CRM & Business Systems · CRM Customization & Integration
Make the CRM you already have fit how your business actually works.
For businesses that already use a CRM. We adapt its fields, stages, views and automations to your process, and connect it to the website, messaging, finance and other tools it should talk to. If you need a CRM chosen and set up from scratch, that is CRM Implementation.
Common symptoms
A CRM that works against the team
Fields that do not match the business
Staff keep notes elsewhere because the CRM cannot hold what they need.
Disconnected tools
Leads from forms and messages are copied in by hand, so data is late or missing.
Automation nobody trusts
Rules were added over time, overlap and sometimes fire twice.
What is included
Customisation and integration of an existing CRM
Field and record design
Custom fields, picklists and validation matched to your process.
Pipeline and view setup
Stages, boards, filters and saved views for each role.
Workflow rules
Tasks, assignments and notifications triggered by stage and field changes.
App integrations
Connections to forms, messaging, calendar, email and finance tools where supported.
Data clean-up and mapping
Mapping and tidying of fields during integration.
Permissions and handover
Roles, access and a short guide for the team.
Deliverables
What you receive, and the limits
You receive
- Configuration specification
- Customised fields, stages and views
- Configured workflow rules
- Working integrations with test results
- Role and permission setup
- Admin guide
Boundaries
- We work within what your CRM platform supports.
- Third-party integrations depend on available APIs and your plan.
- Replacing the CRM or choosing a new one is CRM Implementation.
- Licences and platform costs are paid to the vendor.
How it works
From a review of your CRM to tested changes
Changes are made in a test environment where the platform allows.
Review the setup
Current fields, stages, rules and integrations.
Specify changes
What to add, remove or connect, agreed in writing.
Configure
Fields, views and workflows built.
Integrate
Connections built and mapped.
Test and hand over
Scenarios tested, then a guide for the team.
Questions
Common questions
Which CRMs do you work with?
We tell you after reviewing yours. It depends on the platform’s customisation and integration capabilities.
How is this different from CRM Implementation?
Implementation sets up a CRM from the start. This service adapts one you already use.
How is this different from Business Systems Integration?
That service connects business systems broadly. This one focuses on the CRM and what connects to it.
Will our data be changed?
Only as agreed, and a backup or export is taken before changes that affect existing data.
CRM in place but not working for you?
Tell us which CRM and what is getting in the way. We will reply with what we would change first.