Operations
CRM Management
A CRM that earns its license fee, every month.
Most companies pay tens of thousands a year for a CRM that nobody trusts. Reps update fields when nagged. Forecasts are vibes. Marketing and sales argue about lead quality. Our CRM management practice fixes this from the ground up — clean data, sane pipelines, useful automation, and dashboards that drive Monday's decisions instead of Friday's apology.
The patterns we see repeatedly.
- 01
Pipeline data is unreliable; forecasts are routinely 30% off.
- 02
Reps spend more time fighting the CRM than selling through it.
- 03
Marketing-to-sales handoff is leaky; quality leads disappear into the void.
- 04
Reporting requires an analyst because nothing standard works the way the team needs.
Tangible deliverables, defensible work.
We document, we hand over, and we make sure the outputs live inside your business — not on a shelf.
CRM audit & redesign
Current-state assessment of objects, fields, pipelines, and automation — followed by a redesign that matches how your team actually sells.
Implementation or migration
Fresh setup or migration between CRMs (Salesforce ↔ HubSpot ↔ Zoho ↔ Pipedrive) with data deduplication and validation built in.
Workflow automation
Lead routing, task assignment, sequencing, deal-stage automation — designed so reps trust it and marketing leadership can audit it.
Data hygiene & enrichment
Deduplication, ZoomInfo/Apollo/Clearbit enrichment, validation rules, and a sustainable hygiene cadence.
Reporting & forecasting
Dashboards, sales-velocity metrics, and forecasting models — accurate enough to take to a board.
What good looks like.
Engagements are measured by outcomes, not output. These are the kinds of results clients tell us about, often.
Forecasts within ±10% of actuals quarter over quarter.
Sales reps spending less time on data entry and more on calls.
Marketing-attributed pipeline that holds up under scrutiny.
A CRM admin discipline that scales as the team grows.
CRM management pricing
Audit-first, then implement, then operate. Three tiers covering the full lifecycle from broken to running.
2–3 week audit of your current CRM with a written redesign recommendation.
- Current-state audit + user interviews
- Pipeline + automation review
- Data-quality assessment
- Written redesign proposal
- Implementation cost estimate
4–8 week rebuild — pipelines, automation, data hygiene, dashboards, training.
- Everything in Audit + Setup
- Full pipeline + stage rebuild
- Lead routing + sequencing automation
- Deduplication + enrichment (Apollo / ZoomInfo)
- Reporting + forecasting dashboards
- Team training + handover docs
Outsourced CRM administrator — ticket-based requests, hygiene, training.
- Up to 30 admin tickets / month
- Monthly hygiene cycle (dedupe, enrichment)
- Quarterly automation review
- New-rep onboarding support
- Min. 3-month commitment
Audit + Implementation billed 50% upfront, 50% on go-live. Managed Admin billed monthly. Migration between CRMs (HubSpot ↔ Salesforce ↔ Zoho) priced separately.
A staged, transparent engagement.
Implementations run 4–12 weeks; ongoing CRM administration is a monthly retainer.
- 01
Audit
Two to three weeks reviewing current setup, interviewing users, and benchmarking against best practice for your stack.
- 02
Redesign & rebuild
Four to eight weeks rebuilding pipelines, automation, and reporting — with parallel-running and rollback plans.
- 03
Run
Optional monthly retainer covering admin, new requests, hygiene cycles, and training as the team evolves.
Which CRM platforms do you specialise in?
HubSpot, Salesforce, Zoho, Pipedrive, and GoHighLevel are our day-to-day. We've also worked in Microsoft Dynamics and Close.
Can you replace our in-house admin?
Often. For mid-market companies, an outsourced CRM admin team is more cost-effective and broader-skilled than a single hire.
How do you charge — project or retainer?
Implementations are project-based. Ongoing administration is a flexible monthly retainer scaled to ticket volume.
Ready when you are
Take the next step on crm management.
Tell us where you are. We'll come prepared.