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Home/Services/CRM

CRM agency and CRM specialists

AI Agency Index helps UK businesses find vetted CRM specialists for CRM setup, CRM automation, lead capture, pipeline reporting and custom CRM systems.

A good CRM agency does more than install software. It maps how leads arrive, how your team follows up, where deals stall and which reports you need to make better decisions. AI Agency Index connects you with UK CRM specialists who can configure tools like HubSpot, Pipedrive, Zoho and Salesforce, or build a custom CRM when off the shelf software does not fit.

Use one short brief to compare specialists for CRM setup, CRM migration, website to CRM lead capture, automated follow ups, sales pipeline dashboards, integrations and bespoke customer databases. You can choose a fixed price CRM package or speak to a specialist about a tailored build.

What CRM specialists can help with

  • CRM setup, data import and pipeline configuration.
  • CRM automation for follow ups, reminders, lead scoring and reporting.
  • Website forms, chatbots and phone enquiries flowing into one customer database.
  • Custom CRM systems for trades, clinics, agencies, finance, property and service businesses.
  • Integrations with email, calendars, payment tools, accounting software and dashboards.
Get free quotesAll services

Specialists for CRM projects

Sales Pipeline CRMSave ~50%
Sales Pipeline CRM
  • Visual deal pipeline
  • Contact and company records
  • Sales forecast reporting
£1,998£999

Ready to launch

Estate Agency CRMSave ~50%
Estate Agency CRM
  • Applicant and property matching
  • Viewing and offer tracking
  • Vendor activity reports
£3,598£1,799

Ready to launch

Recruitment Agency CRMSave ~50%
Recruitment Agency CRM
  • CV parsing and candidate hub
  • Vacancy pipeline boards
  • Placement and invoice tracking
£3,198£1,599

Ready to launch

CRM: questions, answered

What does a CRM agency do?+

A CRM agency helps you choose, configure or build a customer relationship management system. That usually includes pipeline stages, contact imports, permissions, automations, reporting and integrations with your website, email, phone or accounting tools.

How much does CRM setup cost in the UK?+

Small CRM setups can start in the hundreds when the scope is clear. Larger migrations, custom reporting, multi team workflows or bespoke CRM systems can run into the thousands. Post a brief to get matched quotes for your exact setup.

Can a CRM specialist automate lead follow up?+

Yes. CRM automation can capture website enquiries, assign leads, send follow up emails, create reminders, score opportunities and produce pipeline reports without your team copying data between tools.

Should I use HubSpot, Pipedrive, Zoho, Salesforce or a custom CRM?+

It depends on your sales process, budget, team size and reporting needs. A CRM specialist can recommend an existing platform when it fits, or a custom CRM when your workflow is too specific for standard software.

Can I get quotes before choosing a CRM specialist?+

Yes. Submit one brief with your requirements, budget and timescale. Matched CRM specialists can respond with questions and quotes, and there is no obligation to hire.

Related services

CRM & Lead SystemsWorkflow & CRM AutomationCustom Software & APIsLead Generation WebsitesAI Chatbots & AssistantsSoftwareAppsSaaS
Clinic and Healthcare CRMSave ~50%
Clinic and Healthcare CRM
  • Patient records and history
  • Appointment and recall reminders
  • Consent and access controls
£4,598£2,299

Ready to launch

Gym and Membership CRMSave ~50%
Gym and Membership CRM
  • Membership and billing records
  • Class and attendance tracking
  • Retention and win back prompts
£2,598£1,299

Ready to launch

Field Service and Trades CRMSave ~50%
Field Service and Trades CRM
  • Quote and job management
  • Engineer scheduling and dispatch
  • Service and maintenance reminders
£2,998£1,499

Ready to launch

Mortgage and Finance CRMSave ~50%
Mortgage and Finance CRM
  • Client fact find records
  • Application stage tracking
  • Review and renewal reminders
£4,998£2,499

Ready to launch

Ecommerce Customer CRMSave ~50%
Ecommerce Customer CRM
  • Unified customer profiles
  • Order history and segmentation
  • Abandoned basket follow ups
£2,398£1,199

Ready to launch

Legal Case Management CRMSave ~50%
Legal Case Management CRM
  • Client and matter linking
  • Key date and deadline alerts
  • Time recording and status
£5,598£2,799

Ready to launch

Car Dealership CRMSave ~50%
Car Dealership CRM
  • Enquiry and lead capture
  • Test drive and part ex tracking
  • Stock matching and reminders
£3,398£1,699

Ready to launch

Insurance Broker CRMSave ~50%
Insurance Broker CRM
  • Client and policy records
  • Renewal pipeline and prompts
  • Claims and adjustment notes
£4,398£2,199

Ready to launch

Education and Student CRMSave ~50%
Education and Student CRM
  • Enquiry and application tracking
  • Course interest pipelines
  • Automated nurture messaging
£2,798£1,399

Ready to launch

Marketing Agency CRMSave ~50%
Marketing Agency CRM
  • Lead and client accounts
  • Project and retainer status
  • Proposal and renewal tracking
£2,998£1,499

Ready to launch

Call Centre CRMSave ~50%
Call Centre CRM
  • Unified agent contact view
  • Call scripting and dispositions
  • Supervisor performance reports
£5,198£2,599

Ready to launch

Hospitality and Venue CRMSave ~50%
Hospitality and Venue CRM
  • Guest profiles and preferences
  • Booking and event tracking
  • Reminders and follow ups
£2,798£1,399

Ready to launch

B2B Pipeline CRMSave ~50%
B2B Pipeline CRM
  • Multi stage opportunity boards
  • Stakeholder and account mapping
  • Weighted revenue forecasting
£3,198£1,599

Ready to launch

Lead Routing CRMSave ~50%
Lead Routing CRM
  • Multi source lead capture
  • Rule based lead routing
  • Response time SLA alerts
£2,598£1,299

Ready to launch

Customer Success CRMSave ~50%
Customer Success CRM
  • Account health scoring
  • Renewal and onboarding tracking
  • At risk customer alerts
£3,798£1,899

Ready to launch

Nonprofit and Donor CRMSave ~50%
Nonprofit and Donor CRM
  • Supporter and donation records
  • Gift Aid and pledge tracking
  • Campaign reporting and segments
£2,198£1,099

Ready to launch

Travel Agency CRMSave ~50%
Travel Agency CRM
  • Enquiry and itinerary tracking
  • Booking and supplier records
  • Traveller preference profiles
£2,998£1,499

Ready to launch