UK CRM consultancy for SMEs

Independent
CRM Consultants for UK SMEs

We design, build and deliver powerful, flexible and scalable CRM solutions for UK SMEs - from the first blueprint through to long-term care. Platform-agnostic advice, expert delivery, lasting results.

5.0 Google rating 100+ implementations

Free Quote Request

Tell us about your project and we'll come back with a proposal.

We build on the platforms you trust

Certified CRM experts
Trusted CRM experts across the platforms that matter most

Vendor-agnostic CRM consultants and developers for UK SMEs. We implement, customise and integrate almost any leading CRM platform - or build you a bespoke one when nothing off-the-shelf fits.

Zohomonday.comHubSpotSalesforceMS DynamicsPipedriveAttio
What we do

Eight CRM services. One coherent partnership.

Engage us for a single phase or the full lifecycle. Every service is designed to slot together - so wherever you start, the next step is always clear.

Not sure where to start?

Tell us where you are and we'll point you to the right service - no cost, no obligation. Most projects begin with a single 30-minute conversation.

Book a free consultation
How we work

A clear path from idea to impact.

Our CRM delivery methodology keeps you in control at every stage - no black boxes, no surprises.

  1. STEP 01

    Discover

    We learn your business, goals and how your teams really work today.

  2. STEP 02

    Blueprint

    We design a clear, costed solution and agree what good looks like.

  3. STEP 03

    Build

    We configure, develop and test - then roll out with hands-on training.

  4. STEP 04

    Adopt

    We embed the system so your team uses it with confidence from day one.

  5. STEP 05

    Evolve

    We stay on as your partner - optimising and scaling as you grow.

Platforms

The right CRM platform, chosen for you.

We're genuinely platform-agnostic. We recommend and implement the CRM that best fits your business - not whatever we're paid to push.

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Not sure which platform is right for your business? Talk to one of our experts
100+

CRM solutions delivered for UK SMEs.

98%

Client retention - partners stay for the long term.

40%

Average cut in manual admin time post go-live.

4 wks

Typical time to first measurable value.

Testimonials

Trusted by SME leaders across the UK.

Don't just take our word for it. Here's what the people who've worked with us have to say.

"We've had a fantastic experience working with zedConsulting on our bespoke monday.com platform. From the outset they took the time to really understand our requirements, and the result fits our needs perfectly. What stands out is how proactive and responsive they have been throughout."
SBSimon BakerCEO, Baker & Associates
"We partnered with zedConsulting to improve our efficiency and elevate our customer experience. Their team quickly grasped the complexities of our environment and were key to unlocking process potential. Their support has been outstanding - enabling us not just to meet our goals but to surpass them."
APAlaster PurchaseCEO, National Security Inspectorate
"We have greatly benefited from zedConsulting's work, refining our sales and operational processes. David and his team have been a pleasure to work with. We will definitely work with them again and again."
IMIan McCaulOperations Director, Alma Risk
"zedConsulting provided excellent support during our monday.com implementation. They demonstrated a clear understanding of our needs and ensured the set-up was smooth and effective. A pleasure to work with - super collaborative."
GMGina MulaCOO, ISI Global
"zedConsulting have shown great honesty and value for money from day one. It has been a great experience developing our CRM system with them - professional, methodical and patient as we navigated the journey. We look forward to future projects together."
ELEmma Lester-DevittCOO, Tribe Connect
"The team are extremely knowledgeable and experts in their field. They helped us build and move CRM systems, which has saved our team a huge amount of time day to day. Cannot recommend them enough!"
ACAbby CahillFinance & Operations Director, Cahill Renewables
"Their attention to detail, responsiveness, and understanding of exactly what we needed were outstanding. They delivered everything to a high standard and made the entire process straightforward and stress-free."
MNMax NobleCEO, Precision Glass Group
"zedConsulting has been a great partner in our CRM development. Their in-depth knowledge and solutions-based approach helped us build the best possible system, explaining complex concepts in a way non-technical team members can understand."
JCJayne ChappellHead of Memberships, Social Enterprise Scotland
"Working with zedConsulting has been a pleasure. Their in-depth knowledge of business software, functions and processes meant they quickly understood our needs and put together a plan that helped us achieve our goals."
AFAlex FosterDigital Marketing Manager, VoxPops
"David went above and beyond. His detailed and structured approach enables me to herd the sales cats. I will definitely look to remain in contact with David as our requirements develop."
KPKevin PybisDirector, Group Plus
"zedConsulting advised on the implementation of our Zoho CRM and Zoho Analytics solution. They demonstrated a high level of expertise, flexibility to adapt the system to our exact needs, and were highly responsive. I would highly recommend them."
DEDoug EdwardsSales Director, Live In Guardians
"zedConsulting have been instrumental in helping implement CRM in a way that serves our business needs. They helped us solve every problem along the way. We will continue to retain their services as we grow and develop our CRM."
LHLaura HawthornMarketing Manager, TympaHealth
"Great company. Very knowledgeable in all things Zoho CRM. Very friendly and easy to work with."
AMAshe McKeeCRM Product Owner, Impact Foods Group
"First rodeo with zedConsulting has been a pleasure. From a non-tech perspective they understood our requirements and fed them back to us before developing. They worked well with our team and gave us the confidence to embark on a bigger piece of work."
PTPeter ThnoiaDirector, Pilltime
FAQ

Questions, answered.

We already have a CRM - can you improve what we have?

Absolutely. A large part of our work is health-checking and re-engineering existing systems: cleaning up data, fixing automations, adding dashboards and integrations, and re-training teams so adoption sticks.

Do we need to be technical to work with you?

Not at all. We speak business first, technology second. We translate your goals into a clear CRM solution and handle every technical detail - you stay focused on running your company.

How long does a typical project take?

Most SME engagements deliver first measurable value within two to four weeks. Larger, multi-team programmes are phased so you see returns early rather than waiting months.

Are you tied to one CRM vendor?

No. We are deliberately platform-agnostic and certified across the major platforms. We recommend what genuinely fits your business, budget and growth plans.

Do you offer support after go-live?

Yes - our HyperCare service gives you a responsive UK helpdesk, proactive optimisation and a named consultant who knows your account, so your platform keeps improving over time.

How do you charge for your services?

We offer a choice of three models. Fixed Price gives you cost certainty on clearly-scoped projects, while Time & Materials bills for actual time spent when requirements are likely to evolve. But most clients choose ZEDPLAN: our simple, flexible, pay-as-you-go service that lets you draw on our consulting, development and support expertise whenever you need it, under one contract - with full visibility of progress and spend, paying only for what you use.

What happens in the free consultation?

A 30-minute call with a senior consultant. We learn about your business and current challenges, share where the biggest opportunities are, and outline what a project could look like. No cost, no obligation.

Ready to make your CRM an asset, not an admin tax?

Book a free, no-obligation consultation. We'll scope your project and show you what good looks like - whatever platform you're on.

Book your free consultation See case studies