M4TRIX DEV — CRM Services

How we set up and run your CRM

A clear, four-stage path from how you work today to a CRM that runs your customer process for you — built, taught, and looked after by us.

No software to learn before you start and no setup to figure out yourself. We map it, we build it, we train your team, and we stay on to run it. You stay focused on your customers.
01

Process mapping

Now → Going forward

We sit down and map how you work today — every step from first enquiry to closed customer — then design how it should work going forward inside the CRM. You sign this off before anything is built.

  • A discovery session to walk through your current process
  • The gaps spotted: dropped follow-ups, manual steps, leaks
  • A designed future workflow with clear pipeline stages
  • A short blueprint you approve before we build
02

Systems configuration

Built by us

We build the CRM to match the blueprint — you don't lift a finger. Pipelines, fields, automations, email and your existing contacts, all set up and ready to use.

  • Your CRM set up, branded and ready to go
  • Pipelines, stages and the fields you actually need
  • Automated reminders and follow-ups so nothing slips
  • Email and your tools connected; contacts imported and tidied
03

Training session

Your team, confident

A live, hands-on session so your team is comfortable from day one — using your own pipelines, not a generic demo. Plus reference material to keep.

  • A live walkthrough tailored to your exact setup
  • Hands-on practice with your real deals and contacts
  • A simple quick-reference guide for everyday tasks
  • Session recorded so new staff can get up to speed later
04

Ongoing support

We stay on

We stay on as your CRM admin — the "how do I do this?" safety net. Ask us anything, send us changes, and we keep the whole system healthy as your business grows.

  • A dedicated admin managing your CRM for you
  • Quick answers to "how do I…" questions whenever they come up
  • Changes, new fields and adjustments handled for you
  • A monthly check-in on pipeline health and priorities
What you're left with

A CRM that mirrors how your business actually works, a team that knows how to use it, and someone on call to keep it running — without you ever having to become the IT person. We handle the system so you can handle the customers.

Includes 2 user seats with licences provided and managed by us, your dedicated admin, and all ongoing support and changes.
£197/mo 12-month term · seats & licences included