CRM consulting · independent of every vendor
Looking for a CRM consultant? Choose the right CRM, once.
Independent advice for founder-led and growing teams. I help you choose the CRM that fits how your team actually sells, map your customer journey and sales process into it, and make sure it gets used day to day rather than treated as an admin task. No vendor kickbacks, and a fit for where you are growing to, not just today.
Advice that pays for itself.
Most failed CRM projects were lost at the choice, not the build. Here is what independent selection gets you.
Independent
I am not paid by any CRM vendor. The recommendation follows your requirements and your budget, not a referral fee.
Built around how you sell
We map your customer journey and sales process into the CRM, then test the shortlist against your real scenarios, so it is genuinely fit for purpose rather than a generic setup.
Used, not just admin
A CRM only pays off when your team lives in it. We choose and set it up to earn its place day to day, and to fit where you are growing to, not only where you are now.
How it works.
Three steps, roughly three to six weeks from the first call to a decision you can defend.
A short call
Tell me how your team sells and what is frustrating you about your current setup. Twenty minutes, no charge.
Requirements and mapping
I map your customer journey and sales process, write down what the CRM must do, then shortlist two or three platforms that genuinely fit and test them on your scenarios.
A clear recommendation
One recommended platform, the real cost over a few years, the trade-offs, and a plan to get your team onto it.
Lauren Pearson
Founder, The Pearson Co.
I work with founder-led and growing teams on CRM, revenue operations and growth, from Dubai and across the Middle East and beyond. My advice is platform-led, not platform-locked: the right CRM for how you sell, chosen with the people who will use it every day.
Common questions.
Are you tied to a particular CRM vendor?
No. The advice is not paid for by any vendor. I work across HubSpot, Salesforce, Pipedrive and others, and recommend whichever fits your team, your budget and how you sell.
How long does it take?
A focused selection usually runs three to six weeks: understanding how you sell, writing the requirements, shortlisting and testing, then a clear recommendation with costs.
Do I really need a consultant to choose a CRM?
Plenty of teams choose their own. A consultant earns the fee by stopping the expensive mistakes: buying on feature lists instead of fit, and underestimating whether the team will actually adopt it.
Ready to choose the right CRM with confidence?
Tell me how your team sells and what is not working now. A short call is the quickest place to start, and there is no charge for it.
Book a free call ›