Keep your customer database neat and functional, with updates, clean-ups, and organization to support smooth client communication.
Contact info updating and organization
Follow-up task creation
Tagging and notes
Writing emails or marketing copy
Building a CRM from scratch
An up-to-date customer system so no leads or clients slip through the cracks.
Basic Updates – £60 (one-off or per batch of up to 50 contacts)
Best for small businesses or individuals who just need their CRM cleaned and brought up to date.
Includes:
Adding/updating contact info (emails, phones, addresses)
Logging recent interactions (if provided)
Removing duplicates
Light tagging (e.g., “client,” “lead”)
Standard Management – £145/month (up to 8 hours/month)
Ongoing support to keep your CRM tidy and actionable.
Includes:
Everything in Basic
Follow-up task creation (reminders, calls, check-ins)
More detailed tagging (e.g., VIP, cold lead, potential upsell)
Adding notes from emails/meetings (if provided)
Monthly clean-up and summary report
Full CRM Support – from £250/month (up to 18 hours/month)
For small businesses or solo entrepreneurs who rely heavily on their CRM.
Includes:
Everything in Standard
Managing full pipelines (moving contacts through stages like “new lead → contract sent”)
Weekly updates & summaries
Priority response (quick updates within 24h if urgent)
Optional: creating custom fields or categories inside your CRM
Custom Packages available if you use multiple systems (e.g., HubSpot + Google Sheets + Mailchimp) or need deeper integration.