Step 01
Map the path
We follow a real enquiry end to end and mark every point it can stall, duplicate or disappear.
Week 1Your leads are leaking out of a spreadsheet.
Marketing that works is wasted if the follow-up is a shared inbox and somebody's memory. We build the CRM layer that catches every enquiry and tells you what it was worth.
Works with your stack You own the build No lock-in
The problem
The lead was never the problem. The follow-up was
Most businesses we audit are not short of enquiries. They are short of a reliable path from enquiry to booked revenue, and nobody can say which marketing produced which sale.
5 min
The window in which a fast response dramatically outperforms a slow one.
Widely replicated lead-response researchMost
Businesses cannot attribute closed revenue back to the campaign that produced it.
Voxel Clicks audit findingsZero
Extra ad spend needed to close more of the leads you already have.
The cheapest growth there is
Start here
We will map where your leads are actually dying
A free walkthrough of your enquiry-to-revenue path, from the first form fill to the closed invoice, with the leaks marked.
- Every route a lead can enter by, and which ones nobody is watching
- Where enquiries stall, get duplicated or go unanswered
- Whether your marketing spend can be tied to closed revenue today
- A build-versus-configure recommendation for your stack
- An honest answer when an off-the-shelf CRM already does the job
Free
No card, no call required
Back within one working session
Get my free CRM audit
We reply to every request personally.
What you get
Built around how your team actually sells
The best CRM is the one your team updates without being chased. That usually means fewer fields, clearer stages and far more automation than people expect.
Talk it through with us- Pipeline designStages that match how you really sell, so the CRM reflects reality instead of fighting it.
- Custom CRM buildsWhen off-the-shelf genuinely does not fit, a system built to your process rather than someone else's.
- Platform setup and migrationHubSpot, Pipedrive, Zoho, GoHighLevel or Salesforce configured properly, with your history moved cleanly.
- Lead capture that never dropsEvery form, call, chat and marketplace enquiry routed into one place automatically.
- Automated follow-upInstant acknowledgement, reminders and nurture sequences, so speed to lead stops depending on who is free.
- Revenue attributionClosed deals traced back to the campaign, keyword or channel that produced them.
- IntegrationsQuoting, invoicing, scheduling and accounting wired together so nothing is retyped.
- Training and handoverDocumentation and sessions with the people who use it daily, because adoption is the whole game.
How it runs
Map it, build it, get it adopted
Step 02
Design the pipeline
Stages, fields and automations agreed with the people who will use it, not imposed on them.
Weeks 1 to 2Step 03
Build and migrate
Configure or build, move your history, wire the integrations, test with real records.
Weeks 2 to 5Step 04
Train and refine
Sessions with the team, then a tune-up once real usage shows what needs changing.
Week 6 onwardMeridian Homes, multi-location services
Every branch enquiry in one pipeline
Forty-two locations, each handling enquiries their own way, with no central view. We consolidated everything into one CRM with automatic routing and per-branch reporting.
42Branches unified
+19%Enquiry-to-booking
1Source of truth
For the first time we can see performance per branch instead of one national number that told us nothing.
Investment
How CRM Development engagements work
Fixed-fee build
Scoped to you
Scope depends on integrations, data migration and how much custom logic your process needs. Ongoing support is optional.
Get a scoped quote
Not sure yet?
Free visibility check
Start with the free check. If it shows you don't need this service yet, we'll say so, that happens more than you'd expect.
See what's includedEvery engagement is quoted to scope and confirmed in writing before any work starts.
Questions
Before you get in touch
That is the most common situation we see, and it is almost always a design problem rather than a discipline problem. Too many required fields, stages that do not match how you sell, and no automation. Fixing that is usually cheaper than replacing the platform.
Usually not, and we will say so. Most businesses are better served by the right off-the-shelf platform configured properly. Custom is worth it when your process is genuinely unusual or the licence maths stops working at your headcount.
That is the main reason to do this. When the CRM knows which campaign produced each deal, you can finally spend based on closed revenue instead of platform-reported conversions.
It gets migrated, de-duplicated and mapped to the new structure. Messy data is normal and we plan for cleanup rather than pretending it will be tidy.
You do. Your accounts, your data, your documentation. We build on platforms you control and hand over everything, including the automations.
Also worth a look
Pairs well with
GEO / AI Search
Get named and cited inside ChatGPT, Perplexity, Gemini and AI Overviews.
SEO
Technical foundations, topical authority and content that earns rankings you keep.
Web Development
Custom-built, natively coded sites that load fast, rank well and convert.
WordPress
Custom themes, blocks and headless builds, plus rescue work on bloated sites.
Paid Ads
Google, Meta, LinkedIn and TikTok campaigns run against profit, not platform ROAS.
Social Media
A content engine across Instagram, LinkedIn, TikTok and YouTube, not a posting calendar.
GMB Optimization
Get your Google Business Profile into the top three and keep it there.
AI Solutions
Custom agents and automations that take a real job off someone's plate.
Next step
Stop losing deals you already paid for
One free session. We map your enquiry-to-revenue path and show you where it leaks, whether or not you hire us.
Free · No pitch deck · Reply within one business day