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CRM Consultancy

Every modern business needs a Customer relationship management system (CRM). A system that, when running correctly, should be the heartbeat of your organisation. An effective CRM gives you the data management, automation, and reporting clarity you need to build a customer-centric business. However, if a CRM isn't optimised correctly then instead of being the driving force behind your company it can be an expensive and frustrating excel sheet.

We work with you to optimise your CRM through guided workshops and consultancy sessions designed to help you get the most from CRM. We are unashamedly a HubSpot house but regardless of the CRM, you choose, we can help. Whether you are preparing for a CRM implementation, streamlining your existing CRM or considering a full-scale change, we will make the process easier for you. We work alongside your team to understand and translate your current CRM frustrations, working with you towards a streamlined, unified, and powerful platform.

Read the CRM Integration Case Study

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CRM Integrations 2 | Six & Flow
CRM Integrations 1 | Six & Flow
CRM Integrations 3 | Six & Flow
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HubSpot Video
Flywheel | Six & Flow

Our service offerings

  • Lead management and scoring practices
  • Marketing and sales alignment
  • Scoping of current CRM practices
  • Tech stack mapping
  • CRM Rebuilds
  • CRM Optimisation
  • CRM Performance reviews

 

What people are saying about us

Who we’ve worked with

  • capita
  • Janes logo-1
  • DT
  • rentokil
  • UK Mail logo
  • airswift-1

Who we partner with

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