CRM implementation, whichever CRM is right for you
We start with your sales process, then pick the platform.
Zoho CRM, HubSpot and Salesforce can all run a sales team well, and all three can fail when they're set up without a plan. We help you choose the CRM that fits your process, team size, budget and other systems, then implement it with clean data, sensible automation and a real adoption plan. As an authorised Zoho partner we know Zoho deeply, but we'll recommend HubSpot or Salesforce when they suit you better.
How we help you choose
We score the shortlisted CRMs against what matters to you, not a generic feature list:
Process fit
- Questions we answer
- Can it model your stages, approvals and hand-offs without heavy custom code?
Total cost
- Questions we answer
- Licences for your expected number of users over three years, plus implementation and admin
Ecosystem
- Questions we answer
- Does it connect natively to your accounting, marketing, telephony and WhatsApp tools?
Ease of use
- Questions we answer
- Will your team adopt it, given their habits and devices?
Data and compliance
- Questions we answer
- Where is data stored, who can access it, and what audit trail does it keep?
Admin effort
- Questions we answer
- Can someone on your team run it day to day?
| Factor | Questions we answer |
|---|---|
| Process fit | Can it model your stages, approvals and hand-offs without heavy custom code? |
| Total cost | Licences for your expected number of users over three years, plus implementation and admin |
| Ecosystem | Does it connect natively to your accounting, marketing, telephony and WhatsApp tools? |
| Ease of use | Will your team adopt it, given their habits and devices? |
| Data and compliance | Where is data stored, who can access it, and what audit trail does it keep? |
| Admin effort | Can someone on your team run it day to day? |
You get a written recommendation with the reasoning, even if you implement it yourself.
What every implementation includes
- Process discovery: lead sources, qualification, stages, hand-offs and reports.
- Design: objects, fields, pipelines, roles and automation, signed off before build.
- Configuration: built in a test environment where the platform allows.
- Data migration: cleaned, de-duplicated and reconciled.
- Integrations: website, ads, email, telephony, WhatsApp and accounting.
- Training and adoption: role-based sessions, guides and a usage review after go-live.
Platforms we implement
- Zoho CRM: our deepest platform, as an authorised Zoho partner. It's often the best value when you also want accounting, support and other apps in one suite.
- HubSpot: strong for inbound marketing-led businesses that want marketing and sales in one tool.
- Salesforce: suited to complex, large or highly customised sales organisations.
Switching platforms? See CRM migration to Zoho.
Frequently asked questions
[1]Which CRM is cheapest?
Licence price is only part of the cost. Implementation, integrations and admin time often matter more over three years. We model the full cost for your user count. Read the cost guide.
[2]Can we start small and grow?
Yes, and we recommend it: one team and one pipeline first, then more teams and automation once the basics are adopted.
[3]What if we already have a CRM that nobody uses?
Then start with a health check before replacing anything. Read: 8 signs your CRM implementation is failing.
Let's build something that works.
Tell us what you're trying to fix. The first consultation is free.