Services · SYS-07

CRM & Pipeline Systems

CRM setup and automation, pipeline hygiene, and deal-flow tracking that stays current.

A CRM is only as useful as the data in it. When records are duplicated, stages are out of date and nobody trusts the forecast, the team works around it. We set up new CRMs or rescue existing ones, then automate the hygiene so the pipeline stays current.

What you get

  • Setup from scratch, or a rescue of the CRM you already have.
  • Dedupe and hygiene automations that keep running.
  • Stage tracking that reflects what is really happening with each deal.
  • Connections to the tools around it, so data arrives without re-keying.

Why it holds up

Michael has formal training in HubSpot and Salesforce from his commercial career. Over almost three decades in commercial roles he generated more than £20 million in revenue for the organisations he worked with, so the pipeline is built around how deals actually move, not how a template assumes they do.

We work across GoHighLevel, HubSpot, Salesforce, Pipedrive and EspoCRM, and recommend from experience, not commission. Every automation is logged, so you can see what changed a record and why.

For a sales team, the result is a pipeline that fills itself: prospect lists built and refreshed, outreach sequenced and sent, and meetings booked while you sell. After launch we keep operating, measuring and improving it, so the CRM stays trusted rather than drifting back to spreadsheets.

Tools we use

GoHighLevelApifyn8nMakeZapierComposioHubSpotSalesforce

Related services

How we work

Map. Scope. Build. Run.

  1. STEP 1

    Map

    A free 30-minute systems-mapping call. We find where the hours go, where the leads leak, and where AI actually moves the needle — before you spend anything.

  2. STEP 2

    Scope

    A written diagnosis and a fixed price with a clear deliverable list. No hourly meters, no scope fog — you know the number and the outcome before we start.

  3. STEP 3

    Build

    Delivery in weeks, not quarters — with evidence at every step: working systems, documented workflows, and your team trained inside them.

  4. STEP 4

    Run

    We operate, measure, and iterate after launch. Research, analyse, learn, iterate — the loop that keeps the system improving instead of quietly rotting.

Start with the map.

Thirty minutes, free, no deck required — bring the process that hurts.

Book a mapping call

Fixed scope, fixed price, agreed before we start — no hourly meters.