Requirements and process design
We map your sales, service and account management processes, then design the pipelines, stages, fields and permissions to match.
Data, CRM & Reporting · CRM Systems
Custom CRM systems and CRM implementation built around how you sell
A CRM system is the central record of every lead, customer and deal your business handles. We build custom CRMs where off-the-shelf software does not fit, and implement or migrate platforms such as HubSpot and Salesforce where it does. Either way, you get clean data, clear pipelines and a system your team will actually use.
What's included
CRM Systems
Custom CRM development
Bespoke CRM applications for businesses with specialised workflows. Built on modern frameworks and owned entirely by you.
HubSpot and Salesforce setup
Configuration of objects, pipelines, properties, workflows and reporting in leading CRM platforms, following each platform's best practice.
Data migration and cleansing
Deduplication, normalisation and field mapping before migration. Your new CRM starts with data your team can trust.
Website and tool integrations
Connections to your website forms, email, calendar, telephony, accounting, e-commerce and marketing platforms, so every interaction is captured automatically.
Training and adoption
Role-specific training, documentation and dashboards. The CRM becomes part of daily work rather than an admin task.
What you can expect.
- A single, reliable record of every customer and opportunity
- Pipelines and stages that match your real sales process
- Clean data migrated without losing history
- A CRM your team uses because it fits how they work
How we run it
- Step 01
Discover
We interview sales, marketing and service teams to understand how leads, deals and customers move through the business today.
- Step 02
Design
Data model, pipelines, automations and integrations are specified and agreed before anything is built or configured.
- Step 03
Build or configure
The CRM is developed or configured, integrations are connected and everything is tested with real scenarios.
- Step 04
Migrate and train
Cleaned data is migrated and verified, each team is trained on its workflows, and adoption is monitored after go-live.
CRM Systems FAQs
Most businesses are best served by HubSpot or Salesforce, because both are mature, well supported and integrate with most tools. A custom build makes sense when your processes are highly specialised, per-user licences become inefficient as you grow, or you need full control over data and features. We recommend an option after mapping your requirements, not before.
Running costs depend on hosting, user numbers, data volume and how much ongoing development you want, rather than per-seat licences. Other factors include paid third-party services such as telephony or email sending, backups, security monitoring and support hours. We set these out before the build starts, so you can compare them fairly with the licence fees of an off-the-shelf platform.
A HubSpot or Salesforce rollout for a small or mid-sized team typically takes 4 to 10 weeks, including data migration and training. Custom builds usually take three to six months. Timelines grow with the number of integrations, the volume and condition of legacy data, and how many teams and processes need configuring.
We export, clean and map your existing data before importing it into the new system. That includes contacts, companies, deals, activities and notes, with duplicates merged and fields standardised. A test migration is checked with your team first, so the history you rely on arrives intact and nothing goes live until it has been verified.
Most fail because people stop using the system, not because of the technology. Common causes are setups designed without input from the people who use them, too many required fields and messy migrated data. We design around real workflows, keep data entry light and train each role on the tasks they do every day, which gives the system a far better chance of sticking.
Related services
Ready when you are
Let's start from zero.
Tell us where you are and where you want to be. We will come back within one working day with next steps.