Turn Contacts into Clients with Smarter CRM Support
A CRM system is more than just a digital address book, it’s the foundation of your client journey. But without the right setup, even the best CRM can become an underused, overcomplicated tool. At Connxess, we help small businesses choose, set up, and optimise CRMs that work for them, not the other way around.
Whether you’re starting from scratch or improving an existing system, we ensure your CRM is streamlined, compliant, and aligned with your customer journey, so you can manage leads, nurture relationships, and track performance with ease.
Why Invest in CRM Support?
Organised Data: Keep customer details, communications, and opportunities in one place.
Save Time: Reduce manual data entry and follow-ups with smart automation.
Improve Conversions: Track and nurture leads more effectively.
Tailored Setup: Get a CRM that fits your business, not the other way around.
Compliance Ready: Stay GDPR-compliant with secure, structured data handling.
Our CRM Setup & Optimisation Services
CRM Discovery & Selection
Not sure which CRM to use? We guide you through the decision process.
- Needs assessment and workflow review
- Recommendation of suitable platforms (e.g. Capsule, Zoho, HubSpot, FluentCRM)
- Cost-benefit analysis to support decision-making
- Setup plans tailored to your budget and team size
Result: Choose the right system first time, with no wasted investment.
CRM Setup & Data Migration
Start strong with a clean, organised system built around your business.
- Platform setup and configuration
- Custom fields, tags, and pipelines to suit your sales journey
- Secure data import and cleansing
- User setup and access control
Result: A fully configured CRM that’s ready to go from day one.
CRM Automation & Integrations
Make your CRM work harder without working longer hours.
- Automated workflows and follow-up sequences
- Lead scoring and customer segmentation
- Email marketing and calendar integrations
- Dashboard and report setup for real-time insights
Result: Save time and boost efficiency with a smarter, connected system.
Training & Adoption Support
A system is only as good as the people using it. We help your team get the most out of your CRM.
- 1-to-1 and group training sessions
- Video walkthroughs and process documentation
- Onboarding support and process mapping
- Troubleshooting and optimisation advice
Result: Confident users and consistent CRM usage across your business.
Why Choose Connxess?
Efficiency Experts: We specialise in making businesses run smoother.
Reliable Support: Dependable, high-quality service when you need it.
Technology-Driven: We integrate the latest tools to optimise your workflows.
Tailored Solutions: Customised support that fits your business needs.
Business Growth Focus: Free up your time to focus on scaling your business.
Time is money—so why waste it on admin?
With Connxess, you get expert business administration support that lets you focus on what truly matters.