CRM choice and setup
HubSpot, Pipedrive, Zoho or a lighter custom system, chosen around how your team actually works.
CRM & automation · Follow-up
No enquiry left to go cold.
CRM set up around how your office works, with enquiry routing, quote follow-ups and AI-drafted replies that a person approves before sending.
From £3,200 excluding VATSetup project · See what is included
The starting point
What is getting
in the way?
Start with the thing that costs you time, enquiries or confidence. We shape the work around it.
Enquiries live in inboxes and notebooks
Website forms go to one inbox, calls get written on a pad, and nobody can see what is outstanding.
Quotes go out and are never chased
A polite follow-up a few days later wins a surprising amount of work. When everyone is busy, it does not happen.
You have a CRM nobody uses
It was set up once, it does not fit how the office works, and the team went back to spreadsheets.
Past customers never hear from you
Your easiest new work is repeat work, but there is no simple way to stay in touch with past customers.
The work in context · Illustrative scenes
Never forget to follow up.
Every enquiry is logged and every quote gets a timely, personal follow-up that stops as soon as the customer replies.
Keep past customers coming back.
A service firm can remind customers about servicing and renewals automatically, turning one job into regular work.
What we do
Services & deliverables.
From a one-off project to ongoing support. We agree which services you need, what we will deliver and the cost before work starts.
Enquiry capture and routing
Website forms, calls and emails logged automatically and sent to the right person.
Quote follow-up sequences
Timed, personal follow-ups after a quote, stopped automatically when the customer replies.
AI-drafted replies
AI reads the enquiry and drafts a useful first reply; a person checks and sends it.
Email nurture and newsletters
Occasional useful emails to past enquiries and customers, with consent managed properly.
Sales pipeline and reporting
See every open enquiry and quote, its value and its stage, in one place.
Integrations
Connect the CRM to your website, accounts, calendar and job system.
Training and handover
Short training so the team uses it, plus written notes for new starters.
How it happens
From a conversation
to working properly.
- 01
Map
Follow an enquiry from first contact to invoice and see where it stalls.
- 02
Choose
Pick the CRM and automations that fit, with honest costs.
- 03
Set up
Build, connect and test with real examples from your business.
- 04
Train
Get the team using it, then tweak after the first month.
Cost and commitment
Invest in the work.
See what it delivers.
CRM and automation setups are fixed projects from £3,200 excluding VAT. CRM licence fees, if any, are paid directly to the provider. Ongoing improvements can be added through our support or development plans.
Your quote sets out the scope, timescale and support. We share progress early and check the work before launch.
All prices exclude VAT. Final scope and price agreed in writing.
Setup project
From £3,200excluding VAT
- CRM chosen and set up around your process
- Enquiry capture, routing and quote follow-ups
- Integrations with website and email
- Training and written handover
Ongoing support
From £350/monthexcluding VAT
- Changes and new automations as you grow
- Help on WhatsApp when something needs adjusting
- Larger work scoped separately
- Extra project work at £1,000 a day, agreed first
Quotes going out and nothing coming back?
Tell us how enquiries and quotes are handled today. We will show you where work is slipping away and what to automate first.
Before you decide
Good questions.
Straight answers.
Which CRM should a small B2B firm use?
It depends on the team and the process. HubSpot suits firms that want marketing and sales together; Pipedrive is simple for sales pipelines; some firms are better with a light custom system. We recommend after looking at how you work.
Will automated follow-ups feel robotic?
Not if they are written well. Follow-ups are short and personal, sent from the real person, and stop the moment the customer replies.
Can AI reply to enquiries for us?
AI can draft a useful first reply in seconds. We keep a person approving what goes out, especially prices and commitments.
We already have a CRM. Can you fix it?
Yes. Often the fix is simplifying it, cleaning the data and automating the steps people skip, rather than replacing it.
Keep exploring
Find the right fit.
Related services and real examples to help you choose the next step.
What could work
better for you?
A new website. More customers. Less admin.
Tell us where you want to get to. We will reply within one working day.