Charity
Education and Childcare
Nonprofit organisation
CRM consultancy UK
CRM consultancy
Legcay CRM not working? Need support with CRM creation?
As a CRM consultancy in the UK, we see it all the time: CRM systems that should make life easier but end up doing the opposite. They’re slow, underused, disconnected and filled with unreliable data – sometimes no one even remembers what the system was meant to do in the first place.
A CRM system is only as useful as the thinking behind how it’s set up and used. Without a clear plan, it quickly becomes just another system people avoid.
We help fix that. Whether you need CRM setup help, CRM implementation support or just someone to untangle what’s already there, we’ll work with your team to replace or rework CRM platforms that no longer fit. If you’re stuck with a legacy system, drowning in spreadsheets, or unsure what the CRM is even supposed to do: we’ll guide you through it.
School-Home Support now records 61.2% more family interactions with a CRM their team actually wants to use.
The outcome
You end up with a CRM system that actually supports your team – not one they work around.
With the right support with CRM creation, data becomes reliable, processes run smoothly and reports show what matters. The setup reflects how your organisation actually works, so your team can focus on delivery rather than fixing or working around broken systems.
How we work as your CRM consultancy
We take a proper look at how your team works and where things fall apart. That often means sitting down with you in person – in the same room as the people actually using the system – to understand what’s really going on day to day.
In person workshops with delivery teams, leadership and finance help us map out what’s needed. Then we shape a CRM setup that supports what you’re actually trying to achieve.
That might mean fixing the structure of your existing CRM. Or starting again with a better-fit system. Sometimes we just need to connect what you already use – from finance to marketing, casework or reporting.
We’ve worked with platforms like Dynamics 365, Beacon CRM, Donorfy and monday.com. We won’t push one over another. What matters is making your systems work together – and giving your team confidence in the data they use.
Who we work with
We work with operations, service delivery and transformation leads across non-profits, public sector teams and mission-driven commercial organisations.
Some come to us because their CRM was badly set up. Others because the system no longer fits how they work. Some are buried in spreadsheets and have no idea where to begin.
We’ve even been called in when no one knows how the CRM works – or who built it in the first place.
Whatever the reason, we bring clarity, structure and a plan to move forward.
We don’t just advise – you’ll get end-to-end CRM consultancy
CRM projects fail when there’s too much theory and not enough delivery. We’re a practical consultancy – which means we stick around to make sure things actually work.
From first conversation to live dashboards, we’re there. That includes setup, integration, configuration, automation and training – whatever’s needed to make the system run day to day.
As CRM consultants, we understand how your data needs to flow, what needs to be connected, and how to avoid creating fragile workarounds that no one can maintain.
