CRM SERVICES
CRM Implementation, Integration and Development Services
We plan, build and connect CRM systems around the way your business works. From Zoho and HubSpot implementation to data migration, automation and bespoke development, we help turn disconnected leads and processes into one reliable system.
- Manage Leads Better
- Automate Your Workflow
- Turn Leads Into Sales
- Turn Leads Into Sales
- Automate Your Workflow
- Manage Leads Better
Trusted by Brands Around the World
Your Website Is Live. What Happens to the Leads?
Your website generates an enquiry. It arrives in someone’s inbox. What happens next?
If the process depends on spreadsheets, forwarded emails or someone remembering to follow up, valuable opportunities can easily be missed.
Customer information becomes scattered across different platforms. Salespeople follow their own processes. Marketing teams can see how many leads they generated but not what happened to them.
A properly implemented CRM changes that.
It gives your team one place to manage contacts, assign enquiries, track conversations and move opportunities through the sales pipeline.
Plumtree SEO provides CRM implementation, integration and development services for businesses that need more control over their leads and customer data.
We can install your first CRM, replace an unsuitable platform or improve the system you already have. We also connect your CRM with your website, marketing platforms and other business software.
The result is a system that supports the way your business actually operates.
What Do You Need Your CRM to Do?
You do not need to know which platform, integration or workflow you require before speaking to us. Start with the problem you need to solve.
We can help you choose a suitable CRM, map your sales process and configure the system around your team. This includes pipelines, custom fields, user access, reporting and the connections needed to capture new leads.
- CRM selection and setup
- Sales pipelines
- Custom fields
- User access
- Reporting and lead capture
We connect website forms, quote requests and other enquiry points with your CRM. New leads can be recorded automatically, assigned to the right person and placed into the correct sales pipeline.
- Automatic lead capture
- Lead assignment
- Sales pipeline routing
- Lead-source information
- Campaign and service data
We can assess the existing system, recommend a replacement and manage the migration. This includes deciding which data should be retained, rebuilding essential workflows and testing the new system before launch.
- Existing CRM assessment
- Replacement recommendations
- Data migration planning
- Workflow rebuilding
- Pre-launch testing
We can audit and improve an existing CRM by simplifying pipelines, cleaning data, repairing integrations and updating automations. We can also improve reporting and remove fields or workflows that no longer serve a purpose.
- Pipeline improvements
- Data cleaning
- Integration repairs
- Automation updates
- Reporting improvements
We create workflows that assign leads, notify team members, schedule tasks, update records and support consistent follow-up.
- Automatic lead assignment
- Team notifications
- Follow-up tasks
- Record updates
- Consistent sales processes
Sometimes an off-the-shelf CRM does most of what you need, but not everything. Our CRM developers can create custom modules, functions, dashboards, integrations and add-ons around your operational requirements.
- Custom modules
- Custom functions
- Dashboards
- Integrations and add-ons
- Bespoke CRM and ERP solutions
Our CRM Services
Our work can cover the complete project, from the first process review to implementation and ongoing support.
CRM Implementation
A successful CRM implementation begins with understanding how your business works.
We map how enquiries arrive, what information needs to be recorded and how each opportunity should move through your sales process. We then configure the CRM around those requirements.
We aim to make the system useful from the beginning without filling it with unnecessary features.
- CRM selection and planning
- Contact and company records
- Sales pipelines and deal stages
- Custom fields and modules
- User roles and permissions
- Lead ownership and assignment
- Tasks and reminders
- Reports and dashboards
- Testing and launch
- Staff guidance and training
CRM Integration
Your CRM should not sit apart from the rest of your business.
Our CRM integration services connect your website, sales platform, email tools and other supported systems. This reduces manual data entry and gives your team a more complete view of each lead.
Every integration is planned around the data that genuinely needs to move. Connecting two platforms is only useful if the information remains accurate and reaches the right place.
