Integrated CRM
Integrated CRM
Systems replaced
Unified database
Sectors served
Overview
Recruitment runs on relationships and records. When clients live in one system, candidates in another and the website in a third, the firm spends its time reconciling rather than placing. We replaced the arrangement with one system where the website, the CRM and the records are the same thing.
Challenge
Fragmented databases made it difficult to manage clients and candidates efficiently. Manual processes slowed recruitment and limited growth potential.
Objectives
One place for clients, candidates and programmes. A public website that feeds the CRM directly. Less administration, faster response times.
Discovery
We traced a single enquiry from first click to placement and counted every manual step along the way. That count became the specification.
The solution
A public site for programmes, trainers and articles, built to convert enquiries.
Clients and candidates in one database, updated by the website rather than by retyping.
1integrated CRMRoutine steps automated and performance made visible to the team.
Built to carry more programmes and more sectors without another rebuild.
Gallery

The public site: programmes, trainers and enquiries feeding the CRM directly
Technology
Timeline
Phase 1
Existing databases and workflows mapped.
Phase 2
Website and CRM built as one system.
Phase 3
Client and candidate records consolidated.
Phase 4
Automation and analytics layered on.
Business outcome
A centralised system replaced the reconciliation work. Recruitment moved faster, administrative burden fell, team productivity improved, and the firm gained the operational visibility it needed to scale with confidence.
What we carry forward: Most SME technology problems are not missing features, they are the same information living in three places. Unify first, then automate.
Thirty minutes with a senior partner tells you what a solution would look like, what it would cost and what it would return.
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