A CRM that genuinely enhances the way you work

Most CRMs don't fail because the software is bad. They fail because they're set up once, and left with nobody made responsible for keeping them working. Very quickly, pipelines stop reflecting how the business sells, so the team stops updating them. An automation breaks when something changes elsewhere, and nobody notices, so follow-ups quietly stop going out. Duplicate and out-of-date contacts build up until nobody trusts the data, and before long the team is back to tracking things in spreadsheets and inboxes, with the CRM still running (and still being paid for) in the background.

A CRM is only useful if it keeps matching how your business works as it changes, and if someone is responsible for its upkeep. This means someone checking that the automations are still running, as well as keeping your contacts up-to-date and adjusting your pipelines when your process changes. We take all this on for you, so that your CRM becomes something your team relies on every day.

We scope the cost of your CRM around how your business works, so it depends on a few key factors. We'll go through these with you before anything is agreed, so that you know what to expect:

A CRM reflects how your business works, and successful businesses never stand still. You might add a new service, take on staff, open another location or change how you take deposits, and each of those changes needs to be reflected in your pipelines and automations. If nobody makes those updates, the CRM slowly separates itself from how things really run and ends up being abandoned.

Automations also rely on other tools behaving the same way they did when everything was set up. When a form, a calendar or a payment provider changes, an automation can stop working without any obvious sign, and the first you hear of it is a customer who never received a follow-up. Ongoing management means having someone responsible for checking that, fixing it quickly and keeping your data clean, so the system you've invested in keeps doing its job. It also means you have someone to go to whenever you want to change something, without having to learn the platform inside out yourself.

For the full story behind the CRM work mentioned on this page, the No Regrets CRM and automation chapter covers the platforms we trialled, what we built and the mistakes we made along the way, while the payments and deposits chapter looks at how deposits fit into the booking process. If you'd like your CRM to do more of the work, our Marketing & Automation service uses it to keep customers engaged over time, and AI Automation handles instant replies to new enquiries. And for booking-heavy businesses running more than one site, practitioner-level booking explains why the way your CRM records location is more important than most people think.