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CRM implementation for manufacturers, wired to your website

We set up HubSpot, Pipedrive, Zoho or Sellsy around your sales process and wire it to your website forms. Your data is migrated and cleaned, your staff trained, in 3 to 6 weeks. The link to your quotes and your ERP is an optional module.

Updated

From

£3,900 ex VAT

Timeline
3 to 6 weeks
Pricing
Fixed price per stage
Describe your projectEstimate my project
A sample screen, for illustration. The companies and data are made up.
Website formsCRMSales teamWebsite formsCRMSales team

You need this if

  • Website enquiries land in a shared inbox, and some never get an answer.
  • The CRM was bought, two salespeople use it, and the rest have kept their spreadsheet.
  • Every customer exists twice, in the CRM and in the ERP, and the two records do not agree.
  • Nobody can say how many quotes are waiting for a follow-up this week.
  • You are choosing a first CRM, or switching, and do not want it to take six months.

What the implementation includes

  • Choosing the tool

    If you have no CRM yet, we compare two or three against your criteria. If you have one that fits, we keep it.

  • Configuration

    Your sales stages, fields, permissions and email templates. Nothing more: every unnecessary field is a field nobody fills in.

  • Website forms

    Each enquiry creates the contact and the deal, records its source and alerts the salesperson for that territory.

  • Optional

    Quotes and the ERP

    Customers, quotes and sales orders exchanged with Sage 200, Access Dimensions, Pegasus Opera, Odoo or SAP Business One, in a direction agreed beforehand.

  • Data migration

    Duplicates merged, company names made consistent, contacts attached to the right account, then an import checked on a sample.

  • Training

    One session per role (sales, sales office, management), a one-page guide per task, a dashboard for the sales meeting.

Example: a quote request, from the form to the order

A typical flow, by way of illustration. The company and the data are fictional.

  1. 1

    A buyer fills in the quote request form on the website.

  2. 2

    The CRM creates the contact, attaches it to the company already in the ERP and opens a deal.

  3. 3

    The salesperson for that territory is alerted, with the part requested and the customer’s latest orders in front of them.

  4. 4

    The quote raised in the ERP appears in the deal; a follow-up is scheduled for seven days later.

  5. 5

    The customer accepts: the deal moves to won, and the value shows on the management dashboard.

How the project runs

  1. Short scoping

    Your sales process, the choice of tool, the configuration plan and the direction of each data flow. Included in the price.

    1 week

  2. Configuration

    Stages, fields, permissions, website forms. You try it on a test account as we go.

    1 to 2 weeks

  3. Connections and migration

    Links to the ERP if you take that module, then data clean-up and import. How long depends mostly on the state of the files.

    3 days to 2 weeks

  4. Training and go-live

    Training by role, go-live, then one month of fixes against the specification.

    2 days to 1 week

Durations to scale, using the longest stated

What the price covers

The starting price is for a CRM implementation for one sales team: configuration, website forms wired in, data migration and training. The ERP connection is an optional module, priced according to what the ERP allows. No audit is needed: a short scoping is included in the price.

Estimate my projectSee pricing

Implementation: configuration, forms, migration, training
from £3,900 ex VAT
ERP connection: customers, quotes, sales orders
from £2,200 ex VAT
Short scoping
included
CRM subscription
in your name, paid to the vendor
Maintenance
from £390 ex VAT a month

Payment, for each stage

30%
on order
70%
on accepted delivery

Which CRM for a manufacturing SME?

If you are choosing your first CRM, you are not late: three small enterprises in four in the EU had none in 2025 (Eurostat, 2026). Here is a plain reading of the four tools we set up.

ToolIts strengthWorth knowing
HubSpotCRM, forms and marketing email in one tool.The price climbs with add-on hubs and the number of marketing contacts.
PipedriveSimple, built around the deal pipeline, quickly adopted by sales staff.Little marketing or quoting without add-ons.
Zoho CRMHighly configurable, part of a wide suite.Longer to set up, a busier interface.
SellsyA French vendor; CRM, quoting and invoicing together.Mostly relevant if you have a French subsidiary that raises its own quotes.

The subscription is taken out in your name, directly with the vendor.

What connects to the CRM, and in which direction

A CRM on its own means typing everything twice. CRM integration comes down to deciding, for each piece of information, which system is the master and which way the data flows.

InformationDirectionWhy
Website enquiriesWebsite to CRMNo enquiry lost, and the source of every deal is known.
Invoiced customersERP to CRMThe ERP is the master for company names, addresses and terms.
Prospects who become customersCRM to ERPThe account is created once, when the first quote is raised.
Quotes and sales ordersERP to CRMThe salesperson sees the real value and status, with no retyping.
Emails and meetingsMailbox to CRMThe history of the relationship no longer sits in one person’s inbox.

Enquiries come from the website: if its forms need rethinking, the CRM set-up pairs well with a website redesign. And if preparing the quotes themselves takes too long, quote automation comes next.

Why CRM implementations fail

  • Too many fields. A salesperson who has to fill in twenty boxes per deal goes back to the spreadsheet. We start from what the sales meeting actually looks at.
  • Dirty data. Three records for the same customer on day one, and trust is gone. Clean-up comes before the import.
  • Double entry. If a quote has to be copied from the ERP into the CRM, it will not be. The connection is what gets the tool used.
  • Nobody uses it in meetings. If management still asks for an Excel file on Monday morning, the CRM stays empty. The dashboard replaces that file.
  • No owner. You need one person on your side who decides on stages and permissions. We train them to administer the tool.

When you need something else

You do not always need help to implement a CRM, and a standard CRM is not always enough.

  • Two or three users, no ERP connection. Follow the vendor’s onboarding and set the tool up yourself. You do not need us.
  • Long deals, distributors, an installed base. If the standard tool has to be bent out of shape to follow you, look at a bespoke CRM.
  • A need that goes beyond sales. Production tracking, planning, quality: that is bespoke software, not a CRM.
  • Salesforce or Microsoft Dynamics. We do not implement these. They need a specialist who does nothing else, and a budget of a different order.
If you cannot decide between standard and bespoke, the audit looks at your real deals and gives a written opinion.

Frequently asked questions

How much does CRM implementation cost?

From £3,900 ex VAT for configuration, website forms, data migration and training. The ERP connection starts at £2,200 ex VAT. The CRM subscription is paid to the vendor, in your name.

How long does it take?

From 3 to 6 weeks. The low end is a CRM wired to the website; the high end is a CRM also wired to the ERP, with data that needs cleaning.

Can the CRM connect to our ERP or accounts package?

Yes, as an optional module (from £2,200 ex VAT), through an API, file exchange or a connector, with Sage 200, Access Dimensions, Pegasus Opera, Odoo or SAP Business One. The scoping checks what your version allows before the price is fixed.

We already have a CRM that nobody uses properly. Should we switch?

Rarely. Try this first: simplify the stages and fields, clean the data and wire the tool to the website and the ERP. We change tools only if the current one blocks one of those connections.

Who looks after the CRM afterwards?

You do. We train one person on your side to manage users, fields and stages. Maintenance, from £390 ex VAT a month, is available to watch the connections and adjust the tool.

Where is the CRM data hosted?

With the CRM vendor, in the account opened in your name: a CRM is hosted by its vendor, not by us. Where the vendor offers an EU region, we choose it when the account is created. A data-processing agreement is signed before we access your real data.

Read next

Start with a fixed-price audit

In one to two weeks you know what to build, in what order and in what price range. The audit fee is deducted from the first project we build for you.

£1,650 ex VAT 1 to 2 weeks See a sample report

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