- Website and contact form integrations
- WordPress CRM integration
- Marketing platform connections
- Zapier workflows
- API integrations
- Webhooks
- Data synchronisation
- Internal notifications
- Analytics and lead-source data
- Operational and finance systems
CRM Migration
Changing CRM platforms can be a significant project.
Data needs to be mapped correctly. Essential processes need to be rebuilt. Your team also needs confidence that the new system will work when it goes live.
We also help decide what should not be migrated. Moving outdated fields, duplicate contacts and years of unused information can make the new CRM difficult to manage from day one.
- Existing-system audits
- Data and field mapping
- Data cleaning
- Duplicate identification
- Contact and company migration
- Deal and pipeline migration
- Historical record transfer
- Workflow rebuilding
- Website reconnection
- Pre-launch testing
CRM Optimisation & Support
If your CRM is already in place, we can help you get more value from it.
We review how the system is configured and how people use it in practice. We then identify the changes most likely to improve data quality, adoption and visibility.
We prioritise practical improvements rather than adding complexity for its own sake.
- CRM audits
- Pipeline restructuring
- Data cleanup
- Field and module updates
- Workflow repairs
- Integration troubleshooting
- Dashboard improvements
- Permission reviews
- User support
- Ongoing optimisation
CRM Automation
CRM automation can save time, reduce mistakes and create a more consistent sales process.
We develop workflows around the steps that happen repeatedly across your sales and operational processes.
Automation should make the next step clearer. If it makes the system harder to understand, it has not been designed properly.
- Assign enquiries by service or location
- Notify staff when leads arrive
- Create follow-up tasks
- Update pipeline records
- Trigger approved emails
- Flag inactive opportunities
- Request internal approval
- Transfer information between systems
- Notify managers of key opportunities
- Support recurring processes
CRM Development Services
Standard CRM functionality does not always match a business's operational requirements.
Our CRM development services extend existing platforms and create functionality around more specialised processes.
Custom development begins with a discovery phase. This allows us to understand the requirement, assess the most appropriate technical approach and define the scope before development begins.
- Custom CRM modules
- Bespoke add-ons
- Custom fields and calculations
- Advanced workflows
- API development
- Custom functions
- Webhooks
- Operational dashboards
- ERP connections
- Automated documents
- Third-party integrations
- Bespoke CRM systems
Have a CRM project in mind?
Tell us what you need the system to do and we'll help define the right approach.
Zoho and HubSpot CRM Services
We primarily work with Zoho and HubSpot, but the right recommendation depends on your team, processes, existing systems and budget. We can also plan bespoke solutions when standard platforms cannot support the required processes.
Zoho CRM Consulting, Implementation & Development
Zoho CRM can support straightforward sales pipelines as well as more complex operational processes. We can configure a new Zoho environment or improve an implementation that is already in place.
Businesses that need flexibility, custom workflows or a CRM that connects with wider business systems.
Discuss a Zoho CRM Project
HubSpot CRM Consulting & Integration
HubSpot combines CRM, sales and marketing capabilities within one connected platform. It can work well for businesses that want a straightforward interface and close alignment between marketing and sales.
Businesses that want sales, marketing and customer data closely connected within one established ecosystem.
Discuss a HubSpot ProjectZoho, HubSpot or Something Bespoke?
Each approach has different strengths. We look at what your business actually needs before recommending a platform.
Requirement
|
|
|
Bespoke CRM
|
|---|---|---|---|
Often best suited to |
Businesses needing flexibility and customisation |
Teams wanting sales and marketing in one ecosystem |
Businesses with specialist processes |
Customisation |
Extensive |
Varies by product and plan |
Built around agreed requirements |
Marketing tools |
Available through Zoho applications and integrations |
Strong native marketing capabilities |
Connected through planned integrations |
Implementation |
Suitable for simple or complex systems |
Suitable for simple or advanced sales processes |
Requires detailed discovery and development |
Investment |
Often flexible and scalable |
Can increase with features and contacts |
Higher initial development investment |
Our support |
Full implementation and development |
Implementation, integration and optimisation |
Planning, development and support |
Not sure which CRM fits?
