CRM Consultation
Independent CRM strategy, not vendor-aligned advice
We assess your current setup, understand your real requirements, and give you an honest recommendation, whether that’s bespoke development, an existing platform, or a hybrid approach.
What We Assess
A clear-eyed view of where you are today
Before making any recommendation, we invest time in understanding your current situation in full.
Current System Audit
What’s working, what’s broken, and where workarounds have quietly become the process. We document this without judgement.
Workflow Mapping
How your team actually operates day-to-day versus how the system says it should work. The gap between the two is usually where the problem lives.
Data Model Review
Whether your current schema can support business growth, regulatory requirements, and the integrations you need to add.
Integration Landscape
What your CRM needs to communicate with, and whether those connections currently work, are manual, or are entirely missing.
What You Receive
Structured outputs, not slide decks
The engagement ends with three concrete deliverables you can act on immediately, regardless of who you choose to work with next.
CRM Requirements Document
Your workflows, data entities, user roles, and compliance requirements captured in a structured specification. Vendor-agnostic and ready to go to market with.
Platform Recommendation
An honest assessment of build vs buy vs hybrid, including a three-year total cost of ownership analysis for each option. No vendor relationships influencing the recommendation.
Implementation Roadmap
A phased delivery plan with effort estimates, sequenced priorities, and clear dependencies. Whether you use us to build or not, this roadmap is yours.
Who This Is For
Recognise any of these situations?
Outgrown the platform
You’re paying for a Salesforce or HubSpot licence and using 20% of the features. The rest is overhead: cost, training, and administration.
Workarounds are the process
Your team has built spreadsheets, Zapier automations, and email threads that have quietly replaced the CRM. Nobody is sure what the source of truth is anymore.
About to make a big decision
You’re planning to replace your current system and want an independent view before committing budget and 12 months of organisational disruption to the wrong choice.
Get an Independent View
Get an independent view of your CRM before you commit
A strategy engagement takes two to three weeks and gives you everything you need to make the right decision, whatever that decision turns out to be.
Book a Strategy Session