CRM Consulting Company Helping UK Businesses Streamline Customer Relationships

We are a leading CRM consulting company in the UK helping businesses streamline customer lifecycle management through fast, cost-effective deployments. Our specialise consultants provide workflow mapping, CRM platform selection, and end-to-end implementation tailored to UK enterprises and SMEs. We handle data migration, user training, and third-party SaaS integrations with minimal disruption.

CRM Consulting Company

Why UK Businesses Choose Our CRM Consulting Services

Trusted SaaS Product Development Company UK

50+ UK SMEs and enterprises trust Square Root Solutions UK top CRM development company in London, achieving 95% on-time go-lives, 4.9/5 Clutch rating and 100% zero-downtime migrations. We offer affordable CRM consulting services to delivering end-to-end strategy, automation, and long-term optimisation. This allows UK businesses to achieve pipeline visibility, customer lifecycle management, lead nurturing, and measurable ROI growth.

Our consultants bring multi-platform expertise across Salesforce, HubSpot, and Microsoft Dynamics, ensuring the right platform fit for each organisation. We handle data migration with zero downtime, GDPR-compliant processes, and ISO 27001 standards, giving enterprises full compliance confidence. Through agile sprints with weekly reviews, clients maintain transparency and control, while our 10–12 week delivery track record with 50+ UK businesses proves we consistently deliver scalable, cloud CRM solutions that grow with you.

Our CRM Consulting Services for UK Businesses

We provide comprehensive CRM consulting services in the UK covering the full lifecycle audit, platform selection, implementation, training, automation, and optimisation. This ensures businesses gain pipeline visibility, ROI measurement, and scalable cloud CRM systems aligned with digital transformation goals. With GDPR-compliant processes, agile delivery, and 10–12 week go-lives proven across SMEs and enterprises, we deliver CRM solutions that last.

CRM Audit and Workflow Mapping

We deliver a CRM audit for UK businesses that reviews sales, marketing, and service workflows. This identifies bottlenecks, automation gaps, and lead nurturing opportunities. Using discovery workshops, stakeholder interviews, and data mapping frameworks, we provide a clear roadmap for optimising customer lifecycle management.

CRM Platform Selection and Customisation

We guide companies in choosing the right CRM platform like Salesforce, HubSpot, Dynamics, or Zoho (Entity). Our consultants design custom workflows, dashboards, and automation pipelines. This ensures pipeline visibility, customer lifecycle insights, and ROI-driven adoption. With weekly demos, proof-of-concept builds, and 50+ successful UK implementations, we guarantee platforms are customised to your needs.

CRM Strategy and Customer Journey Optimisation

We create CRM strategies for UK businesses to improve the end-to-end customer journey. These drives lead nurturing, retention models, and customer lifecycle management. Our consultants deliver pipeline dashboards, segmentation flows, and ROI tracking tools, ensuring businesses achieve measurable growth.

CRM Implementation, Data Migration & User Training

We manage CRM implementation and data migration in the UK using proven cleansing, mapping, and automation frameworks. Across 40+ UK deployments, our GDPR-compliant CRM implementations achieved 90%+ user adoption and 100% zero-downtime migrations. This enables GDPR-compliant, disruption-free migrations with high adoption rates. We provide role-based training in plain English, zero-downtime cutovers, and ISO 27001-certified processes, ensuring smooth transitions.

Custom Dashboard, Reporting, and Third-Party Integrations

We deliver custom CRM dashboards and integrations that connect sales, marketing, ERP, and accounting SaaS systems. This empowers businesses with pipeline visibility, real-time reporting, and ROI measurement. Our team leverages cloud APIs, automation tools, and data visualisation frameworks to provide actionable customer insights.

Post-Go-Live Support, Enhancements, and Scaling

We provide post-go-live CRM support in the UK covering maintenance, automation enhancements, and scaling. This ensures businesses achieve long-term stability, ROI growth, and SME digital transformation. Our services include SLA-driven support, monthly performance reviews, and enhancement roadmaps validated by enterprise clients.

Having completed 50+ industry-specific CRM deployments,

CRM Solutions Tailored for UK Industry Verticals

We provide tailored CRM solutions for 50+ industry verticals with expertise in compliance, workflow automation, and SaaS integrations. This helps organisations achieve customer lifecycle management, pipeline visibility, and measurable ROI across sectors. Our consultants deliver cloud CRM systems designed for SMEs and enterprises, ensuring GDPR compliance and scalable automation. With agile sprints, post-go-live support, and 50+ industry deployments, we ensure every vertical benefits from digital transformation.

Retail & eCommerce CRM Consulting

We design CRM solutions for UK retailers and eCommerce brands focusing on customer loyalty, omnichannel integrations, and sales forecasting. This ensures better pipeline visibility and retention. Backed by cloud integrations with Shopify, Magento, and POS systems, our work drives SME digital transformation in retail.

