A CRM (Customer Relationship Management Software) can help you close the data gaps in your business and get more leads from the data you already have. It’s a place to manage all of your leads, contacts and it can help you identify which customers are ready to buy again and run campaigns to bring back past customers. It can be expensive, and time consuming to constantly attract new leads, with a CRM you get the most out of your ad spend by repeatedly engaging with your audience to get the best return on investment. Help your teams work smarter and get more leads with CRM.
Getting your CRM setup correctly is the deciding factor between a useful piece of software and a hassle your team will ignore. We can setup any CRM to work with your systems exactly how you need them to.
Our development team can connect your website with your CRM to make sure you never miss a lead again.
Once you’re up and running with your new CRM our team can continue to support you to help you get the most out of your CRM. We’re always here to help answer questions or support you setting up new features.
CRM integration is the connection between your customer relationship management (CRM) software and applications you use. If you’re already comfortable with your CRM software, and simply need help integrating it into a new website or setting up a new feature that’s what this service is for. We have experience with PipeDrive, FLG, Zoho Bigin, Zoho CRM, Salesforce and more contact us for our full list of supported CRMs.
There comes a point where you look around and see data split across five different spreadsheets, three team members are trying to manage your clients and nobody has visibility on projects or sales.
This confusion and disorganisation can cause delays and confusion within your team and prevent you from closing sales.
A CRM provides a space to manage all the data of your business in a clear way to help you to make decisions based on data. Implementing a management system like a CRM can be the difference between staying as a small business and being able to move to the next level without chaos.
If you’re new to CRM we can help you find the perfect one to work with your business, provide training and ongoing support.
Under UK GDPR, businesses have to know exactly what personal data they hold, why they hold it, and how long they’re keeping it, and a messy pile of contact records makes that almost impossible to answer honestly.
If someone submits a Subject Access Request, the business has one month to hand over everything held on them, and trying to search through scattered spreadsheets and forgotten email threads under that time pressure is a horrible position to be in.
A CRM can make this much easier, but only if the data going into it is accurate and properly organised from the start, so the search function actually finds what it’s supposed to rather than missing half of it. Buying a CRM without sorting out your data first is a bit like moving into a new house and just throwing all your old boxes into random rooms. The software can only work with what you feed it, so if your customer records are duplicated, outdated, or scattered across spreadsheets and inboxes, the new system just becomes a shinier place to store the same mess.
We’ll help you set up processes to capture and manage data in your new CRM to make it simple to manage your data.
Like any piece of software, there are many CRMs that have different features. The right CRM for you depends on what you’re looking to get out of the software.
We’ll start a CRM project by having a meeting with your sales, marketing and management teams to find out what features they need and what data they’d like to collect. From here we’ll create a curated list of suitable CRMs witha breakdwon of features and costs.
At this stage we’ll also flag the opportunity for a custom software build, built purposefully for you so there’s no wasted features or long term expenses.
Amazing service from this company, from start to finish. I was greeted by Janie who was really helpful with guiding me through the process of my service I chose, no issues whatsoever and very fairly priced to suit my budget. Joe was also very helpful and detailed on the technical side of things and I feel as though I'm in safe hands with these guys in the development of my website growth. Thanks once again for all your help.Dion Smith – Blinds of Preston
I could not recommend Purple Orbit highly enough. Joe and his team have made the process from web design to web development a seamless process and i could not be happier with the final outcome. Purple Orbit will certainly be getting all my future web design & development work. The team also helped me set up my marketing and technical integration to my CRM system, so that new enquiries transferred straight from the website into our CRM system. 10/10 from us.Christopher Goodman – Debt Support Direct
We’ve worked with several web developers over the years, but Purple Orbit has truly been a game-changer for us. Their team is knowledgeable, responsive, and genuinely committed to bringing our vision to life. We’re the happiest we’ve ever been with a development partner — their work is reliable, high-quality, and always delivered with care. It’s such a relief to finally have a team we can trust. Highly recommended!Ben Almond – Online Pound Store
From start to finish superb service! Very knowledgeable, intuitive and professional. Delivering on time and budget. Highly recommend Purple Orbit and the services they offer. Thank you Joe, Janie and the team!!Neel Shah – WD Skips
Great service from Joe. Worked on a few sites for us now and nothing is ever too much trouble to sort. Highly recommend.Kristian Derrick – Ashton Estate Agents
One word: Unbelievable. As a company, we've piled a lot of work onto Purple Orbit in a short space of time. They've more than delivered on every level. I cannot recommend them enough. We've asked for solutions, and they've provided solutions beyond expectation. Their patience and work is unparalleled. Thank you, Thank you, Thank you to Joe and the team. Absolutely exceptional.Dave Graham – Loanable
The team provided great support and an extremely smooth transition in a very short time frame. The work completed has been great.Emma Matthews – N Compass
Joe has done a great job of getting our site live, loads of support and would highly recommend. 5 starsIcon Exhibitions – Icon Exhibitions
Great support and excellent service provided by Joe at Purple Orbit. Available when needed and helped implement One Trust across multiple platforms. Would highly recommend Joe and Purple Orbit for any tracking or cookie related support.Chloe Spencer – Ambition Institute
I've used Joe's talents on several website projects and he's never failed to deliver. His speed, talent and methodical approach to web design is what sets him apart. If you're looking for an outstanding web designer who is responsive and has a good attitude look no further than Joe.Drew Clayton – Social Gains
Excellent work, goes the extra mile and makes positive suggestionsGiles Button – Amplify Sales
When you start using a CRM you can expect:
Think of a CRM system like a super-organised filing cabinet for all your business information. Instead of searching through messy spreadsheets, everything you need is in one place. This saves time and makes it less likely for mistakes to happen.
A CRM system helps keep your information up-to-date and correct. When everyone uses the same system to enter and update data, you avoid having old or wrong information. This means all of your decisions are made on correct data rather than hunches and best guesses.
Customers like it when you know them well. It’s been shown time and again that good customer service is what helps a business stand out and succeed. With a CRM, you can see everything about a customer in one spot. This helps you give them what they need faster, like good support, knowledge of their preferences and a smooth service. When customers are happy, they keep coming back.
A CRM system is great for selling more. You can see who might buy from you with data insights such as demographics, buying journeys and popular products. This information can help you tailor your sales message so you send the right message at the right time.
Marketing works better with a CRM. You can group customers based on what they like, so your messages are more personalised. Also, you can see how well your marketing works and change it if needed or run tests based on customer demographics. This helps your business grow faster and see greater return from your marketing spend.
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