CRM Implementations
Get Organised. Get Efficient. Get Selling. Still using spreadsheets or chasing leads manually? A well-set-up CRM is the difference between chaos and consistent pipeline growth. We help you choose, implement, and automate a CRM that becomes the engine of your sales and marketing system.
What We Deliver
CRM Selection & Setup
Whether you’re new to CRMs or need a reset, we guide you to the right platform (HubSpot, Salesforce, Pipedrive, etc.), then build it out to match your sales process.
Customisation
From deal stages to lead source tracking, we configure every field and workflow so your team can manage leads systematically – no detail missed.
Data Migration
We clean, de-dupe, and import your contacts, deals, and notes into one unified database.
Full Integration
We connect your CRM to your website forms, email tools, calendar, and social ads – so leads auto-flow into your system with zero manual work.
Workflow Automation
Lead assignment, follow-ups, alerts, email sequences – all automated to save time and close faster.
Dashboards & Reporting
See exactly what’s in your pipeline, where leads came from,and what’s closing this quarter – in one view.
Team Training
We show your team how to use the CRM effectively, with live training,cheat-sheets, and optional post-launch support.
What’s Included
Why It Works
You’ll have a CRM that captures every lead, triggers the right actions, and gives you total
visibility – all without extra admin.
Unity Gym – Building a Predictable Pipeline with Meta Ads & Automation
A lean Meta ads strategy and CRM automation delivered £720k pipeline in 30 days.
Within
30 days
:
Generated 72 qualified leads at £12.21 CPL, built a pipeline worth £720,000, and improved lead engagement with instant CRM + WhatsApp automation.
Book a Strategy Call to turn your CRM into a sales system that scales.
