The expensive CRM mistakes are made before the build.
We audit first — mapping your commercial processes end to end to find where CRM genuinely earns its place, and returning a blueprint for what to build and, just as often, what not to buy.
Most CRM spend is committed before anyone checks it's the right spend.
Teams buy platforms, licences and features against a roadmap nobody has pressure-tested — then carry the cost of that decision for years.
By the time the mistake shows up in the build, it was already made months earlier, in a meeting about strategy.
We audit first.
A structured discovery maps your commercial processes end to end, finds where CRM technology genuinely earns its place, and returns a blueprint for what to build. Strategy, platform selection, data-architecture review and GDPR advisory all sit here.
Advice from the people who'll live with it.
Written by the team that builds it
The same embedded team that would go on to implement, run and build — so the blueprint is written by people accountable for the result, not selling past it.
The right spend, not the most spend
We're accountable for the outcome, not the licence, so our advice trends toward deliberate spend rather than maximal spend.
A contained, low-commitment start
A fixed-fee audit is the front door — a deliberate piece of work that de-risks every decision after it.
£60k/yr
Fixed fee
Yours to keep
the blueprint stands on its own, whether or not you build with us.
CRM consulting & audits, in plain terms.
What is a CRM audit?
A structured diagnostic that maps your commercial processes end to end and finds where CRM technology genuinely earns its place — and where it doesn't. We audit first, then return a blueprint for what to build and, just as often, what not to buy.
What do I get at the end?
A clear, prioritised blueprint: what to build, fix, buy, and leave alone. Because the same team that runs the audit would implement and run the result, it's written by people who'll live with it.
Will you just recommend more software?
No — often the most valuable finding is what not to buy. We're accountable for the result, not the licence. For one consultancy, getting that right is projected to save around £60k a year.
How much does a CRM audit cost?
A fixed fee, agreed up front and scoped to the size of your CRM estate, so you know the cost before you commit.
Do I have to continue after the audit?
No. The blueprint is yours whether or not you build with us. Most clients do continue — the team that diagnosed the problem is the fastest to fix it — but there's no obligation baked in.
Start with an audit, not an assumption.
No pitch, no obligation — a straight conversation with people who’ve seen it all.
