Get a CRM system tailored to your business, set up quickly and affordably.
What’s Included:
Consultation & CRM Selection
One-to-one consultation to understand your business needs
Guidance to choose the best free or low-cost CRM, such as HubSpot, Zoho, Monday, Airtable, or Pipedrive
Customised CRM Build
Contact database setup, importing and organising existing contacts
Pipeline management to track deals or projects
Lead segmentation by criteria like interest, industry, or stage
Basic workflow automation (follow-up emails, task reminders)
User Training & Documentation
One-on-one virtual training to get you and your team up to speed
Easy-to-follow documentation for reference
Optional Ongoing Support
3 months of support for £50 + VAT per month, including troubleshooting, refreshers, or additional setup
Why Choose This Service?
Affordable: Focus on free or low-cost tools
Tailored: Only the features you need
Quick Setup: CRM fully functional within 7 days
User-Friendly: Ideal for non-tech-savvy business owners
Payment Options:
We’re pleased to offer Buy Now Pay Later with iwocaPay. If you’d like to use this option, please contact us, and we’ll send you an invoice with a link to set up your payment plan.
For all other payment methods, including Bank Transfer and Debit/Credit Cards, simply check out as normal on the website.
Get a CRM system tailored to your business, set up quickly and affordably.
What’s Included:
Consultation & CRM Selection
One-to-one consultation to understand your business needs
Guidance to choose the best free or low-cost CRM, such as HubSpot, Zoho, Monday, Airtable, or Pipedrive
Customised CRM Build
Contact database setup, importing and organising existing contacts
Pipeline management to track deals or projects
Lead segmentation by criteria like interest, industry, or stage
Basic workflow automation (follow-up emails, task reminders)
User Training & Documentation
One-on-one virtual training to get you and your team up to speed
Easy-to-follow documentation for reference
Optional Ongoing Support
3 months of support for £50 + VAT per month, including troubleshooting, refreshers, or additional setup
Why Choose This Service?
Affordable: Focus on free or low-cost tools
Tailored: Only the features you need
Quick Setup: CRM fully functional within 7 days
User-Friendly: Ideal for non-tech-savvy business owners
Payment Options:
We’re pleased to offer Buy Now Pay Later with iwocaPay. If you’d like to use this option, please contact us, and we’ll send you an invoice with a link to set up your payment plan.
For all other payment methods, including Bank Transfer and Debit/Credit Cards, simply check out as normal on the website.
