Service
CRM Setup & Integration
HubSpot, Pipedrive, Zoho, Notion CRM, GHL (light) setup. Custom pipelines, fields, templates, and automation rules.
Pricing
£180–£600
Designed for operational efficiency.
Best fit: Businesses needing organized customer data management · Teams wanting automated sales pipeline workflows · Organizations ready to centralize customer information
Not ideal for: Teams without clear sales or customer processes · Businesses not ready to adopt CRM workflows
Single source of truth for customer data across all touchpoints.
Automated pipeline workflows that reduce manual follow-up.
Custom fields and templates aligned to your business processes.
CRM platform selection and configuration
Delivered with documentation, governance, and measurement hooks.
Custom pipeline and stage setup
Delivered with documentation, governance, and measurement hooks.
Field mapping and custom field creation
Delivered with documentation, governance, and measurement hooks.
Template creation for emails and documents
Delivered with documentation, governance, and measurement hooks.
Automation rules for lead routing and follow-up
Delivered with documentation, governance, and measurement hooks.
Data migration and cleaning
Delivered with documentation, governance, and measurement hooks.
Team training and documentation
Delivered with documentation, governance, and measurement hooks.
Step 1
CRM Audit
Owners, metrics, and review cadence confirmed at the start of each phase.
Step 2
Configuration Design
Owners, metrics, and review cadence confirmed at the start of each phase.
Step 3
Setup & Migration
Owners, metrics, and review cadence confirmed at the start of each phase.
Step 4
Automation Rules
Owners, metrics, and review cadence confirmed at the start of each phase.
Step 5
Training & Handoff
Owners, metrics, and review cadence confirmed at the start of each phase.
Which CRMs do you work with?
We work with HubSpot, Pipedrive, Zoho, Notion CRM, and GoHighLevel (light). We recommend based on your needs and budget.
Can you migrate existing data?
Yes. We handle data migration, cleaning, and deduplication as part of the setup process.
Ready?
Book a system audit or setup your automation
Tell us what you need automated, integrated, or optimized. We'll respond within one business day with next steps and pricing.