Spring offer10% off all packages this May — code RIOTMAY

/ CRM & automation

Stop losing leads in spreadsheets and inboxes

HubSpot, Notion, Pipedrive, Make and Zapier — set up properly so leads get followed up, deals get tracked and your team stops doing the same admin twice.

Get a quote →All services

What we set up

  • HubSpot Free / Sales / Marketing Hub
  • Pipedrive sales pipelines
  • Notion CRMs and operations dashboards
  • Airtable bases for inventory and clients
  • Make.com / Zapier multi-step automations
  • Calendly / Cal.com booking integration
  • Slack / WhatsApp lead notifications
  • Stripe → CRM payment sync

Common automations we build

  • New lead → Slack notification + auto-reply email + CRM task
  • Quote signed → invoice created + project board added + intro email sent
  • Stripe payment → CRM updated + receipt sent + thank-you flow started
  • Form submission → tagged by source + assigned to right team member
  • Stale lead → automated nurture email sequence kicks in

Built so your team can extend it

We document every automation with a Loom walkthrough and a one-page how-to, so when you want to add a step in 6 months you don't have to come back to us. Empowered teams, not vendor lock-in.

/ Pricing

Pricing & packages

Fixed-price packages. Need something in between? We'll quote inside 48 hours.

Setup

£295

One-off

Get a CRM up and running with your contacts loaded.

  • Tool selection advice
  • Contact import + tagging
  • Pipeline setup
  • 1 hour training
Brief us →

Most popular

Workflow Build

£450

From

Custom automated workflow tailored to your sales/onboarding.

  • Up to 3 automated workflows
  • Email + task triggers
  • Lead scoring setup
  • Documentation
Brief us →

CRM Retainer

£950

Per month

Ongoing CRM optimisation, integrations and reporting.

  • Monthly workflow refinement
  • New integrations as needed
  • Pipeline health reporting
  • Team training sessions
Brief us →

Prices exclude VAT. Bespoke scope? Get a custom quote.

/ FAQ

Common questions

Which CRM do you recommend?
Depends on your business. HubSpot for sales-heavy SMBs (free tier is genuinely useful). Notion for project-based teams. Pipedrive for simple sales pipelines. We'll recommend honestly based on your needs, not a referral kickback.
Can you connect my website forms to the CRM?
Yes — every lead form on your site can flow into your CRM, tag itself by source, trigger automations and notify the right person. Standard part of the setup.
Do you use Zapier or Make?
We use both. Make.com for complex multi-step automations (better value at scale), Zapier for simple connections. We'll recommend based on volume and complexity.
Will you train my team?
Yes — every project includes a 60-minute training session with screen recording, plus a Loom walkthrough of every automation so your team can maintain and extend things without coming back to us.

Related services

Growth Website

Build the site that feeds the CRM.

Read more →

Email Marketing

Nurture the leads the CRM captures.

Read more →

Training

Half-day workshops on running your stack.

Read more →

Ready when you are

Tell us about your project — we'll come back with a real quote within two working days.

Brief us →