Independent CRM consultants
Get better CRM Insights.
Make better decisions.
CRM Insights helps UK organisations choose, implement, improve and support CRM. Plain-English advice from people who work in the messy middle of sales, marketing and operations, not vendor spin.
AI CRM readiness is now part of the offer: sourced answers, faster reporting and less guessing from messy data.
Take the free CRM Scorecard for an honest diagnostic, or book a call to talk it through, no hard sell either way.
We only work with 12–15 new clients each year so every engagement gets our best work.
The new system is proving a vital tool in the everyday running of our business, enabling us to make better decisions faster. Mike's been very helpful and responsive; he's keen to make a difference for our business.
CRM Insights gave us the confidence that no-one else did. They demonstrated that they understood our business, and how to utilise Workbooks to meet the business needs.
CRM Insights really took the time to understand our business and delivered a custom CRM that fits exactly what we needed. The speed at which we can now respond to customers has been a game-changer.
What I like about CRM Insights is that, rather than tell you what to do, they help work through it with you. Their uniqueness is in their flexibility: no challenge is too complex for them!
They don't just provide one CRM. They approach your problems and, once fully understood, they suggest solutions.
The email marketing has been completely revolutionary. It's been the biggest step change for our team.
Working with Mike and his team has been very easy and straightforward. They were patient, flexible and explained technical processes in plain English. I'd certainly recommend them.
Mike from CRM Insights had an 'Aha!' moment. From that point forwards it was only CRM Insights that created the confidence that it could be done.
Connected operating model
Align the four areas that decide whether CRM becomes useful
CRM only creates leadership clarity when people, process, systems and data are designed as one operating model, not treated as separate workstreams.
This is where CRM magic happens. People
Users know what CRM is for and leaders back the change.
Process
Sales, marketing and operations follow a repeatable way of working.
Systems
The platform supports the process instead of forcing workarounds.
Data
Records are trusted enough to support real commercial decisions.
Where are you now?
Three routes into clearer CRM decisions
Not sure which CRM problem to tackle first? Choose the journey that matches where you are right now.
Start with CRM
For leadership teams asking whether they need CRM, which system fits, and how to build the business case.
- Do we need CRM?
- Which CRM should we choose?
- What will it cost?
Improve CRM performance
For teams with a CRM already in place, but poor adoption, weak pipeline data or reports leadership cannot trust.
- Why are people bypassing CRM?
- Can we trust the pipeline?
- Are sales and marketing aligned?
Optimise, integrate or change CRM
For teams migrating, integrating, cleaning data or escaping a CRM that no longer fits how the business works.
- Should we migrate?
- How clean is the data?
- Which systems need to connect?
How CRM Insights helps
Our approach to sales and CRM excellence
CRM Insights helps you decide whether the right next step is a workshop, platform advice, implementation, onboarding improvement, AI readiness or ongoing support.
CRM Workshop
A structured scoping day to turn messy requirements, competing opinions and licence questions into a practical CRM plan before money is spent.
UK CRM Consultants
Practitioner-led CRM consulting for UK SMB and mid-market organisations that need clearer data, stronger adoption and systems that support sales, marketing and operations.
Client On-Boarding Optimisation
A focused professional-services workflow offer for firms that need to reduce onboarding delays, compliance risk and avoidable admin.
CRM Ongoing Support
Remote support and continuous improvement for teams that need a trusted CRM partner after implementation, not a handover document and a disappearing act.
Workbooks CRM Consultants
Workbooks CRM consulting for organisations that need platform fit, cleaner migration, practical configuration, reporting, adoption and support built in.
AI & CRM
Ask your CRM a question. Get an answer with a source.
Query your CRM data in plain English, surface pipeline insights instantly, and cut the manual reporting that slows your team down. CRM Insights builds the clean data and documented process foundations that make AI genuinely useful, then layers in managed intelligence so your team gets answers they can trust.
- Answers drawn from approved CRM and process sources.
- Every answer shows exactly where it came from.
- Refuses to guess when data quality is too thin.
Case studies
A sample of our case studies
Every case study connects a real CRM problem to a measurable business result: fewer spreadsheets, cleaner data, faster quotes, stronger adoption or a better-fit platform.
EV manufacturer reduces quote turnaround time from 1 day+ to less than 1hr
A manufacturer improved quote speed and customer experience by tightening CRM-backed processes.
- Quote speed
CRM enables membership organisation to grow by 300%
A trade body used CRM as a core operating system for member growth and legitimacy.
- Membership
- Growth
Biotech CRM automation saves admin and supports adoption
A biotech business improved CRM adoption and reduced admin through automation.
- Adoption
- Automation
111 spreadsheets reduced to a single, integrated CRM system
A laboratory business consolidated a highly fragmented contact process.
- Spreadsheet escape
Latest insights
Practical guidance for CRM decisions
Articles, guides and practical CRM thinking across the Start, Improve and Optimise journeys.
Year-end CRM checklist
A practical checklist for cleaning, reviewing and fixing CRM before the next year.
Create a CRM playbook for better data
How playbooks create consistency across sales process, fields and reporting.
How CRM integration drives sales growth
How connected systems make sales and leadership reporting more useful.
Knowing when to walk away
How CRM can help teams learn from close-lost deals and sharpen focus.
Smart forms and eSignatures
How better intake forms and signatures can fix broken data collection.
CRM survival: how to beat failure risk
How to improve CRM success odds through scope, adoption and data discipline.
FAQs
Frequently Asked Questions
What does CRM Insights do?
CRM Insights helps UK B2B organisations choose, implement, improve and support CRM systems so leaders can make better decisions from cleaner customer data.
Do we need a CRM consultant?
Not always. CRM Insights asks prospects to start with the free CRM Scorecard so the next step is based on the state of the CRM, data, adoption and business goals.
Which CRM platforms do you work with?
CRM Insights has deep experience with Workbooks and Microsoft Dynamics, plus migrations from Act!, GoldMine, Salesforce, spreadsheets and Access databases.
How does CRM Insights help leaders make better decisions?
CRM Insights connects process, data quality, reporting and adoption so leadership teams can trust the customer and pipeline information they use to make decisions.
Where does AI fit into the CRM offer?
AI becomes genuinely useful once CRM data, permissions, process documents and reporting foundations are solid. CRM Insights helps organisations reach that point, then layers in AI readiness and managed intelligence where it adds real value.
Diagnostic first
Not sure what your CRM needs next?
Start with the free CRM Scorecard. It takes a few minutes and gives you a practical next step before anyone books time in the diary.
3-5 minutes. 6-page personalised report. No hard sell.