We specialise in helping organisations transition from legacy CRM systems to modern, robust platforms like HubSpot and monday.com. Our proven process includes a thorough understanding of the drivers of change, establishing a strong business case rationale, and outlining the technical steps required for an effective transition. Post-migration, we provide ongoing support to enhance and optimize your CRM implementation, ensuring you realise the full benefits of the change.

Our change management and adoption services are designed to ensure successful implementation and long-term benefits across all users in your organisation. We employ structured methodologies, such as the Double Diamond framework, to guide organisations through the adoption of new tools and technologies. Our approach includes comprehensive training, post-implementation support, and ongoing optimisation, ensuring that your team remains proficient and engaged.

We help organisations transform their work management practices with platforms like monday.com. Our expertise includes organisational structure, agile team transformations, process optimisation including automation, and building comprehensive plans for organisation-wide toolset & process changes. By leveraging the capabilities of monday.com, we enable efficiency, provide high-level clarity, and empower your team with the tools they need to succeed.

Both monday.com and HubSpot offer powerful service desk solutions tailored to different use cases. We help you select the best solution for your organisation, manage the migration from other systems, and ensure a seamless implementation. Our integrated approach leverages the benefits of other components within HubSpot and/or monday.com, enhancing collaboration, streamlining workflows, and improving overall efficiency. We focus on understanding the customer journey and utilising AI capabilities to enhance the customer experience and the efficiency and effectiveness of interactions.