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Free 30-minute call · No pitch

Effortless CRM setup for small businesses. Straight from the founder.

A lead generation system, set up and running in days, without the tech headaches. Bring whatever you’ve got: an existing CRM you can’t make sense of, a setup you’re scared to touch, or just a question. I’ll help you figure out what to do next.

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What a CRM should actually do

Stuck wondering what a CRM is even meant to do?

A good CRM does three jobs. Most people only get one of them working. The 30-minute call is about making sure all three are wired up properly for your business.

Manages leads, prospects and opportunities

One source of truth for who’s in your pipeline and what stage they’re at. No more spreadsheets, sticky notes, or “I’ll just remember it.”

Automates outreach and tracks engagement

Sequences, follow-ups, reminders and reporting, all without manual chasing. You see who opened, who clicked, who replied, and when to step in.

Tracks every open conversation

SMS, email, calls and form fills, all on one timeline per contact. Pick up any conversation knowing exactly where you left off.

Where a CRM fits in your business

Marketing

CRM territory

Sales

CRM territory

Operations

Different system

Finance

Different system

Every business has these four functions. A CRM owns the marketing and sales half, capturing leads, nurturing them and closing them. Operations and finance plug in around the edges. We’ll make sure yours is wired up to do exactly that.

About the call

30 minutes. Free. No pitch.

Bring whatever you’ve got: an existing CRM you can’t make sense of, a setup you’re scared to touch, or just a question. We’ll work out what to do next, on the call.

Plain English

30 minutes, your questions answered, no jargon. If something doesn’t make sense, that’s on me to explain it better.

Bring anything

An existing CRM, an idea on a napkin, or just curiosity. There’s no homework. We’ll work with whatever you’ve got.

You’ll get a follow-up email

A short summary of what we discussed and the recommended next steps. Yours to keep. No autoresponder sequence, no spam.

Book your free 30-min call

Andy Price, founder of Initial IT
Who you’ll be talking to

Andy Price, founder of Initial IT

I’ve spent nearly two decades helping small business owners get more out of their technology, without the jargon and without the overwhelm. You may have seen us online, on social media, or heard me on a podcast. I’m on a mission to simplify technology so businesses can push forward. Used right, a CRM is one of the highest-impact tools you can plug into your business.

20+ years in IT and cyber security

Hundreds of small business owners coached through their stack. From sole traders up to 100-person firms across Staffordshire and the West Midlands.

No jargon, no judgment

If something doesn’t make sense, that’s on me to explain it better. There are no daft questions, just systems that haven’t been explained properly yet.

If we’re not a fit, I’ll tell you

Sometimes the right call is “don’t buy a CRM yet.” If that’s where you are, I’ll say so. The 30 minutes is yours either way.

What you actually get

Technology made simple, effective, and tailored to you

Drive your revenue forward

By optimising the way your CRM captures, nurtures and closes leads, not just “having one.” A working CRM beats an expensive one every time.

Reduce your costs

Smarter, more efficient systems that replace the manual work, the duplicate tools, and the busywork that’s eating your margin.

Set up correctly from day one

Domain, subdomains, mobile number, calendar, automations. All wired up properly so nothing breaks the rest of your stack.

What people say

What CRM clients say about working with Andy

Real Google reviews from clients where Andy helped with CRM setup, automation, or the landing pages and calendars that feed them. From 70+ five-star Google reviews in total.

★★★★★

“Thank you Andy Price for doing all the hard work in setting up my CRM and automation, working great! Thank you, highly recommended.”

Karen Shilton
Karen Shilton
★★★★★

“Andy has been super helpful in advising me on the best way to integrate a CRM system with my website and processes. He’s patient and speaks in layman’s terms. Highly recommended as an IT support partner.”

Anna Woolliscroft
Anna Woolliscroft
★★★★★

“I was stuck on creating my landing page and couldn’t work out the buttons or how to add my calendar link. Andy helped me fix it quickly and saved me hours of frustration. Very helpful and easy to work with. Highly recommend.”

Miranda Hart
Miranda Hart
★★★★★

“Andy is super professional and an amazing bank of knowledge when it comes to ALL things IT. He’s not only so passionate about his job but he’s so personable and warm. He helped me understand the complexities of CRM which is an essential tool for my new business! Would highly recommend! No hesitation!”

Dr Amina Adeniran
Dr Amina Adeniran
★★★★★

“Anything related to CRM, funnels or landing pages terrified me. But with the support of Andy from Initial IT, I’ve taken that first step and have so much more confidence in this space. Andy’s experience, knowledge, speed of action, willingness to help, and patience are second to none. For anyone setting up their own business, as is my experience, I can’t recommend enough working with Initial IT for start up and ongoing support.”

Kate Manton
Kate Manton
★★★★★

“Recently reached out to Andy at short notice, looking for support with CRM and landing page within it. There was no hesitation in getting me booked in. Andy listened to my issues and not only helped me make progress with both CRM and landing page but he took the time to make other suggestions to optimise the system for the betterment of my business. Highly recommend Initial IT.”

George Downey
George Downey

Accredited & award-winning · 2025 Global Recognition Award · Cyber Essentials Certified · Microsoft Partner

Book a call

Book your free 30-minute call today

Unlock real growth and revenue with a CRM that’s actually working for your business. Pick a time below.

Prefer to talk now? Call 01543 524594 or email hello@initialit.co.uk.