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Data, AI and CRM consulting for growing companies

Data.AI.CRM. — Data, AI and CRM consulting

Most consultants hand over roadmaps. We deliver working systems — connecting your data, putting AI to work where it helps, and keeping it simple to run.

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  1. 01Bring your data together

    Sales, service and other data come together into one customer profile.

  2. 02Use AI where it helps

    AI agents work from that profile, within the permissions and rules you set.

  3. 03Act inside your CRM

    Suggestions and actions appear in the tools your teams already use, with people deciding where it matters.

What we do

Data, AI and CRM consulting: we bring your customer data together, put AI to work, and design, build and run CRM for growing businesses — from sales and service to AI agents and customer portals.

Sales

Pipeline, forecasting and revenue operations your sales team will actually use.

Customer service

Case management, routing and agent assist, set up around your service teams.

AI agents

AI agents designed around the processes you already run, with clear guardrails.

Customer data

Customer data unified across your systems and ready to use wherever your teams work.

Customer portals

Customer and partner portals for self-service and engagement.

Applied AI

Platform engineering, DevOps and practical AI — Claude and Codex in your engineering teams.

How we work.

A few principles shape every engagement, whatever its size.

Design and build together
The team that designs your solution also builds it.
One team throughout
The same team from the first conversation to go-live, so context is never lost.
Documented as we go
Decisions, designs and runbooks are written down during the work, not reconstructed at the end.
Built alongside your team
Your admins and developers work with us, so the knowledge stays with you.
Governance built in
Permissions, trust settings and audit trails are designed in from the start.

The shape of an engagement

  1. 01

    Discover

    Conversations with your teams, a systems review and a written assessment.

  2. 02

    Design

    Solution design, data model, governance and a business case.

  3. 03

    Build

    Delivered in small iterations, alongside your team.

  4. 04

    Govern

    Monitoring, audit trails and a careful rollout.

  5. 05

    Run

    Optional ongoing support, tuning and DevOps.

Let's talk about your CRM.

Thinking about your data, AI or CRM? Send us an enquiry below. Every message is read and answered personally.