CRM & Sales Systems

Give your sales team a CRM they can actually work with.

We set up your CRM around the way your team sells, so leads are followed up, responsibilities stay clear and managers can trust the pipeline.

A clearer route from enquiry to sale

See how each lead moves from first contact to a well-managed opportunity.

Interest arrives from every direction

Enquiries come through forms, referrals, emails and calls. When those routes are disconnected, useful context disappears and good leads are left waiting.

Bring every lead into focus

Each opportunity enters the right pipeline with the details, owner and next action needed to move it forward.

Keep follow-up on track

Reminders, communication and handovers stay with the deal, so the team does not have to rely on memory.

Give the team a reliable view

Sales can see what needs attention, while management gets a clear picture of progress, delays and results.

How North works

Turn a messy setup into a useful routine

We build a setup your team can understand, use and maintain after launch.

Discuss your CRM
  1. Map how sales really works including the decisions, exceptions, responsibilities and handovers that happen in practice.

    01
  2. Configure what the team needs using the fields, stages, rules and connections required to support that process.

    02
  3. Launch it with the people who use it then refine the setup using live work, clean data and feedback from the team.

    03

Ways to work with North

Fix the foundation, connect a proven setup, or keep the system healthy over time.

Free Sales System Check

Find the weakest link in your sales system in a few minutes.

Typical scope

  • Lead Handling
  • Follow-up
  • CRM Hygiene
  • Reporting
Start the check

No email required. Results are shown immediately.

CRM Foundation

A team that needs a usable CRM structure before adding complexity.

Typical scope

  • Sales-process mapping
  • Platform configuration
  • Pipeline and fields
  • Basic data migration
  • Email and calendar connection
  • Essential dashboards
  • User setup
  • Training and documentation
Talk to North

Typical timeline: 2–4 weeks

CRM Automation & Integrations

A team with a working foundation but manual lead handling, handoffs or disconnected tools.

Typical scope

  • Necessary Foundation scope
  • Website and lead capture
  • Lead routing
  • Selected follow-up automation
  • Proposal or handoff workflows
  • Selected integrations
  • Management reporting
Talk to North

Typical timeline: 4–8 weeks

CRM Ops

Teams that need ongoing ownership instead of letting the CRM degrade after launch.

Typical scope

  • CRM administration
  • Data hygiene
  • User onboarding
  • Small workflow improvements
  • Dashboard improvements
  • Controlled automation changes
  • Recurring optimization review
Talk to North

Typical timeline: Monthly engagement

Fit the CRM around the way your team sells.

North handles configuration, migration and handover. Your team remains responsible for customer relationships and the commercial decisions made in the system.

Keep the platform you already have. if the foundations are sound. Better structure and stronger adoption often deliver more value than a replacement.

Change platforms when there is a clear reason. We compare Pipedrive, HubSpot, Teamleader and other proven options with your process, users, reporting needs and operating complexity.

Use custom work where it earns its place. such as a focused integration or interface that removes a real constraint without making the core harder to maintain.

Talk to North

For sales. The stage, recent conversations, owner and next commitment are visible without piecing the history together.

During the day. Helpful reminders and simple automation appear where the work happens, without adding another dashboard to check.

For management. Pipeline reviews can focus on decisions and exceptions because the records underneath them are current.

Make the next action easy to find.

Minimal CRM sales pipeline interface

Let useful context move between your tools.

CRM connected to six surrounding business modules

Before the deal. Forms, booking tools and selected campaign sources provide the information needed to route and respond.

During the deal. Email, calendar and proposal activity stays attached to the opportunity without unnecessary copying.

After the handover. The right customer and deal details reach delivery or reporting systems, with clear ownership if a connection fails.

View case studies

Frequently AskedQuestions

Ready for a CRM your team can rely on?