Your CRM, live and working in one day.
Stop chasing leads through inboxes and spreadsheets. In a single day, we set up Microsoft Dynamics 365 so you can manage your Leads, Opportunities, Contacts and Accounts in one place, connected to the Microsoft 365 you already use.
£350 one-off + £25 per user per month. Fixed scope. No six-month project plan.
We implement your CRM, in your business, within a day
- ✓Set up for your sales process. Standard Dynamics 365 Sales, ready to sell
- ✓Connected to your email. Microsoft 365 email working with your CRM
- ✓Your data in. Existing contacts and accounts imported and tidied
- ✓Your team ready. Trained and confident from day one
- ✓Live by close of play. Managing Leads, Opportunities, Contacts and Accounts
The problems we solve
Growing businesses don't fail for lack of effort. They stall because the information that drives sales is scattered everywhere.
One version of the truth
Every conversation, contact and deal in one place, so nothing leaves when a person does.
Pipeline you can trust
See every opportunity, its value and its stage at a glance. Forecast with confidence, not guesswork.
Never miss the next step
Reminders and tasks sit right inside Outlook, so the right person acts at the right time.
Instant visibility
Live dashboards for the whole team, built on the tools you already know.
A business ready to scale
Joined-up systems and clean data make your business easier to run, easier to grow and more attractive to investors.
Start small, grow smart
Go live fast on a solid foundation, then add automation, AI and integrations when you're ready.
Manage everything that matters to sales
Four building blocks, configured for how your business actually works.
Leads
Capture and qualify new enquiries before they go cold.
Opportunities
Track every deal through a pipeline built around your sales process.
Contacts
The people you work with, with a full history of every interaction.
Accounts
Companies and relationships in a single, joined-up view.
Plus: standard sales dashboards, data import, user set-up and hands-on training for your team.
What you need to get started
Very little. If you already run on Microsoft 365, you're most of the way there.
- ✓Microsoft 365 for emailExchange Online mailboxes, so Dynamics 365 can work directly with Outlook.
- ✓An admin who can approve accessSomeone with Global Admin rights, available on the day for a few minutes.
- ✓Your sales process, roughlyHow a lead becomes a customer. A sketch on paper is plenty.
- ✓Your sales team, for trainingBlock out the afternoon so everyone leaves confident and ready to use it.
- ✓A list of your usersWho needs access on day one. We'll confirm how they're licensed on the booking call.
Using Teams, SharePoint or Power BI too? Even better. Connecting them can be scoped separately as an optional extra.
Your goals, ideas and priorities
We don't hand you a template. We start every CRM in a Day by listening, then configure Dynamics 365 around what matters most to your business.
Goals
Where do you want to be?- Grow revenue and win more of the right customers
- Shorten the sales cycle
- Get a clear, reliable sales forecast
- Make the business easier to run and to sell
Ideas
What could be possible?- Automated follow-ups and reminders
- Lead capture from your website and forms
- AI-assisted summaries and next-best actions with Copilot
- Connecting your CRM to the other tools your team uses
Priorities
What comes first?- What goes live on day one
- What sits on a clear Phase 2 roadmap
- Quick wins your team will feel this week
- The metrics you'll track from the start
How it works
Four steps. One day on site or online. No surprises.
Book a call
A short chat to confirm your goals, users and Microsoft 365 setup.
We prepare
We gather your data and tailor the environment before the day.
CRM in a Day
We build, connect, import and train, all in a single session.
Go live and grow
Your team starts using it immediately, with a clear roadmap for what to add next.
Clear, transparent pricing
One small fee to get you live, then a simple price per user. No hidden extras.
We implement Dynamics 365 into your business within a day.
- Leads, Opportunities, Contacts and Accounts set up
- Microsoft 365 email connected
- Your existing data imported
- Standard sales dashboards
- Hands-on training for your team
- Goals, ideas and priorities roadmap
Simple, predictable pricing that scales with your team.
- Pay only for the users you need
- Add users as your team grows
- Minimum 12-month term
A strategic partner, not just a supplier
We're a Microsoft Partner specialising in Dynamics 365 and the Power Platform. We take the time to understand your business first, then use technology to solve the problems that actually hold you back.
Many of our clients are in the insurance market, where brokers and MGAs need systems that are joined up, compliant and ready to grow. That same discipline goes into every business we work with.
Talk to our teamGood to know
Can you really set up a CRM in one day?
Yes, because the scope is focused. We cover the essentials your sales team needs on day one (Leads, Opportunities, Contacts and Accounts) and put everything else on a clear roadmap.
Do we need to be on Microsoft 365 already?
Yes, for email. Dynamics 365 works best alongside Exchange Online and Outlook. If you're not there yet, talk to us. We can help with that too.
What does it cost?
A one-off fee of £350 for the CRM in a Day implementation, plus £25 per user per month on a minimum 12-month term. Support, customisations and integrations are not included. See the pricing section above for the full details. All prices exclude VAT.
What if we have data in another system or spreadsheets?
Bring it along. We'll import and tidy your existing records as part of the day.
What happens after the day?
You'll have a working CRM, a trained team and a prioritised roadmap. If you'd like more, support, customisations, integrations, automation and Power Platform apps are all available as separate services, quoted on request.
Get your CRM live in a day
Tell us a little about your business and we'll come back with the next available dates and a clear quote for your team.
- No obligation, just a friendly conversation
- Fixed price and a clear scope
- Built on the Microsoft tools you already use
- Led by a Microsoft Partner
Book your CRM in a Day
Not included in this package
- Support
- Customisations
- Integrations
Need any of these? We can help. Just ask and we'll quote separately.
- Pricing. £350 is a one-off implementation fee. £25 is charged per user, per month. All prices are exclusive of VAT.
- Minimum term. A minimum term of 12 months applies to all users from the start date. Per-user charges are payable for the full term.
- Support is excluded. The package does not include post-implementation support, helpdesk, troubleshooting or ongoing administration. Support is available as a separate service on request.
- Customisations are excluded. The package covers standard Dynamics 365 Sales functionality only. Custom tables, fields, forms, workflows, reports, dashboards, branding and apps are not included and can be quoted separately.
- Integrations are excluded. Connections to third-party or other Microsoft systems (including website forms, accounting, ERP, Teams, SharePoint, Power BI and Power Automate flows) are not included and can be quoted separately. Standard Microsoft 365 email (Outlook) connection is included.
- Prerequisites. Microsoft 365 email must be in place, and a Global Administrator must be available on the day. Delivery is subject to the prerequisites on this page being met.