CRM implementation: Zoho, Salesforce, HubSpot, Pipedrive
We pick the CRM that fits your sales process and implement it end to end: customer and deal fields, auto-assignment, a quote module, dashboards and a user guide. The Starter plan for up to 5 users starts at £950, based on Zoho pricing.
Setup from £950 one-off
What changes after you implement a CRM
All customer data in one place
Customers from WhatsApp, email, phone and forms all land in one system, so lookups and handovers no longer mean digging through spreadsheets.
Salespeople leave, customers stay
Every contact, quote and deal stays in the company CRM, so whoever takes over can pick it up.
Owners see progress
Pipeline, forecast revenue and each salesperson's follow-up rate at a glance, with weekly automated sales audit reports.
Three plans by team size
Prices are based on Zoho; other platforms use a multiplier.
Starter
Up to 5 users, new to CRM
£950 setup
Support £110 / month
- Leads, accounts, deals, pipeline
- Basic reports
- Import of 1,000 records
- User guide
Standard
Sales teams up to 15
£2,550 setup
Support £270 / month
- Custom fields and layouts
- Lead auto-assignment
- 10 automation workflows
- Quote module and dashboards
- User guide
Advanced
Multiple departments, complex processes
£6,350 and up
Support £530 / month
- Approval flows and advanced automation
- Sales audit reports
- Integration with 1 ERP or accounting system
- Phased rollout
Platform multiplier: Zoho 1.0, Pipedrive 0.9, HubSpot 1.2, Salesforce 1.8. Salesforce projects need one user licence assigned to us. Software licences are paid by you directly to the vendor and are not included. Prices exclude local taxes.
Add-ons and extensions
| Item | What's included | Price | Monthly |
|---|---|---|---|
| Sales audit dashboard | Each salesperson's follow-up rate, response time, win rate and missed-lead alerts from your CRM, reported weekly or monthly | £950 | £160 |
| AI quoting system | Prices enquiries from your price list and MOQs, then generates and sends a formal PDF quote from your CRM | from £2,000 | £160 |
| Data migration | Per 5,000 records, including field mapping and de-duplication | £160 | |
| Automation workflow | Per workflow, e.g. lead auto-assignment or overdue reminders | £80 | |
| Custom report | Per report | £80 | |
| System integration | Per system, e.g. accounting, ERP, e-commerce or forms | from £800 | |
| Marketing automation module | Newsletters and customer segments | £640 | |
| Custom user guide | Illustrated guide written around your own process | £160 |
Choosing between the four CRMs
Licence prices follow each vendor's published rates, and we re-check them before quoting.
Zoho CRM
Full-featured and affordable, the top pick for small sales teams. Licences from about US$14 per user per month, billed annually.
Salesforce
The most customisable, ideal for multinational teams or complex processes. Licences from about US$25 per user per month; higher tiers are annual only.
HubSpot
Has a free tier and tight marketing-sales integration. The Professional plan carries a one-time onboarding fee from HubSpot.
Pipedrive
An intuitive visual pipeline, great for small B2B sales teams. Licences from about US$14 per user per month, billed annually.
How CRM implementation works
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1
Written brief
We learn your lead sources, sales process, team size and the reports you want.
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2
Fields and process design
We map deal stages, fields and automation rules, and only build once you approve.
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3
Configuration and data import
We configure the CRM account in your name, migrate old data and remove duplicates.
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4
Acceptance and launch
You get a user guide, and we only collect the final payment once you confirm every acceptance criterion is met.
FAQ
What is a CRM?
A CRM (customer relationship management system) keeps customer data, contact history, deals and quotes in one place. Salespeople see exactly where each customer stands, and owners see the revenue forecast and every salesperson's follow-up.
Zoho or Salesforce?
Teams of 5 to 15 on a budget usually choose Zoho; teams with complex processes, heavy customisation or multinational use suit Salesforce. Your free diagnosis will include a recommendation.
Can you import my old spreadsheet data?
Yes. Starter includes 1,000 records; beyond that it is £160 per 5,000 records, including field mapping and de-duplication.
Do I pay CRM licences separately?
Yes. The CRM account is in your company's name and you pay the vendor directly, so the system and data are yours.
What if my salespeople won't use it?
We trim fields and steps down to what salespeople need every day, and add a sales audit dashboard that reports follow-up rates and response times automatically each week.
See where you stand first, then decide what to do
Send us your website and get a free one-page diagnosis within 24 hours.
