CRM Integration

Custom Fields & Pipeline Setup
Your CRM Should Match How You Actually Sell.for the UK

Built for UK owner-led businesses competing in British search. We design the exact fields, record types, and deal stages your team needs, so the CRM matches how you really sell. Your reports can be trusted and your automatic steps work.

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↑ 2.1×
Avg Forecast Accuracy
95%+
Data Field Utilization
↓ 50%
Time Spent on Data Cleanup
75+
Pipeline & Field Projects

Why Generic CRM Structures Fail

Common Structural Problems

  • Default fields and stages that don't match your actual process in the UK
  • Too many unused fields creating noise and low adoption in the UK
  • Flat pipelines with no meaningful qualification or probability in the UK
  • No place to record the information that actually drives decisions in the UK
  • Reporting that requires constant manual cleanup or workarounds in the UK

Our Philosophy

Your CRM should match how your team sells and how leadership needs to see the business. We add only what you need for routing leads, scoring them, reporting, and automation, and nothing more in the UK.

Designing Fields, Objects, and Pipelines That Work in the UK

Pipeline & Stage Design

  • Realistic Stages: Stages that match your actual sales process with clear entry and exit criteria in the UK.
  • Probability & Forecasting: A realistic win chance for each stage, so forecasts reflect reality instead of wishful thinking in the UK.
  • Multiple Pipelines: Separate processes for different products, regions, or sales motions when needed in the UK.

Fields & Data Model

  • Only What Matters: Custom fields that are actually used in routing, scoring, automation, or reporting in the UK.
  • Custom Objects & Relationships: Deals, contacts, companies, and any extra record types, linked correctly so your reports show what you need in the UK.
  • Validation & Hygiene: Required fields, picklists, and rules that keep data clean without frustrating users in the UK.

Our Custom Fields & Pipeline Setup Process

01

Sales Process Discovery

Map exactly how your team sells today - stages, qualification criteria, handoffs, and the data that actually influences decisions in the UK.

02

Data Model & Pipeline Design

Define the exact fields, objects, pipelines, and stages needed. Ruthlessly eliminate noise in the UK.

03

Configuration & Validation Rules

Build the structure with proper permissions, picklists, dependencies, and data hygiene rules in the UK.

04

Reporting & Automation Alignment

Make sure the new structure supports the dashboards and automations your team actually needs in the UK.

05

Migration or Cleanup

Migrate existing data cleanly or start fresh with a solid foundation in the UK.

06

Training & Documentation

Teach the team how to use the new structure and provide clear reference materials in the UK.

FAQ

Common questions

Answers for businesses in the UK.

How do you decide which custom fields we actually need? expand_more
We map your sales process first. We only create fields that are used for routing, scoring, automation, or reporting. Everything else is noise that hurts adoption and data quality in the UK.
Can you fix a pipeline that has too many or meaningless stages? expand_more
Yes. We redesign pipelines so every stage has clear entry/exit criteria and real meaning for forecasting and process. We often consolidate or replace generic stages with ones that reflect how your team actually moves deals forward in the UK.
What about multiple products or sales motions that need different processes? expand_more
We design multiple pipelines or use custom fields and record types so different teams or offers can have the right structure while still rolling up to leadership reporting in the UK.
How do you balance structure with flexibility for reps? expand_more
We make required fields and stages meaningful and minimal. We avoid forcing reps to fill out dozens of fields that don't help them sell. The structure should make their job easier, not harder in the UK.
Can you help migrate data into a new structure without losing history? expand_more
Yes. We plan careful field mapping, stage transitions, and data enrichment so historical context is preserved and the new structure starts with trustworthy information in the UK.
How important are picklists and validation rules? expand_more
Very. Free-text fields create messy, unreportable data. We use controlled picklists, dependencies, and validation where they improve data quality without creating painful friction for users in the UK.
What about custom objects beyond deals and contacts? expand_more
We add them when they add real value - for example, projects, assets, or partner records that are central to how you sell or deliver. We keep the model as simple as possible while supporting the insights you need in the UK.
How do you make sure the new structure supports good reporting? expand_more
We design fields and stages with reporting in mind from the beginning. Every important dimension for pipeline, attribution, and forecasting should be cleanly queryable in the UK.
Can you help us move from a flat list of leads to a proper opportunity-based process? expand_more
Yes. This is one of the highest-impact changes we make for many teams. We help you shift to a deal-centric model with proper stages, probabilities, and forecasting that actually reflects your sales reality in the UK.
How long does a pipeline and field redesign usually take? expand_more
Discovery and design often take 1-2 weeks. Configuration, testing, and training typically take another 2-4 weeks. More complex multi-pipeline or multi-team structures can take longer in the UK.
Do you also set up the automations that rely on the new fields and stages? expand_more
Yes. The structure work is usually done together with routing, scoring, and automation so everything works as a coherent system in the UK.
How do you handle change management so the team adopts the new structure? expand_more
We involve users early, keep the interface clean, explain the "why" behind every change, and provide excellent training and quick-reference materials. Adoption is much higher when the system clearly helps reps win in the UK.
What if leadership wants very different reporting than what the current structure allows? expand_more
We start with leadership's reporting needs and work backward. The data model should be designed to answer the questions that actually drive decisions, not just what was easy to set up initially in the UK.
Can you help us standardize fields across multiple teams or regions? expand_more
Yes. We often create a core set of required fields and stages with team-specific extensions where needed, so leadership gets consistent reporting while teams have the flexibility they need in the UK.
How do we get started with a better CRM structure? expand_more
Book a free audit. We'll review your current fields, pipelines, and reporting, then deliver a clear redesign plan built around how your team actually sells and what leadership needs to see in the UK.

Ready to stop working around a CRM that does not match reality in the UK?

Get a free CRM structure audit. We'll show you exactly how to design fields and pipelines that reflect how you actually sell 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.

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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