03 · CRM software · UK

CRM software for UK businesses.

CRM systems that bring your customers, pipeline and sales activity into one clear view, implemented, customised or built from scratch for UK businesses.

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What is CRM software?

CRM (customer relationship management) software keeps every customer, contact, deal and conversation in one place, so sales, service and marketing teams work from the same information. For UK businesses, a CRM must also handle personal data in line with UK GDPR and record marketing consent under PECR.

What we deliver

CRM Software
services we offer.

  1. CRM Implementation

    Setting up and configuring a CRM around your real sales and service processes, with pipelines, permissions and reporting that fit how you work.

  2. Custom CRM Development

    A bespoke CRM when off-the-shelf tools do not fit your processes, data or pricing model, and you want to own the system outright.

  3. Data Migration

    Moving data from spreadsheets or an old CRM: cleaning, de-duplicating and mapping it so you start with records your team can trust.

  4. Integrations & Automation

    Connecting your CRM to email, your website, telephony and UK accounting platforms such as Xero, Sage and QuickBooks, and automating repetitive tasks.

How we work

How we deliver
CRM software.

  1. Map your processes

    How leads arrive, how deals progress, and who needs which information at each stage.

  2. Design the system

    Data model, pipelines, permissions, automations and reports, agreed before configuration begins.

  3. Build or configure

    Configuration of the chosen platform, or development of your bespoke CRM.

  4. Migrate and integrate

    Clean data import and connections to the tools you already use.

  5. Train and support

    Team training, adoption support and ongoing improvements as your business changes.

Built for the UK

UK requirements for
CRM software.

  1. UK GDPR by design

    A CRM should record your lawful basis, support retention rules and make subject access requests and erasure requests straightforward to fulfil.

  2. PECR and email marketing

    Marketing emails and texts to individuals generally need consent, with a "soft opt-in" exception for existing customers. Your CRM should store consent and opt-outs reliably.

  3. Data location and transfers

    Where your CRM data is hosted matters. Transfers outside the UK need appropriate safeguards, such as UK adequacy regulations or the International Data Transfer Agreement.

  4. Companies House data

    For B2B sales, public Companies House data can enrich company records with registration details, officers and filing information.

  5. UK accounting integrations

    Connecting the CRM to Xero, Sage or QuickBooks keeps customer, quote and invoice data consistent between sales and finance.

Pricing

What affects
the cost?

CRM costs depend on whether you configure an existing platform or build your own. The main factors are:

  1. Off-the-shelf configuration versus custom development
  2. Number of users and any platform licence fees
  3. Volume and quality of data to migrate
  4. Integrations with accounting, email, website and telephony
  5. Automation and reporting requirements
  6. Training, support and ongoing development
Ask for a scoped estimate

FAQ

CRM Software
questions, answered.

Should I choose a bespoke CRM or an off-the-shelf CRM?

Off-the-shelf CRMs work well when your processes are fairly standard and you are happy with per-user licence fees. A bespoke CRM makes sense when your processes are distinctive, you need deep integration with other systems, or licence costs grow too high as your team grows. We can help you weigh both options honestly.

How much does a CRM cost for a UK small business?

Costs depend on the route: configuring an existing CRM means lower set-up costs plus ongoing licences, while a custom CRM costs more up front with no per-user fees. Data migration, integrations and training also affect the total. We provide a scoped estimate after understanding your needs.

Can you migrate our data from spreadsheets or another CRM?

Yes. We map your existing fields, clean and de-duplicate records, and import contacts, companies, deals and history, then check the results with you before go-live.

Is our CRM compliant with UK GDPR?

Compliance depends on how the CRM is set up and used. We build in lawful basis tracking, consent and opt-out records, retention rules and tools for subject access and erasure requests, so your team can handle personal data correctly.

Can a CRM integrate with Xero or Sage?

Yes. Integrating your CRM with UK accounting software such as Xero, Sage or QuickBooks keeps customer details, quotes and invoices in sync, so sales and finance work from the same data.

How long does a CRM implementation take?

As a rough guide, configuring an existing CRM can take a few weeks, while a custom CRM typically takes a few months. Data migration and integrations are usually the biggest variables. We agree a timeline once requirements are mapped.

Related services

Start a conversation

Planning a CRM project?

Talk to our London team about what you need. Email operations@freehandhq.com or call 0113 320 2301.

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