Independent CRM consultant for small businesses

Get the right CRM, set up properly, without the sales pitch.

No ties to any CRM vendor, so our only job is finding and building the setup that fits how your business actually sells. Advice, setup, migration and training, from one independent source.

Book or call directly →  020 8079 1969

Free 45-minute call · No obligation · London-based

Get the right CRM, set up properly, without the sales pitch.

Sound familiar?

Most small businesses don’t have a CRM problem, rather, they tend to have a CRM setup problem.

Leads slipping through the cracks

Enquiries live in inboxes, spreadsheets and people’s heads. Follow-ups get missed, and nobody’s sure what’s in the pipeline.

A CRM nobody uses

You bought one, but it was never set up around how you work. So the team has started going back to spreadsheets.

Not sure which CRM to choose

Every vendor says theirs is the one. You want an honest answer from someone who isn’t selling it.

Advice that isn’t tied to a sales target

Many CRM consultants are partners of one platform. That often means good product knowledge, but it can also mean targets, commissions or a default answer. Williamson isn’t affiliated with any CRM vendor. We recommend what fits your business, your budget and your team, even if that means keeping what you already have and setting it up better.

  • No vendor ties.
    Our advice is the same whichever platform you end up on. We take no commissions or referral fees.

  • The right size for you.
    Small businesses rarely need the top tier. We’ll set up what you need now and leave room to grow.

  • One point of contact.
    You work directly with the person advising and building your system, not an account manager.

How it works

Step 1: Discovery call

Learning how you find, win and keep customers, and what you’re using today.

Step 2: Honest recommendation

Telling you how a CRM fits and why. That might mean a change, or adjusting what you already have.

Step 3: Setup and migration

Building or adjusting your pipelines, forms, automations, reports, and perhaps moving/cleaning your data.

Step 4: Training and support

Getting your team confident using it, then stay on hand as your business grows.

Whichever CRM (e.g HubSpot, PipeDrive, Saleforce, Zoho) we recommend, we can set it up for you or point you to the right specialist.

Everything you need to get your CRM working

Take the whole package or just the parts you need.

  • CRM selection
    An honest comparison of the options that fit your needs and budget

  • Setup and configuration
    Pipelines, deal stages, properties and user permissions built around how you sell

  • Data migration
    Contacts, companies and deals moved cleanly from spreadsheets or your old system

  • Website and form integration
    Enquiries go straight into the CRM, with no retyping

  • Workflows and automation
    Follow-ups, reminders and handovers that happen automatically

  • Reporting
    Dashboards that show your pipeline and what’s working

  • Team training
    Practical sessions so everyone uses it the same way

  • Ongoing support
    Help when you need changes, new users or new processes

Hands-on experience, no strings attached

Chris from Williamson

Hands-on experience implementing HubSpot for small businesses, from first setup to migrations, integrations and automation.  Experience with SalesForce, PipeDrive, and Zoho, as well as a host of other basic CRM packages. That experience means we know what these platforms do well, where they fall short, and what they can really cost as you grow, so you get a straight answer either way.

What our clients say

Chris managed the complete overhaul of our brand and systems ready for a successful trade sale. There was a lot of change management, website building, application development, and deadlines. We couldn’t have done without him.

Stephen M, Workr

From the very beginning, Chris has delivered high-quality work with great attention to detail, clear communication, and a strong understanding of our needs. His support has been consistent, responsive, and thoughtful – and it’s been a real pleasure working with someone who genuinely cares about getting things right. Chris continues to provide a great service, and we look forward to continuing our collaboration.

Nandy T, Thaver

We started Atom from scratch with Williamson. Williamson supervised IT, software strategy, CRM, brand, web, marketing materials, customer onboarding, documentation, and training! We’re thrilled because we’re off to a great start and we know we’ve made all the right choices.

Glen S, Atom

Common questions

Yes. Often the best answer is to fix and simplify the system you already pay for rather than start again. We’ll review it and tell you honestly.

No vendor pays us to recommend them, so we’ll suggest whatever suits you. We can implement it for you or will point you to a specialist, if necessary.

Every business is different, so we’ll give you a fixed quote after the discovery call.

Most small business setups take 5 to 10 weeks, depending on the size of the business and how much data needs moving, if at all.

That’s the point of building it around how you already work. We include hands-on training and stay available afterwards.

Let’s find the right setup for your business

Tell us a little about how you manage customers today. We’ll get back to you within one working day to arrange a call.

Prefer to talk? Call 020 8079 1969