A pipeline everyone can follow.

We set up or rebuild your CRM so every lead arrives with its source, answers and history. Pipelines, tasks and reports follow how your team already sells.

Start a project Retainers from £200 a month

One record per lead
Clear pipeline stages
Reports you trust

Contact record

Original source

Google Ads

Lifecycle stage

Sales qualified

Deal stage

Quote sent

Owner

Assigned automatically

Leads end up spread across inboxes, spreadsheets and phones, so nobody can see what is happening or what to do next. We bring everything into one CRM, set up around your real sales process and connected to every lead source.

What we configure.

We configure the records, stages, automation and reports your team needs, and leave out what it does not.

CRM selection

If you have no CRM, we compare HubSpot, Pipedrive, Zoho CRM and others against your team size, budget and sales process.

Pipelines and stages

Deal stages that match real steps, such as survey booked or quote sent, with required fields so data stays complete.

Data clean-up and import

We import contacts from spreadsheets and old systems, merge duplicates and standardise fields before anything goes live.

Source tracking

Every contact keeps its original source, campaign and landing page, so reports show which channels bring customers who buy.

Workflows and tasks

Automatic tasks, reminders and lead rotation keep deals moving. Your team sees exactly what needs doing each morning.

Integrations

We connect forms, lead ads, email, calendars and accounting tools natively or through Zapier, Make or n8n.

Done properly.

The details that decide whether CRM setup pays off.

Stages that match how you sell.

We map your sales process with you before touching the software. Each stage has a clear meaning, an owner and the fields needed to move on, so your forecast reflects reality.

Pipeline build

Working

Sales process mappedDone
Deal stages createdDone
Required fields setDone
Contacts imported and mergedDone
Lead rotation rulesLive
Sales dashboardNext

Reports that answer real questions.

Dashboards show where leads come from, how long each stage takes and which sources turn into revenue. We build them in HubSpot or Looker Studio, and explain how to read them.

Monday pipeline summary

Example

Several new leads came in last week, mostly from Google Ads. Three quotes have sat at the same stage for over a fortnight. Suggest a follow-up call on each before Friday.

Checked by a person before it goes out

How it works.

Clear steps, and you approve each one before we move on.

01
Map
We sit with your team and map how leads become customers today.
02
Configure
We set up pipelines, fields, permissions and automation in your chosen CRM.
03
Migrate
We import, clean and merge your existing contacts and open deals.
04
Train
We walk your team through daily use and leave short how-to guides.

Example project

A commercial cleaning company tracking leads in spreadsheets

A growing commercial cleaning company tracks contract leads in shared spreadsheets and personal inboxes. Follow-ups slip, nobody knows which marketing brings in contracts, and history is lost when staff leave.

What we would do

Map the stages from first contact to signed contract
Set up HubSpot with matching pipelines and properties
Import and merge contacts from spreadsheets and inboxes
Connect web forms and LinkedIn Lead Gen Forms

An illustration of how we would approach it, not a client result.

What you would get

HubSpot pipelines that match your process
Clean, merged contact database
Automatic tasks and follow-up reminders
Source dashboard and team training

Start a project like this

Questions, answered.

Which CRM do you recommend?

HubSpot suits most growing teams that want marketing and sales in one place. Pipedrive suits simpler, sales-led teams, and we work with Zoho CRM, Salesforce and others too. We recommend one after seeing how you sell.

Can you move our data from another system?

Yes. We export your contacts, companies and deals, clean and merge duplicates, then import them with their history where the platforms allow. We check the results with you before switching over.

How do you handle UK GDPR in the CRM?

We set up permissions so people only see what they need, record how each contact was collected and add retention rules where you want them. Your own privacy policy and lawful basis still apply.

How long does a CRM setup take?

A straightforward setup typically takes a few weeks, longer if there is a lot of data to clean or many integrations. We agree a date before we start.