Technology
CRM consulting that gives your whole revenue engine one platform
One platform for the whole engine. We plan, implement, and migrate your CRM without the mess, then make sure your team actually uses it.
Stewart has spent nearly three decades building and running software businesses. He leads GRO3's technology practice, from CRM to monday.com and AI.
What our CRM consulting covers
From the first conversation about what you need to the day the old system is switched off.
| Area | What we do | What you get |
|---|---|---|
| Needs assessment | We map how you sell, market, and serve customers, and what each team needs from the CRM. | A clear brief before anyone touches software. |
| CRM strategy | We decide what the CRM is for, what it will measure, and how it fits with your other tools. | A roadmap you can phase and budget. |
| Implementation | We configure pipelines, properties, permissions, and automation around your process. | A CRM that fits how your team works. |
| Migration | We clean, map, and move your data, then test it before anyone logs in. | Your history intact and a calm cut-over. |
| Data clean-up | We remove duplicates, fix formats, and set the rules that keep data clean. | Data you can trust. |
| Integrations | We connect the CRM to the tools you already rely on. | One view of the customer across systems. |
| Reporting and AI | We build the dashboards and set up AI features such as HubSpot's Breeze. | Insight without exporting to spreadsheets. |
CRM strategy before the tool
The right CRM decision starts with four questions, not a feature list.
What should the CRM help us do?
Grow pipeline, shorten the sales cycle, improve retention, or all three. The answer shapes everything else.
Who needs to use it, and for what?
Sellers, managers, marketing, service, and leadership all need different things from the same system.
What has to connect?
Email, calendars, finance, support, and the tools your team can't live without.
How will we know it's working?
The handful of measures leaders will run the business on, agreed before the build.
CRM migration, step by step
Moving CRM is where the risk sits. We follow a clear path, so nothing is lost and nobody is left guessing.
Audit
We review what's in the old system, what's worth keeping, and what isn't.
Map
We map every field, stage, and record type to the new structure.
Clean
We de-duplicate and fix data before it moves, not after.
Test
We run a trial migration and check it with your team.
Cut over
We move the data with minimal disruption, at a time that suits your business.
Support
We support your team through the first weeks on the new platform.
One platform for the whole engine
Marketing, sales, and service work from the same record, so every team sees the full picture and hand-offs stop falling through the gaps.
How a CRM project runs
Discover
Diagnose
Design
Deploy
Drive adoption
Scale
Should you use a CRM partner or do it in-house?
Plenty of teams set up a CRM themselves. A partner earns its place when the stakes or the complexity are high.
Speed
Proven setup patterns from day one
Learning as you go
Data migration
Planned, cleaned, and tested
Often rushed at the end
Adoption
Training and change support built in
Often a single training session
Cost
Partner fees, with less rework later
Staff time and the cost of rework
Best for
Migrations, several teams, integrations
A small team on a simple setup
Who it's for
Part of one growth system
The questions we hear most
Why hire a CRM consultant instead of going straight to the vendor?
A CRM vendor sells the software and teaches you how it works. A CRM consultant starts with your process and your people: what you need, how the system should be designed, how your data moves across, and how teams adopt it. You get a CRM shaped around your business, not the other way round.
How long does a CRM implementation take?
It depends on the number of teams, the data you're bringing across, and what needs to connect. We phase the work so teams start using the core CRM early, then build on it.
How do you migrate CRM data without losing anything?
We audit and map every field before moving anything, clean the data first, run a trial migration and check it with your team, then cut over at a time that suits you. The old system stays available until the new one has been tested.
Which CRM platforms do you work with?
We implement HubSpot and monday.com CRM, and we migrate data into them from the systems you're leaving.
Can you fix a CRM we already have?
Yes. Many CRM problems are setup and adoption problems rather than software problems. We audit what you have, fix the structure and data, retrain the team, and add the reports and automation that were missing.
Do you set up AI features in the CRM?
Yes. We set up the AI built into your platform, such as HubSpot's Breeze, for tasks like summarising records and drafting emails, with guardrails that suit your business.
