a higher price.
Is customer data secure and compliant?
The CRM ends up holding personal data, so it's treated seriously: permissions per user, an access log, a defined legal basis for processing, and a contract with the provider. We tell you where the data will be hosted before the tool is chosen.
What exactly does the AI do here?
It classifies enquiries by topic and urgency, summarises long conversations, suggests a draft follow-up, and flags stalled opportunities. It doesn't set prices, it doesn't send anything to customers on its own without a defined rule, and everything it proposes waits for someone to hit send.
What if we want to switch tools in two years?
The data is yours and exportable, and that's one of the criteria we choose by. The automations would need rebuilding, but the sales process map and the agreed rules still stand, because they describe your company, not the tool.
Tell us how you manage contacts today
Tell us where enquiries come in, how many people handle them and what you use to record them. We'll tell you whether it's a case for a new CRM, for making the most of what you have, or for neither.
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