Our CRM approach combines strategic planning, technical implementation, and ongoing optimisation to ensure systems deliver long term value. Led by our CRM experts, we help businesses choose platforms that match their operational needs, whether for B2B sales pipelines or D2C customer engagement.
Once a strategy is defined, we manage implementation, including CRM deployment, website integrations, audience segmentation, and automated workflow setup. This ensures systems function effectively from launch and support smooth customer experiences.
Ongoing support focuses on continuous improvement through campaign analysis, audience refinement, and updated email designs aligned with evolving business goals. Rather than treating CRM as a one time setup, we provide ongoing optimisation that helps businesses strengthen customer relationships, improve marketing performance, and maximise the value of their CRM investment over time.
Before committing to a platform or migrating your data, you need a clear strategy. We work with you to define your CRM objectives, map out customer journeys, and identify which platform will best serve your needs. This includes advising on audience segmentation, campaign structures, and integration requirements with your existing tech stack. Our recommendations are based on your actual use cases, not vendor partnerships or commission structures.
Implementation is where most CRM projects stumble. We handle the deployment, configuration, and integration of your chosen CRM platform. This includes connecting it to your website, setting up tracking and analytics, configuring your audience segments, and building out automated workflows. Where possible, we also manage data migration from legacy systems, ensuring your customer records, purchase history, and engagement data transfer cleanly without loss or corruption.
Your CRM needs regular optimisation to maintain performance. Our monthly retainer service includes campaign performance analysis, A/B testing of email content and sends, audience refinement, and the design and build of new email templates. We also provide technical support for any issues that arise and strategic recommendations for improving engagement rates, conversion, and customer lifetime value. Think of us as an extension of your marketing team, being proactive, responsive, and focused on incremental gains.
We have hands-on experience with a wide range of CRM platforms, each suited to different business models and scales. Our team works regularly with solutions including HubSpot, Salesforce, Mailchimp, Klaviyo, ActiveCampaign, Braze, Iterable, and Marketo. We’re platform-agnostic, which means our recommendations are based on what will actually work for your business, not what’s easiest for us to implement.
A properly implemented CRM improves customer communication by enabling businesses to segment audiences based on behaviour, purchase history, engagement, and other valuable data points. This allows for more personalised messaging, stronger engagement, and higher conversion rates compared with broad, generic campaigns.
CRM systems also provide deeper visibility into customer behaviour and campaign performance. Businesses can identify which marketing activities convert best, understand customer journeys more clearly, and uncover opportunities to improve retention and conversion. These insights often influence wider business decisions, including product development, marketing activities and customer service strategies.
For businesses investing in paid advertising, CRM integrations strengthen retargeting and audience building by turning customer data into a strategic marketing asset. Automated workflows further improve efficiency by managing tasks such as welcome emails, abandoned basket reminders, and post purchase communication without constant manual input.
It depends on your business model, team size, and technical requirements. For small businesses, platforms like Mailchimp or ActiveCampaign offer good functionality at accessible price points. Mid-market companies often benefit from HubSpot or Klaviyo. Enterprise organisations typically require Salesforce or Braze. We assess your specific needs and recommend accordingly.
Yes. We regularly handle CRM migrations, including cleaning and structuring data to ensure it transfers correctly. We also map fields between systems, maintain historical engagement data, and verify data integrity post-migration.
Absolutely. Our design team creates email templates that are on-brand, mobile-responsive, and optimised for conversion. We can also build modular template systems that allow your team to create new emails quickly without design support.
Our monthly retainers typically include campaign performance reporting, A/B testing, audience optimisation, new template design, technical troubleshooting, and strategic recommendations. The specific scope is tailored to your business needs and retainer size.
Yes. CRM integration is a core part of our implementation service. This includes form submissions, purchase tracking, browsing behaviour, and custom events specific to your business model. Proper integration ensures your CRM has accurate, real-time customer data.