AI & Automation
CRM Setup for Small Business UK.
A CRM your team will use, configured around your sales process, integrated with the rest of your stack.
Free call, no obligation.
We work from our base in Cardiff, for businesses across Wales and the UK.
Trusted by ambitious businesses
The cost of getting CRM Setup wrong.
01
Getting crm setup wrong quietly costs you enquiries every month, and the invoice never shows it.
02
Without a clear approach, your marketing pulls in different directions and every pound spent works harder for competitors than for you.
03
Weak execution attracts the wrong clients at the wrong prices, and the good work you want to do never lands in the inbox.
What is CRM Setup?
CRM setup is the implementation of a customer relationship management system to organise your leads, contacts and sales pipeline in one place. Roddy Digital sets up and configures CRMs from our base in Cardiff, for small businesses across Wales and the UK, so every enquiry is captured, every lead is followed up, and nothing falls through the cracks. A well set-up CRM does more than store contacts: it automates follow-ups, tracks your pipeline, and gives you a clear view of where revenue is coming from. We tailor it to how you actually work, then connect it to your website and automations.
What is included.
Specific deliverables. No vague scope.
- CRM selection
- Setup and configuration
- Pipeline and stages
- Website and lead-capture integration
- Automation and team training
Who this is for.
01
Leads in spreadsheets
Businesses managing contacts in their head or scattered docs.
02
Losing follow-ups
Firms where enquiries go cold because no one chases them.
03
No clear pipeline
Teams with no view of where deals actually sit.
04
Scaling sales
Anyone growing past what one person can hold in their head.
A total game-changer for our business. Rhodri and his team delivered a high-performance website with real-time API integration to Bayut. Our property listings are now fully automated, saving countless hours and significantly improving our lead flow.”
Founder-led, from the first call to launch.
Rhodri Williams, Founder and Managing Director. More than twenty years in sales and marketing, including delivering work for brands such as Vodafone and Airbus at agencies. Every project starts with a 20-minute Zoom call with our founder.
Book a callOur process.
01
Choose
The right CRM.
02
Configure
Pipeline and fields.
03
Connect
Website and tools.
04
Automate
Follow-ups.
05
Support
Train and support.
Recommended package
Recommended: Launch Pad.
CRM Setup is delivered inside our Launch Pad package, alongside the other work that makes it land. You can also bolt it on to any package.
Launch Pad
£1,000 + VAT / month
The full system: brand, digital, demand and AI working together.
- Fixed monthly price
- Live in 30 days
- Looked after long after launch
Why it matters.
Most lost sales are not lost on price, they are lost to poor follow-up. A CRM makes sure every lead is worked properly.
It also gives you visibility: you can see what is working, forecast revenue, and make better decisions, especially when the CRM is wired into the brand, technology and growth system around it.
FAQ
Frequently asked.
Which CRM do you recommend?
It depends on your size and needs. We set up the one that fits how you work, not the most expensive.
Can it connect to my website?
Yes. We wire your website forms straight into the CRM so leads are captured automatically.
Will it automate follow-ups?
Yes. We set up automated follow-ups so no lead is forgotten.
Do you train my team?
Yes. We make sure your team can use it confidently.
Is it included in a package?
CRM setup is built into our higher packages and can be scoped standalone. Book a call to discuss.
Ready to stop doing things the slow way?
Your first call is with our founder, Rhodri Williams.