How can I import my existing contacts into the CRM?
We can import contacts from CSV, Excel, and most common CRM exports. During onboarding, we map your fields, clean duplicate data, and validate records before your system goes live.
Is my data secure in the CRM?
Yes. Your CRM is protected with role-based access, secure authentication, encrypted data transfer, and regular backup policies. We also configure permissions so each team only sees what they need.
Can I access the CRM on my mobile device?
Absolutely. The platform is fully responsive and works across desktop, tablet, and mobile devices, so your team can update jobs, notes, and customer records while on the move.
How does the CRM help improve sales?
It improves sales by standardising your pipeline, automating follow-ups, and surfacing high-value opportunities. This helps your team respond faster, reduce missed leads, and close more work.
Is there a free trial available?
We focus on implementation packages rather than self-serve trials. Our discovery process gives you a clear scope, timeline, and recommendation for Basic, Advanced, or Bespoke delivery.
Can I customise the CRM to fit my business needs?
Yes. Every build is tailored to your workflows, processes, and reporting needs. We configure dashboards, forms, automations, and user permissions around how your business actually operates.
How do I get started with the CRM?
Start by sending us an enquiry. We will run a short discovery call, confirm your priorities, and recommend the right package with a clear implementation plan and next steps.
Does the CRM integrate with other tools?
Yes. We can connect your CRM with accounting software, email platforms, quoting tools, and other operational systems. Integration depth depends on your chosen package and requirements.
What kind of customer support is available?
Support depends on your package: Basic includes post-launch support, Advanced includes extended support, and Bespoke can include SLA-based ongoing support and continuous improvement.
How long does implementation usually take?
Timelines vary by scope. Basic projects are typically delivered fastest, Advanced projects take longer due to deeper configuration, and Bespoke projects are phased around your priorities.
