CRM & pipeline setup
Pipeline stages, lead sources, tasks, and basic automations configured for how you actually sell and deliver.
CRM setup — £500 · Automation pricing
Automation & workflows
Connect your forms, inbox, CRM, and spreadsheets — so leads are captured, followed up, and tracked without manual copy-paste.
Spreadsheets, inboxes, and CRM tools often grow organically in SMEs — until leads slip through the cracks or the same data gets typed three times. We map how work actually flows today, then build simple automations and CRM setup that match how your team sells and delivers. Start with a workflow mapping session if you are unsure where the biggest gains are. Typical projects complete within one to three weeks depending on scope.
Workflow automation
Simple automations across email, forms, CRM, and spreadsheets — mapped before we build.
- Workflow mapping — £175
- Single automation build — £150
- Automation bundle (up to 3) — £375
End-to-end flows
Practical systems for common SME pain points.
- Quote-to-invoice flow — £250
- Client onboarding system — £300
- Reporting dashboard — £350
- Document templating — £150
When you need more
For deeper integration between ERP, CRM, and custom systems, see our Integration & Automation service for larger projects.
Typical outcomes
- Fewer missed follow-ups
- Consistent client onboarding
- Clear pipeline visibility
- Less time on admin between tools
Want smoother workflows?
Describe your current process — we will map the gaps and quote a fixed-price fix.