CRM
CRM metrics that matter: how to measure whether your CRM is working
The handful of CRM metrics that tell a small team whether sales are healthy, how to calculate each one, and how to set up your CRM so the numbers are right.
CRM setup & management
A CRM your whole team
actually trusts.
We set up, clean up and run the CRM behind your sales team, so every lead has an owner, every deal has a next step and every report tells the truth.
- 25 CRMs supported
- New setups and migrations
- Live in 5–10 working days
Black Friday sale
Any CRM and dialer integration $500 $100
One-time setup, tested on real calls, no monthly fee from us. Book before the sale ends to lock in the price.
- 25
- CRMs we set up and manage
- 550
- Ways to connect a CRM and dialer
- 5–10
- Working days to go live
- 1
- Team from setup to support
What we do
Everything your CRM needs.
From a blank account to a system your team runs the day on.
New CRM setup
Pipelines, fields, users and permissions, built around how you actually sell.
Switching CRMs
Contacts, deals, notes and history moved across cleanly, with nothing lost on the way.
Clean-up
Duplicates merged, dead fields retired and records your team can finally rely on.
Automation
Lead routing, follow-up tasks and reminders that run without anyone chasing them.
Reporting
Dashboards built on numbers your managers and your team agree on.
Ongoing management
New users, changes and fixes handled for you, so the CRM keeps up with you.
Platforms
Your CRM is on the list.
We work with 25 CRMs and sales tools. Choose yours to see how we set it up and look after it.
All-in-one CRMs
Enterprise CRMs
Pipeline CRMs
Call recording & insight
Outreach & automation
Not on the list?
We work with more tools than we list here. Tell us what you use and we will check.
How we set it up
Built around how you sell.
No two sales teams work the same way, so no two CRMs should be set up the same way. We start with how leads really arrive and how deals really close, then shape the CRM to match.
- Stages with clear rules, so a deal means the same thing to everyone
- Every new lead routed to an owner in seconds
- Tasks and reminders when a deal goes quiet
- Only the fields people actually need
Sound familiar?
When a CRM stops working, it shows.
Leads arrive and nobody knows whose they are.
Routing rules give every new lead an owner in seconds.
The pipeline report changes depending on who you ask.
Clear stages with rules, so the numbers mean one thing.
Half the fields are empty and the other half are wrong.
We retire what nobody uses and require what matters.
Your team keeps a spreadsheet next to the CRM.
We fix whatever made them stop trusting it.
Deals go quiet without anyone noticing.
Automatic tasks and alerts the moment a deal stalls.
You pay for seats and features nobody uses.
We review usage and tidy up what you pay for.
How we work
Simple from day one.
- 1
Review
We look at how you sell today and what the CRM gets wrong.
- 2
Plan
A written plan and a fixed quote within 2 working days.
- 3
Build and move
We set up the CRM, bring your data across and test it with your team.
- 4
Launch and look after
Your team goes live. We stay on for changes.
From the blog
Further reading
CRM
monday CRM for sales teams: what it does well and where it needs help
Where monday CRM shines for sales teams, the gaps teams run into (calling, deduplication, reporting), and how to connect it to your phone system and website with its API.
CRM
HubSpot’s free CRM: what you get, and when you will need to pay
What HubSpot’s free CRM really includes, the limits small teams hit first, what Starter and Professional add, and how to connect the free CRM to your website and phones.
Questions, answered.
Which CRMs do you work with?
We work with 25 CRMs and sales tools, including HubSpot, Salesforce, GoHighLevel, Zoho, Pipedrive, Close, Microsoft Dynamics and monday.com. If yours is not listed, tell us and we will check.
Can you move us from one CRM to another?
Yes. We plan what moves and how it maps, bring contacts, deals, notes and history across, and check the results with your team before the old system is switched off.
We already have a CRM. Do we have to start again?
Rarely. Most CRMs can be cleaned up and reshaped. We will tell you honestly if a fresh start or a different CRM would serve you better.
How long does a CRM setup take?
Most setups go live in 5 to 10 working days. Larger migrations or CRMs shared by several teams take longer, and the written plan will say so up front.
Do you look after the CRM once it is set up?
Yes. Ongoing management covers new users, changes, fixes and reports. Additional support is available as needed, whenever you request it.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Got it, thank you.
Check your inbox for a confirmation. We will reply within 2 working days with what we would do and what it would cost.
- 1Review
- 2Plan
- 3Build and move
- 4Launch and look after