Yes. Many of our clients choose to work with us on a retainer basis for ongoing CRM management, automation improvements, and sales support. This ensures consistent progress and proactive optimisation each month.

We typically work on a fixed hourly rate, but for larger or more complex CRM projects, we’ll scope the work in phases and provide a detailed proposal with estimated hours for each stage. This keeps costs transparent and predictable.

We work primarily with HubSpot, as we find it has more functionality and the ability for clients to scale the platform as they grow, but our team also has experience with platforms such as Salesforce, Pipedrive, and Zoho. If you’re unsure which is best for your business, we can advise during discovery.

Absolutely. We handle full data migrations, including cleaning, mapping, and importing contacts, deals, and custom properties, to ensure a smooth transition to your new system.

Yes. Every implementation includes tailored training sessions to make sure your sales and marketing teams know exactly how to use the CRM effectively day-to-day.

Most implementations take between 4–8 weeks, depending on the size of your database, the complexity of your workflows, and any custom integrations required.

Yes. We’ll help design and build custom pipelines, automated sequences, and deal stages that fit your specific sales process and reporting needs.

We’ll configure dashboards that track your key metrics – from lead sources and conversion rates to deal velocity and revenue forecasting – giving you a complete view of your sales performance.

In most cases, yes. We can integrate your CRM with tools such as email platforms, ad accounts, and website forms to ensure seamless data flow and consistent reporting.

After implementation, we offer flexible support options including monthly retainers, pay-as-you-go hours, or scheduled check-ins to help you optimise and evolve your CRM as your business grows.