CRM audit
We review lead capture, follow-up, records, stages and reporting so gaps are visible.
- Lead sources
- Pipeline stages
- Follow-up process
Workflow improvement
CRM & Systems
CRM audits, workflow automation, API integrations, security checks and reporting for small-business operations.
Get a quote Audits from £199
From
Audits from £199
5-star rated by UK small businesses
20+ years of design and marketing experience
UK based team, no offshore handoffs
Operations and automation
Find the manual work, broken handovers and reporting gaps slowing the business down.
CRM and systems work is about efficiency. We map how enquiries, customer records, tasks, documents and reporting move through the business, then identify where automation, integrations or better permissions could save time and reduce mistakes.
System priorities
Workflow
Map
How work moves from enquiry to follow-up, delivery and reporting.
Automation
Time
Repeated admin steps that can be removed or standardised.
Control
Access
Permissions, security and handover risks across connected tools.
Service focus
What we investigate
The first job is to understand the real workflow, not force the business into a tool it does not need.
Automation and integrations
We connect tools where it makes sense using native integrations, webhook flows or API work.
- Form to CRM
- Task creation
- Notifications and handovers
Reporting and controls
Owners need clear reports and sensible access levels as the team grows.
- Dashboards
- Permissions
- Security checks
Checks and opportunities
Efficiency checks
We look for the small operational leaks that add up every week.
Leads copied manually between systems
No clear owner or next step after an enquiry
Customer data split across too many tools
Reports built manually in spreadsheets every month
Team members with broader access than they need
No audit trail for important handovers
A simple, honest process.
01
Brief
Tell us what needs to change and what a good enquiry looks like.
02
Shape
We turn that into the right plan, design direction or technical setup.
03
Build
The work is created, checked and refined around the result you need.
04
Improve
We keep the useful parts visible so you know what to do next.
Audits from £199
Ready to make your systems easier to run?
Tell us what you need. We will reply with a straight answer, a fair price and the sensible next step.
Service enquiry
Ask us about CRM & Systems.
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