- ✓1 pipeline, up to 3 users
- ✓Contact import (up to 2,000 records)
- ✓Website form integration
- ✓3 automations
- ✓1-hour training
- ✓Support plan £199/month (optional)
Never lose a lead to a forgotten follow-up again.
We set up HubSpot, Zoho, Pipedrive or GoHighLevel around how your business actually sells, import your contacts, and automate the reminders, emails and quotes that currently live in someone's head.
What's included
- ✓Pipeline designed around your real sales stages
- ✓Contacts imported and cleaned from spreadsheets, email and old systems
- ✓Website forms, calls and emails captured automatically
- ✓Automated follow-up sequences, reminders and quote emails
- ✓Dashboards for enquiries, conversion rate and revenue
- ✓Training for your team, recorded so new starters can watch it
Choose your plan
All prices exclude VAT. Projects: 50% to start, 50% on go-live. Monthly plans: 3-month minimum, then rolling monthly.
- ✓Up to 2 pipelines, 10 users
- ✓Everything in Starter
- ✓Email sequences and templates
- ✓Quote or proposal automation
- ✓Reporting dashboard
- ✓Support plan £349/month (optional)
- ✓Multiple teams and pipelines
- ✓Everything in Growth
- ✓Integrations: accounting, calendar, phone, WhatsApp
- ✓Custom fields, scoring and workflows
- ✓Half-day team training
- ✓Support plan £599/month (optional)
Common questions
Which CRM should I use?
For most small service businesses HubSpot (free tier) or Zoho is enough. Pipedrive suits sales-led teams; GoHighLevel suits marketing-heavy businesses that want SMS and funnels. We recommend after a 15-minute call, not before.
Do I have to pay for the CRM as well?
Some tiers are free; others charge per user. We always recommend the cheapest option that does the job and tell you the running cost up front.
Can you move us off spreadsheets?
Yes. Cleaning and importing spreadsheet data is most of what a Starter set-up involves.
What is the support plan?
A monthly retainer for changes, new automations, user questions and quarterly reviews. It is optional; many clients take it for the first three months then drop it.
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