CRM implementation
CRM implementation your team actually uses.
Get every lead, deal and follow-up in one place. CRM implementation built around how you sell, with an open source CRM (SuiteCRM) for full control and no per-user fees, or a commercial option like HubSpot for speed. I migrate your data and train your team.
The problem
Sound familiar?
Leads lost in inboxes
Enquiries sit in email and spreadsheets, and nobody follows up in time.
A CRM nobody updates
You bought a CRM, but it does not match how your team works, so nobody uses it.
Paying for empty seats
Per-user fees for features you never use.
What you get
What you get
One place for every lead and customer, set up the way your team sells.
Every lead captured
Website forms, emails and ads flow straight into the CRM, which assigns them automatically.
A pipeline you can trust
Clear stages and reports that show what is really in your pipeline.
The right platform for your budget
An honest recommendation between open-source and commercial options.
A team that uses it
Training, simple guides and support after go-live.
Included
What’s included
From choosing the platform to the day your team is using it confidently.
- Open-source vs commercial CRM recommendation
- Pipeline, fields and user setup
- Web form capture and lead routing
- Data migration and clean-up
- Email and calendar integration
- Training and handover guides
How it works
A simple, proven process
- AssessUnderstand how you sell today and what the CRM must do.
- DesignPlan the pipeline, fields, users and automations.
- Set up and migrateConfigure the CRM and move your existing data across.
- TrainHands-on sessions and short guides for your team.
- SupportFixes and improvements after go-live.
Results
Recent work
Case studies from projects like this one.
FAQ
Common questions
Open source CRM or HubSpot?
An open source CRM like SuiteCRM gives you full control of your data and no per-user fees, but needs hosting. HubSpot is quicker to start but costs more as you grow. You get a clear recommendation for your situation.
Can you move our data from spreadsheets or another CRM?
Yes. I can migrate your contacts, companies, deals and history, and clean them up on the way in.
How long does a CRM implementation take?
A focused setup usually takes a few weeks, depending on how much data and how many integrations you have.
Where is an open source CRM hosted?
On a secure server of your choice, or one set up and maintained for you.
Ready to get started?
Book a free 30-minute strategy call. You will leave with a clear view of what to fix first, whether or not we work together.