CRM-in-a-Box

Your sales pipeline, set up properly.

Pipedrive, Zapier automations, lead capture forms, SMS alerts, postcode routing. The same stack we run across First Choice Energy, SoulourPower and CavityTherm UK. Now available to other operators.

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What it is

A working CRM in two weeks, not two months.

Most CRM projects fail because they try to do everything at once. We start with the lead capture and the first follow-up automation, get those right, then build out from there. Configured to your business, not a generic template.

What's included

  • Pipedrive workspace setup, stages and custom fields
  • Lead capture forms wired to your website
  • Zapier automations: form to CRM, SMS alerts, email triggers
  • Postcode routing for multi-region operations
  • Pipeline structure designed around your sales process
  • Team training session, recorded for future hires
Pricing

From £1,500 setup.

Setup ranges £1,500 to £2,500 depending on complexity. Optional £150/month retainer for ongoing changes, integrations and team support.

Quoted properly on a 15-minute call. No surprises.

The proof

The same CRM stack we run across all three of our brands.

First Choice Energy SoulourPower CavityTherm UK
Get started

Walk through your current setup with us.

Book a 15-minute call. We look at how leads currently reach your team, where the gaps are, and what a fixed system would do for you.

Book a 15-minute call

Or request a callback