Systems & CRM Consulting
CRM and systems consulting: audit, integrate, train — the groundwork for automation. For teams whose tools don't talk to each other and whose data lives in too many tabs. We assess what you run, connect it cleanly, and train your team, so agents have solid ground to stand on.
- ORGANISATIONS SERVED SINCE 2014
- 100+
- COUNTRIES ACROSS OUR PLATFORMS
- 41
- MEMBERS ON A CONNECTED CRM
- 1,800+
- CONNECTING BUSINESS SYSTEMS
- 12 yrs
Audit, CRM setup, integrations and team training
We assess the tools you run, connect them cleanly and train your team — so data lives in one place and agents have solid ground to stand on.
Your tools, talking to each other.
CRM, Workspace, messaging and ops platforms wired through one layer — duplicate data reconciled, permissions intact, one source of truth for your team.
What we build
- E·01
Systems audit
We assess the tools you run — where they overlap, where they leak, where they don't connect.
- E·02
CRM setup & cleanup
HubSpot, Salesforce and Google Workspace configured, cleaned and made a single source of truth.
- E·03
Integrations
Connecting the tools that should talk — CRM, docs, messaging — through one clean layer.
- E·04
Team training
Your people trained on the connected system, so adoption sticks after we leave.
- E·05
Automation readiness
The groundwork agents need — clean data, connected tools, clear process.
Agents need solid ground
Automation on top of disconnected tools just automates the mess. Across 100+ organisations we've learned to audit and connect first — CRM, Workspace and data reconciled into one source of truth — so when agents arrive, they act on ground that holds.
- 100+ORGANISATIONS SERVED SINCE 2014
- 41COUNTRIES ACROSS OUR PLATFORMS
- 1,800+MEMBERS ON A CONNECTED CRM
- 12 yrsCONNECTING BUSINESS SYSTEMS
Clean data and connected tools first.
Automation on top of disconnected systems just automates the mess. We audit and connect first — HubSpot, Salesforce or Workspace configured as a single source of truth.
Your stack, connected
HubSpot, Salesforce, Google Workspace and the tools around them — configured, cleaned and wired so your team adopts one system, not ten tabs.
Smart meetings & holistic approach
We prioritise client connection while respecting time — async video updates over standing meetings. Every build starts from the whole system, not a single feature.
Flexible, lean management
We adapt as requirements evolve — overcoming obstacles with streamlined solutions instead of process theatre.
Subject-matter expert board
When a domain exceeds our bench, we bring in industry experts so the software stays relevant and pragmatically effective.
Specialised in complex subjects
Regulated industries, certification criteria, legal compliance — we have shipped in life sciences, mobility, healthcare and public sector.
Fast delivery
Engineers trained to deliver the maximum in the shortest time — always looking for alternative solutions or technologies to hit the target.
Adaptive billing schemes
After discovery we tailor the model — FTE, retainer, time-and-materials or subscription — to match your budget and risk profile.
How we deliver
STEP 1 Map & scope
We audit the tools you run and the data between them, and scope what needs to connect.
STEP 2 Build & connect
We configure and integrate your CRM and systems into one clean, connected source of truth.
STEP 3 Run & measure
We train your team and measure adoption — leaving ground that's ready for automation.
01Which CRMs do you work with?
HubSpot, Salesforce and Google Workspace mainly, plus the tools that sit around them. We configure, clean and connect them into one source of truth — and train your team to keep it that way.
02Why is consulting the groundwork for automation?
Agents act on your systems and data. If those tools are disconnected and the data is duplicated, automation just speeds up the mess. We audit and connect first, so agents have clean, reliable ground to stand on.
03Do you train our team, or just set things up?
Both. Setup without adoption doesn't last. We train your people on the connected system so the source of truth stays true after we leave — that's what makes the investment hold over time.
04Do we have to commit to agents to work with you?
No. Auditing, integrating and training your systems is valuable on its own. It also happens to be the groundwork automation needs later — but you decide when, or whether, to take that next step.
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Ready to put this to work?
It starts with a 30-minute scoping call: one workflow, the modules it needs, a scoped proposal.