CRM Integration

CRM Setup & Configuration
Built Right the First Time.for the UK

Built for UK owner-led businesses competing in British search. We set up your CRM around how your team really sells: the fields you fill in, the stages a deal moves through, and the automatic steps in between. Data stays clean from day one, and the CRM is easy enough that your team actually uses it.

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↑ 2.3×
Avg Sales Efficiency
98%+
Data Completeness
↓ 65%
Manual Data Entry
70+
CRM Setups Delivered

Why Most CRMs Are Set Up Wrong

Common Setup Mistakes

  • Default fields that don't match your actual sales process in the UK
  • One flat list with no stages and no rules for what counts as a qualified lead in the UK
  • No custom fields for the information that actually matters in the UK
  • Broken or missing automations from day one
  • Data you cannot trust for reports or for your ads in the UK

Our Philosophy

A CRM is only as good as the way it is set up. We build the fields, stages, and automatic steps around how your team actually sells, not from a generic template. People use it because it makes their job easier in the UK.

How We Configure CRMs Properly

Data Architecture

  • Custom Fields & Properties: Only the fields you actually use, with proper validation and naming conventions in the UK.
  • Pipeline Design: Deal stages that match your real sales process, with clear rules for moving in and out, and a win chance for each stage in the UK.
  • Objects & Relationships: Deals, contacts, and companies linked correctly, plus any custom record types you need, so reports and automations work in the UK.

Automation & Workflows

  • Smart Routing: Automatic lead assignment based on territory, source, deal size, or any rules you define in the UK.
  • Behavioral Triggers: Tasks, notifications, and sequences based on form submissions, website activity, or email engagement in the UK.
  • Data Hygiene: Rules that stop duplicate contacts, required fields, and checks on what gets entered, so your data stays clean in the UK.

Our CRM Setup & Configuration Process

01

Discovery & Sales Process Mapping

Deep dive into how your team actually sells, what data matters, and where the current CRM is failing in the UK.

02

Data Model & Architecture Design

Define the fields, record types, pipelines, stages, and links between them, built around your exact process in the UK.

03

Build & Configure

Set up the CRM with clean structure, proper permissions, and the automations that will actually get used in the UK.

04

Integration & Data Migration

Connect marketing sources and migrate or clean existing data so nothing important is lost in the UK.

05

Training & Documentation

Role-specific training and clear documentation so your team adopts the system instead of fighting it in the UK.

06

Ongoing Optimization

Regular reviews to refine fields, stages, and automations as your process evolves in the UK.

FAQ

Common questions

Answers for businesses in the UK.

