CRM & pipeline setup
From £595
A small supported CRM setup and enquiry route. Required management from £79/month; licences, messaging and usage are additional.
FORMS · CRM · WORKFLOW AUTOMATION
CRM & automation.
Simpler follow-up.
Give each enquiry a clear next step and reduce repeated admin. We add forms to websites, set up CRM pipelines and connect supported tools around an agreed process, on their own or with a website build.
Discuss a form or systemPrice the process you want to improve.
Discuss CRM from £595
A workflow in one platform
From £150
One defined process inside a supported account. Connections between separate apps start at £395.
No VAT currently charged. Agency-operated workflows need management from £79/month plus provider costs. Suitable client-owned workflows can be handed over. A simple inbox form needs no CRM; see the form option below.
Give every enquiry
somewhere useful to go.
A new website is not a prerequisite. We can work on a suitable existing site after checking its platform and access.
Website → email
A contact or quote-request form with an agreed destination, owner notification, spam controls and a tested confirmation. No CRM required.
Website → your CRM
Route suitable enquiry details into a supported contact record and pipeline, through a connection agreed for your project.
Bookings & useful widgets
Add a supported booking embed, reservation route, payment/donation connection or staffed chat widget. Provider capability and costs are checked first.
A standard form on an existing supported site starts at £150. A simple enquiry form is already included in our website builds. More involved forms, uploads, logic and integrations are quoted separately.
Discuss a form from £15002 / CRM SETUP & LEAD PIPELINES
See the lead.
Know the next step.
A CRM is a place to keep contacts and track enquiries through stages such as new lead, quote sent and won. We configure a suitable system, connect the enquiry route and show your team how to use it.
Keep a suitable existing CRM or assess a new one. We agree the features, access, running costs and practical handover before setup. A CRM is not required for every website.
CRM setup starts at £595, with required management from £79/month. Platform charges and usage are additional and confirmed before you commit.
A SIMPLE LEAD JOURNEY Illustrative
Website form completedA customer asks for a quote
✓Enquiry saved in your CRMContact details and request together
✓Your team gets a notificationA clear next action and an owner
✓Follow-up task createdSo someone knows what to do next
✓One possible setup. We agree the tools, steps and messages with you.
Less repeated admin.
More joined-up work.
We map one defined process, check supported connections and test the important steps and failure paths.
Enquiry acknowledgements
Send an agreed acknowledgement and notify the person who needs to respond. Transactional messages and marketing sequences are scoped separately.
Tasks & reminders
Create a follow-up task, prompt a renewal check or alert a team when a record changes, where the selected platform supports it.
Connections between apps
Move agreed fields between supported tools, such as a form, CRM and task board. We check plans, permissions, volumes and duplicate handling first.
A small workflow inside one supported account starts at £150. A simple connection between apps starts at £395. Agency-operated workflows require management from £79/month plus provider and usage costs; a suitable client-owned workflow can be handed over with a named operating owner.
START WITH THE REAL PROCESS
What happens
when things differ?
“We only want the form to email us.”
That is a normal standalone job. We check your site and form provider, set the destination and confirmation, then test receipt. A CRM subscription is not automatically added.
“We already use a different system.”
We check its existing features, available connectors and your plan/access. We keep it when it fits. If a connection is unsuitable, we explain the alternatives before quoting.
“Can this all be included in our website price?”
Only the features written into your proposal are included. Website builds include a standard enquiry form; CRM configuration, complex forms and automation are separately scoped or expressly bundled.
“Can you automate everything?”
We take on defined, manageable processes. Custom OAuth apps, unbounded integrations, sensitive-record systems and critical operations are outside our services. A feasibility check may be the appropriate first step.
CRM setup for the way your small business works.
A CRM should make follow-up easier, not add another place to type the same information. We help UK small businesses define enquiry stages, agree which details are captured and identify who owns the next action.
For a service business this might mean a website quote request becoming a contact and a follow-up task. For a small team it might mean a reminder when a proposal needs attention. We check your existing tools, supported connections, access and likely usage before recommending a setup.
Start with an enquiry form, a CRM pipeline or one defined workflow. See setup and management costs. A bespoke staff workflow may instead need a separately assessed internal tool.
YOUR PROJECT STARTS HERENo obligation
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