About
Independent CRM consultants, focused on business outcomes
CRM Insights is an independent UK CRM consultancy. We help leadership, sales, marketing and operations teams turn messy CRM data into cleaner records, real adoption and decisions leaders can trust, not tooling theatre.
Who we are
Plain-English CRM advice from people who do the work
CRM Insights works with UK B2B organisations that need CRM to support the way the business actually operates. Most of the value is won after go-live, in adoption, data quality and reporting leaders can rely on, so we stay close through implementation, optimisation and ongoing support.
We have deep experience with Workbooks and Microsoft Dynamics, plus migrations from Act!, GoldMine, Salesforce, spreadsheets and Access databases.
- Independent, vendor-neutral recommendations
- Hands-on delivery and ongoing support
- Selective capacity of 12–15 new clients each year
- Outcomes and ROI over feature checklists
How we work
What makes CRM Insights different
A consulting relationship, not a product sale. We diagnose the business problem first, then scope only the work that fits.
Independent and vendor-neutral
We are not a Salesforce, Dynamics or Workbooks reseller chasing a licence quota. The recommendation follows your data, process and adoption reality, including when the honest answer is to fix process or data before buying new software.
Practitioner-led delivery
The people who diagnose the problem are the people who do the work. We sit with sales, marketing and operations teams to understand how the business actually runs before configuring anything.
Selective by design
We take on 12–15 new clients a year so each engagement gets real attention. That is also why we ask prospects to start with a quick diagnostic rather than a hard sell.
See for yourself
Proof and the people behind the advice
The best way to judge a CRM partner is to look at the work and meet the team. Browse the case studies to see CRM changes tied to business results, or meet the consultants who deliver them.
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.