CRM Consulting That Delivers Measurable Business Outcomes
We work alongside your team—not above them—to select, implement, and embed a CRM that people actually use. No vendor bias. No one-size-fits-all templates.
“The whole CRM Insights team are simply nice to deal with. They’re on the same wavelength—they know where we’re headed and they’re proactive in helping us get there.”
Who Is This For?
CRM consulting is right for you if you’re a UK business with 5–500 employees that needs an experienced pair of hands to guide—or run—your CRM project. Common starting points:
- You’re evaluating CRM platforms and don’t want to be sold to by a vendor
- You’ve bought a CRM but adoption is low and you’re not seeing the ROI
- Your current CRM is holding back the business and you need an honest assessment
- You want to add a CRM-experienced resource to your team without a permanent hire
Our Approach
We use a discover–build–embed methodology that keeps your business objectives, not the technology, at the centre. Every engagement starts with a diagnostic conversation—even if you’ve already chosen a platform.
- Discover: We map your processes, understand your team’s real-world workflows, and agree on the outcomes that matter most.
- Build: We configure, integrate, and migrate—iteratively, so you can see progress rather than waiting months for a big bang launch.
- Embed: We train your team, build reporting that gets used, and stay involved until adoption is solid.
What’s Included
- Independent CRM platform evaluation and recommendation
- Requirements definition and process mapping workshops
- CRM configuration and customisation
- Data migration planning and execution
- Integration with your existing tools (marketing, ERP, support)
- User training and adoption planning
- Reporting setup and dashboard design
- Post-go-live review and optimisation
Platforms We Work With
We’re official partners for Workbooks CRM and Microsoft Dynamics—two of the most respected mid-market platforms for UK businesses. We also work with HubSpot, Salesforce, and others. If a platform genuinely isn’t the right fit, we’ll tell you.
Typical Engagements
Every project is scoped individually, but most CRM consulting engagements fall into one of three categories:
- Project-based: Full CRM selection and implementation from discovery to go-live—typically 3–6 months.
- Retainer: Ongoing support, improvements, and access to expertise on a monthly basis.
- Ad-hoc: One-off pieces of work—an audit, a migration, a training day.
Not sure which engagement type fits?
Book a 30-minute call—we’ll scope your situation and recommend the most appropriate starting point, at no cost.
Book a Free Discovery CallRelated Services
CRM consulting often works best when combined with:
- CRM Workshop — if you need to scope requirements first
- Onboarding Optimisation — if your client journey needs CRM support
- Ongoing Support — if you need a trusted resource after go-live
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.