Get the right CRM in place, automate the manual work that’s eating your team’s time, and connect the systems your business already uses. Built around how you actually work, not how the tools want you to work.
An enquiry comes in, gets typed into the CRM, the spreadsheet, the accounts package, the inbox. Same data, four homes, no one source of truth.
People emailed, then forgotten. No reminder. No follow-up. Your sales pipeline is a guess, and there’s no way to know what you missed.
Your CRM doesn’t see your bookings. Your bookings don’t hit your accounting. Connecting them by hand eats hours every week.
The Monday report. Routing that one form to that one team. Re-typing the same email twenty times. None of it should still be a person’s job in 2026.
Most automation work falls into four buckets. We help with all of them, individually or together, depending on what your business actually needs.
HighLevel, HubSpot, ActiveCampaign. The right CRM, configured around your sales process. Lead capture, pipelines, automations and reporting, set up properly the first time.
Zapier, Make and Power Automate flows that connect the tools you already use. Less copy-paste, fewer dropped balls, no more spreadsheets passed around in email.
Custom API and webhook integrations between CRM, accounting, e-commerce and marketing tools. The connections off-the-shelf integrations don’t cover.
Where it earns its keep: meeting note summaries, email triage, document drafting, customer enquiry routing. Practical wins, not chatbot novelty.
A short call to map the work you want automated, the systems involved and the outcomes you’re looking for. We come back with a fixed-scope proposal so you know what you’re committing to.
We configure CRMs, build automations, write integrations and test them with your real data. You see progress every week and can change direction before things are baked in.
Recorded walkthroughs, written runbook, training calls for the team. You can run the system without us. Ongoing support is available if you want it, but not required.
“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…”
“Thankyou Andy Price for doing all the hard work in setting up my CRM and automation working great! Thankyou highly recommended”
“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.”
No. We work with HighLevel, HubSpot, ActiveCampaign and a few others. The right choice depends on your sales process, your existing stack and your budget. We’ll help you pick the one that fits.
It depends. Power Automate makes sense if you’re already on Microsoft 365 and need it to talk to SharePoint, Outlook, Teams. Zapier is great for the long tail of SaaS tools (over 6,000 integrations). Make is excellent for visual flows and complex logic at lower cost. We use all three, often together.
Fixing an existing setup is often quicker than starting over. We’ll audit what you have, flag the things that aren’t working, and rebuild the bits that need it. Data, pipelines, automations and reporting, all reviewed.
A CRM setup is usually a couple of weeks. A full automation programme across several systems is more like 4 to 8 weeks of part-time work. We scope properly up front so you know what you’re committing to.
Most of what we do uses no-code or low-code tools. Where bespoke work is needed (custom API integrations, complex logic) we handle it as part of the project. You don’t need to bring your own developer.
Yes. our CRM Setup package is a fixed-price starter covering core CRM setup, a basic landing page, an email automation, phone/SMS/WhatsApp configuration and five coaching calls. Ideal if you’re getting your first proper CRM in place.
30 focused minutes with Andy. We’ll look at the manual work that’s eating your team’s time, the systems that don’t talk to each other, and the highest-impact automations to put in place first. No prep needed, no obligation.
Prefer to talk now? Call 01543 524594 or email hello@initialit.co.uk.