CRM service
CRM consulting
Independent advice on which platform to buy, why the current one is not working, or whether the quote sitting in front of you is reasonable.
Most CRM advice comes from someone with a stake in the answer
Vendor sales engineers are paid to close their own platform. Implementation partners are certified in one ecosystem and rarely conclude that you should leave it. Review sites order their tables by affiliate payout more often than by fit. None of that makes the advice worthless, but it does mean the recommendation is shaped by who is giving it, and you are usually not told by how much.
The questions that decide the outcome are also not the ones on comparison tables. How many people will genuinely touch this every day. Whether your process needs quoting rules or just a pipeline. What condition your data is in after years of whatever you have been doing. What happens at renewal when the seat count doubles. Which limits only appear on the tier above the one being demoed to you.
I run these platforms as a paying customer and write down what the bills come to, which is where the pricing research on this site comes from. Where a link earns a referral fee I disclose it, and it does not change what a client is told. If the honest recommendation is that you keep what you have and fix the setup, that is a cheaper engagement for you and the one I would rather give.
What is included
What consulting looks like
Platform selection
A shortlist built from how your team works, with the real cost at your seat count and the limits that bite on the tier you would actually buy.
Health check on a live CRM
What is configured badly, what is unused, what it is costing you, and the order worth fixing things in.
Rescue for a stalled rollout
An outside read on why adoption did not happen and what would have to change for it to.
Second opinion on a quote
Somebody else’s proposal read for scope gaps and for the assumptions that usually turn into change requests later.
Total cost modelling
What the platform costs across three years, including tier jumps, paid add-ons and the seats you will add.
Data readiness review
What condition your records are in, and what it would take to make them worth migrating anywhere.
Process design
Stages, ownership and handoffs decided before any software gets configured against them.
A written recommendation
A document with the reasoning in it, so the decision can still be defended internally a month after the call.
How it runs
How an engagement works
Review call
What you are deciding and by when. Ninety minutes, no charge, and short enough that it does not need a negotiation over calendars.
Assessment
Access to what exists, conversations with the people who use it, and a look at the numbers rather than at impressions of the numbers.
Recommendation
A written document with options, costs and reasoning, presented so that you can argue with it.
Optional delivery
If you want it implemented, I can do that. If you would rather take it elsewhere, it is written to be handed to somebody else.
CRM consulting questions
Are you tied to any particular CRM vendor?
No. I hold no partner status and resell no licences, so there is nothing to gain from steering you onto a particular platform. Some links on this site earn a referral fee, set out on the affiliate disclosure page, and that fee has no bearing on what a paying client is told.
Can you just tell us which CRM to buy?
Yes, and that is often the whole engagement. It takes a conversation about how your team sells and a look at your current data first, because a recommendation made without either is a guess wearing a suit.
Our rollout has stalled. Is that fixable?
Usually, and usually without replacing the platform. Stalled rollouts tend to come from configuration that does not match how people work, unclear ownership, or reporting nobody trusts. All three are cheaper to fix than a migration, which is worth establishing before anyone starts shopping again.
Will you review a proposal from another agency?
Yes. I read it for scope gaps, for assumptions that will become change requests, and for whether the timeline is plausible given what is being asked. It is a short engagement and it has saved people a good deal more than it cost.
What do we get at the end?
A written recommendation with the reasoning laid out, rather than a slide deck of logos. It is meant to be forwarded to a finance director who was not on the call and still make sense to them.
Get an answer before you sign anything
Tell me what you are deciding and what you have looked at so far. The first conversation costs nothing.