CRM implementation
HubSpot, Salesforce, Pipedrive or Zoho, configured around your real sales motion.
- Pipeline & stage design
- Custom objects & fields
- Permissions & teams
Labs / CRM
Practice 04 · CRM & AutomationA CRM your team actually uses.
We implement, migrate, customise and, when nothing off the shelf fits, build CRM systems from scratch. Then we layer on AI: automatic enrichment, lead scoring, call summaries and next-best-action, so the CRM works for your team instead of the other way round.
Services
Implementation to intelligence.
Migration & clean-up
Move from spreadsheets or a legacy CRM with deduplication and zero data loss.
- Data mapping
- Dedup & normalisation
- Parallel-run validation
Custom CRM builds
Bespoke CRMs for industries where generic tools don't fit. Owned by you, with no per-seat tax.
- Domain-specific objects
- Client portal included
- Mobile field app
Sales & marketing automation
Sequences, routing, lifecycle stages and handoffs that run themselves.
- Lead routing
- Nurture journeys
- SLA alerts
AI inside the CRM
Enrichment, scoring and summarisation that keep records complete without data entry.
- AI lead scoring
- Auto-logged calls & emails
- Deal-risk signals
RevOps dashboards
One source of truth for pipeline, forecast and attribution.
- Forecasting
- Attribution
- Board-ready reporting
The stack we integrate
Your CRM, connected to everything.
HubSpotSalesforcePipedriveZohoCloseAttioGmail & OutlookCalendlyStripeShopifySlackTwilioApolloClayn8nMakeZapierSegment
Questions
CRM, answered.
Off-the-shelf or custom?
Off-the-shelf in most cases. It's faster and cheaper. We recommend custom only when your workflow is genuinely unusual or per-seat licensing is crushing your margins.
Can you fix our existing CRM instead of replacing it?
Usually, yes. Many projects start with an audit and a 30-day clean-up before anything new is built.
Do you provide training?
Every rollout includes role-based training, written playbooks and an adoption dashboard so you can see who is (and isn't) using it.