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Sales Cloud and Service Cloud set up around your process, with Flow automation, Apex where it is needed, integrations and data migration.
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CRM consultancy UK
CRM consultancy that gets your team using the CRM you pay for
Most CRMs fail quietly: half the leads never reach them, the data no longer matches the accounts system, and the sales team keeps its real pipeline in a spreadsheet. We are independent CRM consultants who fix the setup, connect the systems around it, or build a bespoke CRM when no off-the-shelf platform fits.
Thanks, that’s with us.
A senior engineer reads every enquiry and will reply as soon as they can.
Want to take it further now?
Book a time that suits you, or send a message on WhatsApp.
- Independent: we are not tied to any CRM vendor, so we recommend the one that fits
- Engineers, not just advisers: we build the integrations and automations ourselves
- Built to support UK GDPR requirements, with consent and retention set by you
4.8★
From 944 Fiverr reviews
4.6★
Rated on Clutch
100%
Job Success on Upwork
2020
Building software since
Quick answer
What does a CRM consultancy do?
A CRM consultancy helps a business choose, set up, connect and improve its customer relationship management system so that leads, customers and sales activity are recorded in one place and acted on. Good CRM consultants start with your sales and service process, then configure the CRM, integrate it with your other systems, migrate your data and train your team.
SpiderHunts is an independent CRM consultancy. We work on Salesforce implementation, HubSpot, Zoho CRM and monday CRM, connect them to the software around them through CRM integration, and build bespoke CRM software when your process doesn’t fit a packaged product. Because we sell no licences, our recommendation isn’t shaped by a commission.
We are not a certified partner of any CRM vendor. You buy licences from the vendor (or keep the ones you have), and we work inside your account as your consultants and developers.
CRM services
Our CRM consultancy services
Pick the service that matches the problem. Each page explains what we do, how we work and what it costs.
02
CRM Integration
Connect your CRM to your website, accounting, ecommerce, phones and email so data moves once, correctly, without re-keying.
03
Bespoke CRM Development
Custom CRM software built around how you sell and deliver, with no per-seat licences and code you own on full payment.
04
HubSpot Integrations
HubSpot set up, migrated into and connected to the tools HubSpot’s marketplace apps don’t cover well.
05
Zoho CRM Integration
Zoho CRM configured with Blueprint, Deluge functions and integrations across Zoho One and the rest of your stack.
06
monday.com CRM Setup
monday CRM boards, pipelines, automations and integrations designed so the team keeps them up to date.
07
CRM Migration
Move from spreadsheets, a legacy system or another CRM with history intact, duplicates removed and a tested cut-over.
08
CRM for Law Firms
Enquiry intake, referrer management and client relationships, connected to your practice management system.
Why CRMs disappoint
The CRM isn’t usually the problem. The setup is.
Most businesses we speak to already pay for a capable CRM. What goes wrong is how it was set up, what it is connected to and whether anyone was shown how to use it.
A CRM nobody trusts
- Website, phone and email enquiries reach the CRM only when someone remembers
- Duplicate contacts and missing lead sources make every report an argument
- Invoices and orders are typed again into the accounts system
- Fields, stages and automations were added by whoever needed them
- The real pipeline lives in a spreadsheet or someone’s head
- Licences are paid for users who barely log in
A CRM that runs the pipeline
- Every enquiry is logged automatically, with its source
- One record per customer, with rules that keep it that way
- Orders, invoices and payments sync with accounting and ecommerce
- Stages and fields match how you actually sell
- Follow-ups and tasks are created by the system, not by memory
- Reports the sales team and the finance team both believe
Start with a free CRM health check
In 30 minutes we look at how your CRM is set up, what isn’t syncing and where leads go missing, then tell you what to fix first. Sometimes the answer is a few hours of configuration rather than a project, and we will say so.
How we work
How a CRM consultancy project runs
Four stages, whichever platform you use. You see and approve the design before anything is built.
Health check and discovery
We map how leads arrive, how deals move, which systems hold customer data and where it breaks. You get a written list of what to fix, in order.
FirstDesign
We agree the data model, pipeline stages, fields, automations and integrations, plus what we migrate and what we leave behind.
SecondBuild, integrate and migrate
We configure the CRM, build the integrations, clean and import your data, and test with real records in a sandbox before go-live.
ThirdTrain and improve
We train each role on the tasks it actually does, document the setup, and adjust once the team has used it. Optional support covers ongoing changes.
Ongoing
Clear scope · Regular demos · Full handover
Which do you need?
Implementation, integration or a bespoke CRM?
