Most CRMs fail because nobody mapped the workflow first.
A CRM isn't something you pick off a list and switch on. Load in your contacts, hand it to the team, and hope for the best, and it turns into a fancy address book. Nobody logs their notes, the stages don't match how your deals actually move, and nobody trusts the numbers enough to plan from them.
We start by learning how your team really sells and looks after customers, then set the software up to match. Most consultants do it the other way round, and that's why so many CRM projects fizzle out.
A CRM earns its seat when it's wired into everything else.
On its own, a CRM is just a list. It gets useful when everything feeds into it on its own. A lead from a Meta ad drops straight in, a WhatsApp reply saves against the right person, a Shopify order updates the deal, and nobody re-types anything. That's what we build: the CRM sitting in the middle of your tools, not off to one side.
What CRM consulting and implementation covers
CRM selection and consulting
We look at what you need, compare the options, and work out the real cost. Sometimes the answer is to stay where you are, and we'll say so.
Zoho implementation
Zoho CRM and the wider Zoho suite (Bookings, Desk, Campaigns and more), set up, tailored, and connected. It's what we build most.
HubSpot setup
HubSpot for sales, marketing and support. Onboarding, setting up your pipeline, automations, and clear reports.
GoHighLevel build-outs
Full GoHighLevel setups for agencies: sub-accounts, funnels, and white-label so you can resell it under your own brand.
Data migration
Moving your data over from another CRM or from spreadsheets. We clean it up, match it, and keep your history. It's usually messier than people expect, and we plan for that.
Integrations and automation
Connecting your CRM to your website, WhatsApp, Shopify, ad platforms and accounting, plus sending each lead to the right person and moving deals along on their own.
We're certified on Zoho and HubSpot, and Zoho is what we build most. You buy the licences straight from them, not us. We don't add a markup, so our advice on which one to pick stays honest.
Two things we’ll tell you straight
Don't tweak it until you've used it. Most CRM projects that fail were changed too much on day one. We set it up the standard way, let the team use it for a couple of months, then adjust around the problems that actually show up.
People only use it if the boss does. If the sales lead isn't in the CRM, the team won't be either. We say so early, and we turn down projects where leadership has already checked out.
How we work
Discovery Weeks 1–2
We map your workflow, recommend a platform, and agree what success looks like in numbers.
Build Weeks 3–5
Your setup, deal stages, automations, the main connections, and reports.
Migration and training Weeks 6–7
Data imported, cleaned and checked, the team trained by role, then go-live.
Adoption sprint Weeks 8–12
Weekly check-ins, workflow tweaks, and usage monitoring. Where most partners disappear, we stay.
Three ways to work with us
CRM consulting
We work out what you need, which platform fits, and what it'll really cost. Set it up yourself, or hand it back to us. Best for teams still deciding.
CRM implementation
Full setup, customisation, integration, migration, and training on a fixed scope. Best for businesses setting up or switching CRMs.
CRM admin retainer
Ongoing user management, workflow tweaks, reporting, and small customisations. Best for teams without a dedicated CRM admin.