Healthcare CRM Consulting

We deliver CRM consulting for UK healthcare providers that meets GDPR/HIPAA compliance and patient lifecycle management needs. This allows providers to ensure secure data handling and improved patient relationships. With ISO 27001 frameworks, EHR integrations, and role-based dashboards, we deliver trusted healthcare CRMs.

Financial Services CRM Consulting

We offer CRM consulting for UK financial institutions covering client lifecycle management, regulatory compliance, and advanced reporting. This provides pipeline visibility, secure workflows, and ROI measurement. Our consultants leverage Microsoft Dynamics 365, custom reporting dashboards, and compliance-ready automations.

Manufacturing & Logistics CRM Consulting

We build CRM systems for UK manufacturers and logistics providers with supply chain integration, predictive analytics, and workflow automation. This delivers real-time visibility and cost efficiency. Our projects use IoT data integrations, API-first logistics connectors, and cloud dashboards.

Professional Services CRM Consulting

We provide CRM consulting for UK professional services firms to improve pipeline visibility, client billing, and project tracking. This results in streamlined workflows and ROI measurement. With automated billing tools, reporting dashboards, and agile sprint delivery, we enable scalable CRM adoption for consultancies and agencies.

Our CRM Consulting Process

We follow a structured CRM consulting process for UK businesses that covers discovery, data audit, migration, customisation, and performance monitoring. This ensures clients gain pipeline visibility, customer lifecycle management, and measurable ROI.

Our team works with GDPR-compliant frameworks, agile sprints, and ISO 27001-certified processes, ensuring transparency and trust. With a proven track record of 50+ UK deployments in under 8 to 12 weeks, our process delivers scalable cloud CRM systems every time.

1

Business Understanding & Workshop

We begin with discovery workshops to map sales, marketing, and service workflows. This uncovers automation opportunities, lead nurturing gaps, and customer journey pain points. Using stakeholder interviews and best-practice templates validated across multiple UK sectors, we produce a tailored roadmap for CRM success.

2

Data Audit & Feasibility Check

We run a CRM data audit to check data quality, compliance readiness, and integration gaps. This provides clarity on risks, migration feasibility, and ROI projections. Our audits follow GDPR, ISO 27001 standards, and cloud CRM security best practices, ensuring full compliance.

3

Model Selection & Prototyping

We recommend the best-fit CRM platform like Salesforce, HubSpot, Dynamics, or Zoho (Entity). Our consultants create prototypes and proof-of-concept workflows. This gives clients early visibility into pipeline optimisation and automation benefits. Through weekly sprint demos and 8–12 week MVP launches, we validate solutions quickly.

4

Deployment and Performance Monitoring

We handle CRM deployment and ongoing monitoring, including data migration, role-based training, and go-live support. This ensures high adoption rates, ROI measurement, and scalable SME digital transformation. Our dashboards track pipeline visibility, automation usage, and reporting accuracy, while SLA-driven support ensures stability.

Trusted SaaS Product Development Company UK

CRM Platforms We Work With

We are a trusted CRM consulting company in the UK with proven expertise across Salesforce, HubSpot, Microsoft Dynamics, and Zoho. This ensures UK businesses gain pipeline visibility, customer lifecycle management, and ROI measurement across cloud CRM platforms. Our consultants deliver custom workflows, integrations, and automation frameworks, all backed by GDPR-compliant processes, ISO 27001 standards, and 50+ UK deployments.

Salesforce CRM Consulting

We provide expert Salesforce CRM consulting in the UK, covering Sales Cloud, Service Cloud, and Marketing Cloud. This gives enterprises pipeline visibility, lifecycle automation, and customer retention growth. With custom dashboards, third-party SaaS integrations, and agile sprint rollouts, we deliver enterprise-grade Salesforce CRMs proven across 20+ UK clients.

HubSpot CRM Consulting

We deliver HubSpot CRM consulting for UK SMEs and startups, including workflow customisation, sales pipelines, and marketing automation. This enables lead nurturing, ROI measurement, and faster SME digital transformation. With affordable packages, plain-English onboarding, and 8–10 week MVP-ready deployments, we’ve helped UK startups scale quickly.

Microsoft Dynamics CRM Consulting

We specialise in Microsoft Dynamics 365 CRM consulting for UK enterprises.

Our consultants implement regulatory compliance workflows, role-based dashboards, and reporting models. This ensures secure client lifecycle management and measurable ROI. With migration frameworks, ISO 27001 standards, and financial services expertise, we deliver robust CRM ecosystems in under 12 weeks.

Zoho CRM Consulting

We provide Zoho CRM consulting services for UK SMEs, setting up custom fields, automation flows, and reporting dashboards. This ensures pipeline visibility, affordable lifecycle management, and ROI growth. With budget-friendly packages, SaaS integrations, and fast 6–8 week deployments, we deliver cost-efficient Zoho CRM systems trusted by UK small businesses.