We don't recommend platforms simply because they're popular. We look at your processes, existing technology, budget and long-term requirements first.
Connect Your CRM With the Rest of Your Business
Your CRM is only one part of your technology stack. We connect it with the platforms that generate leads, communicate with customers and support your operations — so useful information reaches the right place without unnecessary manual work.
Website & Leads
Marketing
Analytics & Advertising
Business Operations
Marketing Integrations
Mailchimp & Klaviyo
Connect CRM data with email marketing and customer communication tools to support segmentation, lead nurturing and more consistent customer data.
Automation
Zapier & Workflows
Connect platforms that don't have a suitable native integration and automate how information moves between systems.
Bespoke Integrations
APIs, ERP & Internal Systems
For more complex requirements, we can develop custom integrations between your CRM and operational or business-critical software.
Make your systems work together.
Tell us which platforms you use and where information currently gets stuck.
Meet Our CRM and ERP Specialist
André is a software engineer specialising in CRM, ERP and business automation.
He has delivered more than 150 projects across sales, operations and finance. His work focuses on creating connected systems that improve data quality, reporting, decision-making and everyday efficiency.
His previous experience includes developing an integrated operational and commercial system for a manufacturing mill supplying a major international textile brand.
André is also studying business administration. This allows him to combine technical expertise with a growing understanding of finance, management and business operations.
The result is a practical approach to CRM development. Technology is selected and built around the problem the business needs to solve.
André Antunes
CRM & ERP Specialist
Connecting Ribbon Home With Hurst Lending's CRM
When Hurst Lending acquired key Ribbon Home assets, the project required more than rebuilding the website. Ribbon Home had previously used HubSpot, while Hurst Lending operated through Zoho.
Two disconnected systems
Ribbon's existing setup did not connect with Hurst Lending's internal CRM workflows.
Rebuild, integrate and automate
One connected lead journey
Enquiries could move into Hurst Lending's existing systems from launch.
A more consistent way to capture and manage Ribbon Home enquiries, with a scalable foundation for ongoing SEO, advertising and lead-generation activity.
Why Choose Plumtree SEO as Your CRM Agency?
A CRM should do more than work technically. It should support the way your business generates leads, manages opportunities and turns them into customers.
We look at the whole customer journey.
Our experience across websites, marketing and business systems means we consider what happens before a lead enters your CRM — and what needs to happen afterwards.
Technical + Commercial Thinking
We consider sales, operations, reporting and the people who will actually use the CRM.
Website + Marketing Experience
We connect websites, SEO, advertising and analytics with the systems used to manage incoming leads.
Complete Project Delivery
Planning, implementation, integration, migration, development, testing and support can all sit within one project.
Built Around Your Processes
Pipelines, workflows and reporting are structured around how your team works rather than a generic template.
Practical Platform Advice
We assess Zoho, HubSpot and bespoke solutions against your requirements rather than forcing one platform onto every project.
Ongoing CRM Support
We can continue improving your CRM as your team, processes, integrations and reporting requirements change.
The objective: a CRM your team actually uses and a system that can grow with your business.
How Our CRM Implementation Process Works
A structured CRM implementation reduces disruption and makes sure the finished system reflects how your business actually works.
A clear route from your current setup to a working CRM.
Discovery and Audit
We understand your business, sales process, users and technology. If you already have a CRM, we review what's working and where problems occur.
Process Mapping
We map how enquiries enter the business, who handles them, how opportunities progress and what information your team needs to capture.
Solution Design
We define the platform, data structure, integrations, workflows and development required, giving you a clear scope before implementation.
Implementation and Migration
We configure the CRM, build agreed automations, connect your systems and clean and migrate approved data where required.
Testing and Training
We test forms, records, workflows, integrations, permissions and reporting before providing the agreed guidance or team training.
