- Zoho Premium Partner
- Odoo Partner
- ISO 27001 certified
- UK and international
Zoho Premium Partner and Odoo Partner
CRM implementation partner for growing sales and service teams
We help businesses in the UK and internationally choose, implement and adopt a CRM that their teams actually use. As partners of both Zoho and Odoo we can recommend honestly, then deliver with UK consultants and our own in-house team in India.
Why teams choose us for CRM implementation
- Partner of two CRM platforms, so advice is not tied to one product
- A written CRM roadmap before any configuration starts
- Data migration from spreadsheets, Salesforce, HubSpot and legacy CRMs
- ISTQB-certified testing and role-based user training
- Fixed-scope proposals and post-go-live support retainers
CRM implementation services
What a CRM implementation partner should do for you
Buying CRM licences takes minutes. Getting a sales team to trust and use the system every day takes design, clean data and training. These are the CRM implementation services we provide.
Process and requirements
Mapping how leads arrive, how deals progress, who owns accounts and what leadership needs to see each week.
Platform selection
An honest comparison of Zoho CRM, Odoo CRM and alternatives against your requirements, budget and existing systems.
Configuration and automation
Pipelines, lead scoring, assignment rules, quotes, approvals, email sequences and dashboards built around your process.
Data migration
Contacts, accounts, deals and activity history cleaned, de-duplicated and moved from spreadsheets or your old CRM.
Integrations
Email, calendar, telephony, website forms, marketing tools, accounting and ERP connected so data is entered once.
Adoption and support
Role-based training, admin handover and ongoing support with a fixed number of days each month.
CRM implementation roadmap
Our CRM implementation roadmap, step by step
Every project follows the same phases, scaled to your size, with a named consultant and project manager throughout.
Discover
Stakeholder workshops, current process maps, pain points and the reports that matter to leadership.
Define success
Agreed goals and measures, such as pipeline visibility or response times, so the project has a finish line.
Design
A written solution design covering modules, fields, stages, roles, automations, integrations and migration.
Build and migrate
Configuration in a sandbox with regular demos, plus trial data migrations checked by your team.
Test and train
Scripted testing by ISTQB-certified testers, user acceptance testing and training by role.
Launch and improve
Go-live, hypercare, adoption reviews and a backlog of improvements for the next phase.
Why CRM projects fail
Why CRM implementations fail, and how we prevent it
Most failed CRM projects do not fail because of the software. They fail because the system was configured around a wish list rather than how the team actually sells, because old data was moved across unchecked, or because users were given a login and a one-hour demo and left to it.
We prevent this with a few habits. Sales managers and front-line users join design workshops, not just senior sponsors. Every field has to earn its place. Data is cleaned and tested in trial migrations before go-live. Training is by role, using your own records and scenarios.
After launch we check adoption, not just uptime: are deals being updated, are activities logged, are the dashboards used in meetings? Where they are not, we fix the cause, whether that is a clumsy screen, a missing automation or a training gap.
Common causes of CRM failure
- No agreed definition of success
- Too many fields and mandatory steps for sales users
- Dirty or duplicated data migrated as is
- No executive who uses the dashboards
- Training treated as a one-off event
Choosing a CRM
Zoho CRM vs Odoo CRM vs Salesforce vs HubSpot
We implement Zoho CRM and Odoo CRM. We do not implement Salesforce or HubSpot, but we are happy to tell you when one of them fits you better.
| Zoho CRM | Odoo CRM | Salesforce | HubSpot | |
|---|---|---|---|---|
| Best for | Sales-led SMEs and mid-market teams wanting depth at a modest cost | Businesses that also want ERP: stock, manufacturing, accounting | Large or complex sales organisations with admin resource | Marketing-led teams focused on inbound and content |
| Licence cost | Low to moderate per user | Per user; CRM included in Odoo Enterprise plans | Higher per user, plus paid add-ons | Free tools, rising steeply on higher tiers |
| Customisation | Strong: custom modules, Deluge scripting, Creator apps | Strong: Studio and Python modules | Very strong, with a large ecosystem | Moderate, more limited on lower tiers |
| Wider suite | Zoho One: finance, service, HR, projects | Full ERP in one database | Separate clouds, each licensed | Marketing, sales, service and CMS hubs |
| Watch out for | Needs design discipline to avoid clutter | CRM is simpler than dedicated CRMs | Total cost and reliance on specialists | Cost jumps as contacts and seats grow |
Deeper comparisons: Zoho CRM vs Salesforce, Zoho CRM vs HubSpot and Odoo vs Zoho.
Platforms we implement
Zoho CRM and Odoo CRM implementation
Zoho CRM consultancy
Zoho CRM on its own or as part of Zoho One, with our own UK extensions for Companies House verification, UK postcode address lookup and Creditsafe credit checks. See Zoho partner UK.
Odoo CRM consultancy
Odoo CRM connected directly to quotes, stock, invoicing and manufacturing, plus our published Odoo apps for contacts and integrated sequence numbers across CRM, sales and invoices. See Odoo partner UK.
UK and international
A CRM consultancy for the UK and beyond
We are based in Northampton, with an in-house delivery centre in Coimbatore, India. Delivery is remote-first with on-site workshops where needed, and the two locations give overlapping working hours with the UK, Europe, the US East Coast morning and Australia and New Zealand.
Local rules shape a CRM as much as sales process does: consent and data protection, tax on quotes, address formats and data centre location. We set these up for each market. Our Zoho partner USA page shows how this works for North American teams.
“Super knowledgeable team with great leadership. They delivered an enterprise-grade app in record time.”
Michael Bell, CEO, Value AssociatesWhat you can rely on
- ISO 27001 information security
- ISO 9001:2015 quality management
- Cyber Essentials certified
- 35+ certified consultants
- Rated 5.0 on Google Reviews
FAQs
CRM implementation partner: common questions
What does a CRM implementation partner do?
How long does a CRM implementation take?
How much does CRM implementation cost?
Should we choose Zoho CRM or Odoo CRM?
Do you implement Salesforce or HubSpot?
Can you migrate our data from spreadsheets or another CRM?
Do you work with businesses outside the UK?
Plan your CRM project
Get a CRM roadmap before you commit
Tell us how you sell today and what is not working. A CRM consultant will reply within one working day with an honest view on platform and next steps.
- Free, no-obligation 30-minute consultation
- Honest platform advice from a partner of two CRMs
- Fixed-scope proposal, no surprises