Most CRMs fail because nobody mapped the workflow first.
A CRM is infrastructure. You can’t pick it off a G2 list, import your contacts, and expect the team to actually use it. Half the CRMs we inherit are glorified contact databases: notes don’t get logged, pipeline stages don’t match how deals really move, and nobody trusts the data enough to forecast from it.
We fix the workflow first, then configure the software to match. That’s backwards from how most consultants run it, and it’s why most CRM projects quietly fail.
What we actually do
CRM selection and consulting
Requirements workshop, platform comparison, total-cost modelling. We'll tell you when not to switch, because staying put is often the right call.
Zoho implementation
Zoho CRM, Zoho One, Bookings, Desk, Campaigns, Creator. End-to-end setup, customisation, and integration. Our most-shipped platform.
HubSpot setup
Sales, Marketing, and Service Hub. Onboarding, pipeline config, automation, and reporting dashboards.
GoHighLevel build-outs
Full GHL setups for agencies: sub-accounts, snapshots, funnels, SaaS mode, white-label.
Data migration
Moves between CRMs and from spreadsheets. De-duplication, field mapping, history preserved. The data is usually messier than expected, and we plan for that.
Integrations and automation
CRM wired to your website, WhatsApp, Shopify, ad platforms, and accounting, plus lead routing and deal-stage automation inside it.
A couple of things we’ll push back on
Don't customise until you've run the standard flow. Most failed rollouts are over-customised on day one. We ship the standard config, let the team use it for 60 days, then customise around real pain.
Adoption is a leadership problem, not a software one. If the sales director isn't in the CRM, the team won't be either. We flag that in discovery, and decline engagements where leadership has checked out.
How we work
Discovery Weeks 1–2
Workflow mapping, platform recommendation, and agreed success metrics.
Build Weeks 3–5
Data model, pipelines, automations, core integrations, and reporting dashboards.
Migration and training Weeks 6–7
Data imported, cleaned and validated, role-based training, then go-live.
Adoption sprint Weeks 8–12
Weekly check-ins, workflow tweaks, usage monitoring. Where most partners disappear, we stay.
Three ways to work with us
CRM consulting
Requirements, platform selection, total-cost modelling. Implement in-house or hand it back to us. Best for teams deciding between platforms.
CRM implementation
Full setup, customisation, integration, migration, and training. Fixed scope. Best for businesses implementing or switching CRMs.
CRM admin retainer
Ongoing user management, workflow tweaks, reporting, and small customisations. Best for teams without a dedicated CRM admin.