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CRM systems that stop leads falling through the cracks

No more spreadsheets. No more lost follow-ups. We build CRM systems that capture every lead, automate your follow-up, and give you complete pipeline visibility.

You're losing deals you should be winning

Leads slip through the cracks

Someone enquires. You mean to follow up. Life gets busy. They never hear from you again. Deal lost.

You're managing leads in your inbox

Your sales process lives in Gmail. Buried email threads, lost quotes, zero visibility. It's chaos.

No follow-up system

You quote a job. Then... nothing. No follow-up sequence, no reminders, no automation. You're hoping they come back.

Zero pipeline visibility

You have no idea how many deals are in play, what stage they're at, or what your close rate is. You're guessing.

Automated CRM systems that work for you

We don't just set up software. We build complete lead management systems with automation, follow-up sequences, and reporting that give you full control of your sales process.

01

Platform selection

We recommend the right CRM for your needs and budget: Pipedrive, HubSpot, GoHighLevel, or Zoho.

02

Custom pipeline design

We map your sales process and build custom pipelines that match how you actually sell.

03

Lead capture automation

Every lead from your website, email, or ads flows automatically into your CRM. Zero manual data entry.

04

Follow-up automation

Automated email sequences, task reminders, and SMS follow-ups so no lead goes cold.

05

Reporting & dashboards

Real-time dashboards showing pipeline value, close rates, and forecast revenue. Know exactly where your business stands.

06

Team training

We train you and your team on how to use the CRM. Plus documentation and ongoing support.

Everything you need for a functioning CRM

CRM platform recommendation

We assess your needs and recommend the best platform based on your budget, team size, and sales process.

Full CRM setup

Account creation, user setup, custom fields, pipeline stages, deal properties, and email templates.

Lead capture integration

We connect your website forms, landing pages, email, and ads directly to your CRM.

Automation workflows

Automated follow-up sequences, task creation, notifications, and deal stage movements.

Data migration

We migrate your existing contacts, deals, and history from spreadsheets or old CRMs.

Team training & documentation

Live training sessions for you and your team, plus full documentation and video walkthroughs.

30 days post-launch support

We stick around for 30 days after launch to fix issues, answer questions, and refine workflows.

From chaos to complete pipeline visibility

32%
Avg close rate increase

Our clients see an average 32% increase in close rates after implementing proper CRM follow-up systems.

0
Leads lost

With automation and task reminders, our clients stop losing deals to poor follow-up. Every lead gets contacted.

8hrs
Time saved per week

Automating data entry, follow-ups, and reporting saves our clients an average of 8 hours per week.

Which CRM should you use?

We work with all major CRM platforms. Here's how they compare:

Pipedrive

From £12/user/month

Simple, visual sales pipeline. Perfect for small teams who want ease of use over complexity.

HubSpot

Free - £40/user/month

All-in-one CRM with marketing automation. Best for businesses that want everything in one platform.

GoHighLevel

From £97/month (unlimited users)

CRM + automation + email + SMS. Best for service businesses that need all-in-one marketing automation.

Zoho CRM

From £14/user/month

Feature-rich and affordable. Great for businesses that need customisation on a budget.

Not sure which one fits? We'll recommend the best option for your business during our discovery call.

How CRM setup fits into your growth system

CRM setup works best as part of a complete growth system, not as a standalone service. Most clients invest £1,500-£3,000/month for a bundle of services tailored to their business goals, which typically includes CRM implementation, pipeline automation, lead tracking, and integration with marketing channels.

A CRM without leads feeding into it is useless. Combined with Google Ads, email marketing, and conversion tracking, it becomes the command centre for your entire sales operation.

Not sure what you need? Take our free Marketing Roast. We'll analyse your business and recommend the exact services required to hit your goals.

Common questions about CRM setup

Do I really need a CRM?

If you have more than 20 leads per month and you're losing track of follow-ups, yes. A CRM stops leads slipping through the cracks and gives you complete pipeline visibility.

How long does setup take?

2-4 weeks for most businesses. Basic setups can be done in 1-2 weeks. Complex multi-pipeline setups with heavy automation take 3-4 weeks.

Will my team actually use it?

If it's set up properly, yes. We design CRMs to fit how your team already works. Plus we provide training to get everyone onboarded smoothly.

Can you migrate data from our old CRM or spreadsheets?

Yes. We handle all data migration from spreadsheets, old CRMs, or email. We'll clean it up and import it properly.

Ready to stop losing leads?

Start with our free Marketing Roast to see if CRM is your biggest gap, or book a Growth Plan session to map out your ideal sales system.