Launch and Support
Once approved, your CRM goes live. We can continue with troubleshooting, optimisation, support and further development as your needs evolve.
Ready to improve how your business manages leads?
Start with your processes. We'll help determine what the CRM needs to do.
How Much Does CRM Implementation Cost?
CRM implementation costs depend on what needs to be planned, connected, migrated or developed.
A small business setting up its first sales pipeline will require less work than a company replacing a complex CRM with years of historical data.
Start with discovery.
More complex CRM development begins with a discovery phase so we can understand the requirements before estimating the full project.
Need a price for your CRM project?
Tell us what you use today, what needs to change and what you want the new system to achieve.
Common Questions
What does CRM implementation include?
CRM implementation involves planning, configuring and launching a customer relationship management system around your business processes.
It can include platform selection, pipelines, custom fields, user permissions, website integration, automation, data migration, reporting, testing and staff training.
The exact scope depends on how your business generates, manages and converts leads.
What is the difference between CRM implementation and CRM integration?
CRM implementation covers the overall setup and introduction of a CRM system. It includes planning how the platform should work, configuring it and preparing it for use.
CRM integration connects the CRM with another platform, such as your website, Mailchimp, Klaviyo, accounting software or an internal system.
Integration may form one part of a larger CRM implementation project.
Can you help us choose the right CRM?
Yes. We review your sales process, users, existing software, required integrations and budget before recommending a platform.
Zoho is often suitable when a business needs flexibility and customisation. HubSpot can work well when sales and marketing need to operate within one connected ecosystem. More specialised requirements may need a bespoke solution.
Can you connect our website to Zoho or HubSpot?
Yes. We can connect website forms and other enquiry points with Zoho or HubSpot.
New enquiries can be used to create or update CRM records, enter the correct pipeline, notify the appropriate team member and trigger agreed follow-up actions.
The information transferred depends on your website, forms, consent process and CRM configuration.
Can you replace and migrate our existing CRM?
Yes. We can review your current platform, recommend a suitable replacement and plan the migration.
The process can include data cleaning, field mapping, record transfer, pipeline rebuilding, workflow development, website reconnection and testing.
We also identify data that no longer needs to be retained, helping prevent unnecessary clutter from being carried into the new system.
Can you migrate from HubSpot to Zoho?
Yes. We can assess your existing HubSpot data, pipelines and integrations before rebuilding the required processes within Zoho.
Contacts, companies, deals and selected historical information can be mapped and transferred. The exact scope depends on how HubSpot is currently configured and which data needs to be retained.
Can you migrate from Zoho to HubSpot?
Yes. We can plan and manage a Zoho-to-HubSpot migration when HubSpot is the more appropriate platform.
Before moving the data, we establish which records, fields, pipelines, activities and workflows need to be recreated or retained.
Do you provide custom CRM development?
Yes. Our CRM development services include custom modules, workflows, functions, dashboards, APIs, webhooks, add-ons and third-party integrations.
We can extend platforms such as Zoho and also assess completely bespoke CRM or ERP requirements.
Complex development projects begin with a discovery phase so the functionality, cost and timeline can be properly defined.
Can you improve our current CRM without replacing it?
Yes. A new CRM is not always necessary.
We can audit your existing setup and improve its pipelines, fields, workflows, integrations, data quality and reporting. We will recommend replacement only when it offers a clear advantage over improving the current platform.
How much does CRM implementation cost?
A straightforward CRM implementation starts from £950. Website and CRM integration projects start from £750.
Migrations and custom development are quoted separately because the work depends on your data, workflows, integrations and technical requirements.
Do you offer ongoing CRM support?
Yes. We can provide ongoing technical support, troubleshooting, workflow improvements, reporting updates and custom development.
Support can be arranged as a monthly service or quoted for individual projects.
Let’s Build a CRM That Fits Your Business
Whether you need your first CRM, want to replace an existing platform or require custom development, we can help you plan and deliver the right system.
Tell us what is working, what is not and what you need the CRM to do. We will help you define the next step.