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.
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.