Web leads straight to the CRM
Form, chat and email inquiries land in the right pipeline with the source attached, and an owner is assigned. Every lead has an owner from the first minute.
CRM implementation and integration services One CRM your team trusts, connected to the tools you already use.
CRM implementation services set up a CRM such as HubSpot, Salesforce or Zoho around how you actually sell and serve, then connect it to your website, finance and support tools. For growing businesses, founders and agencies, that means one clean copy of customer data, reliable integrations and nothing typed in twice.
Customer data in five places, agreeing in none of them.
Leads arrive by web form, email and phone. Someone copies them into the CRM, someone else into a spreadsheet, and finance keeps its own list. Before long nobody knows which record is right, pipeline reports are guesswork and the same customer gets three different emails.
The fix is rarely a new system. It is usually a CRM set up to match how you work, one clean copy of the data, and a few reliable connections so information moves on its own.
Once the data is clean, our workflow automation services move leads, quotes and invoices on their own, and our business intelligence and dashboard consulting turns it into reports people read. For calls and chats, our AI agents and AI receptionists can log every conversation in the CRM. We work remotely with businesses in the US and UK, and worldwide.
What you get.
Everything is set up in accounts you own and documented in plain English, so your team can run it without us.
- CRM set-up or clean-up, with pipelines and stages that match how you sell
- Data migration and de-duplication from spreadsheets and old systems
- Integrations between your CRM, website forms, finance and support tools
- Agreed field definitions and simple rules for what goes where
- Alerts that flag failed syncs, so nothing breaks quietly
- Training and a short guide so your team keeps the data clean
How it works.
Four steps, each with something you can see at the end. You can stop after any of them.
Step 1
Map your data
We list every place customer data lives today, who uses it and where it gets copied by hand.
Step 2
Design the CRM
We agree pipelines, fields and ownership with your team, and choose whether to fix your current CRM or move.
Step 3
Migrate and connect
We clean and move the data, then build the integrations in small releases you can test as we go.
Step 4
Train and hand over
Your team learns the new way of working, and gets the documentation and alerts to keep it healthy.
Typical use cases.
The kind of work this covers. Results vary by business; we agree what success looks like before we start.
One record per customer
Duplicates merged and spreadsheets retired, so sales, service and finance see the same history. Fewer duplicate records.
Deals to invoices
Won deals create customers and invoices in your finance tool, without anyone re-keying the details. Invoices go out the same day the deal is won.
A pipeline you can forecast from
Clear stages and required fields mean the pipeline report reflects reality, not who updated it last. Forecasts the team can plan around.
Who it’s for.
Sales and service teams whose customer data lives in five places and agrees in none of them.
Related services.
Clean, connected data is the foundation for the next steps.
AI
AI
Workflow automation
Leads, quotes, invoices and handovers that move on their own.
ExploreData and reporting
Dashboards across sales, marketing and finance that people actually read.
ExploreAI agents and voice assistants
Agents that answer calls, chats and emails, and log every conversation in your CRM.
ExploreQuestions about CRM implementation.
More answers on the services page, or ask us on a discovery call.
Do we need a new CRM?
Often not. Many CRMs are fine underneath and just set up for a different way of selling. We look at what you have first and only recommend a move when fixing it would cost more than switching.
Which CRMs and tools do you work with?
We work with the common CRMs and finance tools used by small and growing businesses, such as HubSpot, Salesforce, Zoho, Xero and QuickBooks, along with support and website tools that offer an API. If a tool has no API, we will tell you early and suggest a workaround.
What happens to our existing data?
We take a full backup before anything moves, clean and de-duplicate a copy, and check it with your team before switching over. Nothing is deleted from the old system until you are happy.
How long does a CRM project take?
A clean-up of an existing CRM typically takes a few weeks; a migration with several integrations takes longer, depending on scope. You get a fixed scope and price before we start. See how engagements are priced.
What if an integration breaks later?
Every integration has alerts so failures are spotted quickly, and documentation so your team or another developer can fix it. We also offer ongoing support on a monthly retainer.
What does CRM implementation include?
It covers choosing or fixing the CRM, designing pipelines, stages and fields around how you sell, migrating and de-duplicating your data, and connecting the CRM to your website forms, finance and support tools. It ends with training, a short guide and alerts for failed syncs, all set up in accounts you own. You get a fixed scope and price before we start.
HubSpot vs Salesforce vs Zoho: which CRM should we choose?
Usually the one that fits how you sell, your budget and the tools you already use. HubSpot often suits teams that want marketing and sales in one place, Salesforce often suits more complex sales processes, and Zoho often suits cost-conscious teams already using Zoho apps. We compare them against your real needs, and sometimes the right answer is to keep the CRM you have.
Planning a CRM integration? Tell us where your customer data lives today.
A 30-minute call with a senior technologist. No slides, no hard sell.