Independent UK CRM consultants
CRM consultants who implement, deploy and improve — not sell shelfware.
CRM Insights helps UK organisations choose, implement, adopt and support CRM. Practitioner-led advice from people who’ve been in the messy middle of sales, marketing and operations — not vendor spin.
- Workbooks Partner
- Microsoft Partner
- 12–15 new clients a year
Prefer to call? 01733 902 340 · [email protected]
Enquire
Tell us about your CRM challenge
All fields required. We’ll reply within one working day.
Who this is for
This is for you if…
Whether you’re starting with CRM, fixing what you have, or changing platform, the first step is a clear conversation about the real problem.
- You need independent CRM consultants — not a vendor pushing licences.
- You’re choosing or implementing CRM and want the scope right before build starts.
- You have a CRM nobody uses, pipeline numbers nobody trusts, or sales and marketing working from different data.
- You’re stuck on Act!, GoldMine, an old Dynamics setup, or a wall of spreadsheets.
- You want CRM implementation and deployment specialists who stay with you after go-live.
How we help
Specialists across the CRM journey
Selection, implementation, deployment, adoption and ongoing support — framed around business outcomes, not tooling theatre.
Choose with confidence
Workshop and selection support so you buy the right platform for how your business actually works.
Implement and deploy
Practitioner-led implementation and migration — process, data and adoption designed together.
Improve what you have
Fix adoption, reporting and messy pipeline data so leadership can trust the numbers.
Support that sticks
Ongoing CRM support after go-live — not a one-off handover and a disappearing project team.
Proof
UK businesses we’ve helped
Before we implement or fix anything, we start by understanding what’s actually broken — then we prove it with outcomes.
Spreadsheets
- Thames Laboratories consolidated 111 spreadsheets into a single CRM.
- Stamford Stone moved from Post-it notes to a system the whole team trusts.
Legacy CRM
- Mistral Asset Finance migrated off Act! and empowered remote workers.
- Datasound Laboratories moved from Dynamics to a better-fit platform.
Speed and adoption
- Bradshaw Electric Vehicles cut quote turnaround from over a day to under an hour.
- PCR Biosystems strengthened adoption and cut admin through automation.
Common questions
Before you enquire
What does CRM Insights do?
We help UK B2B organisations choose, implement, improve and support CRM so leaders can make better decisions from cleaner customer data. Plain-English advice from people who work in the messy middle of sales, marketing and operations.
Which CRM platforms do you work with?
We’re independent — we don’t sell licences. We have deep experience with Workbooks and Microsoft Dynamics, plus migrations from Act!, GoldMine, Salesforce, spreadsheets and Access databases.
Do you only do new implementations?
No. A lot of our work is fixing CRM that already exists: poor adoption, weak pipeline data, integrations, or escaping a platform that no longer fits. We also run CRM workshops before anyone signs licences.
Who do you typically work with?
UK B2B businesses — often 10 to 100+ staff — across manufacturing, professional services, construction, financial services and more. We take on 12–15 new clients each year so every engagement gets our best work.
What happens after I send an enquiry?
Someone from the team will reply within one working day. We’ll ask a few practical questions about your CRM situation and suggest a sensible next step — no hard sell.
Next step
Ready to talk CRM?
Send a short enquiry. We’ll come back with a practical next step — whether that’s a fit conversation or an honest “not for us”.