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CRM setup for UK small businesses. Never lose a lead again.
We set up and fix CRMs like HubSpot so every enquiry gets the right response at the right time: a clear pipeline, automated follow-ups, and dashboards that show where every deal stands. Built around how your team actually works, so they use it.
onto one shared CRM
for AEGIS and DST
CMB Seating's CRM
You're losing leads you've already paid for.
Most small businesses spend on marketing to win enquiries, then lose some of them to slow replies, forgotten follow-ups and messy spreadsheets. A CRM set up properly wins more customers from the enquiries you already get.
Book a free 30-min callLeads slip through because there's no follow-up system
Someone enquires, you mean to reply, and it gets forgotten. Automated follow-ups make sure it never happens again.
Your pipeline lives in a spreadsheet, or your head
No shared view means double-calling, double-booking and deals going cold. We build one place where everyone can see every deal.
You have a CRM, but nobody uses it properly
Most CRM failures are adoption failures, not software failures. We keep it simple and build it around your team's real day.
You're paying for more CRM than you need
Wrong plan, unused seats and paid onboarding add up. We've saved clients thousands by restructuring and onboarding in-house.
5 automations every small business should have
The fortune is in the follow-up. You don't need a complicated system to win more from the enquiries you already get. These five automations do most of the work, and we can set up all of them in one sprint.
Instant enquiry reply
Every new enquiry gets an immediate, personal-sounding response, even at 10pm on a Sunday.
SpeedNo-reply nudge
If a lead hasn't been contacted within a set time, the right person gets a task and a reminder.
Follow-upQuote chaser
Quotes and proposals get a friendly follow-up sequence, so they don't quietly go cold.
CloseReview request
Happy customers get asked for a Google review at the right moment, automatically.
ProofWin-back
Customers who haven't bought in a while get a timely reason to come back.
RepeatWant the detail? Read building out sales automation in your CRM, or book a call and we'll show you which of the five you're missing.
Get your CRM plan →What's included in a CRM sprint
Every sprint has a defined scope agreed in writing before we start. Here's what a typical CRM sprint covers.
CRM Setup and Configuration
HubSpot, Pipedrive or your platform of choice, with pipeline stages, fields and views that match how you really sell.
Automation Build
Lead assignment, follow-up sequences, tasks and deal stage triggers, so no lead goes cold unnoticed.
Email Sequences
5 to 7 email sequences for each stage of your pipeline, from first enquiry to closed deal, written and switched on.
Pipeline and Dashboards
A live view of every deal, stage and follow-up due, so you always know what needs attention today.
Integration
Your CRM connected to your website forms, email marketing and other tools, so data flows in without retyping.
Training and Adoption
Hands-on training and simple habits, because the best CRM in the world does nothing if nobody uses it.
CRM results, start to finish
Real clients, real systems. Click through for the full story.
Onboarded all 90+ employees into HubSpot in-house, with the right permissions for each role.
Built bespoke dashboards and reports, replacing manual spreadsheet reporting entirely.
Centralised client data, ending the double-calling and double-booking that had been damaging relationships.
Data Science Talent
CRM restructured around the business, saving £4,000+ on HubSpot fees.
Read the case study →Obelisk Legal
A bespoke HubSpot build designed to work the same way for the whole team.
Read the case study →CMB Seating
A CRM set up with 6,000+ East Midlands businesses added.
Read the case study →How CRM connects to the rest of your marketing
Your CRM is where marketing turns into revenue. These pillars feed it and prove it. See all 12 pillars →
Ready to stop losing leads?
Book a free 30-minute call. We'll look at how enquiries are handled today, find where they leak, and tell you what to fix first, whether you work with us or not. CRM sprints start from £1,200.
CRM questions, answered
What is pipeline management?
Pipeline management is the process of tracking every deal or enquiry through defined stages, from first contact to closed, so you always know where each lead stands and what needs to happen next. Without it, deals get forgotten and follow-up depends on memory rather than a system.
How do I manage my sales pipeline so leads don't fall through the cracks?
Move every enquiry into a CRM the moment it arrives, define clear stages that match how you actually sell, set automatic follow-up tasks at each stage, and review the pipeline regularly rather than only when something is urgent. Read the full step-by-step guide →
I have a CRM but my team doesn't use it. What's wrong?
Most CRM failures are adoption failures, not technology failures. If the system is too complex, doesn't match your real sales process, or adds extra work instead of removing it, your team will quietly go back to spreadsheets and inboxes.
How do I know which marketing channels are actually generating revenue?
You need every lead's source tracked in your CRM from the moment it arrives, then tied through to closed deals. Without that link, you're guessing which channels work based on traffic or enquiries alone, not on what they actually turn into.
CRMs that people actually use
How the CRM pillar has worked for our clients.
AEGIS Engineering
HubSpot, LinkedIn and a rail website. 90+ staff on one CRM.
Read the case study →Data Science Talent
£4,000+ saved with a CRM built to fit.
Read the case study →Obelisk Legal
A CRM built to work the way the whole team does.
Read the case study →CMB Seating
A brand rebuilt on Wix, then a shop and a 6,000-contact CRM.
Read the case study →ActionCOACH Loughborough
A CRM built around the customer journey.
Read the case study →Burton Club
Keeping 160+ members informed and seats filled every month.
Read the case study →
Need help with implementing your CRM?
“I’m happy to answer any questions and help you make the right decisions for you business.” - Stuart
Based at Cromford Mills, Derby, serving businesses across Derbyshire, Nottingham, Manchester and the UK