CRM implementation for small businesses
Take your customer data from spreadsheets to a dynamic CRM system that scales with you.
Most small businesses start with spreadsheets. They work for a while, until they don’t.
Data gets duplicated. Follow ups get missed. Your team can’t see what’s happening without asking someone else. Growth becomes messy.
This service replaces that with a CRM that fits your business and grows with it.
what you get
A full review of your current process so the CRM is built around how you actually work
A clean, organised data structure with the fields, modules, and pipelines you need
Data cleaning and migration of your existing spreadsheets
A CRM setup that covers leads, customers, pipeline, quotes, invoices, and any other custom modules you might need
Emails that sync directly from your provider to each record, so you can keep track of customer touch points
Automations that remove repetitive admin and keep your team consistent
Dashboards that show you what’s working
Team training so everyone understands how to use the system day to day
why it works
This is a practical, end-to-end build designed to make the CRM the single source of truth for your business. The result is a system that reduces manual work, improves visibility, and supports growth.
who it’s for
Small businesses ready to grow but held back by spreadsheets, manual admin, and inconsistent processes.
If you want a CRM that’s simple to use, built around your workflows, and ready to scale with you, this package is designed for exactly that.
