/ Technology / 10
CRM systems
We set up the system that holds your pipeline together: from choosing or building the right CRM to connecting it with your website, ads, email and phone, so leadership sees the whole funnel.
/ The challenge
Enquiries arrive from ads, forms, email and phone, then disappear between inboxes and managers. Follow-ups depend on memory, nobody can say which campaign produced which deal, and leadership sees sales only at the end of the month — when it is too late to act.
/ What we do
Inside this service
Sales & funnel audit
How leads arrive, who handles them, where they stall and what is measured today.
Platform choice or custom CRM
An honest recommendation between an existing platform and a custom build.
Implementation & configuration
HubSpot, Pipedrive, Salesforce, Bitrix24 or Zoho set up around your pipeline.
Data migration
Clean transfer of contacts, deals and history, with duplicates and gaps resolved.
Integrations
Website, ad platforms, telephony, email and messengers feeding the CRM automatically.
Task automation
Assignment rules, reminders and follow-up sequences so nothing waits for memory.
Sales dashboards
Pipeline, conversion and source reporting that leadership can open any time.
Team training
Practical onboarding and written guidelines so the CRM is actually used.
/ How we work
Four steps, in this order
/ 01
Audit
Interviews with sales and marketing, review of current tools and a map of the funnel.
/ 02
Design
Pipeline stages, fields, rules and integrations agreed and documented.
/ 03
Build & migrate
Configuration or development, integrations and data migration, tested on real scenarios.
/ 04
Train & refine
Team onboarding, a period of close support and adjustments based on real use.
/ Channels & tools
- / HubSpot
- / Pipedrive
- / Salesforce
- / Zoho
- / Bitrix24
- / Zapier
- / Make
- / n8n
- / Custom CRM
/ What you get
- Every lead captured and assigned
- A visible pipeline from first click to closed deal
- Marketing and sales working from one source of truth
- Less manual admin for the sales team
- Reporting that connects campaigns to revenue
/ FAQ
Questions about this service
It depends on your sales process, team size, integrations and budget. We compare options against your requirements rather than recommending one platform for everyone.
Client work under NDA
Our client engagements are protected by non-disclosure agreements, so we do not publish names, logos or case studies. On a private call we discuss relevant experience, approaches and outcomes in anonymised form.
/ Related services
/ 11
Integrations & process automation
Connected systems and automated workflows instead of manual data transfer.
/ 09
AI agents & automation
AI agents for sales, support and documents — connected to your systems, with people in the loop.
/ 07
Analytics & performance measurement
GA4, tag management, attribution, dashboards and conversion rate optimisation.
Every engagement starts with understanding your business
Tell us where you want to grow. We will tell you honestly what it takes and whether we are the right partner for it.