The boring stuff that compounds.
CRM setup or migration, business process automation, and dashboards that get opened. HubSpot, Pipedrive, Salesforce, or whichever tool fits your sales process. Built so your team can run it, documented so you are never stuck, trained so the knowledge does not live in one person's head.
Businesses that have outgrown the spreadsheet.
Businesses that have outgrown spreadsheets and need a proper CRM, or ones stuck on the wrong one. If the words deal pipeline make you wince, this is for you.
- You are tracking sales in a spreadsheet and it is fraying
- You have a CRM but nobody on the team actually uses it
- You are spending too much on tools and cannot tell what for
- Leads are falling through the cracks between systems
- You want proper reporting but do not want to pay for a BI tool
- You need to migrate CRM without losing deal history
Four things, designed to work as one system.
CRM setup and integration
HubSpot, Pipedrive, Salesforce, or Folk, configured for your pipeline and connected to your website forms, email platform, and calendar so nothing lands in a spreadsheet again.
CRM migration
Moving from one CRM to another without losing deal history, contact notes, or pipeline stages. Field mapping, data cleaning, and a careful cutover with your team in the loop.
Business process automation
Removing the thirty clicks per week nobody should have to do. Lead routing, invoice reminders, onboarding checklists, document generation, and anything else that fits a rules-based flow.
Analytics and dashboards
Reporting that gets opened because it answers the questions you actually ask. Sales, marketing, and operations metrics in one place, refreshed automatically, readable on a phone.
Six steps from messy tools to a system your team actually uses.
Current systems audit
A look at every tool you currently pay for, what lives where, what overlaps, and where data falls between the cracks. Often the first outcome is fewer tools, not more.
Recommendation
Which CRM, which integrations, which automations to build first. Written up so you can share it with a partner or a co-founder and get a clean decision.
Migration plan (if switching)
A phased cutover that preserves pipeline data, contact history, and existing email sequences. Nothing goes live until the rollback path is tested.
Setup and configuration
CRM configured for your sales process, automations built, dashboards wired. Each piece gets tested with real team members before we call it done.
Staff training
A short working session with your team so they learn the tools by using them, not by reading a PDF. Screen recording of the session is saved for anyone who joins later.
Documentation
A plain English written handover covering what each system does, who owns it, and how to change the most common things without needing to call me.
CRM setup from £1,500. Migration from £2,500.
A clean new CRM setup for a small team starts at £1,500 one-off. Migrations start at £2,500 depending on how much data and how many pipelines need moving. Systems work is included in the Scale monthly plan from £1,997 per month if you want ongoing optimisation and team support rather than a one-off project.
The questions owners ask before rebuilding their stack.
Ready to stop fighting your tools?
Fifteen minutes is enough to map out what you are paying for today and whether a setup, a migration, or just a cleanup is the right move.