SPECIALTIES

Part of a sprint

CRM Setup

Your customer data is only useful if it’s organised, accessible, and actionable. We implement and configure a CRM tailored to how your business actually operates — so your team always knows where every relationship stands.
See System sprint →

What's included

A CRM is the backbone of any marketing and sales system. Without one, relationships live in inboxes, data lives in spreadsheets, and growth depends on memory.

Pipeline management

A clear view of every deal and contact at every stage — nothing falls through the cracks.

Workflow automation

Repetitive tasks automated — from follow-ups to lead assignments — so your team focuses on selling.

Contact & data organisation

All your customer data in one place, clean, consistent, and easy to act on.

Integrations & connectivity

Your CRM connected to the tools you already use, creating one source of truth across your stack.

We configure and implement your CRM — platform subscription not included

Best for

Who this helps most

CRM setup works best for teams that have outgrown informal systems and need structure to manage relationships at scale.

Operations-heavy teams
Running manual processes that are hard to track, hand off, or scale.

B2B + B2C service businesses
Managing relationships across multiple audience types without the systems to support it.

B2B products with end-user dependency
You sell to businesses, but success depends on how end users engage with your product. 

Problems it solves

What gets fixed

A properly configured CRM eliminates the friction that slows teams down and causes leads to fall through the cracks.

Disconnected tools

Your CRM, email platform, and other tools don’t share data — so your team works with incomplete information and nothing stays in sync.

Teams with no CRM

Relationships managed through inboxes and spreadsheets work until they don’t. Without a central system, leads get lost and nothing scales.

Piles of manual work

Follow-ups, data entry, lead assignments — all done by hand. A CRM automates the repetitive so your team can focus on selling.

Part of a sprint

CRM setup is delivered as part of the System Sprint — a 6–8 week engagement focused on building your complete marketing infrastructure.

System Sprint

6-8 WEEKS
Design and implement the CRM, automation, and analytics infrastructure that powers your marketing. Turn manual processes into a reliable, scalable engine you can actually depend on.
BEST FOR
Operation-heavy teams; B2B products;
Disconnected tools
Explore System Sprint →

Not sure where to start?

Our Marketing Readiness Quiz takes a few minutes and tells you exactly which sprint fits your business — and where the gaps are right now.
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insights

What's happening in CRM and automation

Common CRM Project Pitfalls to Avoid

Common CRM Project Pitfalls to Avoid

Your CRM project started with momentum. Clear objectives. Executive buy-in. Budget approved. Timeline set. Six months later, adoption is poor. Data quality is questionable. Sales complains the system slows them down. Marketing can't get the reports they need. The...

read more
Email Marketing Strategy: Planning for Growth

Email Marketing Strategy: Planning for Growth

Your email list is growing. Campaigns go out consistently. Open rates look decent. But revenue isn't scaling the way it should. The problem isn't effort. It's strategy. Most businesses treat email as a series of individual campaigns—disconnected sends that chase...

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