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One place for every customer, lead and conversation, set up around how you sell.
What it is
A CRM (customer relationship management system) keeps every customer, lead, deal and conversation in one place. Your team can see who’s who, what’s been said and what happens next.
We set up HubSpot around how you sell, and Klaviyo for ecommerce brands that want customer data and marketing in one place. We move your data across, connect your other systems and train your team.
Want to know which customers matter most? See Customer and sales analysis.
Who it’s for
Businesses tracking customers in spreadsheets or inboxes, teams whose CRM is set up but barely used, and shops that want to know their customers better.
What’s included
- Discovery: how you find, win and keep customers, and what your team needs to see.
- Set-up: pipelines, fields, properties and permissions that match how you work.
- Data clean-up and import: contacts and history moved across, with duplicates removed.
- Connections: your website forms, email, shop and accounting linked up. See Integrations.
- Reports: pipeline and customer views your team will actually use. See Dashboards.
- Training: sessions for your team and a short how-to guide.
What you get
- A CRM set up for how you sell
- Your contacts and history, cleaned and imported
- Connections to your website and other systems
- Pipeline and customer reports
- Training and a how-to guide
What we measure
- Team members using the CRM each week
- Leads followed up on time
- Time from enquiry to first reply
- Duplicate and incomplete records
- Pipeline value and win rate
Done properly
Your CRM holds personal data, so UK GDPR applies. We set it up with clear reasons for holding each type of data, sensible access permissions and a plan for deleting records you no longer need. Marketing consent is recorded properly. See Email and SMS.
Questions
Which CRM should we use?
It depends on how you sell. HubSpot suits most service and B2B businesses. Klaviyo suits ecommerce brands focused on email and SMS. We recommend one in the audit, and explain why.
Can you move our data from our current CRM or spreadsheets?
Yes. We clean it, remove duplicates and import it. We confirm what can move during discovery.
Can it connect to our accounting software?
Usually, yes. See Accounting and finance systems and Automation.
Who owns the CRM account and data?
You do. The CRM account is set up in your name and paid by you, and you own the data and everything we build in it. We work as a user you can remove at any time. Ownership of anything we build passes to you when the final invoice is paid.
Pricing: bigger projects start with a fixed-price discovery from £1,500 + VAT. Projects from £2,500 + VAT, with the scope and price agreed upfront. Support from £250 + VAT a month. Every project starts with a free audit.
Delivered by: in-house by Studios 6.
Related services
Accounting and finance systems
Cloud accounting that’s ready for Making Tax Digital and e-invoicing, and connected to the rest of your business.
AI adoption
Practical AI your team will use safely, with Microsoft Copilot, ChatGPT and Claude.
Training and change
Help your team adopt new systems with confidence, so the change sticks.
Talk to us about CRM systems
Customers scattered across spreadsheets and inboxes? Book a free audit and we’ll show you what a CRM would change.