CRM advice tied to business outcomes and ROI
Independent UK consultants helping you choose, implement, and adopt the right CRM—without vendor bias. Do you actually need a CRM consultant? Try our online scorecard to figure it out.
What clients say
Short quotes from real projects—click through to the full story.
Wherever You Are with CRM, We Can Help
Our approach is tailored to your starting point. Choose the path that sounds like you.
Starting Fresh
Walk away with a clear CRM recommendation, realistic costs, and a plan to get started, before spending a penny.
Get startedImprove Performance
Find out exactly why your team isn't using your CRM and get a concrete plan to fix it within weeks.
Boost your CRMOutgrown Your CRM
Get an honest assessment: fix what you have, integrate what's missing, or switch to something that actually scales.
Explore your optionsWho we are best for
A quick guide so you can self-qualify before you spend time on calls.
Best for
- UK teams that want independent CRM advice, not a platform sales pitch
- Businesses with low adoption who want a CRM people actually use
- Organisations moving from spreadsheets to a proper sales and marketing process
- Teams that need clearer reporting, cleaner data, and better pipeline visibility
Not for
- Anyone looking for a reseller discount or licence-only procurement
- Teams that want to copy another company’s CRM without reviewing their own process
- Projects where leadership is not willing to support change and adoption
- Businesses that want a one-size-fits-all template with no discovery
Three Steps to CRM Clarity
No commitment required. Start with a conversation and go from there.
Discovery Call
We learn about your business, goals, and current setup. No sales pitch, just honest conversation.
CRM Recommendation
We research and present the right CRM options for your needs, with clear costs and a realistic timeline.
Implementation Support
We stay with you through setup, data migration, team training, and adoption—until it's working.
A clear path from scorecard to success
No confusion, no pressure. Start with the scorecard and we will guide you step by step.
CRM Health Score
Answer a few questions and get instant guidance on what to fix first.
3 minutesFree discovery call
Talk through your results and goals. We will recommend the right next step.
30 minutesCRM workshop
Clarify requirements, map your process, and confirm costs and priorities.
1 to 2 weeksImplementation support
Build, migrate, train, and improve adoption. We stay involved until it works.
Phased deliveryHow Our CRM Consultants Help
Every business is different. We take time to understand your goals before recommending anything.
- Practical, jargon-free advice grounded in real-world experience
- Vendor-independent: we recommend what fits, not what pays us
- Hands-on support from selection through to team adoption
- Sectors from manufacturing to membership bodies and professional services
CRM Workshop
A structured, single-day session to clarify your needs, map your processes, and determine whether a CRM investment is right for you. Walk away with a clear recommendation and realistic costs.
Learn about workshopsCRM Consulting
Ongoing, hands-on support as you design, implement, or optimise your CRM. We work alongside your team to ensure the system works for your business, not the other way around.
Explore consulting View all servicesSee how teams like yours fix CRM
Browse real UK case studies—then use the free Health Score to benchmark your own setup in a few minutes.
CRM Success Stories
See how organisations like yours have transformed their businesses with the right CRM strategy.
From Post-It Notes to a Fully Managed Pipeline
- Problem: Manual tracking and low visibility across leads and quotes.
- What we did: Set up a simple CRM pipeline and reporting that fits how the team works.
- Result: 75% faster quote times and a healthier working environment.
Switched from Salesforce to a Better Fit
- Problem: A CRM that was too complex and too expensive for the team.
- What we did: Mapped requirements and migrated to a better-fitting platform.
- Result: 60% cost reduction versus Salesforce, with higher adoption.
CRM-Enabled Growth from a Small Team
- Problem: A small team needed systems to scale membership and operations.
- What we did: Built a CRM setup that supports day-to-day work and future growth.
- Result: 300% membership growth with more capacity to deliver.
Trusted by Businesses Across the UK
“It’s been a pleasure working with Mike and his team. He impressed us from the initial presentation and the care and attention to detail that have gone into the whole process have inspired confidence.”
“The whole CRM Insights team are simply nice to deal with. They’re on the same wavelength. They know where we’re headed as a business, and they’re proactive in helping us get there.”
“As a small team, we’ve found the expertise and support of CRM Insights invaluable. I really respect the flexibility of their approach—we’re happily increasing our future investment with them.”
What People Ask Us
Honest answers to the questions we hear most from businesses considering CRM help.
-
No. We’re completely independent. The vast majority of our clients use Workbooks CRM or Microsoft Dynamics, but we recommend whatever genuinely fits your business. If a spreadsheet is the right answer for now, we’ll tell you that too.
-
It depends on the size and complexity of your requirements. A CRM workshop to define your needs typically takes around 6 days of effort. The best way to get a realistic figure is to book a free consultation call—we’ll scope your needs and give you an honest estimate with no obligation.
-
Adoption is one of the biggest risks with any CRM project, which is why we factor it in from day one. We involve your team in the workshop process, design the system around how they actually work, and provide hands-on training. The result: a CRM that people want to use, not one they’re forced to.
-
Absolutely. Many of our clients come to us with an underperforming CRM. We’ll assess whether your current system can be optimised, needs better integration with your other tools, or whether it’s genuinely time to switch. Sometimes a small tweak is all that’s needed to avoid a costly replacement.
-
A CRM workshop and recommendation can be completed in a matter of weeks. Full implementation varies depending on complexity, but we always recommend a phased approach—getting core features live quickly, then adding more over time. This means you see value faster and your team isn’t overwhelmed.
Still have questions? Start with the scorecard, or speak to an expert.
Ready to speak with a consultant?
Book a free 30-minute call when you want human advice—or start with the Health Score if you prefer to explore on your own first.