Connect your tools and data into one intelligent system — every customer interaction tracked, automated, and optimised.
System Integrations / CRM
We connect your tools and data into a single intelligent Customer Relationship Management system — so every customer interaction is tracked, automated, and optimised, with the singular focus of capturing new leads and driving repeat business. The point is not the software. It is that your team stops keeping its own private spreadsheets, because the shared record is finally the one they trust.
Get startedA CRM is not a contact list — it is the difference between a business that knows what it is owed, who it promised what, and where its work comes from, and one that finds out by asking around. The cost of not having one is rarely a single visible failure. It is the quote nobody followed up, the customer two people rang the same week, and the marketing spend nobody could attribute.
of a seller’s time is actually spent selling — the rest goes to admin, data entry and internal meetings
Salesforce, State of Sales, 2026
of sales staff name note-taking and data input as their most time-consuming task
Salesforce, State of Sales research, 2023
of the working day goes on communicating — meetings, email and chat — against 43% spent actually creating anything
Microsoft Work Trend Index, 2025 · 31,000 workers
We follow a customer from first enquiry to paid invoice and mark every place their details get written down — which is usually more places than anyone expects.
We configure the CRM around that journey, connect the tools worth keeping, and bring across the history sitting in spreadsheets and inboxes rather than starting you from empty.
We train the people who will use it daily, then check in on whether they actually are. A CRM nobody updates is worse than no CRM, because the reports look real.
Every quote, job, invoice, email and call attached to the person they belong to. Whoever picks up the phone next can see the whole history without asking a colleague who dealt with them last.
Stages that match how you actually win work, with the rules that keep them honest — so the forecast is not propped up by opportunities nobody has touched since spring.
Quotes that chase themselves and enquiries that get a second touch, stopping the moment a customer replies. The work that quietly evaporates in a busy week stops evaporating.
Leads, conversion rate, average job value and outstanding invoices, laid out around the decisions you make each week rather than around what the platform happens to chart by default.
Calendar, accounting, website forms, ad platforms and phone system all writing into the same record, so the CRM reflects the business rather than one team’s corner of it.
If the answer involves more than two places, that is the whole problem in one sentence. Tell us where your customer information actually sits and we’ll map what it would take to bring it together.
Most CRM projects begin with a licence and end with a system nobody updates. We map how your business actually captures, quotes and delivers work first, then build the CRM around that — which is why ours get used after month three.
Plenty of firms will migrate you wholesale onto their preferred platform because it is what they know. We keep the tools that work, replace only what genuinely cannot do the job, and put the integration layer in between.
A CRM decays without someone tending it. Our arrangement includes regular check-ins with transparent reporting on what the system is doing for you — not a handover document and an invoice.
Because the usual cause is that it was configured to the software’s idea of a sales process rather than yours, so using it meant extra work with no payback. We map how your business actually captures, quotes and delivers before touching the configuration, and we migrate the history rather than handing your team an empty system to fill in. Adoption is also something we keep checking after go-live, not something we assume happened because we ran a training session.
Usually not, and we would rather you did not. Most of the time the tools are fine and the joins between them are the problem, so we keep what works and put an integration layer in between. Software gets replaced only where it genuinely cannot do the job. That keeps the cost down and means your team is not learning four new systems at once while trying to run the business.
More than you would expect, and the tidying is part of the value. Spreadsheets, shared inboxes, old systems and paper-based records can all be brought in, deduplicated and normalised on the way. Clients frequently learn more from what the migration surfaces — how many duplicates there were, how much had no source attached — than from the first month of reports.
Book a free discovery call and we’ll map out the right Customer Relationship Management solution for your business.
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