Vendor-independent CRM consultants
Stop Wasting Money on the Wrong CRM
We've helped 100+ UK businesses pick, implement, and actually adopt the right CRM, with no vendor bias.
Average client rating
4.9 / 5
We've helped 100+ UK businesses pick, implement, and actually adopt the right CRM, with no vendor bias.
“The whole CRM Insights team are simply nice to deal with. They’re on the same wavelength. They know where we’re headed as a business, and they’re proactive in helping us get there.”
Our approach is tailored to your starting point. Choose the path that sounds like you.
Walk away with a clear CRM recommendation, realistic costs, and a plan to get started, before spending a penny.
Get startedFind out exactly why your team isn't using your CRM and get a concrete plan to fix it within weeks.
Boost your CRMGet an honest assessment: fix what you have, integrate what's missing, or switch to something that actually scales.
Explore your optionsA quick guide so you can self-qualify before you spend time on calls.
CRM Insights made it so much easier to look through the different options. We really appreciated the way they weren't trying to sell a system and shoehorn our requirements into it.
No commitment required. Start with a conversation and go from there.
We learn about your business, goals, and current setup. No sales pitch, just honest conversation.
We research and present the right CRM options for your needs, with clear costs and a realistic timeline.
We stay with you through setup, data migration, team training, and adoption, until it's working.
No confusion, no pressure. Start with the scorecard and we will guide you step by step.
Answer a few questions and get instant guidance on what to fix first.
3 minutesTalk through your results and goals. We will recommend the right next step.
30 minutesClarify requirements, map your process, and confirm costs and priorities.
1 to 2 weeksBuild, migrate, train, and improve adoption. We stay involved until it works.
Phased deliveryEvery business is different. We take time to understand your goals before recommending anything.
A structured, single-day session to clarify your needs, map your processes, and determine whether a CRM investment is right for you. Walk away with a clear recommendation and realistic costs.
Learn about workshopsOngoing, hands-on support as you design, implement, or optimise your CRM. We work alongside your team to ensure the system works for your business, not the other way around.
Explore consultingTake the free CRM Health Score and get instant, practical guidance on what to fix first.
See how organisations like yours have transformed their businesses with the right CRM strategy.
“The monitoring of leads has helped the Sales team an awful lot. It’s created a healthier work environment for everyone. And it’s made it a more enjoyable business to run.”
“It’s been a pleasure working with Mike and his team. He impressed us from the initial presentation and the care and attention to detail that have gone into the whole process have inspired confidence.”
“The whole CRM Insights team are simply nice to deal with. They’re on the same wavelength. They know where we’re headed as a business, and they’re proactive in helping us get there.”
“As a small team, we’ve found the expertise and support of CRM Insights invaluable. I really respect the flexibility of their approach and their willingness to work with us to dream up and deliver valuable new solutions to our business challenges. We’re happily increasing our future investment with them.”
“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 to anyone looking for a cost effective CRM solution.”
“The monitoring of leads has helped the Sales team an awful lot. It’s created a healthier work environment for everyone. And it’s made it a more enjoyable business to run.”
“My advice for anyone thinking about going down this route is that, if your company is at a similar point to where we were with so much to do day to day, you can find yourself very resistant to finding the time to do the work. But looking back now, I can’t believe how wrong I was. The time it has given me now is so worthwhile.”
Honest answers to the questions we hear most from businesses considering CRM help.
Still have questions? Start with the scorecard, or speak to an expert.
Whether you're starting fresh, improving what you have, or ready for a change, start with a free, no-obligation conversation.