CRM implementation
Salesforce, Dynamics, Zoho or a custom CRM, configured around your process.
CRM implementation · Customisation
CRM implementation and customisation
A CRM your sales team actually uses. We set it up around how you sell, connect it to the rest of your systems and add the automation and AI that save real time.
A CRM fails when it fights the way people work
Most CRM projects copy a standard setup, then ask the sales team to change how they work to fit it. They don’t. Data goes stale, managers stop trusting the pipeline and the reports end up back in spreadsheets.
We go the other way. We learn how you sell and support customers, then shape the CRM around it: the stages, the fields, the automations and the integrations with your ERP, support desk and marketing tools. Where it helps, we add AI, like demand forecasts in sales planning or smart routing in support.
- Built around your sales process
- Salesforce, Dynamics, Zoho or custom
- Connected to ERP and support
- AI where it saves time
What we set up
Pipeline automation
Lead capture, scoring, routing and follow-ups that happen without reminders.
Customer journeys
Onboarding, renewals and support flows that keep customers moving.
ERP and support integrations
Orders, invoices, tickets and marketing data in one customer record.
Dashboards and reporting
Pipeline, forecast and service dashboards that managers trust.
AI in the CRM
Demand forecasts, next-best actions and smart ticket routing.
Related projects
Wine and agricultureRead the case study Field serviceRead the case study Legal techRead the case study
The Wine Group
A CRM and support desk with escalation rules, plus sales planning driven by AI demand predictions, built for one of the world’s largest wine companies.
−20%annual losses in year one
AIdemand forecasts in sales planning
Check’NdOut
One app for tradespeople: live crew tracking, quotes, jobs and invoices, chat and video, built to scale to millions of users on a tight budget.
3 → 1apps replaced
One appinvoicing, team chat and location tracking
LawSigna
AI contract lifecycle management that reads contracts, flags risky clauses and tracks every obligation and payment that follows.
11workflow stages
60-dayexpiry alerts
How we work
- 1
Learn how you sell
We sit with sales and support to map the real process, exceptions included.
- 2
Configure and integrate
Stages, fields, automations and integrations, built and tested with your team.
- 3
Move the data
Clean, de-duplicated data migrated from spreadsheets or the old CRM.
- 4
Train and improve
Training for each role, then regular tweaks based on how people use it.
Questions we often get
Which CRM should we use?
It depends on your size, your other systems and your budget. Salesforce suits complex sales, Dynamics fits Microsoft-heavy companies and Zoho is great value for smaller teams. Sometimes a custom CRM fits best. We’ll recommend one after learning how you work.
Can you customise our existing CRM?
Yes. Many projects start by fixing an existing setup: cleaning data, simplifying stages and adding the automations and integrations that were missing.
Can the CRM connect to our ERP?
Yes. Connecting orders, invoices and stock to the customer record is one of the most valuable parts of most CRM projects.
How do you get the sales team to use it?
By building it around how they already work, keeping data entry to a minimum and automating the boring parts. Training helps, but fit matters more.
What does a CRM project cost?
It depends on the platform, the number of users and the integrations. After a free 30-minute call we send a plan and estimate, usually within a week.
Tell us what you’re building
A senior engineer will reply within one business day.