CRM & BUSINESS SYSTEMS
Streamline Digital Operations
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Why a CRM is Essential
A business grows by making the best use of its existing resources and capabilities. CRM is more than just software—it’s the system that brings together sales, service, and support into one streamlined process. With the right CRM, businesses reduce inefficiencies, improve customer interactions, and scale operations without losing control.
A well-structured CRM ensures that every customer interaction is tracked, every lead is nurtured, and every service request is handled efficiently. It eliminates guesswork, helping businesses stay organized, responsive, and adaptable, ultimately improving sales, retention, and operational efficiency.
HubSpot Solution Partner
As a certified HubSpot Solution Partner, we’ve been implementing HubSpot for over 10 years — across every Hub (Marketing, Sales, Service, CMS, and Operations), from Starter to Enterprise. We’ve worked with businesses in all industries, handling the end-to-end process — from setup and configuration to hands-on training for your team, so you’re set up for long-term success.
The Core of a Scalable Business
One View of Every Customer
From their first website visit to their latest support ticket, a CRM centralises all customer interactions into a single, customisable view, helping teams make smarter, faster decisions.
Automated Marketing Campaigns
From email sequences and ad retargeting to campaign tracking and SEO insights, a CRM helps businesses market more effectively while saving time on manual tasks.
Seamless Service & Support
Integrated ticketing, chat, and inbox management ensure that support teams respond quickly and efficiently, improving customer satisfaction and retention.
Smarter Sales Pipelines
Track leads, manage deals, and automate follow-ups—freeing up sales teams to focus on what they do best: closing sales and growing revenue.
How We Build CRM Success
Understand Your Processes
We assess how your business currently manages sales, service, and support, identifying inefficiencies and opportunities for improvement.
01
Implement & Customise Your CRM
We set up and tailor your CRM to fit your exact needs, ensuring it integrates smoothly with your existing systems.
02
Automate & Optimise
We design automation workflows to reduce admin time, improve response rates, and help you track and measure success in real time.
03
Train & Support Your Team
A CRM is only as good as the team using it. We provide onboarding and support so your staff can confidently use the system and adapt as your business grows.
04
A CRM and Website Migration Case Study
What we did
B2C& B2B Entertainment Affiliate Marketing (Confidential)
2023
Scenario
Disjointed sales, marketing, and support processes led to poor pipeline visibility, inefficient lead management, and slow deal closures. Manual workflows and a lack of automation caused missed opportunities and inconsistent customer engagement.
Solution / Services
– Sales CRM migration
– Automated lead nurturing workflows
– CMS build with CTA and other smart features
– Sales and marketing team calendar tracking
– Email health recovery and customer preference centre
Results
– 132% increase in website traffic
– Improved sales efficiency
– Faster contract execution
– Enhanced customer engagement
Interested? Let’s talk
Automation is the future.
The best businesses aren’t just different—they’re the easiest to buy from, the easiest to remember, and the easiest to do business with.
Answers to FAQs
Not at all. We work with both new and existing HubSpot users. If you’re starting from scratch, we’ll set everything up for you. If you’re already in HubSpot but it feels messy or underused, we’ll audit and rebuild it to match your goals.
HubSpot subscriptions start from $30/month for new businesses, around $1,000/month for established teams, and up to $10,000/month for enterprise needs.
Working with Shepherd is similar to investing in a beautifully built, high-performing website — but instead of handing over the keys and walking away, we stay with you. We refine, expand, and evolve your CRM system to prepare your business for scale, automation, and long-term operational efficiency across every area. The result? A system that keeps getting better — and keeps delivering value.
Absolutely. Integration is a key part of how we work. We connect your CRM with your website, lead capture tools, payment systems, booking platforms, communication apps, and internal teams — so your data flows, your team stays aligned, and your customers get a seamless experience from first click to long-term loyalty.
