CRM implementation
Most CRMs don't fail at the software level. They fail the week someone realises the data can't be trusted — and quietly goes back to the spreadsheet. From that moment you're paying for a system nobody believes.
Your pipeline, your stages
Enquiry
→
Quote
→
Won
Every record has one owner. Every stage has an exit rule.
Halden Group moved to Won
Owner reassigned: J. Adeyemi
Quote sent to Ferro & Sons
Proof, not theatre
A full HubSpot CRM and reporting architecture — deal pipelines rebuilt around the real sales motion, properties designed for data integrity, and reporting the leadership team could take to a board meeting without a disclaimer.
Read the work →Three tabs to trust a number
One pipeline view
Fixed
Reports argued with each other
One definition per metric
Fixed
Forecast built from memory
Forecast built from stages
Fixed
Board deck needed a disclaimer
Board-ready reporting
Live
A full day of admin
Weekly reporting, after adoption
~2 hrs
One architecture practice, HubSpot core. Time measured after adoption — the practice's own measurement, not ours.
Sixty seconds, no diagnostic needed
0
of 6
Tap any that sound like your Monday.
Start the diagnosticWhat's leaking
01
Acme Ltd — £12k
Last touched in a spreadsheet
Is this right?
02
Ferro & Sons — £4k
Stage: “Quote-ish”
Stale 19d
03
Halden Group — £28k
Confirmed by phone, not by system
Confirmed
04
Whitfield Co — £9k
Assigned to a leaver
No owner
Three records out of four need a manual check before the number can be trusted.
This isn't a someday problem
44%
of businesses estimate they lose more than 10% of annual revenue to poor-quality CRM data.
~1 in 4
hours of a rep's working week lost to chasing and correcting bad records, by industry research estimates.
None of that shows up as a line item. It comes out of pipeline you didn't close, hours you didn't notice leaving, and a forecast the owner privately doesn't believe. That's the sector's number. The diagnostic finds yours.
What we build
Stages named the way your team talks. Owners set automatically. Every card carries its next step.
Enquiry
Whitfield Co
£9k
Referral
RO
Next step: intro call, Thu
Marsh & Vale
£14k
Inbound
JA
Next step: qualify budget
Quote sent
Ferro & Sons
£4k
Aging 6d
RO
No next step yet
Acme Ltd
£12k
Proposal v2
JA
Next step: decision, Fri
Halden Group
£28k
Signed
JA
Contract signed, Tue
Won
Bryce Interiors
£13k
Won
RO
Invoice raised automatically
JA
J. Adeyemi
RO
R. Osei
01
Stages named the way your team talks, with clear entry and exit rules — not the default seven steps.
02
Every field earns its place by feeding a report or a handoff. The rest get cut.
03
Every record has one owner, every lead has a next step, and nothing depends on someone remembering.
04
Marketing to sales, sales to service — mapped and enforced by the system, not by goodwill.
05
The three to five numbers that run the business, correct by construction.
06
Because the best architecture in the world dies if the team routes around it.
Pricing
If you run one core sales motion
from
$3,000
Sales pipeline
One core sales motion built right.
Pipeline and properties
The dashboards that run the business
The training that makes it stick
If sales, service and marketing share customers
Quoted
after the diagnostic
Marketing
Sales
Service
Sales, service, and marketing as one system.
Multiple pipelines and custom objects
Lead scoring, data cleaned on the way in
Reporting leadership can take to a board
If your operation doesn't fit a standard shape
Quoted
after the diagnostic
Objects
Logic
Legacy
Complex or unusual operations, built to fit.
Scoped and quoted individually
Mapped on the diagnostic call
The diagnostic tells us what needs building before we quote it — one price for one defined outcome, not a running clock.
Platforms
HS
HubSpot
SF
Salesforce
PD
Pipedrive
ZO
Zoho
We're not married to a platform. We're married to the pipeline being true.
Fixed scope. From $3,000.