The quickest way to tell which kind of CRM work fits your situation.
| If your situation is… | Best fit | What we do |
|---|---|---|
| You have chosen Salesforce, HubSpot, Zoho or monday CRM and need it set up properly | Platform implementation | Process mapping, configuration, automation, migration, training |
| Your CRM works, but it doesn’t talk to your other systems | CRM integration | Two-way sync, webhooks, error alerts, deduplication |
| Your process doesn’t fit any packaged CRM, or per-seat fees no longer make sense | Bespoke CRM development | Custom CRM software you own on full payment |
| You are a law firm whose intake and referrers live outside the case management system | CRM for law firms | Intake, referrer tracking, PMS hand-off |
| You aren’t sure which CRM to pick | Free CRM health check | An independent recommendation, with no licence commission |
Pricing
How much does CRM consultancy cost?
Cost depends on the platform, the number of integrations and how much data needs cleaning and moving. Every project gets a written quote with scope and exclusions agreed up front.
Free CRM health check
Free
30 minutes
A review of your current setup, what isn’t syncing and what to fix first.
Get a quote →CRM implementation
From £1,500
Scoped after discovery
Salesforce, HubSpot, Zoho or monday CRM configured around your process, with migration and training.
Get a quote →CRM integration
From £5,000
Scoped after discovery
Custom integrations between your CRM and accounting, ecommerce, phones and marketing tools.
Get a quote →Bespoke CRM
From £12,000
Scoped after discovery
Custom CRM software with no per-seat licences, owned by you on full payment.
Get a quote →Prices exclude VAT. CRM licences are paid to the vendor, not to us. Every project gets a written quote with scope and exclusions agreed up front.
FAQ
CRM consultancy FAQs
Straight answers to what buyers ask before they sign.
Still have a question?
Ask us directly. A senior engineer reads every question.
Ask about your projectWhat does a CRM consultant do?
A CRM consultant works out how your business sells and serves customers, then sets up the CRM to match: pipelines, fields, automations, permissions and reports. Good consultants also connect the CRM to your other systems, migrate and clean your data, and train each team on the parts it actually uses.
How much does CRM consultancy cost in the UK?
It depends on scope. Our CRM health check is free. Platform implementation starts from £1,500, custom CRM integration from £5,000 and bespoke CRM builds from £12,000. Every project gets a written quote with scope and exclusions agreed up front, and CRM licences are paid to the vendor, not to us.
Are you a Salesforce, HubSpot, Zoho or monday.com partner?
No. SpiderHunts is an independent CRM consultancy, not a certified partner of any CRM vendor. You buy licences from the vendor or keep your existing ones, and we work inside your account as your consultants and developers. Being independent means our recommendation is not linked to licence sales.
Which CRM is best for a UK small business?
There is no single best CRM. HubSpot suits marketing-led teams, Salesforce suits complex sales processes that need deep customisation, Zoho CRM suits cost-conscious businesses already using Zoho apps, and monday CRM suits teams that work visually. Our free health check gives an independent recommendation based on your process and budget.
Should we fix our current CRM or replace it?
Usually fix it first. Most CRM problems come from setup, missing integrations and poor data, not from the platform itself. Replace it when the platform cannot model your process, licence costs no longer make sense, or the vendor cannot integrate with a system you depend on. We will tell you which applies.
Can you integrate our CRM with Xero, Sage or Shopify?
Yes. CRM integration is a large part of our work. We connect CRMs to accounting tools such as Xero, QuickBooks and Sage, ecommerce platforms such as Shopify and WooCommerce, payments, telephony and email, using native connectors where they are good enough and custom API integrations where they are not.
Can you migrate our data from spreadsheets or another CRM?
Yes, through our CRM migration service. We map your old fields to the new data model, remove duplicates, standardise formats, keep history and attachments where the target CRM supports them, and test with a sample before the full import. You check the migrated data in a sandbox before your team switches over.
Is our CRM data handled in line with UK GDPR?
We build CRM setups to support UK GDPR requirements: consent and lawful-basis fields, retention rules, access permissions and audit trails. Your data stays in your own CRM account. Your organisation remains the data controller and decides the policies, and we configure the system to apply them.
Start here
Book a free CRM health check
Tell us which CRM you use and what isn’t working. We’ll review the setup with you, recommend what to fix first and give you a realistic range, or tell you honestly if it only needs a small change.
- You tell us what you needTwo minutes on the form, or a message on WhatsApp.
- A senior engineer reviews itAnd comes back with questions, a realistic range and an honest view on fit.
- Free 30-minute scoping callWe talk through scope, options and a realistic estimate, with no obligation.
Thanks, that’s with us.
A senior engineer reads every enquiry and will reply as soon as they can.
Want to take it further now?
Book a time that suits you, or send a message on WhatsApp.