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CRM Consultancy – Do It Properly

Building an effective CRM system is not easy – it requires expertise, clarity and teamwork. CRM implementation needs a north star, and that’s why most businesses need a consulting partner. We design, implement and optimise CRM systems that accelerate your revenue and give you full visibility of sales.

Over the last year, CRM has evolved fast – and so have we. More than 50% of our projects now combine CRM with AI automation, helping businesses eliminate manual work, speed up decisions and unlock commercial performance like never before. At Ascent, we have 18 years of experience and have delivered over 600 successful CRM projects, with a skilled team of senior CRM consultants, project managers, implementers and developers. Our team works with your business to implement CRM systems.

Our mission is simple: ease the complexity from CRM and deliver measurable, board‑level outcomes for your business.

We’re building the UK’s leading CRM consultancy, with two offices across the Midlands and London.

Our Accreditations

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HIPAA Compliant Training Badge
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Marketing_Automation_Badge
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We’re proud to have achieved recognised certifications across Zoho, Cyber Essentials and HIPAA. These accreditations reflect the standards we work to, and the platforms we’re trusted to deliver. They’re the result of real exams, assessments and expertise – demonstrating the depth of our technical capability and the security standards we operate at. It’s the level of quality our clients expect.

CRM Consultancy FAQs

Q. What does a CRM consultancy do?
A.
A CRM consultancy helps businesses design, implement and optimise CRM systems so they support sales, marketing and customer service teams. Consultants ensure that the CRM aligns with your processes, data, people and long‑term growth goals.

Q. Why hire a CRM consultant?
A.
A consultant brings expertise, objectivity and technical knowledge to help you avoid costly mistakes, improve user adoption, streamline processes and maximise ROI from your current investment. The biggest cost in CRM isn’t hiring a consultant – it’s the price of getting it wrong.

Q. Which CRM platforms do you support?
A.
We specialise in Zoho, HubSpot and Salesforce – delivering strategy, implementation, optimisation and ongoing support across all three platforms.

Q. Can you fix a failed CRM implementation?
A.
Yes, we fix failed implementations. Many CRM issues stem from poor initial setup. We re‑implement and optimise systems to improve adoption, reporting, automation and overall performance.