1 Assess & select
We map your funnels, data and constraints, then shortlist options (HubSpot, Pipedrive, Workbooks, HaloCRM) plus the integrations that fit (Make, Aircall, Surfe, ActiveCampaign).
The right CRM stack — chosen with you, built calmly
HubSpot, Pipedrive, Workbooks, HaloCRM and more — plus the integrations that join it all up (Make, Aircall, Surfe, ActiveCampaign). We stay independent so the software fits your process, not the other way round.
Definition
What this page covers
Your software choices fall into two buckets: the CRM systems (HubSpot, Pipedrive, Workbooks, HaloCRM) and the integrations that make them sing (Make for automation, Aircall for calling, Surfe for LinkedIn-to-CRM, plus ActiveCampaign for journeys).
We help you select, configure and connect the right mix — then keep it tidy as you grow. No vendor bias, no pressure. Just the tools that fit your sales, service and marketing workflows today, with clean data for tomorrow.
Why a full software overview matters
- Independent selection You get a stack chosen for your goals — not a reseller target. Clear trade-offs, plain language, calm decisions.
- Joined-up delivery Systems talk to each other. Contacts, deals, tickets and comms stay in sync so teams work from one picture.
- Future-proof operations Add channels and automations without the rebuild. Good naming, clean data, sensible guardrails from day one.
Implementation
How we build your stack
A calm, vendor-agnostic rollout: pick the right tools, wire them together, prove value fast.
2
Configure & connect
Clean schemas, sensible naming, roles and SLAs. Migrations handled. Automations and connectors built on Make; calling via Aircall; LinkedIn capture with Surfe.
3
Enable & optimise
Training, playbooks and dashboards. We tune adoption, data quality and outcomes — then iterate in small, safe drops.
Timeline
What progress looks like at 30 / 60 / 90 days
30
Shortlist chosen, foundations live
- Tool selection agreed with trade-offs and costs.
- Base CRM configured; key objects, fields and roles defined.
- First integrations scoped (Make scenarios, Aircall, Surfe).
60
Connected journeys, clean data
- Migrations completed; naming and permissions enforced.
- Core automations live; activity writing back reliably.
- Dashboards for pipeline, service and retention in place.
90
Confident teams, measurable lift
- Adoption steady; admin time down; reporting trusted.
- Additional channels ready (email, calling, LinkedIn capture).
- Quarterly optimisation plan agreed from real usage.
Principles
How we choose and connect software
- Agnostic first — we recommend what fits, not what we resell.
- Data before features — naming, ownership and consent make or break adoption.
- Small, safe steps — weekly drops beat big-bang rebuilds every time.
Platforms we work with
Your stack, joined-up
Explore each tool — what it’s best at and how we implement it.
FAQ
Questions we’re asked about software choices
No. We stay independent so recommendations serve your goals first. We’ll show trade-offs and help you buy on the best terms.
Yes. We design the data model and integrations (usually on Make) so your stack behaves like one system.
Great. We’ll audit, fix the basics (naming, permissions, fields), then connect the right apps to reduce admin and improve reporting.
Weeks, not quarters. We launch foundations first, then layer integrations and journeys in small, safe iterations.
Next step
Let’s design the right stack for your team
Bring your current tools and a real process you want to improve. We’ll map options, show the trade-offs and build a pragmatic plan.