How long does a proper CRM setup usually take? expand_more
For most teams, 3-6 weeks for a solid foundation (fields, pipelines, basic automations, and key integrations). More complex sales processes or heavy data migration can take 8-12 weeks. We deliver in phases so you see value quickly in the UK.
Do you work with our existing CRM or help us choose a new one? expand_more
Both. We can optimise and properly configure what you already have (HubSpot, Salesforce, Zoho, Pipedrive, etc.), or help you evaluate and migrate to the right platform if your current one is fundamentally wrong for your needs in the UK.
Why do most CRM setups fail? expand_more
They are built around generic templates instead of your actual sales process. Fields don't match reality, stages are meaningless, automations are brittle, and no one trusts the data. We start by mapping how your team actually sells in the UK.
Can you fix a CRM that is already messy? expand_more
Yes. We frequently do "CRM rescue" projects - audit the current mess, clean up fields and data, redesign the pipeline and automations, and retrain the team. It's more work than doing it right the first time, but very doable in the UK.
How do you decide what custom fields and objects we actually need? expand_more
We map your sales process first. We only add fields that are used in routing, scoring, reporting, or automation. Everything else is noise. We ruthlessly prioritise the data that drives decisions and revenue in the UK.
What about permissions and data visibility? expand_more
We set up role-based access, team hierarchies, and sharing rules so the right people see the right data - and sensitive information is protected. This is especially important for larger or multi-team organisations in the UK.
Do you help with data migration and cleanup? expand_more
Yes. Messy data is one of the biggest adoption killers. We deduplicate, standardise, enrich where possible, and migrate history so the new configuration starts with trustworthy information in the UK.
How do you make sure the team actually uses the new setup? expand_more
We design for usability first. If the system makes reps' jobs harder, they will resist. We involve users early, keep the interface clean, automate repetitive tasks, and provide excellent training and documentation in the UK.
Can you set up scoring and lead routing that actually works? expand_more
Yes. We build scoring based on fit and intent signals, and routing that matches your territories, capacity, and specialization. The key is that the rules are transparent and the data feeding them is accurate in the UK.
What about ongoing maintenance after setup? expand_more
Ongoing work is $500 USD a month, month to month, free to cancel with 1 month's notice. That covers regular reviews, new automations, field additions, process changes, and training as your team grows. A good CRM configuration evolves with the business.
How much does a proper CRM setup cost? expand_more
It varies widely based on complexity and whether we are starting fresh or rescuing an existing mess. Most projects fall in the mid-five to low-six figure range. We provide clear scoping after the free audit in the UK.
Can you integrate the CRM with our existing marketing tools during setup? expand_more
Absolutely. Proper setup includes connecting forms, ads, email, and website activity so leads arrive with full context. This is one of the highest-value parts of the project in the UK.
What if we have multiple teams or brands that need different processes? expand_more
We design for that. Multiple pipelines, team-specific fields and automations, and consolidated reporting for leadership are all standard in a good enterprise or multi-team configuration in the UK.
How do you measure whether the CRM setup was successful? expand_more
We track adoption rates, data completeness, time from lead to first activity, forecast accuracy, and ultimately the lift in sales efficiency and marketing attribution. We set clear success metrics upfront in the UK.
How do we get started with a proper CRM setup? expand_more
Book a free audit. We'll review your current CRM (or lack of one), your sales process, and your marketing stack, then deliver a clear configuration roadmap with priorities and realistic timelines in the UK.

Ready to stop fighting with a broken CRM?

Get a free CRM setup audit. We'll show you exactly what a properly configured system would look like for your sales process in the UK.

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Marketing from $500 USD a month

Month to month, no commitment. One fee covers the pages, the search and ad work and the tracking. Ad spend is separate and stays in your own accounts in the UK.

Starting at

$500 USD per month

Free to cancel with 1 month's notice. Tell us what you sell and where. We come back with what the first month would fix in the UK.

Get a Free Audit

What $500 a month covers

  • Pages

    Included

    Pages built around the searches your buyers actually type in the UK.

  • Search and ads

    Included

    Search and ads aimed at people ready to enquire in the UK.

  • Tracking

    Included

    Calls, forms and bookings tagged to the search, ad or page behind them in the UK.

Our team

The same people on the audit and on the work

Martin writes every audit and takes the first call. The same team stays on the account. 160+ businesses since 2010 in the UK.

Martin, Founder, strategy and audits in the UK

Martin

Founder, strategy and audits

Writes every audit and takes every first call. On your account from day one, running growth for SMEs since 2010 in the UK.

Yoana, Social and app development in the UK

Yoana

Social and app development

Shapes social strategy and builds practical app experiences that turn attention into action in the UK.

Mike, SEO in the UK

Mike

SEO

Owns technical, local and content SEO so the right buyers find you when demand is highest in the UK.

Robert, Paid media in the UK

Robert

Paid media

Plans and manages paid search and social campaigns around qualified leads in the UK.

Elmer, Analytics in the UK

Elmer

Analytics

Connects tracking, attribution and reporting so decisions are based on revenue-quality data in the UK.

Dino, Design in the UK

Dino

Design

Creates clear brand and conversion-focused design across landing pages, campaigns and product experiences in the UK.

Certified and experienced

Certified where it matters. Accountable for the outcome in the UK.

Verified platform knowledge, 25+ years of hands-on experience, and an operating track record since 2010 in the UK.

Google AdsCertified
Google AnalyticsCertified
Google Tag ManagerCertified
Operating since 2010Proven experience