CRM health check and scoping
A structured look at how your firm actually manages clients, deals and cases today — what the CRM must do, who will use it, and what a realistic rollout looks like. Fixed scope agreed before any build starts.
CRM professional services
A CRM your team actually uses — set up around how your firm works.
Implementation, configuration, customisation and ongoing support for Salesforce and other CRM platforms — with the permissions, audit trails and data care that regulated, client-confidential firms are judged on.
Fixed-price engagements · No long tie-in contracts · An honest recommendation, even if it's a simpler tool than you expected.
Salesforce & beyondCore platform plus other major CRMs
21 yearsInside regulated financial services
End to endScope, build, migrate, train, support
Fixed priceQuoted after scoping, no tie-ins
Why this matters
Most CRM projects fail at configuration, not selection
An unconfigured CRM is an expensive address book. When the pipelines, fields and screens don't match how the firm actually sells and serves, people stop updating it, the data rots, and within a year nobody trusts a number in it.
The fix is rarely a different platform. It is taking the time to map how your firm really works — then shaping the CRM to that, migrating clean data into it, and giving the team a reason to live in it. That is the work we do.
Still running the firm on spreadsheets? Read our free guide: The Hidden Cost of Spreadsheet-Driven Firms.
What's included
The full CRM service, not just the install
Every engagement is scoped from these building blocks — take the parts your firm needs, skip the ones it doesn't.
Setup and implementation
A new CRM stood up properly: environment, data model, pipelines and user accounts configured around your workflow from day one — Salesforce or another platform if it fits your firm better.
Configuration that matches your firm
Objects, fields, stages, dashboards and reports shaped to how you sell and serve — plus the permissions, roles and audit trails that regulated, client-confidential firms are judged on.
Customisation and integrations
Automations, custom objects and integrations with the tools you already run — email and Microsoft 365, accounting, case management, calendars — and bespoke extensions when off-the-shelf won't do.
Data migration and cleanup
Client records moved in from spreadsheets, inboxes or a legacy CRM — deduplicated, cleaned and mapped to the new structure, so the system starts trustworthy instead of inheriting the mess.
Training, adoption and ongoing admin
Your team shown how to work in the CRM, not just logged into it. Admin handover if you want to run it yourselves — or ongoing managed administration if you would rather we did.
How firms engage us
Three ways in, depending on where you're starting
All fixed-price, quoted after a scoping call shows what your firm actually needs. Platform licence costs are separate.
New CRM implementation
For firms running on spreadsheets, inboxes or memory — a CRM chosen, configured and rolled out around your workflow.
- Platform recommendation and scoping
- Data model, pipelines and dashboards built for your firm
- Permissions and audit trails set up from day one
- Data migrated and cleaned
- Team training at go-live
Rescue and optimise
For firms with a CRM nobody quite trusts — bought with good intentions, configured in a hurry, quietly abandoned.
- Honest review of your current setup and usage
- Reconfiguration around how the firm actually works
- Duplicate and dead data cleaned up
- Automations and reporting that give value back
- Relaunch with the team, not just an email announcement
Managed CRM admin
Ongoing administration, changes and user support — a senior pair of hands on your CRM without hiring for it.
- User and permission management
- Changes, new fields and reports as the firm evolves
- Data quality monitoring
- Release and feature review for your platform
- Support for your team as questions come up
How it works
Design before build, always
01
Discover
A scoping call and workflow review: what the CRM must do, who uses it, what data exists and where it lives today.
02
Design
The data model, pipelines, permissions and integrations agreed on paper before anything is built — so scope and cost are fixed.
03
Build
Configure, customise, integrate and migrate — with checkpoints along the way so nothing lands as a surprise.
04
Embed
Training, go-live support and a tidy handover — or ongoing managed admin if you want the system looked after long term.
Honest answers
CRM services — common questions
Which CRM platforms do you work with?
Salesforce is our core platform, and we work with other major CRMs where they fit a firm better. If you have not chosen a platform yet, the scoping stage includes an honest recommendation based on your workflow, team size and budget — including telling you if a simpler tool would serve you better than the one you were about to buy.
Our CRM was set up years ago and nobody really uses it. Can you fix it rather than replace it?
Usually, yes — and it is often the better answer. Most abandoned CRMs failed because the configuration never matched how the firm works, not because the platform was wrong. The rescue engagement starts with an honest review; if the setup can be saved we reconfigure and relaunch it, and if it genuinely cannot, we will say so before you spend more on it.
How do you handle client confidentiality and data protection?
It is built into the design stage, not bolted on afterwards. That means role-based permissions so people see only what they should, audit trails on sensitive records, data kept in the right regions, and a clear view of what personal data lives in the CRM to support your UK GDPR obligations. Our background is 21 years inside regulated financial services, so this is the part we refuse to rush.
Can the CRM connect to the other systems we use?
That is usually where the real value is. Common integrations include email and Microsoft 365 calendars, accounting platforms, case or practice management systems and marketing tools — so the CRM reflects reality without double keying. Where no off-the-shelf connector exists, we can build bespoke integrations as part of our custom software work.
What does it cost?
Engagements are fixed-price, quoted after the scoping stage shows what your firm actually needs — there is no meter running and no long tie-in contracts. Platform licence costs are separate and payable to the vendor; part of scoping is making sure you only buy the licences you will actually use.
Scoping call
Tell us how your firm works. We'll tell you what the CRM should do.
A no-obligation call to map your workflow, your data and your options — and an honest view on whether the answer is configuration, customisation or something simpler.
Book a scoping call
Prefer to talk? Call 0330 223 7404