Sales & marketing alignment
For teams where sales and marketing disagree on leads.
- Joint stakeholder workshop
- Lead definitions and pipeline stages
- Agreed SLAs and reporting
Duration1-2 weeks
FormatWorkshop, framework
Price from
£1,680
CRM Systems
Custom CRM systems built for your sales process
Purpose-built CRM systems that align with your specific sales workflow. We create intuitive customer relationship platforms that improve pipeline visibility and team productivity.
What we do
CRM systems that fit how your team actually sells
Contact Management
Capture and track every customer interaction.
Automated Workflows
Automated reminders and follow-up scheduling.
Pipeline Visibility
Detailed sales pipeline and activity tracking.
Sales Analytics
Real-time sales performance reporting.
School CRMs
CRM systems purpose-built for schools, colleges and educational institutions. Manage student relationships, communications, and admissions workflows.
- Student information management
- Admissions process automation
- Parent and guardian communications
- Attendance and performance tracking
B2B CRM
Enterprise CRM systems for B2B sales teams. Multi-stakeholder deals, account-based selling, and complex sales cycles.
- Multi-contact account management
- Deal tracking and forecasting
- Activity and engagement history
- Custom sales process workflows
CRM automations
Automated workflows that keep your team focused on relationships. Email notifications, reminders, task creation and lead routing all happen automatically.
- Automated email notifications and follow-ups
- Task and activity reminders
- Lead scoring and automatic routing
- Workflow automation and triggers
AI & integrations
Smarter CRM with AI capabilities. Lead categorisation, AI-assisted replies, intent detection and system integrations.
- AI-powered lead categorisation
- AI-assisted email and message replies
- Customer intent and sentiment detection
- CRM integrations with email, calendar and tools
Ways of working
How would you like to work with us?
Every team works differently, so we do too. Choose a fixed-scope project, an ongoing retainer, or start with one and move to the other as your needs change.
Fixed-scope CRM projects built around how your team actually sells.
Custom CRM build
For teams who need a CRM that fits their process.
- Pipeline, contacts and tasks
- Custom dashboards and reports
- Integrated with your website
Duration12-20 weeks
FormatFixed project
Price from
£15,120
CRM automations
For teams losing time to manual admin.
- Lead routing and follow-ups
- On-brand email sequences and alerts
- Built and tested by our team
Duration3-5 weeks
FormatFixed project
Price from
£3,570
AI & integrations
For teams wanting AI inside their CRM.
- AI lead scoring and summaries
- Email, forms and accounting connected
- Governance and controls
Duration3-6 weeks
FormatFixed project
Price from
£3,990
CRM & sales process audit
For teams who need to know where leads and data are lost.
- Sales process and data review
- System and integration mapping
- Prioritised CRM roadmap
Duration2-3 weeks
FormatReport, workshop
Price from
£1,890
Sales team CRM training
For teams adopting a new CRM.
- Day-to-day CRM use
- Reporting for managers
- Recorded guides
Duration1-3 sessions
FormatOn-site or remote
Price from
£840
Beyond the packages
We have a talented team with a broad and diverse skill set. The packages are a starting point. We can take on all kinds of projects, and the same is true of retainers.
Retainers are shaped around capacity, resource and scope. A higher package covers a more comprehensive range of services each month. Enquire if you want a custom project or a custom retainer.
Technology
Technology we support
Can access levels be customised by team role?+×
Yes. We build role-based permissions and visibility rules so each team sees only the data and actions relevant to them.
Can you migrate data from our current CRM?+×
Yes. We handle data mapping, cleansing, staged migration, and validation to ensure records, relationships, and reporting integrity are preserved.
Why build a custom CRM instead of using off-the-shelf software?+×
A custom CRM lets you mirror your actual process instead of adapting to platform constraints. It can reduce licensing overhead, improve workflow fit, and integrate deeply with your existing stack.
Will our CRM integrate with marketing and finance tools?+×
Yes. We can connect CRM workflows to marketing automation, email, reporting, invoicing, and other operational systems through API integrations.