CRM set up

CRM set-up and project management

A customer relationship management system (CRM) is an essential tool for any business. It helps you track leads, prospects and clients, so you can deliver their needs and grow your business. CRM set-up is a one-off project that can transform the way you work for the better. CRM management services help you keep your central database up to date.

Outsourced CRM services

There is a wide variety of CRM platforms, including HubSpot, Dynamics, and Zoho. Our business development experts can help you find the right one for your business, so you’ll benefit from the best value for money and all the capabilities you need.

With the CRM platform decision made, your business development expert will set it up for you. When the CRM platform is set up properly, it will form a solid foundation for the rest of your business development and client care. It’s worth investing a little time and money to have it done well – this will make it easier to add other information as your business grows.

Our virtual business development experts can also maintain your CRM systems, ensuring they are up to date. If record-keeping is not your strong point, outsourcing your CRM management and maintenance might be the solution you’re looking for.