Services / CRM Integration
Your CRM should work for you. Not the other way around
We clean up, optimise, and integrate your CRM so your team actually uses it, your data is easier to trust, and handoffs are clearer. We review connection feasibility before implementation. We specialise in GoHighLevel and Clio, and we also work with Salesforce, HubSpot, ClickUp, Trello, Notion, Monday.com, and Airtable.
The problem
A broken CRM costs more than no CRM.
Your CRM is a mess - duplicates, stale data, no one trusts it
Tools don't talk to each other. You're copying data by hand
Your team spends more time admin-ing than selling or serving
Leads and client data fall through the cracks
What we do
Your CRM, connected to how the business runs.
Clean up & optimise your CRM
Audit, deduplicate, and restructure so your data actually makes sense and your team will use it.
Connect your tools end-to-end
Assess and implement agreed connections between your CRM and existing tools, where supported by their interfaces and your permissions.
Build automations that work
Follow-ups, reminders, status updates, and handoffs that happen without someone pressing a button.
Train your team to use it
No more shelfware. We show your people how the system works and why it makes their job easier.
Set up reporting you can trust
Dashboards and reports that show real pipeline, real conversion, and real revenue - not guesswork.
Still running on spreadsheets?
You probably need a CRM but don't know where to start.
Most businesses start with spreadsheets because they're simple. Then the client list grows, the team expands, and suddenly you're managing ten different files that never stay in sync.
We pick the right CRM for you
Not every platform fits every business. We help you choose one that matches your size, industry, and budget - no overselling, no shelfware.
We migrate your data cleanly
Spreadsheets, emails, old databases - we bring it all across, deduplicated and organised, so nothing gets lost in the move.
We set it up so the team actually uses it
The right fields, the right automations, and training that makes sense. No more abandoned tools or people working around the system.
Platforms we specialise in
Deep expertise where it matters.
GoHighLevel
All-in-one sales & marketing platform
- Pipeline & opportunity management
- Automated follow-up sequences
- Appointment booking & calendar sync
- SMS & email campaign automation
- Reputation management & reviews
- Custom workflows & triggers
Clio
Practice management for legal professionals
- Matter & case lifecycle tracking
- Client intake & onboarding automation
- Document & deadline management
- Time tracking & billing integration
- Calendar & task synchronisation
- Compliance & reporting dashboards
Other platforms we work with
Salesforce, HubSpot, ClickUp, Trello, Notion, Monday.com, Airtable
- Salesforce & HubSpot CRM setup
- ClickUp, Monday.com, Trello workflows
- Notion workspaces & knowledge bases
- Airtable databases & reporting
What good looks like
A CRM your team trusts and uses.
Illustrative sample figures, not customer results.
Active contacts
2847
Open deals
134
Tasks automated
892
Data completeness
97%
The outcome
Less chasing. Clearer ownership. Better follow-through.
One source of truth
Everyone works from the same clean, current data. No more 'I updated the spreadsheet, not the CRM'.
Less admin, more selling
Automation handles the repetitive work so your team can focus on clients and closing deals.
Nothing slips through
Make follow-up, client milestones and ownership visible, with reminders and exception checks built into the agreed workflow.
Decisions from data, not gut
You finally know what's working, what's stuck, and where to focus - because the numbers are real.
How we work
We don't just configure. We make it stick.
Most CRM projects fail because nobody trains the team. We build the system, integrate the agreed tools, and include training and adoption support in the scope. Ongoing improvement can sit within a fractional operating partnership.
We audit before we build
We understand your current setup, what's broken, and what your team actually needs - not what the vendor says you need.
We integrate and automate
Your CRM talks to your other tools. Data flows in automatically. Follow-ups happen without manual work.
We train and support
Your team knows how to use it and why it matters. We don't leave until adoption is real, not theoretical.
Ways to work together
The right support for your CRM and workflows
These are capabilities within our hands-on operating-partner approach. You can get advice, agree a defined implementation project, or include the work in an ongoing fractional partnership. We scope what is practical around your business, systems and team.
An experienced sounding board when you need clarity, direction or help working through an operational problem.
Hands-on support to deliver a defined improvement, from CRM setup to reporting, workflows and team processes.
Ongoing fractional COO support: operational leadership, hands-on systems implementation and a team that can carry the changes forward.