Sales pipeline

Qualified

Website rebuild£12,400

Fleet upgrade£8,900

Proposal

Annual renewal£21,000

Support plan£6,750

Won

Q4 order£15,200

✓

Deal wonInvoice created automatically

Independent CRM Consultants, UK

CRM consultants for Zoho, Salesforce and SugarAI

We set up, fix and look after CRM systems for UK businesses. We don't sell licences and we take no reseller commission, so the only thing we're paid for is making your CRM work.

Book a free consultation Get a free health check

No reseller commissionCertified CRM consultantsRunning since 2020Support from £550 a month

Businesses we work with

40+Zoho One apps we can set up and connect

3CRM platforms: Zoho, Salesforce, SugarAI

£550Managed service, per month, from

0%Reseller commission on your licences

60-second check

How healthy is your CRM?

Switch on anything that sounds like your business. Your score updates as you go.

CRM health score

Looking healthy

Book your free health check

What we do

CRM consultancy, start to finish

Pick one service or let us run the whole thing.

CRM Implementation

We build your CRM around how your business sells, quotes, invoices and supports customers. Data migration and user training included.

CRM consultancy

CRM Selection

Not sure which CRM to buy? We map your processes, shortlist platforms and run demos with your own data. We earn nothing from whichever you pick.

CRM selection

CRM Managed Service

A fixed monthly fee covers user set-up, fixes, small changes and consultancy days. Your own CRM admin team, without the salary.

Managed service

Free CRM Health Check

We audit your data, automations, permissions and integrations for free, then hand you a prioritised list of fixes.

Health check

Reporting and Dashboards

Sales, pipeline and revenue dashboards in Zoho Analytics or Salesforce, built so your weekly meeting runs off one screen.

Reporting

CRM, ERP and Xero integrations

We build custom integrations between your CRM and your ERP, Xero, billing, email marketing and website forms, so data goes in once.

CRM and ERP integration Zoho CRM and Xero

What we build

CRM systems your team will open every day

CRM sales dashboard built by FieldSoft shown on a laptop

Pipeline by sales user

Quotes in a couple of clicks

Won deals invoiced in Xero

Automations that just run

Try it yourself

Play with a working CRM

A live demo with sample data. Drag deals, add a lead and mark one as won to watch the automations run. It shows the kind of setup we build in Zoho, Salesforce and SugarAI.

1. Move Acme Ltd to Proposal2. Tick Budget confirmed and try again3. Move a deal to Won4. Add a lead called Acme

Sample data only. Nothing you do here is saved. Want this for your business? Book a free call

Platforms

Zoho, Salesforce or SugarAI. We build the one that fits.

We set up, fix and support all three. We don't sell licences and we take no reseller commission, so we recommend the platform that suits your team, your processes and your budget.

Zoho One consultancy Read our comparison

Zoho One

Zoho CRM

Salesforce

SugarAI

HubSpot

Xero

How it works

From first call to a CRM your team uses

Free call

You tell us what's going wrong. We tell you honestly whether we can help.

Scope and quote

We map your process and send a written scope with a fixed price.

Build and train

We build in stages, you sign off each one, and we train your users.

Support

Stay with us on a managed service, or take the keys and run it yourself.

Managed service pricing

Find your plan in 10 seconds

Move the sliders. The plan that fits lights up.

Silver

£550 / month

For teams up to 20 users

Fair-use support requests each month
1 consultancy day a month (7 hours)
Support 9am to 5pm
5% off project work

Talk to us

Room to grow

Gold

£900 / month

For growing teams up to 50 users

Fair-use support requests each month
2 consultancy days a month (14 hours)
Support 9am to 5pm
10% off project work

Talk to us

Platinum

Bespoke

For larger or multi-platform setups

Flexible users and request volume
Consultancy days to suit you
Support 9am to 5pm
15% off project work

Talk to us

Unused consultancy days carry over, up to 10 days. Full pricing

What clients say

Straight from our clients

"Nothing was too much trouble! If you need CRM work, upgrades, workflow, automation, reporting you need to speak to FieldSoft. They come highly recommended."

Richard CarrManaging Director, VoltaCompliance

"FieldSoft helped me choose and then implement a CRM System for my business; their knowledge is second to none on all things CRM, and we found together the most relevant option for the size of my business."

Laurence KatzDirector, Elemential Studio

Guides

Read before you buy a CRM

How much does Zoho CRM cost in the UK?

The real 2026 price per user, and the costs that show up after you sign.

Read the guide

Zoho vs Salesforce vs SugarCRM

An honest side-by-side from a consultancy that implements all three.

Read the comparison

The 5 hidden CRM costs

Where CRM budgets go wrong, and what to ask before you sign.

Read the article

FAQ

CRM consultancy questions

What does a CRM consultant do?

A CRM consultant sets up your CRM to match how your business works. That covers fields, pipelines, automations, permissions, reports, data migration, integrations and user training. We also fix CRMs that someone else built.

How much does a CRM consultant cost in the UK?

Our managed service starts at £550 a month for up to 20 users and £900 a month for up to 50 users. Implementation projects are quoted at a fixed price after a scoping call, so you know the cost before work starts.

Do you resell CRM licences or take commission?

No. You buy licences direct from Zoho, Salesforce or SugarAI. We take no reseller commission, so our recommendation is based on fit and price.

Which CRM is best for a small UK business?

It depends on your team size, budget and what else you need the system to do. Zoho One suits many small businesses because it bundles CRM, finance, helpdesk and analytics in one licence. Our Zoho vs Salesforce vs SugarAI comparison walks through the trade-offs.

Can you take over a CRM someone else built?

Yes. We regularly take over systems from departing admins and other partners. We start with a health check so we know exactly what's in there before we change anything.

Can you connect our CRM to Xero?

Yes. We build our own custom integrations between your CRM and Xero, designed around how you invoice.

Can you integrate our CRM with our ERP system?

Yes. We build custom integrations between Zoho CRM, Salesforce, SugarAI or HubSpot and ERP systems such as Sage, NetSuite, Microsoft Dynamics 365 Business Central and SAP Business One, so customers, orders, stock and invoices stay in step. See CRM and ERP integration.

How long does a CRM implementation take?

A basic setup can take a few weeks. Projects with integrations, custom automation or several departments take longer. Your scope document gives you dates before we start.

Tell us what's wrong with your CRM

Book a free consultation. Bring your questions and your messiest report.

Book a free consultation 0208 1425 125