CRM & automation
Enquiries, applicants and quotes that follow up automatically
A UK HubSpot consultant for small businesses: we set up HubSpot free or GoHighLevel with your pipeline, forms and automations, then train your team to use it.
Who it's for
Built for businesses that run on people.
For teams whose leads live in spreadsheets, inboxes and memory.
- Agencies and employers tracking candidates in spreadsheets and inboxes
- Firms whose quote requests are tracked in inboxes, or go cold
- Businesses losing enquiries and applicants to slow follow-up
- Charities tracking donors and volunteers in spreadsheets
What's included
What you get, and what it costs
Two ways to start. Both are set up for you, with published prices.
Yearly = 10 × monthly — 2 months free.
CRM set-up for small business
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CRM Quick Start
£990/year (2 months free) £99/month + £495 setup- HubSpot free or GoHighLevel
- 1 pipeline
- Forms
- 2 automations
- Training
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CRM Full Setup
from £2,990/year (2 months free) from £299/month + from £1,195 setup- Multiple pipelines
- Data import
- Email and SMS automations
- Reporting
Prices exclude VAT (not currently VAT registered). Ad spend is paid directly to Google.
See every plan, building block and add-on on our pricing page.
How it connects
One joined-up system
A CRM works best when everything feeds it: one joined-up system, on one plan.
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Websites
Website and careers-site forms go straight into your pipeline.
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Local growth
Google Ads conversion tracking shows which enquiries your ads brought in.
Sectors
Where it features
Pipelines set up for the way each sector works: applicants, candidates and quotes.
- Care providers & supported housing More carer applicants, and families and councils who can find you.
- Recruitment agencies A candidate and client pipeline that follows up for you.
- Manufacturing & engineering A website that wins quote requests from the right buyers.
- Warehousing & logistics Drivers and warehouse staff hired directly, and quotes answered fast.
FAQ
CRM & automationquestions
We reply to every message within one working day.
Which CRM do you use?
HubSpot's free CRM or GoHighLevel, set up for the way you work.
What's the difference between CRM Quick Start and CRM Full Setup?
Quick Start gives you 1 pipeline, forms, 2 automations and training. Full Setup adds multiple pipelines, data import, email and SMS automations and reporting.
Do we own our data?
Yes — always. Your domain, content and data stay yours.
Do you replace our specialist software?
No. We don't replace care records, patient-record or booking systems, applicant tracking systems or warehouse and transport systems. We work alongside the system you already use.