Charity
CRM consultancy UK
CRM consultancy
We help you fix systems that no longer work.
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. With your team we replace or rework CRM platforms that no longer fit – whether 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.
Clean data, clear processes, useful reporting, and a setup that reflects how your organisation runs. Decisions get easier, time’s not wasted, and your systems stop getting in the way.
What we do 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, with the people actually using the system – to understand what’s really going on day to day.
We’re often called in when a legacy CRM system is no longer working or when your current CRM setup isn’t fit for purpose.
Workshops with the delivery teams, senior leadership and finance teams give insights into what needs support.
Then we shape a CRM setup that supports what you’re actually trying to achieve.
That might involve sorting out the structure of your current system. Or starting again with something that fits better. Sometimes we just need to connect it to the other tools you already use – finance, marketing, casework or reporting.
We’ve worked with platforms like Dynamics 365, Beacon CRM, Donorfy and monday.com. We won’t push one solution over another. What matters is getting your systems to work together – and helping your team trust the data in front of them.
Who we work with
Our CRM clients range from charities and public bodies to growing businesses. Some come to us because their legacy CRM system was badly set up. Others because the system’s no longer supported or doesn’t reflect how the team works anymore. Some are just drowing in spreadsheets.
We’ve even been called in when nobody knows how the CRM works – or who built it in the first place.
Whatever the reason, we bring structure, clarity and a plan that gets things back on track.
We don’t just advise – End-to-end CRM consultancy support
CRM consultancy implementations fail when there’s too much theory and not enough follow-through. We’re a delivery-focused consultancy, which means we stick around to make it work.
From first conversations to live dashboards, we’ll support you through the whole thing. That includes integration, configuration, automation, training – whatever’s needed to make the system work day to day.
As full CRM integration consultants, we understand how data needs to move across tools, what needs to stay connected, and where to avoid creating complexity that no one can maintain.
