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.
Trusted by ambitious businesses across the UK
The cost of getting crm setup wrong.
Getting crm setup wrong quietly costs you enquiries every month, and the invoice never shows it.
Without a clear approach, your marketing pulls in different directions and every pound spent works harder for competitors than for you.
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 for UK and US small businesses, 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.
Leads in spreadsheets
Businesses managing contacts in their head or scattered docs.
Losing follow-ups
Firms where enquiries go cold because no one chases them.
No clear pipeline
Teams with no view of where deals actually sit.
Scaling sales
Anyone growing past what one person can hold in their head.
“Roddy Digital did an incredible job designing our website. The whole process was smooth and professional, with great communication throughout. Highly recommend.”
More enquiries
Clearer message
Less admin
Our 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.
Where this fits
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.
- No long lock-ins
- Work starts within days
- One team, one monthly price
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.
Low risk
Low risk. Built to prove its value.
No long lock-ins beyond the initial term. One team, one monthly price, and work starts within days of you saying yes. If it is not working, you can cancel.
Talk to us about crm setup.
Free call. No pressure. You will leave with at least one useful idea.