CRM Consultancy Services

Helping You To Elevate Your Business Strategy


In an increasingly digital age, customer relationship management (CRM) plays a crucial role in achieving business success. At InfoPad, we understand that a successful CRM journey begins with a robust strategy. Our CRM Consultancy service encompasses customised CRM strategies, in-depth planning, and process optimisations.


office buildings for CRM training

What We Do

At InfoPad, our CRM consultancy services are designed to be as dynamic and bespoke as your business. Our expert consultants engage deeply with your team to customise CRM strategies that are perfectly in sync with your business goals and customer needs. Beyond merely offering advice, our insightful planning provides a detailed roadmap, addressing potential challenges and charting out sustainable solutions for effective CRM navigation. Additionally, we specialise in process optimisation, scrutinising your existing workflows to identify areas where CRM can deliver greater efficiency, improved productivity, and heightened customer satisfaction. With InfoPad, you're not just adopting technology, you're embracing a strategic partner committed to optimising your business processes.

Customised Strategies

Our expert consultants work closely with your team to understand your business goals, customer needs, and existing processes. We then tailor CRM strategies to align with these objectives.

Insightful Planning

We go beyond superficial advice. Our in-depth planning services include a roadmap that anticipates potential challenges and offers sustainable solutions, helping you foresee and navigate the CRM landscape effectively.

Process Optimisation

Most organisations have existing processes that could be more efficient. We analyse these workflows and suggest improvements that can be achieved through CRM, thereby enhancing productivity and customer satisfaction.

Why choose InfoPad

With our core beliefs of Honesty, Transparency, Value for Money, and Transference of Skills, InfoPad stands as a beacon in CRM consultancy. Our aim is not just to offer advice but to build lasting partnerships that add tangible value to your business. Expect full transparency in our processes, insights that provide real value, and skill sets that can be transferred to your team for ongoing benefits.

Our Clients

We’re proud to work with some brilliant clients from a range of industries. Why not become one of them?


Don't just take our word for it. See what our clients say about working with InfoPad

Our Partners

Microsoft Solutions Partner Logo
Hubspot Solutions Partner
QBS Microsoft Dynamics Partner