How We Build CRMs That Businesses Actually Use

The exact playbook we use for growing businesses across London, Essex and the UK. A system your team actually lives in from day one, built around how you already work.

Most CRM Projects Die After Month Two

Big agency sells the dream, takes the cheque, hands over a login. Six months later it is a £40k ghost town. We refuse to let that happen.

Our Rule: Nothing Goes Live Until Your Team Loves It

Three consultations. Full proposal. Setup fee paid. We build, test, train, and only switch on the monthly fee when everyone is confidently using it.

Step 1: We Map What You Already Do

No “rip and replace”. We take your current process (good or bad) and make it faster and cleaner.

Step 2: Pick the Right CRM (Not the Most Expensive One)

Some need HubSpot. Some need GoHighLevel. Some need Zoho. Some need custom. We choose the one that fits your budget and workflow, then make it do exactly what you need.

Step 3: Connect Everything That Matters

LinkedIn & Google Ads leads land instantly
Fireflies/Otter fills call notes and qualification
Stripe updates deal stages when money hits the account
n8n handles every weird workflow you thought couldn’t be automated
Audit trails and required fields built in from day one

Step 4: Train Until It Is Muscle Memory

Multiple live sessions. Recorded videos. Ongoing tweaks for the first 60 days. Your team never feels abandoned.

What Actually Happens

London-based business: outreach to payment to signed contract now happens with zero manual entry. Sales cycle down 41%. Essex firm: fully paperless, every client file ready in seconds. Admin team cut by one full-time headcount.

Want a CRM your team will actually use every day? Book a 15-minute call. If we are not the right fit, we will tell you straight away.